Get account detail / SnapTrade

Get account detail

get

https://api.snaptrade.com/api/v1/accounts/{accountId}

Returns account detail known to SnapTrade for the specified account.

The data returned here is always cached and refreshed once a day. If you need real-time data, please use the manual refresh endpoint.

Execute an API Request

Path

accountIdstring (format: uuid)required

Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.

Query

userIdstringrequired

SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.

userSecretstringrequired

SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the rotate user secret endpoint.

Authorization

clientId

consumerKey

Request

Installation

GitHub npm

npm install snaptrade-typescript-sdk

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Response fields

object

A single account at a brokerage.

idstring (format: uuid)

Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade. This ID should not change for as long as the connection stays active. If the connection is deleted and re-added, a new account ID will be generated.

brokerage_authorizationstring (format: uuid)

Unique identifier for the connection. This is the UUID used to reference the connection in SnapTrade.

portfolio_groupstring (format: uuid)

Portfolio Group ID. Portfolio Groups have been deprecated. Please contact support if you have a usecase for it.

namestring or null

A display name for the account. Either assigned by the user or by the brokerage itself. For certain brokerages, SnapTrade appends the brokerage name to the account name for clarity.

numberstring

The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.

institution_namestring

The name of the brokerage that holds the account.

created_datestring (format: date-time)

Timestamp in ISO 8601 format indicating when the account was created in SnapTrade. This is not the account opening date at the brokerage.

metaobject

Additional information about the account, such as account type, status, etc. This information is specific to the brokerage and there's no standard format for this data. This field is deprecated and subject to removal in a future version.

cash_restrictionsarray of strings

This field is deprecated.

sync_statusobject

Contains status update for the account sync process between SnapTrade and the brokerage.

balanceobject

Contains balance related information for the account.

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{
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  "id": "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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  "brokerage_authorization": "87b24961-b51e-4db8-9226-f198f6518a89",
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  "portfolio_group": "2bcd7cc3-e922-4976-bce1-9858296801c3",
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  "name": "Robinhood Individual",
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  "number": "Q6542138443",
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  "institution_name": "Robinhood",
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  "created_date": "2024-07-23T22:50:22.761Z",
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  "meta": {
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    "type": "Margin",
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    "status": "ACTIVE",
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    "institution_name": "Robinhood"
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  },
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  "cash_restrictions": [],
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  "sync_status": {
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    "transactions": {
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      "initial_sync_completed": true,
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      "last_successful_sync": "2022-01-24",
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      "first_transaction_date": "2022-01-24"
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    },
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    "holdings": {
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      "initial_sync_completed": true,
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      "last_successful_sync": "2024-06-28 18:42:46.561408+00:00"
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    }
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  },
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  "balance": {
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    "total": {
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      "amount": 15363.23,
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      "currency": "USD"
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    }
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  }
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}

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