Response fields
array of objectsList of brokerage accounts across all connections.
objectA 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.
namestring or nullA 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.
numberstringThe account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.
institution_namestringThe 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.
sync_statusobjectContains status update for the account sync process between SnapTrade and the brokerage.
transactionsobjectStatus of account transaction sync. SnapTrade syncs transactions from the brokerage under the following conditions:
- Initial connection - SnapTrade syncs all transactions from the brokerage account as far back as the brokerage allows. Check our integrations doc for details on how far back we sync for each brokerage.
- Daily sync - Once a day SnapTrade syncs new transactions from the brokerage.
- Manual sync - You can retrigger an incremental sync of transactions with the manual refresh endpoint.
initial_sync_completedbooleanIndicates if the initial sync of transactions has been completed. For accounts with a large number of transactions, the initial sync may take a while to complete.
last_successful_syncstring (format: date) or nullAll transactions up to this date have been successfully synced. Please note that this is not the date of the last transaction, nor the last time SnapTrade attempted to sync transactions.
first_transaction_datestring (format: date) or nullThe date of the first transaction in the account known to SnapTrade. It's possible that the account has transactions before this date, but they are not known to SnapTrade.
holdingsobjectStatus of account holdings sync. SnapTrade syncs holdings from the brokerage under the following conditions:
- Initial connection - SnapTrade syncs all holdings (positions, balances, recent orders, and transactions) immediately after the connection is established.
- Daily sync - Once a day SnapTrade refreshes all holdings from the brokerage.
- Manual sync - You can trigger a refresh of holdings with the manual refresh endpoint.
initial_sync_completedbooleanIndicates if the initial sync of holdings has been completed. For accounts with a large number of positions/orders/transactions, the initial sync may take a while to complete.
last_successful_syncstring (format: date-time) or nullThe last time holdings were successfully synced by SnapTrade.
balanceobjectContains balance related information for the account.
totalobject or nullTotal market value of this account (includes cash, equity, fixed income, etc). This value is directly obtained from the brokerage and should reflect the most accurate value of the account.
amountnumberTotal value denominated in the currency of the currency field.
currencystringThe ISO-4217 currency code for the amount.
metaobjectAdditional 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.
portfolio_groupstring (format: uuid)Portfolio Group ID. Portfolio Groups have been deprecated. Please contact support if you have a usecase for it.
cash_restrictionsarray of stringsThis field is deprecated.
string1[2{3"id": "917c8734-8470-4a3e-a18f-57c3f2ee6631",4"brokerage_authorization": "87b24961-b51e-4db8-9226-f198f6518a89",5"name": "Robinhood Individual",6"number": "Q6542138443",7"institution_name": "Robinhood",8"created_date": "2024-07-23T22:50:22.761Z",9"sync_status": {10"transactions": {11"initial_sync_completed": true,12"last_successful_sync": "2022-01-24",13"first_transaction_date": "2022-01-24"14},15"holdings": {16"initial_sync_completed": true,17"last_successful_sync": "2024-06-28 18:42:46.561408+00:00"18}19},20"balance": {21"total": {22"amount": 15363.23,23"currency": "USD"24}25},26"meta": {27"type": "Margin",28"status": "ACTIVE",29"institution_name": "Robinhood"30},31"portfolio_group": "2bcd7cc3-e922-4976-bce1-9858296801c3",32"cash_restrictions": []33}34]