Altruist

Altruist Cash Settings API

Cash management settings for brokerage accounts

Documentation GitHub OpenAPI

Operations 1

GET /api/v1/orgs/{orgId}/households/{householdId}/accounts/{accountId}/cashSettings Get account cash settings #

Specifications

https://raw.githubusercontent.com/api-evangelist/altruist/refs/heads/main/openapi/altruist-cash-settings-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Enterprise Realtime Cash Settings API
  description: The Enterprise Realtime API service acts as the public API layer for advisor infrastructure, enabling partner-developers to programmatically perform advisor actions.
  version: v1
servers:
- url: https://integrations.altruist.com
  description: API Server
tags:
- name: Cash Settings
  description: Cash management settings for brokerage accounts
paths:
  /api/v1/orgs/{orgId}/households/{householdId}/accounts/{accountId}/cashSettings:
    get:
      tags:
      - Cash Settings
      summary: Get account cash settings
      description: Retrieves cash management settings for a specific brokerage account
      operationId: getAccountCashSettings
      parameters:
      - name: orgId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: householdId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: accountId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Cash settings found
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/AccountCashSettingsV1'
        '400':
          description: Bad Request
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '401':
          description: Unauthorized
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '403':
          description: Forbidden
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '404':
          description: Cash settings not found
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '409':
          description: Conflict
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '501':
          description: Not Implemented
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '502':
          description: Bad Gateway
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
components:
  schemas:
    ErrorV1:
      type: object
      properties:
        code:
          type: integer
          format: int32
          description: '### Error Codes


            | Code   | Description                         |

            |--------|-------------------------------------|

            | **0xx** | **Unknown or Unexpected**          |

            | 0    | Unknown error                         |

            | 40   | Unknown authentication error          |

            | **1xx** | **General**                        |

            | 101  | Invalid input                         |

            | 104  | Not found                             |

            | 140  | Access Denied                         |

            | 141  | Unauthorized                          |

            | 150  | Not implemented                       |

            | **10xx** | **Household**                     |

            | 1000 | Household not found                   |

            | 1001 | Duplicate contact                     |

            | 1002 | Household contact not found           |

            | 1003 | Household contact already exists      |

            | **11xx** | **Account**                       |

            | 1100 | Account not found                     |

            | 1110 | Invalid account group                 |

            | **12xx** | **User**                          |

            | 1200 | User not found                        |

            | 1201 | User profile not found                |

            | **13xx** | **Transfer**                      |

            | 1300 | Transfer not found                    |

            | 1301 | Transfer not supported                |

            | 1302 | Duplicate transfer                    |

            | 1303 | Funding account not found             |

            | 1304 | Duplicate funding account             |

            | **14xx** | **Client Agreement**              |

            | 1400 | Client Agreement not found            |

            | 1401 | Invalid Client Agreement file         |

            | 1402 | Client Agreement could not be updated |

            | **15xx** | **Trusted Contact**               |

            | 1500 | Trusted Contact not found             |

            | **17xx** | **Cash Set Aside**                |

            | 1700 | Cash set aside not found              |

            | 1701 | Cash set aside invalid amount         |

            | 1702 | Cash set aside invalid date           |

            | 1703 | Cash set aside upstream error         |

            | 1704 | Cash set aside cannot be cancelled    |

            | 1705 | Cash set aside invalid account        |

            | **18xx** | **Cash Settings**                 |

            | 1800 | Cash settings not found               |

            '
        message:
          type: string
        requestId:
          type: string
    AccountCashSettingsV1:
      type: object
      properties:
        accountId:
          type: string
          format: uuid
        method:
          type: string
          enum:
          - Model
          - Separate
          - Unknown
        cashTarget:
          type: number
        raiseCashThreshold:
          type: number
        investCashThreshold:
          type: number
        minTradeSizePct:
          type: number
        minTradeSizeDollars:
          type: number
        isCustom:
          type: boolean
x-provenance:
  method: searched
  source: https://developer.altruist.com/reference
  harvested: '2026-10-13'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
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  - https://developer.altruist.com/reference/batchdeletebeneficiaries.md
  - https://developer.altruist.com/reference/cancelacattransfer.md
  - https://developer.altruist.com/reference/cancelcashsetaside.md
  - https://developer.altruist.com/reference/cancelcashtransfer-1.md
  - https://developer.altruist.com/reference/cancelscheduledtransfer-1.md
  - https://developer.altruist.com/reference/checkdrafteligibility.md
  - https://developer.altruist.com/reference/createaccountgroup.md
  - https://developer.altruist.com/reference/createbanklink.md
  - https://developer.altruist.com/reference/createbeneficiary.md
  - https://developer.altruist.com/reference/createbundle.md
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  merge:
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    deduped: 228
    conflicts_kept_first: 0