TradingAccountDetail

  • accountDesignation
    Type: string
  • accountName
    Type: string
  • accountNumber
    Type: string
  • accountOpenedBy
    Type: string
  • accountType
    Type: string

    Account Type

  • accountUpdatedBy
    Type: string
  • addressLine1
    Type: string
  • addressLine2
    Type: string
  • addressLine3
    Type: string
  • addressLine4
    Type: string
  • advisorCode
    Type: string
  • advisorName
    Type: string
  • bankAccountName
    Type: string

    Bank account name

  • bankAccountNumber
    Type: string

    Bank Account Number

  • bankInstitutionCode
    Type: string
  • bankTransactionTypes
    Type: string

    DR, CR or DRCR (both)

  • branchCode
    Type: string
  • bsb
    Type: string
  • chessdvpaccountNumber
    Type: string
  • chessemail
    Type: string
  • clientCode
    Type: string
  • contractNoteEmailAddress
    Type: string

    Email address(es) for contract note confirmations

  • countryCode
    Type: string
  • crossReference
    Type: string

    Back office trade reference for trade matching

  • dateCreated
    Type: string Format: date-time

    Date account created/opened in the back office

  • emailAddress
    Type: string

    Email address(es) for reporting or other correspondence

  • equitiesBrokerageSchedule
    Type: string
  • hin
    Type: string
  • homePhone
    Type: string
  • igvclientId
    Type: string
  • internationalTrading
    Type: string

    Allow international equities trading (Yes/No)

  • internationalTradingBrokerage
    Type: string
  • internationalTradingCountry
    Type: string
  • investorType
    Type: string
  • mobilePhone
    Type: string
  • optionsBrokerageSchedule
    Type: string

    Options brokerage schedule code.

  • orderClass
    Type: string
  • organisationCode
    Type: string
  • pid
    Type: string

    CHESS PID (For DVP Settlement Accounts)

  • postcode
    Type: string
  • saxoAccountNumber
    Type: string
  • status
    Type: string

    Client Account Status

  • warrantsTrading
    Type: string

    Allow warrants Trading (Yes/No)

  • workPhone
    Type: string

    Work phone number

Examples 
{
  "organisationCode": "TPOMAL",
  "advisorCode": "ADV1",
  "advisorName": "John Doe",
  "branchCode": "01",
  "accountNumber": "111888",
  "addressLine3": "Melbourne VIC",
  "countryCode": "AUS",
  "investorType": "Retail",
  "contractNoteEmailAddress": "james.smith@example.com",
  "status": "Active",
  "igvclientId": "IGV0009912",
  "accountOpenedBy": "jdoe",
  "bankTransactionTypes": "DRCR",
  "homePhone": "(03) 9000 0000",
  "pid": "20087",
  "addressLine1": "Unit 12a",
  "orderClass": "Standard",
  "crossReference": "CRM-4821",
  "workPhone": "(03) 9000 0001",
  "optionsBrokerageSchedule": null,
  "accountUpdatedBy": "jdoe",
  "internationalTradingCountry": null,
  "accountDesignation": null,
  "bankAccountNumber": "12345678",
  "chessdvpaccountNumber": null,
  "accountName": "Mr James Alan Smith",
  "dateCreated": "2025-02-19T04:12:07Z",
  "chessemail": "james.smith@example.com",
  "bankAccountName": "James Alan Smith",
  "saxoAccountNumber": null,
  "emailAddress": "james.smith@example.com",
  "internationalTrading": "No",
  "addressLine4": null,
  "bankInstitutionCode": "MBLA",
  "internationalTradingBrokerage": null,
  "bsb": "063000",
  "clientCode": "111888",
  "equitiesBrokerageSchedule": "AU|STD",
  "accountType": "Individual",
  "postcode": "3000",
  "warrantsTrading": "No",
  "mobilePhone": "0400000000",
  "hin": "X0001234567",
  "addressLine2": "350 Collins Street"
}