Getting Started with Trading API

Workflow

1. Authenticate with a sandbox partner key.
2. Create or select a verified sub-account, or use the master account.
3. Request a quote using the exact symbol, side, quantity, or cashValue.
4. Place the order with the returned quoteId and an Idempotency-Key.
5. Poll order status or subscribe to signed webhook/SSE events.
6. Inspect executions, portfolio, buying power, and ledger entries.
7. Reconcile the completed trade against the daily report.

The full request sequence is in Trading, including market, limit, stop, time-in-force, cancellation, and fractional cash-value examples.

Important invariants

• Never reuse an expired or already-consumed quote.
• Never generate a new idempotency key when retrying the same write.
• Treat webhook delivery as at-least-once and potentially out of order.
• Do not treat a submitted or pending order as settled custody.

Use the API Tester for individual calls and the API Reference for the exact request schema.