DriveWealth Accounts API

openapi: 3.0.2
info:
  title: DriveWealth Accounts API
  version: '1.0'
servers:
- url: https://bo-api.drivewealth.io/back-office
  description: Sandbox server (Uses test data)
- url: https://bo-api.drivewealth.net/back-office
  description: Production Server (Uses LIVE data)
tags:
- name: Accounts
  x-displayName: Accounts
paths:
  /accounts:
    post:
      tags:
      - Accounts
      summary: Create Account
      description: Creates a trading Account.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountReq'
            examples:
              Self Directed Account:
                value:
                  userID: cc07f91b-7ee1-4868-b8fc-823c70a1b932
                  accountType: LIVE
                  accountManagementType: SELF
                  tradingType: CASH
              Managed Account:
                value:
                  userID: cc07f91b-7ee1-4868-b8fc-823c70a1b932
                  accountType: LIVE
                  accountManagementType: MANAGED
                  tradingType: CASH
              Robo Advisory Account:
                value:
                  userID: cc07f91b-7ee1-4868-b8fc-823c70a1b932
                  accountType: LIVE
                  accountManagementType: RIA_MANAGED
                  tradingType: CASH
                  riaProductID: product_b94c0b6a-5ac8-43e4-95d1-777051c0503b
                  riaUserID: 80f9b672-120d-4b73-9ccv9-42fb3262c4b9
        required: true
      responses:
        '200':
          description: Creating an Account was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}:
    get:
      tags:
      - Accounts
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Retrieve Account
      description: Retrieves an Account details by accountID.
      responses:
        '200':
          description: Retrieving Account details was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountDetailRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
    patch:
      tags:
      - Accounts
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Update Account
      description: Updates an Account details by accountID.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateAcctReq'
            examples:
              Add Authorized User:
                value:
                  authorizedUsers:
                  - userID: f6fd0783-2fdb-4ddb-9fd5-2464d8abc267
                    permissions:
                    - MINOR_GRADUATION_TRANSFER
              Enable Equity Dividend Reinvestment:
                value:
                  accountFeatures:
                    equities:
                      dividendReinvestment: true
                      capitalGainsReinvestment: true
              Update Account Status:
                value:
                  status: FROZEN
                  statusChangeReason: PARTNER_RESTRICTED
                  statusComment: Account is restricted by partner due to suspicious activity.
        required: true
      responses:
        '200':
          description: Updating an Account details by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountDetailRes'
              examples:
                Account Summary:
                  value:
                    account:
                      id: cc07f91b-7ee1-4868-b8fc-823c70a1b932.1407775317759
                      accountNo: DWBG000052
                      accountType:
                        name: LIVE
                        description: Live Account
                      accountMgmtType:
                        name: SELF
                        description: Self Directed Account
                      status:
                        name: OPEN
                        description: Open
                      tradingType:
                        name: CASH
                        description: Cash Account
                      leverage: 1
                      nickname: Steve's Robo Advisor Managed Account
                      parentIB:
                        id: 80f9b672-120d-4b73-9cc9-42fb3262c4b9
                        name: Tendies Trading Company
                      taxProfile:
                        taxStatusCode: W-9
                        taxRecipientCode: INDIVIDUAL
                      commissionID: b3e985dd-9679-63dc-5dd5-9bd7982efecd
                      beneficiaries: false
                      userID: cc07f91b-7ee1-4868-b8fc-823c70a1b932
                      restricted: false
                      goodFaithViolations: 0
                      patternDayTrades: 0
                      freeTradeBalance: 0
                      gfvPdtExempt: false
                      buyingPowerOverride: false
                      bod:
                        moneyMarket: 0
                        equityValue: 0
                        cashAvailableForWithdrawal: 0
                        cashAvailableForTrading: 0
                        cashBalance: 0
                      ria:
                        advisorID: 66304da9-3h6f-2234-935f-ac6b7933d706
                        productID: product_b94c0b6a-5ac8-43e4-95d1-777051c0503b
                      sweepInd: true
                      interestFree: false
                      createdWhen: '2022-12-22T06:07:41.773Z'
                      openedWhen: '2022-12-22T06:07:41Z'
                      updatedWhen: '2022-12-11T22:28:21.810Z'
                      ignoreMarketHoursForTest: false
                      flaggedForACATS: false
                      extendedHoursEnrolled: false
                      accountFeatures:
                        fixedIncome:
                          enrolled: true
                      lastActivityDate: '2024-07-23'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/summary/money:
    get:
      tags:
      - Accounts
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Retrieve Account Cash
      description: Retrieves an Account Cash details by accountID.
