{"info":{"_postman_id":"e5c6f097-29a1-450d-8bae-19f567cb00e8","name":"Buildmarkets API","description":"<html><head></head><body><p>Banking-as-a-Service API for embedded investing.</p>\n<p>SETUP (required before any request will succeed):</p>\n<ol>\n<li>Open this collection in Postman.</li>\n<li>Click the collection name -&gt; Variables tab.</li>\n<li>Set BOTH the apiKey and apiSecret variables under 'Current value' (Initial value is for sharing only).</li>\n<li>Save (Cmd/Ctrl+S).</li>\n</ol>\n<p>Optionally, fill the path-ID variables (accountId, orderId, etc.) as needed for individual requests.</p>\n<p>Both X-API-Key and X-API-Secret are sent on every request once the variables are set. If either is missing the pre-request script throws with a clear message so you don't accidentally send an unauthenticated request.</p>\n</body></html>","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"owner":"56251887","collectionId":"e5c6f097-29a1-450d-8bae-19f567cb00e8","publishedId":"2sBYB1N8JN","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"FF6C37"},"publishDate":"2026-09-17T13:06:05.000Z"},"item":[{"name":"API Keys","item":[{"name":"Generate a new API key","id":"4a11ecdc-260a-4d60-bff8-890a2cd43861","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). 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An optional <code>expiresAt</code> (ISO 8601) sets an expiry.</p>\n<p>Note: <code>environment</code> and <code>expiresAt</code> are accepted by the API but are not yet in the swagger request body.</p>\n","urlObject":{"path":["v1","keys"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"82f22dbe-b98a-47d9-9403-8ac4754b6f9f","name":"API key created","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"label\": \"string\",\n  \"scopes\": [\n    \"string\",\n    \"string\"\n  ]\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/keys"},"status":"Created","code":201,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"4a11ecdc-260a-4d60-bff8-890a2cd43861"},{"name":"List all API keys","id":"bea2acb0-7f0f-4228-b0b5-edc8271e1d74","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). 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\"annual_income_range\": \"125000-200000\",\n    \"net_worth_range\": \"500000-1000000\",\n    \"liquid_net_worth_range\": \"250000-500000\",\n    \"liquidity_needs\": \"medium\",\n    \"time_horizon\": \"long\",\n    \"years_trading_stocks\": 8,\n    \"years_trading_options\": 2,\n    \"years_trading_fixed_income\": 1,\n    \"stock_experience\": \"moderate\",\n    \"options_experience\": \"moderate\",\n    \"fixed_income_experience\": \"limited\",\n    \"annual_expenses\": \"65000\",\n    \"variable_expenses\": \"20000\",\n    \"tax_rate\": \"28\",\n    \"investment_plan\": \"Long-term growth with quarterly rebalancing\",\n    \"income_source\": [\n      \"employment_income\"\n    ],\n    \"other_income_source\": \"Rental property income\",\n    \"funds_source\": [\n      \"savings\",\n      \"investment_returns\"\n    ],\n    \"other_funds_source\": \"Inheritance\"\n  },\n  \"disclosures\": {\n    \"is_control_person\": false,\n    \"control_person_company_name\": \"string\",\n    \"is_affiliated_exchange_or_finra\": false,\n    \"is_spouse_affiliated_finra\": false,\n    \"is_politically_exposed\": false,\n    \"immediate_family_exposed\": false\n  },\n  \"agreements\": [\n    {\n      \"agreement\": \"customer_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"account_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"options_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"options_disclosure_acknowledgment\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    }\n  ],\n  \"trusted_contact\": {\n    \"given_name\": \"Michael\",\n    \"family_name\": \"Martinez\",\n    \"email_address\": \"michael.martinez@outlook.com\",\n    \"phone_number\": \"+12145558923\",\n    \"city\": \"Dallas\",\n    \"state\": \"TX\",\n    \"postal_code\": \"75201\",\n    \"country\": \"US\"\n  },\n  \"employment\": {\n    \"status\": \"employed\",\n    \"employer_name\": \"Dell Technologies\",\n    \"position\": \"Senior Product Manager\",\n    \"years_employed\": 7,\n    \"employer_address\": {\n      \"street_address\": [\n        \"One Dell Way\"\n      ],\n      \"city\": \"Round Rock\",\n      \"state\": \"TX\",\n      \"postal_code\": \"78682\",\n      \"country\": \"US\"\n    }\n  },\n  \"documents\": [\n    {\n      \"document_type\": \"identity_verification\",\n      \"document_sub_type\": \"drivers_license\",\n      \"side\": \"front\",\n      \"content\": \"<base64 front image>\",\n      \"mime_type\": \"image/jpeg\"\n    },\n    {\n      \"document_type\": \"identity_verification\",\n      \"document_sub_type\": \"drivers_license\",\n      \"side\": \"back\",\n      \"content\": \"<base64 back image>\",\n      \"mime_type\": \"image/jpeg\"\n    }\n  ],\n  \"trading_configurations\": {\n    \"margin_enabled\": false\n  },\n  \"requested_option_level\": 2,\n  \"mailing_address\": {\n    \"street_address\": [\n      \"PO Box 4521\"\n    ],\n    \"unit\": \"string\",\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78765\",\n    \"country\": \"US\"\n  },\n  \"joint_owner\": {\n    \"given_name\": \"Carlos\",\n    \"middle_name\": \"J\",\n    \"family_name\": \"Martinez\",\n    \"date_of_birth\": \"1990-03-14\",\n    \"tax_id\": \"528-41-7830\",\n    \"tax_id_type\": \"USA_SSN\",\n    \"country_of_citizenship\": \"US\",\n    \"relationship\": \"Spouse\",\n    \"street_address\": [\n      \"100 Congress Ave\"\n    ],\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78701\",\n    \"country\": \"US\",\n    \"employer_name\": \"Acme Corp\",\n    \"employer_address\": \"200 Industrial Blvd, Austin TX 78702\"\n  },\n  \"dividend_reinvestment\": false,\n  \"discretionary_account\": false,\n  \"registered_rep_code\": \"RR-4521\",\n  \"advisor_code\": \"ADV-112\",\n  \"corr_metadata\": \"string\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/accounts","description":"<p>Opens a new brokerage account. Identity is verified from the government ID in <code>documents[]</code> before the account is activated.</p>\n<p>documents[]: one entry per image, base64-encoded. passport = a single entry; id_card / drivers_license = two entries, side \"front\" and side \"back\". The placeholders below are not valid base64 — swap in real image data or the request is rejected with 400 before it reaches the verification provider.</p>\n<p>Options onboarding: set <code>requested_option_level</code> (1-4) and include BOTH <code>options_agreement</code> and <code>options_disclosure_acknowledgment</code> in agreements[]. Eligibility (age, income, net worth, liquid net worth, experience, knowledge, objective, risk tolerance, and margin for Levels 3-4) is validated at submission; a failed criterion returns 400 OPTIONS_LEVEL_DENIED listing the reasons (INCOME_BELOW_MINIMUM, MISSING_ODD_ACKNOWLEDGMENT, MARGIN_REQUIRED_FOR_LEVEL, AGE_BELOW_MINIMUM, ...). A passing request persists with <code>options_approval.status = pending_review</code> — the account is NOT opened at the clearing firm until a principal decides, so <code>account_number</code> stays null and the granted level in <code>trading_configurations.options_level</code> stays 0. The account.options_level_changed webhook fires on the decision.</p>\n<p>Margin is independent of options: set <code>trading_configurations.margin_enabled</code> plus a <code>margin_agreement</code>. Levels 1-2 can be cash accounts; Levels 3-4 require margin.</p>\n<p>Income / net worth / liquid net worth ranges are compared on their LOWER bound against the approval matrix, so buckets must not straddle a threshold. Use the canonical buckets documented in the spec.