Accounts

Table of Contents

Description

Financial meaning

Accounts represent storage locations for financial assets or cash. They define where securities, cash, or other financial holdings are kept, ensuring legal ownership, custody, and safekeeping.

Platform abstraction

An Account in the Finmars platform defines a place where assets or cash are held. It carries properties like type, name, and purpose (e.g., depository, provisional account).
Accounts are essential for linking transactions, managing cash, tracking positions, and generating reports.

Accounts are used in:

Examples

User Code Type  Short Name Name Public Name Notes
129900RGLDPQ3DT2T5H1 Default Account Type SCVA Securities Vault Alpha SECALPHAZZXXX Depository for Securities

Cookbook

CRUD
Use Cases

F.A.Q.

API documentation


Revision #4
Created 28 April 2025 01:41:03 by Anna Kostiv
Updated 7 May 2025 02:48:13 by Anna Kostiv