TD Ameritrade Holding

TD Ameritrade Holding User Management API

User preferences and principal data

GitHub OpenAPI

Operations 3

GET /accounts/{accountId}/preferences Get Preferences #
PUT /accounts/{accountId}/preferences Update Preferences #
GET /userprincipals Get User Principals #

Documentation

📖
Documentation
https://developer.tdameritrade.com/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/td-ameritrade-holding/refs/heads/main/openapi/td-ameritrade-holding-user-management-api-openapi.yml

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OpenAPI Specification

td-ameritrade-holding-user-management-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: TD Ameritrade and Trading Accounts User Management API
  description: The TD Ameritrade Accounts and Trading API provided programmatic access to brokerage account information, order management, market data, instruments, watchlists, and trading operations. This API was discontinued following the Charles Schwab acquisition of TD Ameritrade, with full migration completed in May 2024. The successor API is the Charles Schwab Trader API at developer.schwab.com. Documentation preserved for historical reference.
  version: '1'
  contact:
    name: Charles Schwab (Successor)
    url: https://developer.schwab.com
  x-status: deprecated
servers:
- url: https://api.tdameritrade.com/v1
  description: TD Ameritrade API (Deprecated - Migrated to Charles Schwab)
security:
- OAuth2: []
tags:
- name: User Management
  description: User preferences and principal data
paths:
  /accounts/{accountId}/preferences:
    get:
      operationId: getPreferences
      summary: Get Preferences
      description: Get account preferences for a specific account.
      tags:
      - User Management
      parameters:
      - $ref: '#/components/parameters/AccountId'
      responses:
        '200':
          description: Account preferences
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Preferences'
        '401':
          $ref: '#/components/responses/Unauthorized'
    put:
      operationId: updatePreferences
      summary: Update Preferences
      description: Update account preferences for a specific account.
      tags:
      - User Management
      parameters:
      - $ref: '#/components/parameters/AccountId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Preferences'
      responses:
        '200':
          description: Preferences updated
        '401':
          $ref: '#/components/responses/Unauthorized'
  /userprincipals:
    get:
      operationId: getUserPrincipals
      summary: Get User Principals
      description: Retrieve user principal details including linked accounts and preferences.
      tags:
      - User Management
      parameters:
      - name: fields
        in: query
        description: Comma-separated list of additional fields to include
        schema:
          type: string
          example: streamerSubscriptionKeys,streamerConnectionInfo
      responses:
        '200':
          description: User principal details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserPrincipal'
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  schemas:
    UserPrincipal:
      type: object
      description: User principal information including linked accounts
      properties:
        userId:
          type: string
        userCdDomainId:
          type: string
        primaryAccountId:
          type: string
        lastLoginTime:
          type: string
          format: date-time
        tokenExpirationTime:
          type: string
          format: date-time
        loginTime:
          type: string
          format: date-time
        accessLevel:
          type: string
        stalePassword:
          type: boolean
        professionalStatus:
          type: string
        exchange:
          type: string
        accounts:
          type: array
          items:
            type: object
            properties:
              accountId:
                type: string
              displayName:
                type: string
              accountCdDomainId:
                type: string
              company:
                type: string
              segment:
                type: string
              surrogateIds:
                type: object
              preferences:
                $ref: '#/components/schemas/Preferences'
              acl:
                type: string
              authorizations:
                type: object
    Error:
      type: object
      properties:
        error:
          type: string
          description: Error message
        message:
          type: string
          description: Detailed error description
    Preferences:
      type: object
      description: Account preferences settings
      properties:
        expressTrading:
          type: boolean
        directOptionsRouting:
          type: boolean
        directEquityRouting:
          type: boolean
        defaultEquityOrderLegInstruction:
          type: string
        defaultEquityOrderType:
          type: string
        defaultEquityOrderPriceLinkType:
          type: string
        defaultEquityOrderDuration:
          type: string
        defaultEquityOrderMarketSession:
          type: string
        defaultEquityQuantity:
          type: integer
        mutualFundTaxLotMethod:
          type: string
        optionTaxLotMethod:
          type: string
        equityTaxLotMethod:
          type: string
        defaultAdvancedToolLaunch:
          type: string
        authTokenTimeout:
          type: string
  parameters:
    AccountId:
      name: accountId
      in: path
      required: true
      description: Unique account identifier
      schema:
        type: string
  responses:
    Unauthorized:
      description: Unauthorized - Valid OAuth2 token required
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    OAuth2:
      type: oauth2
      description: TD Ameritrade uses OAuth 2.0 token-based authentication
      flows:
        authorizationCode:
          authorizationUrl: https://auth.tdameritrade.com/auth
          tokenUrl: https://api.tdameritrade.com/v1/oauth2/token
          scopes:
            PlaceTrades: Place trades on behalf of the user
            AccountAccess: Access account information
            MoveMoney: Transfer funds between accounts