openapi: 3.2.0 info: title: Investments API description: These API's are used to manage investments related operations termsOfService: http://lynx-fh.com license: name: LynxFH url: http://lynx-fh.com version: '"1.0"' servers: - url: https://sandbox.lynx-fh.co security: - bearerAuth: [] tags: - name: Investments paths: /investments/accounts/balance: get: tags: - Investments summary: Get Account Balance description: This API returns real time cash balances for a specific account. operationId: getInvestmentAccountBalance parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponseInvestmentAccountBalanceResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseInvestmentAccountBalanceResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseInvestmentAccountBalanceResponse' /investments/accounts/eod/positions: get: tags: - Investments summary: Get EOD Account Positions description: This API returns a list of all the end of day equity positions related to an account operationId: getEODAccountPositions parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetEodPositionResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/accounts/performance: get: tags: - Investments summary: Get Account Performance description: This API returns the daily realized and unrealized PL for a specific account. operationId: getAccountPerformance parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: period in: query description: May be defined as 1-60 days in the past from the current date. If set, do not use startDate and endDate values. required: false schema: type: string example: 2 - name: startDate in: query description: Start date of requested time frame of the accounts performance; format should follow 2019-07-08 or 2019-07-08T00:00:00Z required: false schema: type: string example: '2019-07-08' - name: endDate in: query description: End date of requested time frame of the accounts performance; format should follow 2019-07-08 or 2019-07-08T00:00:00Z required: false schema: type: string example: '2019-07-08' responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetAccountPerformanceResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/accounts/portfolio: patch: tags: - Investments summary: Update Advisory Portfolio description: This API updates a member's advisory portfolio, unsubscribing them from their current risk portfolio and re-subscribing them to the new one. operationId: updatePortfolio requestBody: content: application/json: schema: $ref: '#/components/schemas/DocUpdateAdvisoryPortfolioRequest' required: true responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponseUpdateAdvisoryPortfolioResponse' '400': description: 'Bad request. - GBL-318: Account management type is not SELF_DIRECTED_ROBO - GBL-387: currentRiskPortfolio does not match the member''s current portfolio on record - GBL-388: Account has a rebalancing run in progress, please try again later - GBL-389: newRiskPortfolio is the same as the member''s current risk portfolio - GBL-390: newRiskPortfolio is not a valid or available risk portfolio ' content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseUpdateAdvisoryPortfolioResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseUpdateAdvisoryPortfolioResponse' /investments/accounts/positions: get: tags: - Investments summary: Get Account Positions description: This API returns a list of all the equity positions related to an account operationId: getAccountPositions parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetAccountPositionsResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/accounts/positions/close: post: tags: - Investments summary: Close All Positions description: This API liquidates all currently held positions for a member's investment account. Once orders are filled, cash is swept back to the member's account. operationId: closeAllPositions requestBody: description: Close all positions request content: application/json: schema: $ref: '#/components/schemas/DocCloseAllPositionsRequest' required: true responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/CloseAllPositionsDocModelResponse' '400': description: 'Bad request. - GBL-173: Investment account is not in an active status - GBL-297: Member product is not currently active ' content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/accounts/transactions: get: tags: - Investments summary: Get Transactions description: This API returns a list of all investment account transactions for a specified time frame. The member's pending orders are returned under the PENDING activity type, leading the first page and on that page only (the page requested without an offset), since the investment partner has no activity for an order until it fills. To page, pass the response's nextOffset back as the offset while hasMore is true - do not derive an offset from the returned rows, as the pending orders are not part of the partner's page cursor and their ids are rejected as an offset. operationId: getInvestmentAccountTransactions parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: startDate in: query description: Start date of date range required: false schema: type: string example: '2022-03-20' - name: endDate in: query description: End date of date range required: false schema: type: string example: '2022-03-25' - name: limit in: query description: Maximum number of items to be returned per page. required: false schema: type: integer default: 25 example: 25 - name: offset in: query description: Page offset. This is the nextOffset returned by the previous page result. required: false schema: type: string example: 20260401000000000::1e8e81a2-77a5-4958-9c9b-7d8ffd04a75d - name: direction in: query description: The direction of pagination (prev/next) required: false schema: type: string example: next - name: activityTypes in: query description: Comma separated list of activity types to filter transactions by required: false style: form explode: false schema: type: array items: type: string example: FILL,JNLC,FEE responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetInvestmentAccountTransactionsModel' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/disclosures: get: tags: - Investments summary: Get Disclosures description: Customers opening brokerage accounts must agree to