TD Ameritrade

TD Ameritrade User Info & Preferences API

The User Info & Preferences API from TD Ameritrade — 3 operation(s) for user info & preferences.

GitHub OpenAPI

Operations 4

GET /accounts/{accountId}/preferences APIs to access user-authorized accounts and their preferences #
PUT /accounts/{accountId}/preferences APIs to access user-authorized accounts and their preferences #
GET /userprincipals/streamersubscriptionkeys APIs to access user-authorized accounts and their preferences #
GET /userprincipals APIs to access user-authorized accounts and their preferences #

Documentation

📖
Documentation
https://developer.tdameritrade.com/account-access/apis
📖
Authentication
https://developer.tdameritrade.com/authentication/apis

Specifications

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

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OpenAPI Specification

td-ameritrade-user-info-preferences-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: TD Ameritrade API
  version: 3.0.1
  title: TD Ameritrade User Info & Preferences API
  termsOfService: https://developer.tdameritrade.com/legal
  contact:
    email: austin.millan@protonmail.com
servers:
- url: https://api.tdameritrade.com/v2
- url: http://api.tdameritrade.com/v2
tags:
- name: User Info & Preferences
paths:
  /accounts/{accountId}/preferences:
    get:
      tags:
      - User Info & Preferences
      summary: APIs to access user-authorized accounts and their preferences
      description: Preferences for a specific account.
      operationId: getPreferences
      parameters:
      - name: accountId
        in: path
        description: Account ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Preferences
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Preferences'
        '400':
          description: An error message indicating the validation problem with the request.
        '401':
          description: An error message indicating the caller must pass a valid AuthToken in the HTTP authorization request header.
        '500':
          description: An error message indicating there was an unexpected server error.
        '503':
          description: An error message indicating there is a temporary problem responding.
      security:
      - Bearer: []
    put:
      tags:
      - User Info & Preferences
      summary: APIs to access user-authorized accounts and their preferences
      description: Update preferences for a specific account. Please note that the directOptionsRouting and directEquityRouting values cannot be modified via this operation
      operationId: updatePreferences
      parameters:
      - name: accountId
        in: path
        description: Account ID
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdatePreferences'
      responses:
        '200':
          description: Preferences
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Preferences'
        '400':
          description: An error message indicating the validation problem with the request.
        '401':
          description: An error message indicating the caller must pass a valid AuthToken in the HTTP authorization request header.
        '403':
          description: An error message indicating the caller is forbidden from accessing this resource.
        '500':
          description: An error message indicating there was an unexpected server error.
        '503':
          description: An error message indicating there is a temporary problem responding.
      security:
      - Bearer: []
  /userprincipals/streamersubscriptionkeys:
    get:
      tags:
      - User Info & Preferences
      summary: APIs to access user-authorized accounts and their preferences
      description: SubscriptionKey for provided accounts or default accounts.
      operationId: getStreamerSubscriptionKeys
      parameters:
      - name: accountIds
        in: query
        description: Account IDs
        required: true
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: Preferences
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SubscriptionKey'
        '400':
          description: An error message indicating the validation problem with the request.
        '401':
          description: An error message indicating the caller must pass a valid AuthToken in the HTTP authorization request header.
        '500':
          description: An error message indicating there was an unexpected server error.
        '503':
          description: An error message indicating there is a temporary problem responding.
      security:
      - Bearer: []
  /userprincipals:
    get:
      tags:
      - User Info & Preferences
      summary: APIs to access user-authorized accounts and their preferences
      description: User Principal details.
      operationId: getUserPrincipals
      parameters:
      - name: fields
        in: query
        description: 'A comma separated String which allows one to specify additional fields to return. None of these fields are returned by default. Possible values in this String can be: streamerSubscriptionKeys,