      responses:
        '200':
          description: Retrieving Money details was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MoneyDetailsRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/summary:
    get:
      tags:
      - Accounts
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Retrieve Account Summary
      description: 'Retrieves an Account Summary details by accountID.


        The full Account Summary API is now deprecated. Instead, use the individual APIs for retrieving the Account''s Positions, Transactions, or Orders separately.'
      deprecated: true
      responses:
        '200':
          description: Retrieving Account Summary details by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SummaryRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/performance:
    get:
      deprecated: true
      tags:
      - Accounts
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      - in: query
        name: period
        schema:
          type: string
          enum:
          - 1d
          - '*d'
          - 1w
          - '*w'
          - 1m
          - '*m'
          - 1y
          - '*y'
        required: false
        example: 3d
        description: 'Used for relative date range, accepts a number and a unit of time (E.g: 3d = 3 Days or 2w = 2 Weeks).'
      - in: query
        name: from
        schema:
          type: string
        required: false
        example: '2018-09-18'
        description: Start date and time of requested time frame of the accounts performance.
      - in: query
        name: to
        schema:
          type: string
        required: false
        example: '2019-09-18'
        description: End date and time of requested time frame of the accounts performance.
      summary: Retrieve Account Performance
      description: Retrieves realtime Account Performance details by accountID.
      responses:
        '200':
          description: Retrieving realtime Account Performance details by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PerformanceRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/summary/margin:
    get:
      tags:
      - Accounts
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Retrieve Account Margin
      description: Retrieves Account Margin details by accountID.
      responses:
        '200':
          description: Retrieving an Account Margin details by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MarginRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/position-details:
    get:
      tags:
      - Accounts
      summary: Retrieve Account Lots
      description: Retrieves an Account Lots details by accountID.
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      responses:
        '200':
          description: Retrieving Account Lots details by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountPositionLots'
              examples:
                Account Lots:
                  value:
                    accountID: 0d1d686c-abe3-4203-82e5-62f1bd8266f3.1654094651810
                    accountNo: XYRR000001
                    positions:
                    - instrumentID: 5b85fabb-d57c-44e6-a7f6-a3efc760226c
                      symbol: TSLA
                      currency: USD
                      costBasis: 4
                      quantity: 0.01648699
                      currentMarketPrice: 253.76
                      currentMarketValue: 4.18
                      unrealizedPnL: 0.18
                      effectiveCostPerShare: 242.6155411
                      side: B
                      taxLots:
                      - id: 3db27e74626adac3be7b549f2bbc0ab2480852a7
                        created: '2022-08-25T10:07:47.235Z'
                        initialQuantity: 0.01240767
                        openQuantity: 0.01240767
                        effectiveCostPerShare: 241.79
                        side: B
                        comment: SPLIT CAFB015132 TSLA...
                      - id: 3db27e74626adac3be7b549f2bbc0ab2480852a7
                        created: '2023-09-25T15:28:12.120Z'
                        initialQuantity: 0.00407932
                        openQuantity: 0.00407932
                        effectiveCostPerShare: 245.14
                        side: B
                        comment: TSLA FRACK part TSLA KI...
