TradingAccountsV2Response

accountDesignation
Type: string

Designation of account
accountName
Type: string

Shares registered account name
accountNumber
Type: string

Shares account number
accountType
Type: stringenum

Type of account

values
UnknownIndividualJointCompanySoleTraderSuperFundIndividualsSuperFundCompanyTrustIndividualsTrustCompanyMinor
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: stringFormat: 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
}

EquityHoldingTransactionsV1Response

EquityHoldingsV1Response