a series of terms, disclosures, and documents, which differ based on the product experience and customer type. This API will return the disclosures URL. The disclosures URL allows you to embed and link to the necessary disclosures and disclaimers for end-users to open an investment account. The disclaimers and disclosures are updated periodically automatically, avoiding the need to update your front-end when the language of various terms changes. operationId: getDisclosuresUrl parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: productName in: query description: The name of the product required: true schema: type: string example: HSA_01 - name: citizenship in: query description: Country of citizenship required: false schema: type: string example: US - name: country in: query description: Member`s residing country required: false schema: type: string example: US - name: lang in: query description: Language of the member; en_US = English; zh_CN = Chinese; es_ES = Spanish; pt_BR = Portuguese required: false schema: type: string enum: - en_US - zh_CN - es_ES - pt_BR example: en_US responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetDisclosuresDocModel' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/documents: get: tags: - Investments summary: Get Investment Documents (List) description: Returns a member's investment documents (statements, trade confirms, tax forms). operationId: getInvestmentDocuments parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: documentType in: query description: Document type filter required: false schema: type: string enum: - statement - tax - trade_confirmation - all example: all - name: startDate in: query description: Start date of date range required: false schema: type: string example: '2022-03-20' - name: endDate in: query description: End date of date range required: false schema: type: string example: '2022-03-25' responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetInvestmentDocumentsDocModel' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/documents/download: get: tags: - Investments summary: GET Investment Document PDF description: Returns a PDF for the requested investment document. operationId: getInvestmentDocumentDownloadUrl parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: documentId in: query description: Id of the document required: true schema: type: string format: uuid example: eedefb56-b5f2-4ef5-9b6b-4a724215e271 responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetInvestmentDocumentDownloadDocModel' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/fund-lineup: get: tags: - Investments summary: Get Investment List description: This API returns a list of active investments pre-determined by the RIA for a client org operationId: getClientOrgInvestmentList parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetClientOrgInvestmentListResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/instruments: get: tags: - Investments summary: Get Instrument List description: This API returns the paginated list of instruments that are active, tradable and fractionable. The list can be narrowed with a search value, which is matched against the start of the instrument symbol or the start of any word in the security name. operationId: getInstruments parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: searchValue in: query description: Narrows the list to the instruments whose symbol starts with this value, or whose security name contains a word starting with this value. Case insensitive. required: false schema: type: string example: app - name: page in: query description: Page number to be returned. If not specified, default is 1. required: false schema: type: integer default: 1 example: 1 - name: pageSize in: query description: Maximum number of items to be returned per page. If not specified, default is 25. required: false schema: type: integer default: 25 example: 25 responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponseMetadataGetInstrumentsResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseMetadataGetInstrumentsResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseMetadataGetInstrumentsResponse' /investments/instruments/chart: get: tags: - Investments summary: Get Instrument Chart description: This API returns historical bars (open, high, low, close) for a given instrument for a given time period. operationId: getHistoricalBars parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: symbol in: query description: The ticker symbol of the instrument required: true schema: type: string example: AMZN - name: compression in: query description: 'The compression number represents the time increments of the chart data 0 = Daily 1 = 1 minute 4 = 5 minutes 8 = 30 minutes 9 = 1 hour 10 = Weekly' required: true schema: type: integer enum: - '0' - '1' - '4' - '8' - '9' - '10' example: 9 - name: startDate in: query description: The start date of the chart data; format should follow 2019-07-08 or 2019-07-08T00:00:00Z required: false schema: type: string example: '2019-07-08' - name: endDate in: query description: The end date of the chart data; format should follow 2019-07-08 or 2019-07-08T00:00:00Z required: false schema: type: string example: '2019-07-08' responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetChartDocModel' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/instruments/details: get: tags: - Investments summary: Get Instrument Details description: This API returns the details for a particular instrument operationId: getInstrumentDetails parameters: - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: symbol in: query description: The ticker symbol of the instrument required: true schema: type: string example: AMZN responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetInstrumentDetailsDocModel' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/instruments/most-actives: get: tags: - Investments summary: Get Most Active Stocks description: This API returns the most active stocks ranked by either trading volume or trade count. operationId: getMostActives parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: by in: query description: Ranking criterion. required: false schema: type: string default: volume enum: - volume - trades - name: top in: query description: Number of results to return. required: false schema: type: integer default: 10 maximum: 100 minimum: 1 responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponseGetMostActivesResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseGetMostActivesResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseGetMostActivesResponse' /investments/instruments/movers: get: tags: - Investments summary: Get Market Movers description: This API returns the top gainers and losers in the stocks market. operationId: getMovers parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: top in: query description: Number of gainers and losers to return. required: false schema: type: integer default: 10 maximum: 50 minimum: 1 responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponseGetMoversResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseGetMoversResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseGetMoversResponse' /investments/instruments/quote: get: tags: - Investments summary: Get Instrument Quote description: This API returns a 15 minute delayed quote for one or more investment instruments. operationId: getInstrumentsQuote parameters: - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: symbols in: query description: The ticker symbol of the associated instrument. Multiple ticker symbols separated by a comma may also be used. required: true schema: type: array items: type: string example: AMZN responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetInstrumentQuoteResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/orders: get: tags: - Investments summary: Get Orders description: This API returns all investment orders for a specific account. operationId: getAccountOrders parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: productName in: query description: The name of the product required: true schema: type: string example: HSA_01 - name: accountType in: query description: Type of account required: true schema: type: string example: HSA - name: sortValue in: query description: The property by which the response is sorted required: false schema: type: string default: creationDate enum: - creationDate - updateDate - lastExecutedDate - fillAmount - name: sortOrder in: query description: The sort direction required: false schema: type: string default: Descending enum: - Ascending - Descending - name: startDate in: query description: Start date of date range required: false schema: type: string example: '2022-03-20' - name: endDate in: query description: End date of date range required: false schema: type: string example: '2022-03-25' - name: page in: query description: Page number to be returned. If not specified, default is 1. required: false schema: type: integer default: 1 example: 1 - name: pageSize in: query description: Maximum number of items to be returned per page. If not specified, default is 25. required: false schema: type: integer default: 25 example: 25 responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetAccountInvestmentOrdersDocModelResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' post: tags: - Investments summary: Create Order description: This API can be used to create an order to buy or sell a security. operationId: createOrder requestBody: content: application/json: schema: $ref: '#/components/schemas/DocMemberInvestmentOrderRequest' required: true responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/MemberInvestmentOrderResponse' '400': description: 'Bad request. - GBL-149: Instrument is not on the approved list of investments - GBL-150: You are required to maintain a minimum balance in your account to invest - GBL-151: You have insufficient funds in your account to complete your order - GBL-155: Quantity cannot be specified for a BUY order - GBL-156: Either quantity or amountCash is required for a SELL order - GBL-173: Account is currently in an ineligible status - GBL-230: There was an issue with your request, please try again - GBL-297: Member product is not currently active - GBL-372: Symbol must not be specified for an order on a Robo account - GBL-373: Symbol is required - GBL-395: Orders on a Robo account need to be greater than the minimum order amount ' content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' patch: tags: - Investments summary: Cancel Order description: This API cancels a pending order. operationId: patchCancelOrder parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: clientMemberId in: query description: Unique client-side identifier for the member required: true schema: type: string example: 3f50436491 - name: orderNumber in: query description: The unique order number that is human readable required: true schema: type: string example: GCZZ000027 responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/BaseMemberInvestmentOrder' '400': description: 'Bad request. - GBL-230: There was an issue with your request, please try again - GBL-365: Order cannot be cancelled from its current status ' content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /investments/portfolio: get: tags: - Investments summary: Get Portfolio Details description: This API returns the portfolio details associated with the given risk portfolio operationId: getPortfolio parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: riskPortfolio in: query description: The risk portfolio (reference code name). required: true schema: type: string example: AGGRESSIVE responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponsePortfolio' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponsePortfolio' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponsePortfolio' /investments/portfolio/list: get: tags: - Investments summary: Get Portfolio List description: This API returns all the portfolios available operationId: getPortfolios parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division responses: '200': description: Ok content: '*/*': schema: $ref: '#/components/schemas/BaseResponseGetPortfoliosResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseGetPortfoliosResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '*/*': schema: $ref: '#/components/schemas/BaseResponseGetPortfoliosResponse' components: schemas: PerformanceDTO: type: object properties: realizedDayPL: type: number description: The actual profit or loss on the day in USD example: 0 unrealizedDayPL: type: number description: Unrealized day profit and loss for the position example: -26.59 cumRealizedPL: type: number description: The cumulative realized profit/loss from inception of account, each day adds to previous days example: -0.01 date: type: string description: The date of the performance array values example: '2018-03-22' equity: type: number description: Invested equity (excluding cash) for this day (see performance.date). For Total Equity add performance equity and performance cash. example: 115.88 MemberAccount: type: object properties: accountNumber: type: string description: The last four digits of the bank account number example: 9118 GetInvestmentDocumentsResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' documents: type: array items: $ref: '#/components/schemas/InvestmentDocumentDTO' GetAccountPerformanceResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' startDate: type: string description: Start date of requested time frame of the accounts performance; format should follow 2019-07-08 or 2019-07-08T00:00:00Z example: '2019-07-08' endDate: type: string description: End date of requested time frame of the accounts performance; format should follow 2019-07-08 or 2019-07-08T00:00:00Z example: '2019-07-08' lastUpdated: type: string description: Date and time of last performance update example: '2018-09-18T17:34:00.370Z' performance: type: array items: $ref: '#/components/schemas/PerformanceDTO' InvestmentTransactionData: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' memberAccount: $ref: '#/components/schemas/MemberAccount' memberInvestmentTransactions: type: array items: $ref: '#/components/schemas/MemberInvestmentTransaction' hasMore: type: boolean nextOffset: type: string UpdateAdvisoryPortfolioRequest: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' advisoryPortfolio: $ref: '#/components/schemas/AdvisoryPortfolioDto' MemberInvestmentOrderRequest: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' memberInvestmentOrder: $ref: '#/components/schemas/MemberInvestmentOrderDto' GetPortfoliosResponse: type: object properties: portfolios: type: array items: $ref: '#/components/schemas/Portfolio' ClientOrgDto: type: object properties: name: type: string description: The name of the client organization example: Health_Plan_ABC_Division required: - name InvestmentDocumentDTO: type: object properties: documentId: type: string description: Document UUID example: f3a35e04-c896-4c90-9898-cdc4dc498a12 documentType: type: string description: 'Mapped document type: statement, tax, or trade_confirmation' example: statement date: type: string description: Document date (YYYY-MM-DD) example: '2024-01-31' displayName: type: string description: Human-readable document name example: January 2024 Statement GetAccountInvestmentOrdersDocModelResponse: type: object properties: data: $ref: '#/components/schemas/GetInvestmentAccountOrdersResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' BaseResponseGetMoversResponse: type: object properties: data: $ref: '#/components/schemas/GetMoversResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' BaseResponseGetMostActivesResponse: type: object properties: data: $ref: '#/components/schemas/GetMostActivesResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' GetClientOrgInvestmentListResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' investmentList: $ref: '#/components/schemas/InvestmentListDTO' GetInvestmentAccountTransactionsModel: type: object properties: data: $ref: '#/components/schemas/InvestmentTransactionData' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' GetInvestmentAccountOrdersResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' memberOrders: type: array items: $ref: '#/components/schemas/MemberOrderDTO' Metadata: type: object properties: pagination: $ref: '#/components/schemas/BasePagination' BaseResponsePortfolio: type: object properties: data: $ref: '#/components/schemas/Portfolio' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' GetInstrumentDetailsDocModel: type: object properties: data: $ref: '#/components/schemas/GetInstrumentDetailsResponseDoc' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' BaseResponseInvestmentAccountBalanceResponse: type: object properties: data: $ref: '#/components/schemas/InvestmentAccountBalanceResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' GetInvestmentDocumentDownloadResponse: type: object properties: documentId: type: string description: Id of the document example: eedefb56-b5f2-4ef5-9b6b-4a724215e271 documentUrl: type: string description: Id of the document PendingWithdrawal: type: object properties: date: type: string description: The date the withdrawal was recorded against the investment account example: '2026-09-16' transitDate: type: string description: The date the proceeds left the investment account and began transferring to the member's HSA example: '2026-09-18' amount: type: number description: The withdrawal amount currently in transit example: 150 DocMemberInvestmentOrderRequest: type: object properties: data: $ref: '#/components/schemas/MemberInvestmentOrderRequest' idempotency: $ref: '#/components/schemas/Idempotency' description: Unique identifier that represents the operation example: cf82639c-e3b6-4d51-9871-0e452a2b1566 required: - data - idempotency PortfolioWeight: type: object properties: type: type: string symbol: type: string percent: type: number InvestmentAccountBalanceResponse: type: object properties: accountNumber: type: string description: The investment account number assigned by the brokerage partner example: 928986898 status: type: string description: The status of the investment account example: Account_Active cash: type: number description: Total cash balance (settled and unsettled) held in the investment account example: 1500.5 cashWithdrawable: type: number description: Settled cash currently available for withdrawal example: 1200 cashTransferable: type: number description: Cash available to be transferred between accounts example: 1000 buyingPower: type: number description: Total funds available to purchase securities example: 1500.5 portfolioValue: type: number description: Total dollar value of all positions and cash held in the investment account example: 12345.67 longMarketValue: type: number description: Current market value of all long positions held in the account example: 10845.17 pendingTransferOut: type: number description: Cash amount currently in flight for an outgoing transfer example: 250 pendingWithdrawalTotal: type: number description: Total withdrawal proceeds that have left the investment account but have not yet reached the member's HSA. Include this alongside the investment and HSA balances so the member's full balance is shown while the transfer is in progress. Zero when nothing is in transit example: 250 pendingWithdrawals: type: array description: The individual withdrawals that make up pendingWithdrawalTotal, most recent first items: $ref: '#/components/schemas/PendingWithdrawal' MemberInvestmentOrderDto: type: object properties: orderType: type: string description: 'The type of order that is being placed. Possible values: MARKET, LIMIT, STOP, MARKET_IF_TOUCHED' example: MARKET symbol: type: string description: The ticker symbol of the instrument example: AMZN side: type: string description: 'The side of the order: B - Buy or S - Sell' example: B quantity: type: number description: The order quantity in share amounts for all order types including fractional shares. Only required if amountCash is null. example: 2 amountCash: type: number description: Order quantity in USD cash amount for "MARKET" and "STOP" order types. Only required if quantity is null. example: 18 clientNotes: type: string description: Client facing notes that can be added to a request example: Client facing notes that can be added to a request required: - orderType - side BaseResponseGetPortfoliosResponse: type: object properties: data: $ref: '#/components/schemas/GetPortfoliosResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' InvestmentListDTO: type: object properties: id: type: string description: Unique identifier of the investment list example: cf82639c-e3b6-4d51-9871-1e452a2a0001 name: type: string description: Name of the investment list example: Lynx instruments description: type: string description: Description of the investment list example: Lynx instruments investmentListInstruments: type: array items: $ref: '#/components/schemas/InstrumentDTO' required: - id GetEodPositionResponse: type: object properties: asOf: type: string accountId: type: string format: uuid positions: type: array items: $ref: '#/components/schemas/EodPositionDto' GetChartResponse: type: object properties: symbol: type: string description: The ticker symbol of the instrument example: AMZN compression: type: integer format: int32 description: The compression number represents the time increments of the chart data example: 9 startDate: type: string description: The start of the period the chart data was requested for example: '2019-07-08T00:00:00Z' endDate: type: string description: The end of the period the chart data was requested for, which is capped at the most recent available market data example: '2019-07-08T23:59:59Z' bars: type: array description: The bars of the chart, each one holding the open, high, low and close prices, the traded volume and the timestamp the bar starts at. items: $ref: '#/components/schemas/ChartBar' GetInvestmentDocumentDownloadDocModel: type: object properties: data: $ref: '#/components/schemas/GetInvestmentDocumentDownloadResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' BaseResponseUpdateAdvisoryPortfolioResponse: type: object properties: data: $ref: '#/components/schemas/UpdateAdvisoryPortfolioResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' Portfolio: type: object properties: id: type: string riskPortfolio: type: string description: type: string status: type: string cooldownDays: type: integer format: int32 createdAt: type: string updatedAt: type: string weights: type: array items: $ref: '#/components/schemas/PortfolioWeight' rebalanceConditions: type: array items: $ref: '#/components/schemas/RebalanceCondition' GetMostActivesResponse: type: object properties: mostActives: type: array items: $ref: '#/components/schemas/MostActiveStock' lastUpdated: type: string ResponseException: type: object properties: errorCode: type: string description: The GBL error code that is populated when the exceptionSource is SYSTEM exceptionSource: type: string description: Characterizes the type of exception (JSON, SYSTEM, PARAMETER) exceptionMessage: type: string description: Additional information about the exception ExceptionBaseResponse: type: object properties: data: type: object description: 'null' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' Mover: type: object properties: symbol: type: string percentChange: type: number change: type: number price: type: number Idempotency: type: object properties: idempotencyKey: type: string description: Unique identifier that represents the operation example: cf82639c-e3b6-4d51-9871-0e452a2b1566 AdvisoryPortfolioDto: type: object properties: currentRiskPortfolio: type: string description: Must match the member's current portfolio on record example: AGGRESSIVE newRiskPortfolio: type: string description: Target portfolio; must be valid portfolio example: MODERATE required: - currentRiskPortfolio - newRiskPortfolio InvestmentOrderDto: type: object properties: orderID: type: string format: uuid description: A unique identifier for the order example: EF.418a5506-256c-4c3c-9d4d-f491522cf7f2 orderNo: type: string description: A human readable order identifier example: EFXM000103 required: - orderID - orderNo FundamentalDataModel: type: object properties: close: type: number description: The close price populated after market close; price updates overnight if a corporate action occurs example: 180.3547 closePrior: type: number description: The instrument closing price of the prior trading day example: 180.38 changeAmount: type: number description: The absolute price change of the instrument compared to the previous close example: -1.25 changePercent: type: number description: The percentage price change of the instrument compared to the previous close example: -0.56 openPrice: type: number description: Most recent opening price of the instrument example: 180.17 bidPrice: type: number description: The current price buyers are prepared to pay for a security example: 180.03 askPrice: type: number description: The current price sellers are prepared to sell a security example: 180.07 lowPrice: type: number description: The lowest price in the current trading day example: 179.26 highPrice: type: number description: The highest price in the current trading day example: 181.7 fiftyTwoWeekLowPrice: type: number description: The lowest price of the instrument in the past 52 weeks example: 96.29 fiftyTwoWeekHighPrice: type: number description: The highest price of the instrument in the past 52 weeks example: 181.415 cumulativeVolume: type: integer format: int64 description: Cumulative Volume is a running total of daily trade volume. This measures the cumulative inflow and outflow of trading volume for the instrument. Measured in quantity of shares. example: 36803707 marketCap: type: integer format: int64 description: The total market cap of the instrument measured in USD example: 1867963000000 peRatio: type: number description: The Price-earnings ratio for the instrument example: 62.2385 dividendYield: type: number description: The percentage of a company's share price that is paid out in dividends each year example: 0 earningsPerShare: type: number description: The earnings per share of the instrument measured in USD. EPS is company's profit divided by the outstanding shares of its common stock. example: 2.8894 sharesOutstanding: type: integer format: int64 description: The total shares outstanding for the instrument. Shares outstanding are all the shares of an instrument that have been authorized, issued and purchased by investors. example: 9431872097 volumeMovingAverage10Day: type: number description: The volume moving average of the last 10 days for the instrument measured in quantity of shares example: 35749866 CloseAllPositionsDocModelResponse: type: object properties: data: $ref: '#/components/schemas/CloseAllPositionsResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' ClosePositionDto: type: object properties: symbol: type: string description: The ticker symbol of the instrument example: AMZN status: type: string description: The resulting order status for this position. Pending = order submitted to broker awaiting fill; Failed = broker rejected the order; New = order created but not yet submitted example: Pending MostActiveStock: type: object properties: symbol: type: string volume: type: integer format: int64 tradeCount: type: integer format: int64 GetChartDocModel: type: object properties: data: $ref: '#/components/schemas/GetChartResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' Quote: type: object properties: symbol: type: string description: The ticker symbol of the instrument example: AMZN bidPrice: type: number description: The current price buyers are prepared to pay for a security example: 180.03 bidSize: type: integer format: int32 description: The number of shares available at the bid price example: 180.07 askPrice: type: number description: The current price sellers are prepared to sell a security example: 100 askSize: type: integer format: int32 description: The number of shares available at the ask price example: 80 timestamp: type: string format: date-time description: The timestamp indicating when the quote was last updated (ISO 8601 format) example: '2026-04-15T20:00:01.062839502Z' changeAmount: type: number description: The absolute price change of the instrument compared to the previous close example: -1.25 changePercent: type: number description: The percentage price change of the instrument compared to the previous close example: -0.56 lastTrade: type: number description: The NBBO quote of the most recent trade example: 180.02 change: type: number description: The percentage change in trade price relative to the previous days close example: 0.29 open: type: number description: Most recent opening price of the instrument example: 179.83 high: type: number description: The highest price in the current trading day example: 181.7 low: type: number description: The lowest price in the current trading day example: 179.26 close: type: number description: The close price populated after market close; price updates overnight if a corporate action occurs example: 180.3547 priorClose: type: number description: The closing price of the current symbol for the prior trading day example: 179.83 volume: type: integer format: int32 description: The total trading volume of the security for the current day in quantity of shares example: 36830721 marketCondition: type: string description: The trading status of the symbol. NORMAL = Symbol is trading normally; TRADING_HALT = Symbol is currently halted; UNKNOWN = Symbol has been placed on a restricted tag enum: - NORMAL - UNKNOWN - TRADING_HALT example: NORMAL dataProvider: type: string description: The exchange venue providing the quote example: NYSE-BQT DisclosureUrlResponse: type: object properties: disclosureUrl: type: string description: The url of the disclosure document example: www.disclosure.com required: - disclosureUrl GetInvestmentDocumentsDocModel: type: object properties: data: $ref: '#/components/schemas/GetInvestmentDocumentsResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' MemberInvestmentOrderResponse: type: object properties: investmentOrder: $ref: '#/components/schemas/InvestmentOrderDto' investmentOrders: type: array items: $ref: '#/components/schemas/InvestmentOrderDto' CloseAllPositionsRequest: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' DocUpdateAdvisoryPortfolioRequest: type: object properties: data: $ref: '#/components/schemas/UpdateAdvisoryPortfolioRequest' idempotency: $ref: '#/components/schemas/Idempotency' description: Unique identifier that represents the operation example: cf82639c-e3b6-4d51-9871-0e452a2b1566 required: - data - idempotency ChartBar: type: object properties: t: type: string format: date-time o: type: number h: type: number l: type: number c: type: number v: type: integer format: int64 CloseAllPositionsResponse: type: object properties: clientMemberId: type: string description: Unique client-side identifier for the member example: 3f50436491 positions: type: array description: List of positions submitted for closure, each with its resulting order