</p>\n","urlObject":{"path":["v1","accounts"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"c0dd1338-ea01-4a0e-a565-580beaefe8f4","name":"Account created","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"account_type\": \"joint\",\n  \"contact\": {\n    \"email_address\": \"sarah.martinez@gmail.com\",\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78701\",\n    \"phone_number\": \"+12125559847\",\n    \"street_address\": [\n      \"742 Evergreen Terrace\"\n    ],\n    \"unit\": \"Suite 200\",\n    \"country\": \"US\"\n  },\n  \"identity\": {\n    \"given_name\": 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\"65000\",\n    \"variable_expenses\": \"20000\",\n    \"tax_rate\": \"28\",\n    \"investment_plan\": \"Long-term growth with quarterly rebalancing\",\n    \"income_source\": [\n      \"employment_income\"\n    ],\n    \"other_income_source\": \"Rental property income\",\n    \"funds_source\": [\n      \"savings\",\n      \"investment_returns\"\n    ],\n    \"other_funds_source\": \"Inheritance\"\n  },\n  \"disclosures\": {\n    \"is_control_person\": false,\n    \"control_person_company_name\": \"string\",\n    \"is_affiliated_exchange_or_finra\": false,\n    \"is_spouse_affiliated_finra\": false,\n    \"is_politically_exposed\": false,\n    \"immediate_family_exposed\": false\n  },\n  \"agreements\": [\n    {\n      \"agreement\": \"account_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"options_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": 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\"string\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/accounts"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"id\": \"0bc8a235-e974-dfd4-d456-2652476878df\",\n  \"account_number\": \"TAPP-AFP-1257090\",\n  \"status\": \"SUBMITTED\",\n  \"kyc_status\": \"submitted\",\n  \"currency\": \"USD\",\n  \"created_at\": \"1969-09-10T14:49:42.655Z\",\n  \"account_type\": \"string\",\n  \"contact\": {\n    \"email_address\": \"sarah.martinez@gmail.com\",\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78701\",\n    \"phone_number\": \"+12125559847\",\n    \"street_address\": [\n      \"742 Evergreen Terrace\"\n    ],\n    \"unit\": \"Suite 200\",\n    \"country\": \"US\"\n  },\n  \"identity\": {\n    \"given_name\": \"string\",\n    \"middle_name\": \"string\",\n    \"family_name\": \"string\",\n    \"date_of_birth\": \"1993-05-23\",\n    \"tax_id_type\": \"string\",\n    \"country_of_citizenship\": \"string\",\n    \"country_of_birth\": \"string\",\n    \"country_of_tax_residence\": \"string\",\n    \"funding_source\": [\n      \"string\",\n      \"string\"\n    ],\n    \"visa_type\": \"string\",\n    \"visa_expiration_date\": \"string\",\n    \"date_of_departure_from_usa\": \"string\",\n    \"permanent_resident\": true\n  },\n  \"disclosures\": {\n    \"is_control_person\": false,\n    \"control_person_company_name\": \"string\",\n    \"is_affiliated_exchange_or_finra\": false,\n    \"is_spouse_affiliated_finra\": false,\n    \"is_politically_exposed\": false,\n    \"immediate_family_exposed\": false\n  },\n  \"agreements\": [\n    {\n      \"agreement\": \"options_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"power_of_attorney\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    }\n  ],\n  \"trusted_contact\": {},\n  \"employment\": {},\n  \"investment_profile\": {\n    \"risk_tolerance\": \"moderate\",\n    \"investment_objective\": \"growth\",\n    \"annual_income_range\": \"125000-200000\",\n    \"net_worth_range\": \"500000-1000000\",\n    \"liquid_net_worth_range\": \"250000-500000\",\n    \"liquidity_needs\": \"medium\",\n    \"time_horizon\": \"long\",\n    \"years_trading_stocks\": 8,\n    \"years_trading_options\": 2,\n    \"years_trading_fixed_income\": 1,\n    \"stock_experience\": \"moderate\",\n    \"options_experience\": \"limited\",\n    \"fixed_income_experience\": \"limited\",\n    \"annual_expenses\": \"65000\",\n    \"variable_expenses\": \"20000\",\n    \"tax_rate\": \"28\",\n    \"investment_plan\": \"Long-term growth with quarterly rebalancing\",\n    \"income_source\": [\n      \"employment_income\"\n    ],\n    \"other_income_source\": \"Rental property income\",\n    \"funds_source\": [\n      \"savings\",\n      \"investment_returns\"\n    ],\n    \"other_funds_source\": \"Inheritance\"\n  },\n  \"trading_configurations\": {\n    \"options_level\": 1,\n    \"margin_enabled\": false,\n    \"fpsl_enrolled\": false\n  }\n}"},{"id":"3671e5eb-13b2-4ba3-94a3-340e011f9f1a","name":"Validation error","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"account_type\": \"joint\",\n  \"contact\": {\n    \"email_address\": \"sarah.martinez@gmail.com\",\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78701\",\n    \"phone_number\": \"+12125559847\",\n    \"street_address\": [\n      \"742 Evergreen Terrace\"\n    ],\n    \"unit\": \"Suite 200\",\n    \"country\": \"US\"\n  },\n  \"identity\": {\n    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\"annual_expenses\": \"65000\",\n    \"variable_expenses\": \"20000\",\n    \"tax_rate\": \"28\",\n    \"investment_plan\": \"Long-term growth with quarterly rebalancing\",\n    \"income_source\": [\n      \"employment_income\"\n    ],\n    \"other_income_source\": \"Rental property income\",\n    \"funds_source\": [\n      \"savings\",\n      \"investment_returns\"\n    ],\n    \"other_funds_source\": \"Inheritance\"\n  },\n  \"disclosures\": {\n    \"is_control_person\": false,\n    \"control_person_company_name\": \"string\",\n    \"is_affiliated_exchange_or_finra\": false,\n    \"is_spouse_affiliated_finra\": false,\n    \"is_politically_exposed\": false,\n    \"immediate_family_exposed\": false\n  },\n  \"agreements\": [\n    {\n      \"agreement\": \"account_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"options_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    }\n  ],\n  \"trusted_contact\": {\n    \"given_name\": \"Michael\",\n    \"family_name\": \"Martinez\",\n    \"email_address\": \"michael.martinez@outlook.com\",\n    \"phone_number\": \"+12145558923\",\n    \"city\": \"Dallas\",\n    \"state\": \"TX\",\n    \"postal_code\": \"75201\",\n    \"country\": \"US\"\n  },\n  \"employment\": {\n    \"status\": \"employed\",\n    \"employer_name\": \"Dell Technologies\",\n    \"position\": \"Senior Product Manager\",\n    \"years_employed\": 7,\n    \"employer_address\": {\n      \"street_address\": [\n        \"One Dell Way\"\n      ],\n      \"city\": \"Round Rock\",\n      \"state\": \"TX\",\n      \"postal_code\": \"78682\",\n      \"country\": \"US\"\n    }\n  },\n  \"trading_configurations\": {\n    \"margin_enabled\": false\n  },\n  \"mailing_address\": {\n    \"street_address\": [\n      \"PO Box 4521\"\n    ],\n    \"unit\": \"string\",\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78765\",\n    \"country\": \"US\"\n  },\n  \"joint_owner\": {\n    \"given_name\": \"Carlos\",\n    \"middle_name\": \"J\",\n    \"family_name\": \"Martinez\",\n    \"date_of_birth\": \"1990-03-14\",\n    \"tax_id\": \"528-41-7830\",\n    \"tax_id_type\": \"USA_SSN\",\n    \"country_of_citizenship\": \"US\",\n    \"relationship\": \"Spouse\",\n    \"street_address\": [\n      \"100 Congress Ave\"\n    ],\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78701\",\n    \"country\": \"US\",\n    \"employer_name\": \"Acme Corp\",\n    \"employer_address\": \"200 Industrial Blvd, Austin TX 78702\"\n  },\n  \"dividend_reinvestment\": false,\n  \"discretionary_account\": false,\n  \"registered_rep_code\": \"RR-4521\",\n  \"advisor_code\": \"ADV-112\",\n  \"corr_metadata\": \"string\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/accounts"},"status":"Bad