          streamerConnectionInfo,

          preferences,

          surrogateIds'
        required: true
        schema:
          type: array
          items:
            type: string
            example: fields=streamerSubscriptionKeys,streamerConnectionInfo
      responses:
        '200':
          description: Preferences
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserPrincipal'
        '400':
          description: An error message indicating the validation problem with the request.
        '401':
          description: An error message indicating the caller must pass a valid AuthToken in the HTTP authorization request header.
        '500':
          description: An error message indicating there was an unexpected server error.
        '503':
          description: An error message indicating there is a temporary problem responding.
      security:
      - Bearer: []
components:
  schemas:
    UpdatePreferences:
      properties:
        authTokenTimeout:
          example: '''FIFTY_FIVE_MINUTES'' or ''TWO_HOURS'' or ''FOUR_HOURS'' or ''EIGHT_HOURS'''
          type: string
        defaultAdvancedToolLaunch:
          example: '''TA'' or ''N'' or ''Y'' or ''TOS'' or ''NONE'' or ''CC2'''
          type: string
        defaultEquityOrderDuration:
          $ref: '#/components/schemas/Duration'
        defaultEquityOrderLegInstruction:
          example: '''BUY'' or ''SELL'' or ''BUY_TO_COVER'' or ''SELL_SHORT'' or ''NONE'''
          type: string
        defaultEquityOrderMarketSession:
          $ref: '#/components/schemas/Session'
        defaultEquityOrderPriceLinkType:
          $ref: '#/components/schemas/EquityPriceLinkType'
        defaultEquityOrderType:
          $ref: '#/components/schemas/OrderType'
        defaultEquityQuantity:
          example: 0
          format: int32
          type: integer
        directEquityRouting:
          type: boolean
        directOptionsRouting:
          type: boolean
        equityTaxLotMethod:
          $ref: '#/components/schemas/TaxLotMethod'
        expressTrading:
          type: boolean
        mutualFundTaxLotMethod:
          $ref: '#/components/schemas/TaxLotMethod'
        optionTaxLotMethod:
          $ref: '#/components/schemas/TaxLotMethod'
      type: object
    SubscriptionKey:
      properties:
        keys:
          items:
            properties:
              key:
                example: string
                type: string
            type: object
          type: array
      type: object
    Preferences:
      properties:
        authTokenTimeout:
          example: '''FIFTY_FIVE_MINUTES'' or ''TWO_HOURS'' or ''FOUR_HOURS'' or ''EIGHT_HOURS'''
          type: string
        defaultAdvancedToolLaunch:
          example: '''TA'' or ''N'' or ''Y'' or ''TOS'' or ''NONE'' or ''CC2'''
          type: string
        defaultEquityOrderDuration:
          $ref: '#/components/schemas/Duration'
        defaultEquityOrderLegInstruction:
          example: '''BUY'' or ''SELL'' or ''BUY_TO_COVER'' or ''SELL_SHORT'' or ''NONE'''
          type: string
        defaultEquityOrderMarketSession:
          $ref: '#/components/schemas/Session'
        defaultEquityOrderPriceLinkType:
          $ref: '#/components/schemas/EquityPriceLinkType'
        defaultEquityOrderType:
          $ref: '#/components/schemas/OrderType'
        defaultEquityQuantity:
          example: 0
          type: number
        directEquityRouting:
          type: boolean
        directOptionsRouting:
          type: boolean
        equityTaxLotMethod:
          $ref: '#/components/schemas/TaxLotMethod'
        expressTrading:
          type: boolean
        mutualFundTaxLotMethod:
          $ref: '#/components/schemas/TaxLotMethod'
        optionTaxLotMethod:
          $ref: '#/components/schemas/TaxLotMethod'
      type: object
    Session:
      enum:
      - NORMAL
      - SEAMLESS
      - AM
      - PM
      example: '''NORMAL'' or ''AM'' or ''PM'' or ''SEAMLESS'''
      type: string
    TaxLotMethod:
      enum:
      - FIFO
      - LIFO
      - HIGH_COST
      - LOW_COST
      - AVERAGE_COST
      - SPECIFIC_LOT
      example: '''FIFO'' or ''LIFO'' or ''HIGH_COST'' or ''LOW_COST'' or ''AVERAGE_COST'' or ''SPECIFIC_LOT'''
      type: string
    UserPrincipal:
      properties:
        accessLevel:
          example: string
          type: string
        accounts:
          items:
            properties:
              accountCdDomainId:
                example: string
                type: string
              accountId:
                example: string
                type: string
              acl:
                example: string
                type: string
              authorizations:
                properties:
                  advancedMargin:
                    type: boolean
                  apex:
                    type: boolean
                  levelTwoQuotes:
                    type: boolean
                  marginTrading:
                    type: boolean
                  optionTradingLevel:
                    example: '''COVERED'' or ''FULL'' or ''LONG'' or ''SPREAD'' or ''NONE'''
                    type: string
                  scottradeAccount:
                    type: boolean
                  stockTrading:
                    type: boolean
                  streamerAccess:
                    type: boolean