status items: $ref: '#/components/schemas/ClosePositionDto' MemberInvestmentTransaction: type: object properties: activity_type: type: string activity_sub_type: type: string transaction_time: type: string format: date-time created_at: type: string format: date-time date: type: string type: type: string currency: type: string net_amount: type: number description: type: string price: type: number per_share_amount: type: number qty: type: number side: type: string symbol: type: string cusip: type: string group_id: type: string leaves_qty: type: number order_id: type: string format: uuid order_number: type: string cum_qty: type: number order_status: type: string status: type: string id: type: string RebalanceCondition: type: object properties: type: type: string subType: type: string percent: type: number day: type: string BaseMember: type: object properties: clientMemberId: type: string description: Unique client-side identifier for the member example: 3f50436491 required: - clientMemberId GetDisclosuresDocModel: type: object properties: data: $ref: '#/components/schemas/DisclosureUrlResponse' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' GetInstrumentsResponse: type: object properties: instruments: type: array items: $ref: '#/components/schemas/InstrumentDTO' EodPositionDto: type: object properties: symbol: type: string qty: type: number market_value: type: number unrealized_pl: type: number BasePagination: type: object properties: totalItems: type: integer format: int64 totalPages: type: integer format: int32 pageSize: type: integer format: int32 page: type: integer format: int32 GetMoversResponse: type: object properties: marketType: type: string lastUpdated: type: string gainers: type: array items: $ref: '#/components/schemas/Mover' losers: type: array items: $ref: '#/components/schemas/Mover' InstrumentDTO: type: object properties: symbol: type: string description: The ticker symbol of the instrument example: AMZN symbolName: type: string description: The official name of the company associated to the Instrument example: Amazon.com Inc symbolDescription: type: string description: A comprehensive description of the Instrument in English example: symbol description type: type: string description: Description of the type of instrument, such as ETF example: EQUITY assetClass: type: string description: A group of financial instruments that have similar financial characteristics example: Stocks subAssetClass: type: string description: A sub-asset class is a group of assets that share similar characteristics with each other, and also with the broader asset class it is part of example: U.S. Stocks category: type: string description: The classification of the sector related to the Instrument example: High Yield BaseResponseMetadataGetInstrumentsResponse: type: object properties: data: $ref: '#/components/schemas/GetInstrumentsResponse' metadata: $ref: '#/components/schemas/Metadata' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' MemberOrderDTO: type: object properties: orderNumber: type: string description: The unique order number that is human readable example: GCZZ000027 orderId: type: string format: uuid description: A unique order identifier created when an order is placed example: 40cd232c-4b42-469c-81d1-d04bf3e95b98 type: type: string description: 'The type of order that is being placed. Possible values: MARKET, LIMIT, STOP, MARKET_IF_TOUCHED' example: MARKET side: type: string description: 'The side of the order: B - Buy or S - Sell' example: S status: type: string description: 'The current status of the order. FILLED - The order was successfully completed; PARTIAL_FILL - The order was partially completed; REJECTED - The order was rejected; CANCELED - The order was cancelled; NEW - Recently created pending order; PENDING_CANCEL - Indicates an order is awaiting a cancellation response, but the order has already been sent for execution, so cancellation cannot be guaranteed at this point.' example: FILLED statusReason: type: string description: Description of the order status example: Order quantity exceeds quantity available for sale symbol: type: string description: The ticker symbol of the instrument example: AMZN averagePrice: type: number description: Average price of the security being transacted in the order example: 33.63 totalOrderAmount: type: number description: Total amount paid for the order example: 50 cumulativeQuantity: type: number description: The number of shares currently being transacted. Larger orders may execute in chunks, e.g. a BUY order of 1,000 shares may get filled in 5 executions of 200 orders. example: 1.48676776 quantity: type: number description: Total number of shares the order is submitted for example: 1.48676776 fees: type: number description: Cost of the order example: 0 orderExpirationDatetime: type: string format: date-time description: The date of expiration for a good-til-canceled order, in “YYYY-MM-DD” format. The order will be canceled if not executed by the market close on this date. If not set, a good-til-canceled Stop and MIT order will be assumed to expire 90 days after creation. If not set, a limit order will be considered GTD and will cancel at the end of the trading day. example: '2024-03-20T20:00:00.000+00:00' lastExecutedDatetime: type: string format: date-time description: The date and time an order was last executed for the security example: '2024-03-20T15:26:06.619+00:00' lastPrice: type: number description: The most recent price at which a security was traded example: 33.63 lastShares: type: number description: The most recent number of shares for which a security was traded example: 0.48676776 lastMarket: type: string description: The most recent market at which a security was traded example: DRVW targetSettlementDate: type: string format: date-time description: Date when the order is expected to settle example: '2024-03-22' required: - orderNumber GetInstrumentQuoteResponse: type: object properties: quotes: type: array items: $ref: '#/components/schemas/Quote' GetInstrumentDetailsResponseDoc: type: object properties: instrumentID: type: string format: uuid description: A unique identifier for a specific instrument example: 35d2d5d6-c1f7-4fdc-92f3-2f1c4da02028 symbol: type: string description: The ticker symbol