DriveWealth Accounts API

openapi: 3.2.0
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:
    orderID:
      type: string
      example: IC.0e352bb7-9869-4233-9861-9673544efedd
      description: A unique DriveWealth order identifier created when an order is placed.
    taxLotID:
      type: string
      example: 3db27e74626adac3be7b549f2bbc0ab2480852a7
      description: A unique tax lot identifier.
    restricted:
      type: boolean
      example: false
      description: If true, the account cannot trade on unsettled funds.
    permissions:
      type: string
      example: MINOR_GRADUATION_TRANSFER
      enum:
      - ORDERS_CREATE
      - MINOR_GRADUATION_TRANSFER
    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'
    accountNickname:
      type: string
      example: Steve's Robo Advisor Managed Account
      description: 'A description or nickname for an account. '
    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'
    accountManagementType:
      type: string
      example: SELF
      description: The type of account who has trading authority.
      enum:
      - SELF
      - ADVISORY
      - MANAGED
      - RIA_MANAGED
      - CUSTODIAL
      - CUSTODIAL_MANAGED
      - RESERVED
      - HSA_SELF
      - HSA_ADVISORY
      - HSA_RIA_MANAGED
    flaggedForACATS:
      type: boolean
      example: false
      description: True if the account is flagged for an Automated Customer Account Transfer (ACATS).
    equityValue:
      type: number
      format: double
      example: 34275565.44
      description: The current total market value of the account's open equity positions.
    commissionID:
      type: string
      example: b3e985dd-9679-63dc-5dd5-9bd7982efecd
      description: The unique identifier associated with a specific commission related to the account.
    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'
    authorizedUser:
      type: object
      properties:
        userID:
          $ref: '#/components/schemas/userID'
        permissions:
          type: array
          description: Permission assigned to the authorized user.
          example:
          - ORDERS_CREATE
          - MINOR_GRADUATION_TRANSFER
          items:
            oneOf:
            - $ref: '#/components/schemas/permissions'
    limitPrice:
      type: number
      example: null
      description: The price set for the limit order.
    AccountFeatureMutualFunds:
      type: object
      properties:
        dividendReinvestment:
          type: boolean
          example: true
          description: True, if dividends are reinvested.
        dividendReinvestmentOptInWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted for dividend reinvestment.
          readOnly: true
        dividendReinvestmentOptOutWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted out of dividend reinvestment.
          readOnly: true
        capitalGainsReinvestment:
          type: boolean
          example: true
          description: True, if capital gains are reinvested.
        capitalGainsReinvestmentOptInWhen:
          type: string
          example: '2022-12-11T22:28:21.810Z'
          description: The timestamp when the account has opted for 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 capital gains reinvestment
          readOnly: true
    performanceObj:
      type: object
      properties:
        realizedDayPL:
          type: number
          example: 100.5
          description: The actual profit or loss on the day in USD.
        unrealizedDayPL:
          type: number
          example: 3564.38
          description: Current unrealized profit and loss for open positions in account.
        cumRealizedPL:
          type: number
          example: 10
          description: The cumulative realized profit/loss from inception of account, each day adds to previous days.
        date:
          type: string
          example: '2018-09-18'
          description: the date of the performance arrays values.
        equity:
          type: number
          example: 9941.59
          description: Invested equity (excluding cash) for this day (see performance.date). For Total `Equity` add performance.equity and performance.cash
        cash:
          type: number
          example: 439.7
          description: The total cash balance (settled and unsettled) for this day (see performance.date).
        deposits:
          type: number
          example: 0
          description: The total amount of deposits calculated from 4pm of previous day until current time.
        withdrawals:
          type: number
          example: 0
          description: The total amount of withdrawals calculated from 4pm of previous day until current time.
        fees:
          type: number
          example: 0
          description: The total amount of fees calculated from 4pm of previous day until current time.
    orderNo:
      type: string
      example: ICDU023727
      description: A unique, human-readable DriveWealth order number.
    instrumentID:
      type: string
      format: uuid
      example: 3fb1e8a9-f7d5-4d90-95e2-43e7326b5636
      description: 'A unique ID created by DriveWealth to identify a specific instrument. '
    patternDayTrader:
      type: boolean
      example: false
      description: True, when the account is designated as a Pattern Day Trader.
    interestedPartyAuthorizedUser:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/userID'
        reportingRole:
          type: string
          description: The role of the interested party of the ID.
          enum:
          - AUTH3RD
          - AUTHREP
          - NTHOLDER
          - TRDHOLDER
        tradeDiscretion:
          type: boolean
          description: The trade discretion of the interested party of the ID.
        from:
          type: string
          format: date-time
          pattern: yyyy-MM-ddTHH:mm:ss.SSSZ
          example: '2022-12-25T22:28:21.810Z'
          description: Time when the interested party role started
        to:
          type: string
          format: date-time
          pattern: yyyy-MM-ddTHH:mm:ss.SSSZ
          example: '2022-12-26T22:28:21.810Z'
          description: Time when the interested party role ended
        endReason:
          type: string
          description: The reason the interested party role ended.
          enum:
          - CORRECTION
          - ENDED
          - INACTIVE
          - REPLACED
          - OTHER
          - TRANSFER
    orderQuantity:
      type: number
      example: 0.7219
      description: The amount of the instrument in shares.
    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'
    transactionSumObj:
      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:
          type: number
          example: null
          description: The price set for the limit order.
        side:
          $ref: '#/components/schemas/sideAbbreviated'
        orderCashAmt:
          type: number
          example: null
          description: The amount of cash requested for an order (fractional shares only).
        stopPrice:
          type: number
          example: 200
          description: The stop price of a limit order.
        realizedPL:
          type: number
          example: 3564.38
          description: Realized profit and loss for position.
        executedWhen:
          type: string
          example: 017-06-16T15:35:27.856Z
          description: The time when the transaction was executed.
        updatedWhen:
          type: string
          example: '2017-06-16T15:35:30.617Z'
          description: NEEDS DESCRIPTION
        updatedReason:
          type: string
          example: market_order-buy-new
          description: A reason for the update.
        commissions:
          type: number
          example: 0
          description: Commission for the transaction if applicable.
        commissionDesc:
          type: string
          example: Free
          description: A short description about the commission.
    parentIBIDObject:
      type: object
      properties:
        id:
          type: string
          example: 80f9b672-120d-4b73-9cc9-42fb3262c4b9
          description: The unique identifier of an associated organization.
        name:
          type: string
          example: Tendies Trading Company
          description: The organization name.
    accountHolderTypeObject:
      type: object
      properties:
        name:
          $ref: '#/components/schemas/accountHolderType'
        description:
          type: string
          example: An account that does not meet FINRA Rule 4215(c) or a proprietary trading account
          description: A custom description of the account holder type.
    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
    goodFaithViolations:
      type: number
      example: 0
      description: The total number of good faith violations.
    AccountDetails:
      type: array
      description: A list of all the user's accounts at DriveWealth.
      items:
        oneOf:
        - $ref: '#/components/schemas/Account'
    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.
    equityPositionsObj:
      type: object
      properties:
        symbol:
          $ref: '#/components/schemas/instrumentSymbol'
        instrumentID:
          $ref: '#/components/schemas/instrumentID'
        ISIN:
          $ref: '#/components/schemas/instrumentISIN'
        instrumentType:
          $ref: '#/components/schemas/instrumentType'
        openQty:
          type: numb

# --- truncated at 32 KB (67 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/drivewealth/refs/heads/main/openapi/drivewealth-accounts-api-openapi.yml