                  streamingNews:
                    type: boolean
                type: object
              company:
                example: string
                type: string
              description:
                example: string
                type: string
              displayName:
                example: string
                type: string
              preferences:
                properties:
                  authTokenTimeout:
                    example: '''FIFTY_FIVE_MINUTES'' or ''TWO_HOURS'' or ''FOUR_HOURS'' or ''EIGHT_HOURS'''
                    type: string
                  defaultAdvancedToolLaunch:
                    example: '''TA'' or ''N'' or ''Y'' or ''TOS'' or ''NONE'' or ''CC2'''
                    type: string
                  defaultEquityOrderDuration:
                    $ref: '#/components/schemas/Duration'
                  defaultEquityOrderLegInstruction:
                    example: '''BUY'' or ''SELL'' or ''BUY_TO_COVER'' or ''SELL_SHORT'' or ''NONE'''
                    type: string
                  defaultEquityOrderMarketSession:
                    $ref: '#/components/schemas/Session'
                  defaultEquityOrderPriceLinkType:
                    $ref: '#/components/schemas/EquityPriceLinkType'
                  defaultEquityOrderType:
                    $ref: '#/components/schemas/OrderType'
                  defaultEquityQuantity:
                    example: 0
                    type: number
                  directEquityRouting:
                    type: boolean
                  directOptionsRouting:
                    type: boolean
                  equityTaxLotMethod:
                    $ref: '#/components/schemas/TaxLotMethod'
                  expressTrading:
                    type: boolean
                  mutualFundTaxLotMethod:
                    $ref: '#/components/schemas/TaxLotMethod'
                  optionTaxLotMethod:
                    $ref: '#/components/schemas/TaxLotMethod'
                type: object
              segment:
                example: string
                type: string
              surrogateIds:
                example: object
                type: string
            type: object
          type: array
        authToken:
          example: string
          type: string
        lastLoginTime:
          example: string
          type: string
        loginTime:
          example: string
          type: string
        primaryAccountId:
          example: string
          type: string
        professionalStatus:
          example: '''PROFESSIONAL'' or ''NON_PROFESSIONAL'' or ''UNKNOWN_STATUS'''
          type: string
        quotes:
          properties:
            isAmexDelayed:
              type: boolean
            isCmeDelayed:
              type: boolean
            isForexDelayed:
              type: boolean
            isIceDelayed:
              type: boolean
            isNasdaqDelayed:
              type: boolean
            isNyseDelayed:
              type: boolean
            isOpraDelayed:
              type: boolean
          type: object
        stalePassword:
          type: boolean
        streamerInfo:
          properties:
            accessLevel:
              example: string
              type: string
            acl:
              example: string
              type: string
            appId:
              example: string
              type: string
            streamerBinaryUrl:
              example: string
              type: string
            streamerSocketUrl:
              example: string
              type: string
            token:
              example: string
              type: string
            tokenTimestamp:
              example: string
              type: string
            userGroup:
              example: string
              type: string
          type: object
        streamerSubscriptionKeys:
          properties:
            keys:
              items:
                properties:
                  key:
                    example: string
                    type: string
                type: object
              type: array
          type: object
        tokenExpirationTime:
          example: string
          type: string
        userCdDomainId:
          example: string
          type: string
        userId:
          example: string
          type: string
      type: object
    Duration:
      enum:
      - DAY
      - GOOD_TILL_CANCEL
      - FILL_OR_KILL
      example: '''DAY'' or ''GOOD_TILL_CANCEL'' or ''FILL_OR_KILL'''
      type: string
    EquityPriceLinkType:
      enum:
      - VALUE
      - PERCENT
      example: '''VALUE'' or ''PERCENT'''
      type: string
    OrderType:
      enum:
      - MARKET
      - LIMIT
      - STOP
      - STOP_LIMIT
      - TRAILING_STOP
      - MARKET_ON_CLOSE
      - EXERCISE
      - TRAILING_STOP_LIMIT
      - NET_DEBIT
      - NET_CREDIT
      - NET_ZERO
      example: '''MARKET'' or ''LIMIT'' or ''STOP'' or ''STOP_LIMIT'' or ''TRAILING_STOP'' or ''MARKET_ON_CLOSE'' or ''EXERCISE'' or ''TRAILING_STOP_LIMIT'' or ''NET_DEBIT'' or ''NET_CREDIT'' or ''NET_ZERO'''
      type: string
  securitySchemes:
    Bearer:
      type: apiKey
      name: Authorization
      in: header
externalDocs:
  description: Find out more about Swagger
  url: http://swagger.io