of the instrument example: AMZN type: type: string description: Description of the type of instrument, such as ETF enum: - EQUITY - ETN - ETF - ADR - ALTERNATIVE_ASSET - CRYPTO example: ETN name: type: string description: The official name of the company associated to the Instrument example: Amazon.com Inc. sector: type: string description: 'The type of industry sector the instrument is in. Possible values are: Energy, Basic Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financial, Technology, Communication, Utilities, Real Estate' example: Services status: type: string description: The current status of the instrument. ACTIVE = Available for purchase or sale; INACTIVE = Not available for buying or selling; CLOSE_ONLY = Available only for selling existing positions for this instrument; HALTED = Listed security has been halted enum: - ACTIVE - INACTIVE - CLOSE_ONLY - HALTED example: ACTIVE exchange: type: string description: The stock exchange the instrument is listed on example: NSQ image: type: string description: A publicly hosted image of the instruments logo example: http://syscdn.drivewealth.net/images/symbols/amzn.png url: type: string description: URL for the investor site of the instrument example: https://www.amazon.com tradable: type: boolean description: Whether the instrument can be traded example: true fractionable: type: boolean description: Whether the instrument supports fractional share trading example: true fundamentalDataModel: $ref: '#/components/schemas/FundamentalDataModel' EquityPosition: type: object properties: symbol: type: string description: The ticker symbol of the instrument example: AMZN symbolName: type: string description: The official name of the company associated to the Instrument example: Amazon.com Inc assetClass: type: string description: A group of financial instruments that have similar financial characteristics example: Stocks subAssetClass: type: string description: A sub-asset class is a group of assets that share similar characteristics with each other, and also with the broader asset class it is part of example: U.S. Stocks category: type: string description: The classification of the sector related to the Instrument example: High Yield instrumentID: type: string format: uuid description: A unique identifier for a specific instrument example: 35d2d5d6-c1f7-4fdc-92f3-2f1c4da02028 openQty: type: number description: Quantity of shares owned by the account example: 31.65120151 costBasis: type: number description: Cost basis of the position example: 975.98 marketValue: type: number description: Current market value of the position example: 4540.36 side: type: string description: 'The side of the order: B - Buy or S - Sell' enum: - B - S example: B priorClose: type: number description: The closing price of the current symbol for the prior trading day example: 179.83 availableForTradingQty: type: number description: The quantity of the security available for sale example: 31.65120151 availableQty: type: number avgPrice: type: number description: The average price of the position example: 30.84 mktPrice: type: number description: The current market price of the position example: 143.45 unrealizedPL: type: number description: Unrealized profit and loss for the position example: 3564.38 unrealizedDayPLPercent: type: number description: Unrealized day profit and loss for the position in percent example: -0.58 unrealizedDayPL: type: number description: Unrealized day profit and loss for the position example: -26.59 changeToday: type: number BaseMemberInvestmentOrder: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' orderNumber: type: string UpdateAdvisoryPortfolioResponse: type: object properties: riskPortfolio: type: string description: The new risk portfolio the member is now subscribed to example: MODERATE GetAccountPositionsResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' member: $ref: '#/components/schemas/BaseMember' tradingType: type: string description: The type of trading the account will participate in enum: - CASH - MARGIN example: CASH updated: type: string description: Date and time of last update example: '2023-10-10' equityValue: type: number description: Current total market value of the account's open positions example: 10116.44 equityPositions: type: array items: $ref: '#/components/schemas/EquityPosition' DocCloseAllPositionsRequest: type: object properties: data: $ref: '#/components/schemas/CloseAllPositionsRequest' idempotency: $ref: '#/components/schemas/Idempotency' description: Unique identifier that represents the operation example: cf82639c-e3b6-4d51-9871-0e452a2b1566 required: - data - idempotency securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT x-provenance: method: searched source: https://docs.lynx-fh.com/reference harvested: '2026-10-14' tool: harvest-readme-openapi.py note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored. assembled_from: - https://docs.lynx-fh.com/reference/closeallpositions.md - https://docs.lynx-fh.com/reference/createorder.md - https://docs.lynx-fh.com/reference/getaccountorders.md - https://docs.lynx-fh.com/reference/getaccountperformance.md - https://docs.lynx-fh.com/reference/getaccountpositions.md - https://docs.lynx-fh.com/reference/getclientorginvestmentlist.md - https://docs.lynx-fh.com/reference/getdisclosuresurl.md - https://docs.lynx-fh.com/reference/geteodaccountpositions.md - https://docs.lynx-fh.com/reference/gethistoricalbars.md - https://docs.lynx-fh.com/reference/getinstrumentdetails.md - https://docs.lynx-fh.com/reference/getinstruments.md - https://docs.lynx-fh.com/reference/getinstrumentsquote.md - https://docs.lynx-fh.com/reference/getinvestmentaccountbalance.md - https://docs.lynx-fh.com/reference/getinvestmentaccounttransactions.md - https://docs.lynx-fh.com/reference/getinvestmentdocumentdownloadurl.md - https://docs.lynx-fh.com/reference/getinvestmentdocuments.md - https://docs.lynx-fh.com/reference/getmostactives.md - https://docs.lynx-fh.com/reference/getmovers.md - https://docs.lynx-fh.com/reference/getportfolio.md - https://docs.lynx-fh.com/reference/getportfolios.md - https://docs.lynx-fh.com/reference/patchcancelorder.md - https://docs.lynx-fh.com/reference/updateportfolio.md merge: pages: 22 deduped: 86 conflicts_kept_first: 0