Core Concepts
Authentication
Authenticate with HTTP Basic Auth using your API Key and Secret.
Accounts
Investment accounts — types, lifecycle, and configuration options.
Compliance & KYC
Identity verification, document requirements, and compliance workflows.
Wallets
Cash balance management — wallet types, holds, and ledger entries.
Funding & Transfers
Deposit and withdrawal methods, transfer lifecycle, and Plaid integration.
Trading
Order types, lifecycle, fractional shares, and market hours.
Assets & Market Data
Tradable instruments, asset search, quotes, bars, and market calendar.
Positions
Track holdings, cost basis, market value, and unrealized P&L.
Wealth Management
Overview
How Bluum’s wealth management APIs work together.
Investor Profile
Capture the investor’s full financial picture.
Risk Assessment
Questionnaire-based risk tolerance scoring.
Financial Planning
Goals, life events, dependents, and financial plan generation.
Portfolio Management
Managed portfolios, IPS, rebalancing, auto-invest, and DRIP.
Insights & Recommendations
Portfolio insights, tax optimization, and reporting.
Infrastructure
Webhooks
Real-time event notifications.
Error Handling
Error codes, rate limiting, and retry strategies.
Idempotency
Prevent duplicate operations.