DriveWealth · Schema

DriveWealth Account

A DriveWealth brokerage account representing an investor's trading account, including identification, status, balances, and associated metadata.

Brokerage-as-a-ServiceEmbedded InvestingFractional SharesTradingFintechEquitiesETFsOptionsFixed IncomeMutual FundsPortfolio-ManagementAccount OpeningKYCFinancial-Services

Properties

Name Type Description
id string Unique DriveWealth account identifier (UUID format).
accountNo string Human-readable account number assigned at account opening.
accountType string Type of brokerage account.
accountStatus string Current lifecycle status of the account.
nickname string Partner-assigned display name for the account.
currency string ISO 4217 currency code for the account base currency.
userID string Identifier of the user who owns this account.
riaID string Registered Investment Advisor identifier linked to this account, if applicable.
riaProductID string RIA product associated with this account.
goodFaithViolations integer Number of good faith violations on the account.
patternDayTrades integer Number of pattern day trades in the rolling 5-day window.
tradingType string Trading eligibility type for the account.
openedWhen string ISO 8601 timestamp when the account was opened.
closedWhen stringnull ISO 8601 timestamp when the account was closed, null if still open.
updatedWhen string ISO 8601 timestamp of the last account update.
View JSON Schema on GitHub

JSON Schema

drivewealth-account.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://developer.drivewealth.com/schemas/account",
  "title": "DriveWealth Account",
  "description": "A DriveWealth brokerage account representing an investor's trading account, including identification, status, balances, and associated metadata.",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Unique DriveWealth account identifier (UUID format).",
      "pattern": "^[0-9a-fA-F-]{36}$"
    },
    "accountNo": {
      "type": "string",
      "description": "Human-readable account number assigned at account opening."
    },
    "accountType": {
      "type": "string",
      "description": "Type of brokerage account.",
      "enum": ["CASH", "MARGIN", "IRA_TRADITIONAL", "IRA_ROTH", "IRA_SEP"]
    },
    "accountStatus": {
      "type": "string",
      "description": "Current lifecycle status of the account.",
      "enum": ["OPEN", "CLOSED", "SUSPENDED", "PENDING", "RESTRICTED"]
    },
    "nickname": {
      "type": "string",
      "description": "Partner-assigned display name for the account."
    },
    "currency": {
      "type": "string",
      "description": "ISO 4217 currency code for the account base currency.",
      "default": "USD",
      "pattern": "^[A-Z]{3}$"
    },
    "userID": {
      "type": "string",
      "description": "Identifier of the user who owns this account.",
      "pattern": "^[0-9a-fA-F-]{36}$"
    },
    "riaID": {
      "type": "string",
      "description": "Registered Investment Advisor identifier linked to this account, if applicable."
    },
    "riaProductID": {
      "type": "string",
      "description": "RIA product associated with this account."
    },
    "goodFaithViolations": {
      "type": "integer",
      "description": "Number of good faith violations on the account.",
      "minimum": 0
    },
    "patternDayTrades": {
      "type": "integer",
      "description": "Number of pattern day trades in the rolling 5-day window.",
      "minimum": 0
    },
    "tradingType": {
      "type": "string",
      "description": "Trading eligibility type for the account.",
      "enum": ["FULL", "FRACTIONAL", "BOTH"]
    },
    "openedWhen": {
      "type": "string",
      "format": "date-time",
      "description": "ISO 8601 timestamp when the account was opened."
    },
    "closedWhen": {
      "type": ["string", "null"],
      "format": "date-time",
      "description": "ISO 8601 timestamp when the account was closed, null if still open."
    },
    "updatedWhen": {
      "type": "string",
      "format": "date-time",
      "description": "ISO 8601 timestamp of the last account update."
    }
  },
  "required": ["id", "accountNo", "accountType", "accountStatus", "currency", "userID"],
  "additionalProperties": true
}

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