DriveWealth Statements API

openapi: 3.0.2
info:
  title: DriveWealth Accounts Statements 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: Statements
  x-displayName: Statements
paths:
  /accounts/{accountID}/statements:
    get:
      tags:
      - Statements
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: List Account Statements
      description: Retrives a list of Account Statements by accountID.
      responses:
        '200':
          description: Retrieving a list of Account Statements by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatementListRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/taxforms:
    get:
      tags:
      - Statements
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      - $ref: '#/components/parameters/fromParams'
      - $ref: '#/components/parameters/toParams'
      summary: List Account Tax Statements
      description: Retrieves a list of Account Tax Statements by accountID.
      responses:
        '200':
          description: Retrieving a list of  Account Tax Statements by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListTaxDocsRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /accounts/{accountID}/confirms:
    get:
      tags:
      - Statements
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      - in: query
        name: from
        schema:
          type: string
        required: false
        example: '2018-09-18'
        description: Filter, the date from which to start the search.
      - in: query
        name: to
        schema:
          type: string
        required: false
        example: '2019-09-18'
        description: Filter, the date to which to end the search.
      summary: List Account Trade Confirmations
      description: Retrieves a list of Account Trade Confirmations by accountID.
      responses:
        '200':
          description: Retrieving a list of Account Trade Confirmations by accountID was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListTradeConfirmsRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
  /statements/{accountID}/{fileKey}:
    get:
      tags:
      - Statements
      summary: Retrieve Statement
      description: Retrieves an Account Statement (Monthly, Trade Confirms, Tax Forms, etc.) by accountID and fileKey.
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      - in: path
        name: fileKey
        schema:
          $ref: '#/components/schemas/fileKey'
        required: true
      responses:
        '200':
          description: Retrieving an Account Statement was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserGeneratedAccountDocument'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
components:
  schemas:
    ListTaxDocsRes:
      type: array
      description: An array that holds the reference details to an accounts tax documents.
      items:
        oneOf:
        - $ref: '#/components/schemas/taxStatementObj'
    ListTradeConfirmsRes:
      type: array
      description: An array that holds the reference details to an accounts trade confirmations.
      items:
        oneOf:
        - $ref: '#/components/schemas/tradeConfirmObj'
    fileURL:
      type: string
      example: https://dzb6emi8pracf.cloudfront.net/5a013513-8af1-4078-be75-36a5250953f7.1488219178676/Stmt_DRVW_001_DWJM000019_Apr2017.pdf?Policy=eyJTdGF0ZW1lbnQiOiBbeyJSZXNvdXJjZSI6Imh0dHBzOi8vZHpiNmVtaThwcmFjZi5jbG91ZGZyb250Lm5ldC81YTAxMzUxMy04YWYxLTQwNzgtYmU3NS0zNmE1MjUwOTUzZjcuMTQ4ODIxOTE3ODY3Ni9TdG10X0RSVldfMDAxX0RXSk0wMDAwMTlfQXByMjAxNy5wZGYiLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE0OTk3MTc1NDV9LCJJcEFkZHJlc3MiOnsiQVdTOlNvdXJjZUlwIjoiMC4wLjAuMC8wIn19fV19&Signature=UWZRPku4IWoqkp4fyQ179auFVrImZUYDXswjjO-zPGW9-XKno3-TG9O2OHxWG-j7NfEHMXtZbCha~lQwpjt~g58YpL1NYk9xhlp7~HR-skC3J3W8GFVWxbR5TQUXPFOdU-KNwYlTnlE1Wr81nUyoNWrrF-8afyiHVnfm2w35GpZavAKhOiKNDHn7kTorQz3rbkYDks9u1CGPU7TCeZ-GzupVqsUN7xDOxPUnH0KCVGY86PT8bEpPkhpc3jNmtLnB~WB3YdrFg0bSbrbU4M-sVyp49AqK~xq5uDu3Bx22vdyJlKUClEsVvKhQLOArkpMdHYwyPZC~Kz85sroGqnP3oQ__&Key-Pair-Id=APKAJP3MFGZ6DRA4CW4Q
      description: A short-lived URL that can be accessed to download the file.
    statementObj:
      type: object
      properties:
        displayName:
          type: string
          example: Apr 28, 2017 Statement
          description: Description of account statement file.
        fileKey:
          type: string
          example: '2017042802'
          description: Key to be used to retrieve account statement PDF. Reference [Get Statement File](https://developer.drivewealth.com/reference/get-statement-file) for retrieving an account statement.
    accountID:
      type: string
      example: cc07f91b-7ee1-4868-b8fc-823c70a1b932.1407775317759
      description: The user's unique account identifier.
    UserGeneratedAccountDocument:
      type: object
      properties:
        accountID:
          $ref: '#/components/schemas/accountID'
        url:
          $ref: '#/components/schemas/fileURL'
    tradeConfirmObj:
      type: object
      properties:
        displayName:
          type: string
          example: Jun 02, 2017 Trade Confirm
          description: Description of trade confirmation file.
        fileKey:
          type: string
          example: '2017060201'
          description: Key to be used to retrieve trade confirmation PDF. Reference [Get Statement File](https://developer.drivewealth.com/reference/get-statement-file) for retrieving an account statement.
    taxStatementObj:
      type: object
      properties:
        displayName:
          type: string
          example: 2015 Tax Year 1099-B
          description: Description of account tax statement file.
        fileKey:
          type: string
          example: '2015123103'
          description: Key to be used to retrieve account tax statement PDF. Reference [Get Statement File](https://developer.drivewealth.com/reference/get-statement-file) for retrieving an account statement.
    fileKey:
      type: string
      example: '2022122502'
      description: A unique identifier for the specific account document.
    StatementListRes:
      type: array
      description: An array that holds the reference details to an accounts statements.
      items:
        oneOf:
        - $ref: '#/components/schemas/statementObj'
  parameters:
    toParams:
      in: query
      name: to
      schema:
        type: string
      required: false
      example: '2022-07-16'
      description: The date to end the filter.
    fromParams:
      in: query
      name: from
      schema:
        type: string
      required: false
      example: '2022-06-16'
      description: The date to start the filter.
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
    dwAppKey:
      type: apiKey
      in: header
      name: dw-client-app-key
    sessionToken:
      type: apiKey
      in: header
      name: dw-auth-token