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /users/{userID}/accounts:
    get:
      tags:
      - Accounts
      summary: List User Accounts
      description: Retrieves a list of User Accounts by userID.
      parameters:
      - in: path
        name: userID
        schema:
          type: string
        required: true
        example: cc07f91b-7ee1-4868-b8fc-823c70a1b932
        description: Unique ID of the User to fetch their accounts at DriveWealth.
      responses:
        '200':
          description: Retrieving a list of User Accounts by userID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountDetails'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
components:
  schemas:
    productID:
      type: string
      example: product_b94c0b6a-5ac8-43e4-95d1-777051c0503b
      description: The unique identifier associated with an RIA managed product.
    PerformanceRes:
      type: object
      properties:
        accountID:
          $ref: '#/components/schemas/accountID'
        accountNo:
          $ref: '#/components/schemas/accountNo'
        startDate:
          type: string
          example: '2017-09-18'
          description: Start date and time of requested time frame of the accounts performance.
        endDate:
          type: string
          example: '2018-09-18'
          description: End date and time of requested time frame of the accounts performance.
        lastUpdated:
          type: string
          example: '2017-06-16T15:35:30.617Z'
          description: Date and time of last performance update.
        performance:
          type: array
          description: Array of performance objects.
          items:
            oneOf:
            - $ref: '#/components/schemas/performanceObj'
    note:
      type: string
      example: Hey! Welcome to DriveWealth Developer Docs!
      description: A way to store a message/comment on the this object.
    AccountRes:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/accountID'
        accountNo:
          $ref: '#/components/schemas/accountNo'
        accountType:
          type: object
          properties:
            name:
              type: string
              example: LIVE
              description: The type of account.
            description:
              type: string
              example: Live Account
              description: A description of the type of account.
        accountMgmtType:
          $ref: '#/components/schemas/accountManagementTypeObject'
        accountHolderType:
          $ref: '#/components/schemas/accountHolderTypeObject'
        status:
          type: object
          properties:
            name:
              $ref: '#/components/schemas/accountStatus'
            description:
              type: string
              example: Open
              description: A description of the account status.
        tradingType:
          type: object
          properties:
            name:
              type: string
              example: CASH
              description: The type of trading ocurring in the account.
              enum:
              - CASH
              - MARGIN
              - CRYPTO
            description:
              type: string
              example: Cash Account
              description: A custom description about the type of account.
        leverage:
          $ref: '#/components/schemas/leverage'
        nickname:
          $ref: '#/components/schemas/accountNickname'
        parentIB:
          $ref: '#/components/schemas/parentIBIDObject'
        taxProfile:
          $ref: '#/components/schemas/taxProfileObject'
        commissionID:
          $ref: '#/components/schemas/commissionID'
        beneficiaries:
          $ref: '#/components/schemas/beneficiariesOption'
        userID:
          $ref: '#/components/schemas/userID'
          description: The userID associated with the account. This will be the userID of your customer.
        restricted:
          $ref: '#/components/schemas/restricted'
        goodFaithViolations:
          $ref: '#/components/schemas/goodFaithViolations'
        patternDayTrades:
          $ref: '#/components/schemas/patternDayTrades'
        freeTradeBalance:
          $ref: '#/components/schemas/freeTradeBalance'
        gfvPdtExempt:
          $ref: '#/components/schemas/gfvPdtExempt'
        buyingPowerOverride:
          $ref: '#/components/schemas/buyingPowerOverride'
        bod:
          $ref: '#/components/schemas/bod'
        ria:
          $ref: '#/components/schemas/riaObject'
        sweepInd:
          $ref: '#/components/schemas/sweepInd'
        interestFree:
          $ref: '#/components/schemas/interestFree'
        openedWhen:
          $ref: '#/components/schemas/openedWhen'
        ignoreMarketHoursForTest:
          $ref: '#/components/schemas/ignoreMarketHoursForTest'
        flaggedForACATS:
          $ref: '#/components/schemas/flaggedForACATS'
        accountFeatures:
          $ref: '#/components/schemas/accountFeatures'
        interestedParties:
          type: array
          items:
            $ref: '#/components/schemas/interestedParty'
    SummaryRes:
      type: object
      properties:
        accountSummary:
          type: object
          properties:
            accountID:
              $ref: '#/components/schemas/accountID'
            accountNo:
              $ref: '#/components/schemas/accountNo'
            tradingType:
              $ref: '#/components/schemas/tradingType'
            lastUpdated:
              type: string
              example: '2017-06-16T15:35:30.617Z'
              description: Time of last update.