Request","code":400,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"27a65757-162d-40b2-b7cd-33389f35631a"},{"name":"Create an additional account for an existing user","id":"c5e83a2c-438c-460d-baa0-dffd250c0390","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"body":{"mode":"raw","raw":"{\n  \"account_type\": \"ira_roth\",\n  \"agreements\": [\n    {\n      \"agreement\": \"customer_agreement\",\n      \"signed_at\": \"2026-07-01T15:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"account_agreement\",\n      \"signed_at\": \"2026-07-01T15:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    }\n  ]\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/users//accounts","description":"<p>Opens an additional brokerage account for an existing, KYC-approved user. Use the <code>user_id</code> returned when the user's first account was created (POST /v1/accounts) — it is on every AccountResponse.</p>\n<p>Only <code>account_type</code> is required. Every other field is an optional override of the stored user profile (contact, disclosures, agreements, trusted_contact, employment, investment_profile, trading_configurations, mailing_address, joint_owner, dividend_reinvestment, discretionary_account, registered_rep_code, advisor_code, corr_metadata). Omit agreements[] to reuse the ones signed at user creation.</p>\n<p><code>identity</code> must NOT be sent — it is locked to the user's verified KYC data and the request is rejected if present. Document KYC is skipped for the second account.</p>\n<p>Responses: 201 created, 400 validation error, 404 user not found, 409 user KYC not approved or stored profile unusable.</p>\n","urlObject":{"path":["v1","users","","accounts"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[],"_postman_id":"c5e83a2c-438c-460d-baa0-dffd250c0390"},{"name":"List all accounts (paginated)","id":"5b59becc-0153-4eab-8fdc-9fe26307c312","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). 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Keep it to open additional accounts for the same person via POST /v1/users/{userId}/accounts. null for accounts created before multi-account support.\noptions_approval: { requested_level, status } where status is pending_review, approved, denied, or not_requested.\ntrading_configurations.options_level: the GRANTED level (0-4), never partner-assigned and 0 while the request is pending review.</p>\n","urlObject":{"path":["v1","accounts",""],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"0974acce-35fb-4e2d-830b-6903e1ec9f7f","name":"Account details","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/accounts/"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"id\": \"e3063d55-09a8-363d-9820-2a825ccb4a88\",\n  \"account_number\": \"TAPP-AFP-1257090\",\n  \"status\": \"ACTIVE\",\n  \"kyc_status\": \"action_required\",\n  \"currency\": \"USD\",\n  \"created_at\": \"2001-05-05T08:11:01.253Z\",\n  \"account_type\": \"string\",\n  \"contact\": {\n    \"email_address\": \"sarah.martinez@gmail.com\",\n    \"city\": \"Austin\",\n    \"state\": \"TX\",\n    \"postal_code\": \"78701\",\n    \"phone_number\": \"+12125559847\",\n    \"street_address\": [\n      \"742 Evergreen Terrace\"\n    ],\n    \"unit\": \"Suite 200\",\n    \"country\": \"US\"\n  },\n  \"identity\": {\n    \"given_name\": \"string\",\n    \"middle_name\": \"string\",\n    \"family_name\": \"string\",\n    \"date_of_birth\": \"1988-04-26\",\n    \"tax_id_type\": \"string\",\n    \"country_of_citizenship\": \"string\",\n    \"country_of_birth\": \"string\",\n    \"country_of_tax_residence\": \"string\",\n    \"funding_source\": [\n      \"string\",\n      \"string\"\n    ],\n    \"visa_type\": \"string\",\n    \"visa_expiration_date\": \"string\",\n    \"date_of_departure_from_usa\": \"string\",\n    \"permanent_resident\": true\n  },\n  \"disclosures\": {\n    \"is_control_person\": false,\n    \"control_person_company_name\": \"string\",\n    \"is_affiliated_exchange_or_finra\": false,\n    \"is_spouse_affiliated_finra\": false,\n    \"is_politically_exposed\": false,\n    \"immediate_family_exposed\": false\n  },\n  \"agreements\": [\n    {\n      \"agreement\": \"margin_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    },\n    {\n      \"agreement\": \"customer_agreement\",\n      \"signed_at\": \"2026-03-10T14:30:00Z\",\n      \"ip_address\": \"73.162.45.118\"\n    }\n  ],\n  \"trusted_contact\": {},\n  \"employment\": {},\n  \"investment_profile\": {\n    \"risk_tolerance\": \"moderate\",\n    \"investment_objective\": \"growth\",\n    \"annual_income_range\": \"125000-200000\",\n    \"net_worth_range\": \"500000-1000000\",\n    \"liquid_net_worth_range\": \"250000-500000\",\n    \"liquidity_needs\": \"medium\",\n    \"time_horizon\": \"long\",\n    \"years_trading_stocks\": 8,\n    \"years_trading_options\": 2,\n    \"years_trading_fixed_income\": 1,\n    \"stock_experience\": \"moderate\",\n    \"options_experience\": \"limited\",\n    \"fixed_income_experience\": \"limited\",\n    \"annual_expenses\": \"65000\",\n    \"variable_expenses\": \"20000\",\n    \"tax_rate\": \"28\",\n    \"investment_plan\": \"Long-term growth with quarterly rebalancing\",\n    \"income_source\": [\n      \"employment_income\"\n    ],\n    \"other_income_source\": \"Rental property income\",\n    \"funds_source\": [\n      \"savings\",\n      \"investment_returns\"\n    ],\n    \"other_funds_source\": \"Inheritance\"\n  },\n  \"trading_configurations\": {\n    \"options_level\": 2,\n    \"margin_enabled\": false,\n    \"fpsl_enrolled\": false\n  }\n}"}],"_postman_id":"d2e569cb-2f57-4d3c-aa8f-4783e86e4a28"},{"name":"Update account info","id":"d2e683db-9fc5-4284-a2d4-d3f58f3ddc39","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PATCH","header":[{"key":"Content-Type","value":"application/json"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). 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Identity fields (name, DOB, tax ID) are only updatable while the account is pending.</p>\n<p>Send <code>documents[]</code> to resubmit a government ID when the account is ACTION_REQUIRED. passport = one entry; id_card / drivers_license = two entries, side \"front\" and side \"back\". 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Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/historical/AAPL","description":"<p>EOD OHLCV bars from QuoteMedia</p>\n","urlObject":{"path":["v1","marketdata","historical","AAPL"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"disabled":true,"key":"startDate","value":"1981-02-23"},{"disabled":true,"key":"endDate","value":"1981-02-23"}],"variable":[]}},"response":[{"id":"6378054a-27ac-45f3-b915-94de0ac99c48","name":"Historical price data","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":{"raw":"https://dev-tapp-api.tappengine.com/v1/marketdata/historical/AAPL?startDate=1981-02-23&endDate=1981-02-23","host":["https://dev-tapp-api.tappengine.com"],"path":["v1","marketdata","historical","AAPL"],"query":[{"key":"startDate","value":"1981-02-23"},{"key":"endDate","value":"1981-02-23"}]}},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"132873bb-d536-4b1d-a885-c0602ded368c"},{"name":"News & corporate actions","id":"7aa83932-9e29-485d-ba4b-eaf05e0856fa","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/news/AAPL","urlObject":{"path":["v1","marketdata","news","AAPL"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"disabled":true,"key":"limit","value":"50"}],"variable":[]}},"response":[{"id":"43c173b0-b494-48d6-8bd5-1fcdf4af32b6","name":"News items","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":{"raw":"https://dev-tapp-api.tappengine.com/v1/marketdata/news/AAPL?limit=50","host":["https://dev-tapp-api.tappengine.com"],"path":["v1","marketdata","news","AAPL"],"query":[{"key":"limit","value":"50"}]}},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"7aa83932-9e29-485d-ba4b-eaf05e0856fa"},{"name":"Real-time