API Reference

Create ACATS Transfer

post
https://bo-api.drivewealth.io/back-office/asset-transfers/acats

The Automated Customer Account Transfer Service (ACATS) is a system that facilitates the transfer of securities from one trading account to another at a different brokerage firm or bank.

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Body Params

ACAT Request model

string
enum

The type of account the sources account is. If TRUMP_ACCOUNT is selected, The acatType can only be FULL.

Allowed:
string
enum
required

The type of ACAT transfer to be performed.

Allowed:
string
required

The user's unique account number, that is human readable.

string
required

The DriveWealth destination account number where all assets will be transferred to.

string

A way to store a message/comment on the this object.

metadata
object

The metadata object allows for creating a maximum of 5 keys (max 36 characters) and each value cannot exceed more than 128 bytes.

string
required
length between 1 and 4

The DTCC clearing number of the broker. Refer DTCC broker API to fetch full supported list.

number
Defaults to 0

The amount of cash to be moved from the source account.

positions
array of objects
length ≥ 0

The positions to be moved from the source account to the destination account.

positions
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Updated 25 days ago

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Updated 25 days ago

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