Place Order Samples

Currently POST and PUT request interactivity supply the entire JSON schema in the Try It Out section. In this guide, you'll find examples specific to Orders and Saved Orders for use in the Try It Out section. These would be sent as the POST data for Place Order. Order entry will only be available for the assetType `EQUITY` and `OPTIONS` as of this time.


Authentication FAQ

This guide will help you with questions about Authentication and OAuth. We utilize a standardized OAuth 2.0 token-based authentication flow on our API described in section 1.3.1 of RFC6749. Below are some of the most commonly asked questions related to this authentication flow.


Phase 1: Authentication Update for the XML based API

This guide will help you get started with the new authentication process into the XML based API.  This will not affect clients that are already on the new JSON API through this Developer Portal.  The only change for Phase 1 will be the log in request for our existing XML API users.  This authentication process must be completed and implemented into your application by January 1, 2020.  Any applications on the XML based API not using this system will no longer have access into our API.


Streaming Data

Quick Start

Make a request to the User Info & Preferences API's Get User Principals method to retrieve the information found in the javascript example login request below. This can be run directly in the browser console.