Trading Accounts
List trading accounts
Returns trading account metadata visible to the caller. Service-account callers with credential:read can list across organizations; user callers list accounts in their principal organization. Results can be filtered by broker and environment and paginated with cursor.
GET
List trading accounts
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Query Parameters
When true, only include trading accounts with credentials
Pagination cursor returned by a previous response
Previous
Create a trading account with broker credentialCreates a trading account and stores its broker credential as an encrypted WorkOS Vault object. Only organization admins can create credentials. Paper credentials are allowed for admins; live credentials additionally require the Trading Live entitlement. The organization's billing tier caps the number of broker connections; the request is rejected once that limit is reached. The response returns the created trading-account id and broker-credential id.
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List trading accounts