            cash:
              $ref: '#/components/schemas/MoneyDetailsRes/properties/cash'
        margin:
          $ref: '#/components/schemas/marginObj'
        equity:
          type: object
          properties:
            equityValue:
              $ref: '#/components/schemas/equityValue'
            equityPositions:
              type: array
              items:
                oneOf:
                - $ref: '#/components/schemas/equityPositionsObj'
        orders:
          type: array
          description: An array of pending orders.
          items:
            oneOf:
            - $ref: '#/components/schemas/ordersObj'
        transactions:
          type: array
          description: An array of account transactions
          items:
            oneOf:
            - $ref: '#/components/schemas/transactionSumObj'
    userID:
      type: string
      example: cc07f91b-7ee1-4868-b8fc-823c70a1b932
      description: A unique identifier created for each User on DriveWealth's platform.
    ordersObj:
      type: object
      properties:
        orderID:
          $ref: '#/components/schemas/orderID'
        orderNo:
          $ref: '#/components/schemas/orderNo'
        createdWhen:
          $ref: '#/components/schemas/created'
        symbol:
          $ref: '#/components/schemas/instrumentSymbol'
        cumQty:
          $ref: '#/components/schemas/orderCumulativeQuantity'
        orderStatus:
          $ref: '#/components/schemas/orderStatus'
        orderType:
          $ref: '#/components/schemas/orderTypes'
        orderQty:
          $ref: '#/components/schemas/orderQuantity'
        isoTimeRestingOrderExpires:
          type: string
          example: null
          description: The time when the limit order expires.
        limitPrice:
          $ref: '#/components/schemas/limitPrice'
        side:
          $ref: '#/components/schemas/sideAbbreviated'
        orderCashAmt:
          type: number
          example: null
          description: The amount of cash requested for an order (fractional shares only).
        stopPrice:
          $ref: '#/components/schemas/stopPrice'
    limitPrice:
      type: number
      example: null
      description: The price set for the limit order.
    PositionLegs:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/taxLotID'
        created:
          type: string
          example: '2017-06-16T15:35:30.617Z'
          description: The timestamp when the position was created.
        initialQuantity:
          type: number
          example: 0.17583963
          description: The initial quantity of shares for position leg.
        openQuantity:
          type: number
          example: 10.1
          description: The total amount of shares that are currently held in this position leg.
        effectiveCostPerShare:
          type: number
          example: 113.74
          description: The effective cost per share of the position leg.
        side:
          $ref: '#/components/schemas/sideAbbreviated'
        comment:
          $ref: '#/components/schemas/note'
    taxLotID:
      type: string
      example: 3db27e74626adac3be7b549f2bbc0ab2480852a7
      description: A unique tax lot identifier.
    riaID:
      type: string
      example: 66304da9-3h6f-2234-935f-ac6b7933d706
      description: This is the parentIBID or userID of the registered investment advisor creating the re-balance run.
    buyingPowerOverride:
      type: boolean
      example: false
      description: True if the account is required to have sufficient buying power to enter a trade.
    accountHolderType:
      type: string
      example: I
      description: A classification for the type of the account holder. US broker-dealers must utilize this field for CAIS compliance. If unset, a default value of `I` will be assumed for CAIS reporting. Please refer to CAIS documentation and instructions for more information on the allowed values.
      enum:
      - E
      - I
      - A
      - F
      - O
      - V
      - P
      - X
    taxProfileObject:
      type: object
      properties:
        taxStatusCode:
          type: string
          example: W-9
          description: The tax code of the accounts associated user.
        taxRecipientCode:
          type: string
          example: INDIVIDUAL
          description: The type of tax filing of the accounts associated user.
    gfvRestricted:
      type: boolean
      example: false
      description: True, when the account cannot trade on unsettled funds.
    patternDayTrader:
      type: boolean
      example: false
      description: True, when the account is designated as a Pattern Day Trader.
    accountType:
      type: string
      example: LIVE
      description: The type of account that has been created.
      enum:
      - LIVE
    goodFaithViolations:
      type: number
      example: 0
      description: The total number of good faith violations.
