TradingAccountsV2Response

  • accountDesignation
    Type: string

    Designation of account

  • accountName
    Type: string

    Shares registered account name

  • accountNumber
    Type: string

    Shares account number

  • accountType
    Type: string enum

    Type of account

    values
    • Unknown
    • Individual
    • Joint
    • Company
    • SoleTrader
  • addressLine1
    Type: string

    Street Address - Line 1

  • addressLine2
    Type: string

    Street Address - Line 2

  • addressLine3
    Type: string

    Street Address - Line 3

  • addressLine4
    Type: string

    Street Address - Line 4

  • advisorCode
    Type: string

    Shares adviser code of the account

  • advisorName
    Type: string

    Shares adviser name of the account

  • bankAccountName
    Type: string

    Bank Account Name

  • bankAccountNumber
    Type: string

    Bank Account Number

  • bankInstitutionCode
    Type: string

    Bank Institution Code

  • bankTransactionTypes
    Type: string

    Bank Account Name

  • branchCode
    Type: string

    Shares branch code of the account

  • bsb
    Type: string

    Bank BSB

  • clientCode
    Type: string

    Shares account number

  • clientType
    Type: string

    Type of client

  • contractNoteEmailAddress
    Type: string

    Email address(es) for contract note confirmations

  • countryCode
    Type: string

    ISO3 Country Code

  • 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

    Equities brokerage schedule code.

  • externalRef1
    Type: string

    A reference value that may have been set on account creation

  • externalRef2
    Type: string

    A reference value that may have been set on account creation

  • hin
    Type: string

    CHESS HIN (For sponsored Accounts)

  • homePhone
    Type: string

    Home Phone Number

  • internationalTrading
    Type: string

    Allow international equities trading (Yes/No)

  • mobilePhone
    Type: string

    Mobile Phone Number

  • optionsBrokerageSchedule
    Type: string

    Options brokerage schedule code.

  • optionsTrading
    Type: string

    Allow options trading (Yes/No)

  • orderClass
    Type: string

    Order class

  • organisationCode
    Type: string

    Organisation Code or Head Branch Code

  • pid
    Type: string

    CHESS PID (For DVP Settlement Accounts)

  • postcode
    Type: string

    Postcode

  • status
    Type: string

    Client Account Status

  • warrantsTrading
    Type: string

    Allow warrants Trading (Yes/No)

  • workPhone
    Type: string

    Work phone number

Examples 
{
  "accountNumber": "111888",
  "accountName": "Mr James Alan Smith",
  "clientCode": "111888",
  "organisationCode": "TPOMAL",
  "branchCode": "01",
  "advisorCode": "ADV1",
  "advisorName": "John Doe",
  "dateCreated": "2025-02-19T04:12:07Z",
  "status": "Active",
  "orderClass": "Standard",
  "hin": "X0001234567",
  "pid": "20087",
  "crossReference": "CRM-4821",
  "accountType": "Individual",
  "clientType": "Normal",
  "warrantsTrading": "No",
  "optionsTrading": "No",
  "internationalTrading": "No",
  "equitiesBrokerageSchedule": "AU|STD",
  "optionsBrokerageSchedule": null,
  "bankInstitutionCode": "MBLA",
  "bsb": "063000",
  "bankAccountNumber": "12345678",
  "bankAccountName": "James Alan Smith",
  "bankTransactionTypes": "DRCR",
  "accountDesignation": null,
  "emailAddress": "james.smith@example.com",
  "contractNoteEmailAddress": "james.smith@example.com",
  "workPhone": "(03) 9000 0001",
  "mobilePhone": "0400000000",
  "homePhone": "(03) 9000 0000",
  "addressLine1": "Unit 12a",
  "addressLine2": "350 Collins Street",
  "addressLine3": "Melbourne VIC",
  "addressLine4": null,
  "postcode": "3000",
  "countryCode": "AUS",
  "externalRef1": "CRM-4821",
  "externalRef2": null
}