Trading Account and Buying Power
Understand master and sub-account wallets, buying power, portfolios, settlement-aware balances, and account state before placing orders.
The Partner API supports a master trading account and isolated customer sub-accounts. Choose the account context explicitly when requesting a quote, placing an order, or reading portfolio state.
Account surfaces
| Need | Endpoint |
|---|---|
| Master wallet and portfolio | GET /account, GET /portfolio |
| Master buying power | GET /buying-power |
| Sub-account wallet | GET /users/{userId}/wallet |
| Sub-account portfolio | GET /users/{userId}/portfolio |
| Sub-account buying power | GET /users/{userId}/buying-power |
| Account status | GET /users/{userId} |
Buying power is settlement-aware. Unsettled sell proceeds may appear in portfolio or order state but remain unavailable for withdrawal until settlement. Do not use display portfolio value as withdrawable cash.
Before trading, confirm the account is active, not frozen, and KYC-eligible. See Custody and Beneficial Ownership for the distinction between ledger ownership and settled custody.
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