| Route | Methods | Path Parameters |
|---|
| / | GET | |
| /accounts/create | POST | |
| /accounts/documents | GET | |
| /accounts/documents | POST | |
| /accounts/documents | PATCH | |
| /accounts/documents | DELETE | |
| /accounts/ibkr/account_email | POST | |
| /accounts/ibkr/change_investment_experience | POST | |
| /accounts/ibkr/clp_capability | POST | |
| /accounts/ibkr/deposit | POST | |
| /accounts/ibkr/details | GET | |
| /accounts/ibkr/documents | POST | |
| /accounts/ibkr/fee_template | POST | |
| /accounts/ibkr/financial_ranges | GET | |
| /accounts/ibkr/forms | POST | |
| /accounts/ibkr/instructions | GET | |
| /accounts/ibkr/pending_alias | PATCH | |
| /accounts/ibkr/pending_tasks | GET | |
| /accounts/ibkr/product_country_bundles | GET | |
| /accounts/ibkr/registration_tasks | GET | |
| /accounts/ibkr/security_questions | GET | |
| /accounts/ibkr/sso/accounts | GET | |
| /accounts/ibkr/sso/create | POST | |
| /accounts/ibkr/sso/initialize | POST | |
| /accounts/ibkr/sso/logout | POST | |
| /accounts/ibkr/trading_permissions | POST | |
| /accounts/ibkr/transfer_position_externally | POST | |
| /accounts/ibkr/transfer_position_internally | POST | |
| /accounts/ibkr/user | POST | |
| /accounts/ibkr/wire_instructions | POST | |
| /accounts/ibkr/withdraw | POST | |
| /accounts/instructions | GET | |
| /accounts/read | GET | |
| /accounts/screening | GET | |
| /accounts/screening | POST | |
| /accounts/update | POST | |
| /ada/chat | POST | |
| /advisor_changes/create | POST | |
| /advisor_changes/read | GET | |
| /advisors/create | POST | |
| /advisors/read | GET | |
| /applications/create | POST | |
| /applications/read | GET | |
| /applications/send_to_ibkr | POST | |
| /applications/update | POST | |
| /contacts/create | POST | |
| /contacts/read | GET | |
| /contacts/update | POST | |
| /docs | GET | |
| /documents/get_document_data | GET | |
| /documents/read | GET | |
| /email/send_email/application_link | POST | |
| /email/send_email/credentials | POST | |
| /email/send_email/email_confirmation | POST | |
| /email/send_email/lead_reminder | POST | |
| /email/send_email/task_reminder | POST | |
| /email/send_email/trade_ticket | POST | |
| /email/send_email/transfer_instructions | POST | |
| /email/send_email/welcome | POST | |
| /fee_template_requests/create | POST | |
| /fee_template_requests/read | GET | |
| /fee_template_requests/update | POST | |
| /investment_proposals/create | POST | |
| /investment_proposals/read | GET | |
| /leads/create | POST | |
| /leads/follow_up/create | POST | |
| /leads/follow_up/delete | POST | |
| /leads/follow_up/read | GET | |
| /leads/follow_up/update | POST | |
| /leads/read | GET | |
| /leads/update | POST | |
| /management_type_requests/create | POST | |
| /management_type_requests/read | GET | |
| /pending_tasks/create | POST | |
| /pending_tasks/follow_up/create | POST | |
| /pending_tasks/follow_up/delete | POST | |
| /pending_tasks/follow_up/update | POST | |
| /pending_tasks/read | GET | |
| /pending_tasks/update | POST | |
| /reporting/clients | GET | |
| /reporting/ibkr_account_details | GET | |
| /reporting/ibkr_account_pending_tasks | GET | |
| /reporting/nav | GET | |
| /reporting/open_positions | GET | |
| /reporting/proposals_equity | GET | |
| /reporting/rtd | GET | |
| /reporting/run | GET | |
| /risk_profiles/create | POST | |
| /risk_profiles/list | GET | |
| /risk_profiles/read | GET | |
| /token | POST | |
| /trade_tickets/generate | POST | |
| /trade_tickets/list | GET | |
| /trade_tickets/read | GET | |
| /users/create | POST | |
| /users/login | POST | |
| /users/read | GET | |
| /users/update | POST | |