    AccountFeatureEquities:
      type: object
      description: Account features related to equities
      properties:
        dividendReinvestment:
          type: boolean
          example: true
          description: True, if equity dividends are reinvested.
        dividendReinvestmentOptInWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted for equity dividend reinvestment.
          readOnly: true
        dividendReinvestmentOptOutWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted out of equity dividend reinvestment.
          readOnly: true
        capitalGainsReinvestment:
          type: boolean
          example: true
          description: True, if equity capital gains are reinvested.
        capitalGainsReinvestmentOptInWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted for equity capital gains reinvestment.
          readOnly: true
        capitalGainsReinvestmentOptOutWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted out of equity capital gains reinvestment
          readOnly: true
    stopPrice:
      type: number
      example: 200
      description: The stop price of a limit order.
    accountStatus:
      type: string
      example: OPEN
      description: The current status of the user's account.
      enum:
      - PENDING
      - OPEN
      - OPEN_NO_NEW_TRADES
      - FROZEN
      - CLOSED
    openedWhen:
      type: string
      example: '2022-12-22T06:07:41Z'
      description: A timestamp of when the account was opened.
    permissions:
      type: string
      example: MINOR_GRADUATION_TRANSFER
      enum:
      - ORDERS_CREATE
      - MINOR_GRADUATION_TRANSFER
    marginObj:
      type: object
      properties:
        marginRequirement:
          type: number
          example: 1
          description: Leverage amounts. 0.5 = 2:1 Leverage. 1 = 1:1 Leverage
          enum:
          - 0.5
          - 1
        longMarketValue:
          type: number
          example: 0
          description: A real-time dollar value of current holdings.
        debitBalance:
          type: number
          example: 0
          description: Real-time dollar value of debt; positive dollar amount is a debit balance, negative dollar amount is a credit balance.
        equity:
          type: number
          example: 0
          description: Real-time dollar value of equity; calculated as longMarketValue – debitBalance.
        equityFraction:
          type: number
          example: 0
          description: Equity as a fraction of long market value; calculated as equity ÷ longMarketValue.
        equityRequired:
          type: number
          example: 1
          description: Minimum equity required to stay above a HOUSE margin call. If the account is in a margin call (HOUSE or EXCHANGE) this field will not appear here, but instead appear in the marginCall object.
        accruedInterest:
          type: number
          example: 0
          description: NEEDS DESCRIPTION
        bodDTBP:
          type: number
          example: 10000
          description: The Day Trading Buying Power (DTBP) in dollars at the beginning of day.
          nullable: true
        patternDayTrader:
          type: boolean
          example: false
          description: NEEDS DESCRIPTION
        restricted:
          type: boolean
          example: false
          description: Account becomes restricted (set to true) if equity is less than 50% of long market value (this is essentially a warning, at 35% the account will be in HOUSE margin call).
        daySMA:
          type: number
          example: 0
          description: Current SMA using traditional calculations – Start with beginning of day SMA and update with deposits and withdrawals as well as stock buys and sells during the day. Deposits increase and withdrawals decrease SMA dollar for dollar. Buys increase and sells decrease SMA by 50% of trade dollar value.
        rtExcessEquity:
          type: number
          example: 0
          description: Equity in excess of equityRequired calculated in real time (more is good).
        effectiveSMA:
          type: number
          example: 0
          description: The lower of margin.daySMA and margin.rtExcessEquity. This is risk protection for the user as well as DriveWealth. Using only margin.daySMA for lending on margin has the disadvantage that the SMA can become inflated if the market drops from start of day. If user's were to use their entire daySMA to buy stock on a day when the market drops, they are immediately placed into a HOUSE CALL. The margin.rtExcessEquity prevents that from happening by lending them only a (reduced) amount that would place them above a HOUSE margin call. That is the risk protection provided to both parties.
