openapi: 3.1.0
info:
  title: Broadridge Wealth Management Accounts Transactions API
  description: The Broadridge Wealth Management API provides access to account activity, balances, positions, and transaction data for wealth management platforms. REST APIs enable broker-dealers and RIAs to integrate Broadridge back-office clearing and custody data into front-office wealth management applications.
  version: 1.0.0
  contact:
    name: Broadridge Developer Contact
    url: https://www.broadridge.com/resource/developer-api-contact
servers:
- url: https://api.broadridge.example.com
  description: Broadridge Wealth API
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Transactions
  description: Account transactions and activity
paths:
  /wealth/v1/accounts/{accountNumber}/transactions:
    get:
      operationId: getAccountTransactions
      summary: Get account transactions
      description: Retrieve transaction history for an account within a date range.
      tags:
      - Transactions
      parameters:
      - name: accountNumber
        in: path
        required: true
        schema:
          type: string
      - name: fromDate
        in: query
        required: true
        schema:
          type: string
          format: date
      - name: toDate
        in: query
        schema:
          type: string
          format: date
      - name: transactionType
        in: query
        schema:
          type: string
          enum:
          - Buy
          - Sell
          - Dividend
          - Interest
          - Transfer
          - Fee
          - Deposit
          - Withdrawal
          - Reinvestment
      - name: page
        in: query
        schema:
          type: integer
          default: 1
      - name: pageSize
        in: query
        schema:
          type: integer
          default: 50
      responses:
        '200':
          description: Account transactions
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionList'
components:
  schemas:
    TransactionList:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/Transaction'
        pagination:
          $ref: '#/components/schemas/Pagination'
    Transaction:
      type: object
      properties:
        transactionId:
          type: string
        accountNumber:
          type: string
        tradeDate:
          type: string
          format: date
        settleDate:
          type: string
          format: date
        transactionType:
          type: string
          enum:
          - Buy
          - Sell
          - Dividend
          - Interest
          - Transfer
          - Fee
          - Deposit
          - Withdrawal
          - Reinvestment
        cusip:
          type: string
        symbol:
          type: string
        securityDescription:
          type: string
        quantity:
          type: number
        price:
          type: number
        netAmount:
          type: number
        grossAmount:
          type: number
        commission:
          type: number
        fees:
          type: number
        currency:
          type: string
    Pagination:
      type: object
      properties:
        page:
          type: integer
        pageSize:
          type: integer
        totalPages:
          type: integer
        totalItems:
          type: integer
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: https://auth.broadridge.example.com/oauth/token
          scopes:
            accounts:read: Read account data
            positions:read: Read position data
            transactions:read: Read transaction data
    bearerAuth:
      type: http
      scheme: bearer