Allocatable Sub-Accounts

Retrieves a list of all sub-accounts and returns their net liquidity and available equity for advisors to make decisions on what accounts should be allocated and how.

GET /iserver/account/allocation/accounts

Request Object

No params or body content should be sent.

1
request_url = f"{baseUrl}/iserver/account/allocation/accounts" 
2
requests.get(url=request_url)

Response Object

accounts: Array of objects.
Array containing all sub-accounts held by the advisor.
[{
data: Array of objects.
Contains Net liquidation and available equity of the given account Id.
[{
value: String.
Contains the price value affiliated with the key.

key: String.
Defines the value of the object.
Expected values: “AvailableEquity”, “NetLiquidation”
}]
name: String.
Returns the account ID affiliated with the balance data.
}]

{
  "accounts": [
    {
      "data": [
        {
          "value": "2677.89",
          "key": "NetLiquidation"
        },
        {
          "value": "2134.76",
          "key": "AvailableEquity"
        }
      ],
      "name": "U123456"
    },
    {
      "data": [
        {
          "value": "1200.88",
          "key": "NetLiquidation"
        },
        {
          "value": "1000.56",
          "key": "AvailableEquity"
        }
      ],
      "name": "U456789"
    }
  ]
}