        noBuyingPowerReason:
          type: string
          example: null
          description: 'Reason indicating why the user has no buying power: `MIN_MARGIN_EQUITY_NOT_MET` - margin.equity is less than $2,000 and margin.debitBalance is greater than $0 `EFFECTIVE_SMA_ZERO` - `SMA` is $0 `HOUSE_CALL` - margin.equityfFaction is less than 35% (required house equity) `EXCHANGE_CALL` - margin.equityfFaction is less than 25% (required exchange equity) * `RESTING_ORDERS_WILL_TRIGGER_HOUSE_MARGIN_CALL` - Market dropped after resting orders were placed, and will trigger house call if filled.'
        marginCall:
          type: object
          description: Object of margin call calculations. Will only appear if noBuyingPowerReason is equal to `MIN_MARGIN_EQUITY_NOT_MET` or `HOUSE_CALL` or `EXCHANGE_CALL`
          properties: {}
        restingOrders:
          type: number
          example: 0
          description: Total dollar value committed in resting orders that reduces the effectiveSMA
    MoneyDetailsRes:
      type: object
      properties:
        accountID:
          $ref: '#/components/schemas/accountID'
        accountNo:
          $ref: '#/components/schemas/accountNo'
        tradingType:
          $ref: '#/components/schemas/tradingType'
        updated:
          type: string
          example: '2021-04-23T18:41:32.440Z'
          description: Timestamp of the last time the deposit was updated.
        cash:
          type: object
          properties:
            cashAvailableForTrade:
              type: number
              example: 0
              description: An accounts buying power, this figure dictates the total amount of money that can be used for purchases. Will be reduced by pending orders.
            cashAvailableForWithdrawal:
              type: number
              example: 0
              description: An accounts withdrawal balance, this property only contains settled funds, and money that has already seasoned.
            cashBalance:
              type: number
              example: -12043.23
              description: An accounts total cash balance, including both settled and un-settled money.
            noBuyingPowerReason:
              type: array
              description: Reasons for no buying power.
              items: {}
            cashSettlement:
              type: array
              description: An array of objects containing the time of when money settles as a result of a sale.
              items:
                oneOf:
                - $ref: '#/components/schemas/cashSettlementTime'
            cashPendingSettlement:
              type: number
              description: The amount of unsettled cash not included in cash available to trade.
              example: 500
            pendingPaymentsAmount:
              type: number
              example: 0
              description: The total amount of money that is pending due to a recent deposit(s)
        payments:
          type: object
          properties:
            buyingPower:
              type: object
              properties:
                pendingDepositsAmountAvailable:
                  type: number
                  example: 20802.71
                  description: The current buying power of an account based on recent deposit requests.
                pendingDepositsAmountNotAvailable:
                  type: number
                  example: 0
                  description: Recent deposits that are not included in buying power.
            redemptions:
              type: object
              properties:
                amountWithheldFromRedemptions:
                  type: number
                  example: 60
                  description: Total dollar amount not included in `cashAvailableForWithdrawal` due to seasoning period on deposit
    orderStatus:
      type: string
      example: FILLED
      description: The current status of the order.
      enum:
      - NEW
      - FILLED
      - PARTIAL_FILL
      - PENDING_CANCEL
      - CANCELED
      - REJECTED
    pdtRestricted:
      type: boolean
      example: false
      description: True, when the account is PDT restricted, and can only sell.
    portfolioID:
      type: string
      example: portfolio_87fec25f-c350-4a53-83a0-fc6be0c2989e
      description: The unique identifier of a portfolio.
    UpdateAcctReq:
      type: object
      properties:
        leverage:
          $ref: '#/components/schema

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# Full source: https://raw.githubusercontent.com/api-evangelist/drivewealth/refs/heads/main/openapi/drivewealth-accounts-api-openapi.yml