Self-Directed Investing
Build a trading experience where your users buy and sell stocks, ETFs, and fractional shares.Account Onboarding
Create and activate investment accounts step by step.
KYC Document Verification
Upload identity documents and track verification status.
Link a Bank Account
Connect a bank account via Plaid Link for ACH transfers.
Deposits & Withdrawals
Fund accounts and withdraw to linked bank accounts.
Placing Orders
Place market, limit, stop, and trailing stop orders.
Tracking Positions
Query positions, monitor P&L, and track holdings.
Wealth Management
Offer managed portfolios, financial planning, risk assessments, and automated investing.Investor Onboarding
Create a wealth management account with a complete investor profile.
Risk Assessment & Planning
Determine risk tolerance, define goals, and generate a financial plan.
Setting Up Portfolios
Create an IPS, build a managed portfolio, and configure auto-invest.
Monitoring & Insights
Track performance, review insights, optimize taxes, and generate reports.
Platform Operations
Setting Up Webhooks
Register, test, and manage webhook endpoints.
Working with Market Data
Quotes, historical bars, snapshots, and asset discovery.
Testing in Sandbox
Test scenarios, simulated behaviors, and validation.