ℹ️Step 3 - User Account Information
In this Step, we will describe how you can collect the informations linked to the Users through the AccountId or PortfolioId.
1 - This first endpoint will give you the possibility to collect all the data relating to a given User. By entering the UserId, you will access his name, surname, phone, email, AccountId, SubAccountId, PortfolioId and any other information you may have inserted.
GET /v1/user/me HTTP/1.1
Host:
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
OK
{
"success": true,
"data": {
"userId": "text",
"phoneNumber": "text",
"name": "text",
"surname": "text",
"accounts": [
{
"accountId": "text",
"email": "text",
"subAccountId": "text",
"subAccountEmail": "text",
"encryptionKey": "text",
"creationTs": "2025-07-18T19:21:25.245Z",
"portfolios": [
{
"portfolioId": "text",
"name": "text",
"accountId": "text",
"creationTs": "2025-07-18T19:21:25.245Z",
"publicStrategy": true,
"portfolioAccountType": "TRADING"
}
],
"additionalInfo": {
"ANY_ADDITIONAL_PROPERTY": "text"
},
"active": true,
"tradingPortfolioId": "text"
}
],
"kycIds": [
"text"
],
"documentIds": [
"text"
],
"address": {
"ANY_ADDITIONAL_PROPERTY": "text"
},
"info": {
"ANY_ADDITIONAL_PROPERTY": "text"
},
"email": "text",
"userAccountStatus": "text"
},
"errorCode": 1,
"errorMessage": "text"
}OAuth: user_auth
2 - With this second endpoint, you will be able to collect of the information related to an AccountId: email, AccountId, SubAccountId, PortfolioId and any other information you may have inserted.
GET /v1/account/{accountId} HTTP/1.1
Host:
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
OK
{
"success": true,
"data": {
"accountId": "text",
"email": "text",
"subAccountId": "text",
"subAccountEmail": "text",
"encryptionKey": "text",
"creationTs": "2025-07-18T19:21:25.245Z",
"portfolios": [
{
"portfolioId": "text",
"name": "text",
"accountId": "text",
"creationTs": "2025-07-18T19:21:25.245Z",
"publicStrategy": true,
"portfolioAccountType": "TRADING"
}
],
"additionalInfo": {
"ANY_ADDITIONAL_PROPERTY": "text"
},
"active": true,
"tradingPortfolioId": "text"
},
"errorCode": 1,
"errorMessage": "text"
}OAuth: client_auth
3 - With this endpoint, you will be able to obtain the balance on any AccountId.
GET /v1/account/{accountId}/balance HTTP/1.1
Host:
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
OK
{
"success": true,
"data": {
"accountId": "text",
"ts": "2025-07-18T19:21:25.245Z",
"portfolioBalances": [
{
"accountId": "text",
"portfolioId": "text",
"portfolioAccountType": "TRADING",
"ts": "2025-07-18T19:21:25.245Z",
"historicalBalancePrices": {
"ANY_ADDITIONAL_PROPERTY": 1
},
"assetBalances": [
{
"portfolioId": "text",
"ts": "2025-07-18T19:21:25.245Z",
"asset": {
"slug": "text",
"name": "text",
"logoUrl": "text",
"availableNetworks": [
"text"
]
},
"quantity": 1,
"eurValue": 1,
"usdValue": 1
}
]
}
]
},
"errorCode": 1,
"errorMessage": "text"
}OAuth: client_auth
4 - With this endpoint, you will be able to obtain all the information relating to on any PortfolioId.
GET /v1/account/portfolio/{accountId}/{portfolioId} HTTP/1.1
Host:
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
OK
{
"success": true,
"data": {
"portfolioId": "text",
"name": "text",
"accountId": "text",
"creationTs": "2025-07-18T19:21:25.245Z",
"publicStrategy": true,
"portfolioAccountType": "TRADING"
},
"errorCode": 1,
"errorMessage": "text"
}OAuth: client_auth
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