Trading

Place, modify, cancel and look up orders and executions.

Place and manage US equity orders over REST or WebSocket.

Shared conventions

Request and response fields use camelCase. brokerClientId identifies the client account, orderNo is the server-assigned order number, and reference is a caller-supplied identifier (a UUID is generated if omitted when placing an order).

FieldValues
exchangeCodeUS
bsFlagB buy; S sell
orderTypeL limit; M market
orderValidityDay (default), FAK, FOK, GTD, GTC

FAK executes immediately and cancels the remainder; FOK executes completely or cancels. GTD requires orderExpiryDate (YYYY-MM-DD). GTC remains valid until cancelled.

Order statusMeaning
NEWAccepted into the order queue
WAWaiting for approval
PROSending to the exchange
QQueued
PEXPartially filled
FEXFully filled
CANCancelled
REJRejected

Use Query orders for order records and Query trades for executions. Both are GET endpoints. Order queries return the full result without pagination.