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Get pending tasks for a retirement account by account ID. The pending
tasks include any tasks that need to be completed before the account can
be opened.


Get pending tasks for an account

Unlocking Retirement Solutions with Feather APIs

Introduction

Getting Started

Development

Authentication

Accounts

Funding

Trading

Create a new SDIRA account

Get information about an SDIRA account

Create a new SDIRA asset

Get information about an SDIRA asset

Create a new SDIRA investment

Get information about an SDIRA investment

Open a retirement account for a client. The account will be opened with
the specified account type and the account holder will be the client
associated with the specified external ID.


Open a retirement account

Get details for a retirement account by account ID. The account details
include the account holder information, account balance, recent
transactions, and beneficiary information.


Get account details

Get the status of a retirement account by account ID. The account status
can be one of the following:
- `A`: Abandoned - The account has been abandoned.
- `N`: New - The account is not yet open.
- `O`: Open - The account is currently open.
- `C`: Closed - The account has been closed.
- `P`: Pending - The account is not yet open and is pending approval.
- `R`: Rejected - The account has been rejected and is not open.


Get account status

Retrieve a list of documents available for a specific account.

 **Please note**: This endpoint is currently under migration and will be available soon.

Get documents

Get Portfolio

Retrieve the annual contribution limits for the specified IRA account, type and year.


Get Annual IRA Contribution Limits

Add an ACH instruction to an account. The ACH instruction will be
verified by the system and the account will be linked to the ACH
instruction.


Add ACH instruction

Get the status of an ACH instruction. The status can be one of the
following:
- `PROCESSED`
- `REJECTED`
- `DELETED`
- `PENDING`
- `PENDING_VERIFICATION`


Get ACH instruction status

Delete an ACH instruction. The ACH instruction will be deleted and the
account will be unlinked from the ACH instruction.


Delete ACH instruction

Create a money movement. The money movement will be processed by the
system and the status of the money movement can be checked using the
`/funding/money_movement/{account_id}/{mm_id}` endpoint.


Create money movement

Get the status of a money movement. The status can be one of the
following:
- `PROCESSED`
- `REJECTED`
- `DELETED`
- `PENDING`
- `PENDING_VERIFICATION`


Get money movement status

Get the amount of withdrawable cash for an account. The amount of
withdrawable cash is the amount of cash that can be withdrawn from the
account.


Get withdrawable cash amount

Get details of a specific order by its order ID.

Get Order Details

Post Order

Retrieve the annual contribution limits for the specified IRA account type and year.


Retrieve live market data. You can specify an optional ticker for a specific stock.


API Documentation

Alternate Asset Endpoints

Account Endpoints

Funding Endpoints

Trading Endpoints

Financial Data

Get pending tasks for an account

Headers

Path Parameters

Response