price","id":"1f60acee-f084-4139-8783-243e397fe88c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/real-time/AAPL","description":"<p>Live bid/ask/last from market data feed</p>\n","urlObject":{"path":["v1","marketdata","real-time","AAPL"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"acfef2c8-c41c-4fdf-a745-7f218d022853","name":"Real-time quote","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/real-time/AAPL"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"1f60acee-f084-4139-8783-243e397fe88c"},{"name":"Stock logo","id":"4cc63c9c-1ef8-488d-8993-56d5f04a503c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/logos/AAPL","urlObject":{"path":["v1","marketdata","logos","AAPL"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"5bc8f8f2-ba5b-42b6-bf3a-68268b0e4316","name":"Company logo","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/logos/AAPL"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"4cc63c9c-1ef8-488d-8993-56d5f04a503c"},{"name":"All industries","id":"1d7ac96f-a697-46ed-b68a-17b8e1f33e74","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/industries","urlObject":{"path":["v1","marketdata","reference","industries"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"4d30f6c1-25d9-4123-b2f5-ab5a0c8c6cc4","name":"Industries list","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/industries"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"1d7ac96f-a697-46ed-b68a-17b8e1f33e74"},{"name":"All sectors","id":"8dcc681b-0141-4dcb-888d-7a8ec2c0d727","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/sectors","urlObject":{"path":["v1","marketdata","reference","sectors"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"616d8f47-20c6-4a5e-bb0f-9a5653319e5c","name":"Sectors list","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/sectors"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"8dcc681b-0141-4dcb-888d-7a8ec2c0d727"},{"name":"Equity security master","id":"8b76b1c5-d991-42ab-97e4-0d168698382d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"body":{"mode":"raw","raw":"{\n  \"limit\": 50,\n  \"offset\": 0\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/equity-security-master","description":"<p>Search equity instruments with pagination</p>\n","urlObject":{"path":["v1","marketdata","reference","equity-security-master"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"a0723d20-92a3-4021-ab03-b0d39b7bfbee","name":"Equity list","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"limit\": 50,\n  \"offset\": 0\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/equity-security-master"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"8b76b1c5-d991-42ab-97e4-0d168698382d"},{"name":"Symbols by sector","id":"dc363cb9-2925-4468-b445-8fccbf9be021","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"body":{"mode":"raw","raw":"{\n  \"sectorName\": \"Technology\",\n  \"limit\": 50,\n  \"offset\": 0\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/sector-symbols","urlObject":{"path":["v1","marketdata","reference","sector-symbols"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"4ceb3fae-af84-41a4-83a6-de18854126ca","name":"Sector symbols","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"sectorName\": \"Technology\",\n  \"limit\": 50,\n  \"offset\": 0\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/sector-symbols"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"dc363cb9-2925-4468-b445-8fccbf9be021"},{"name":"Symbol details","id":"305ac10c-94dc-414b-be2d-1cabe39ac187","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"body":{"mode":"raw","raw":"{\n  \"symbols\": [\n    \"AAPL\",\n    \"MSFT\",\n    \"GOOGL\"\n  ]\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/symbol-details","urlObject":{"path":["v1","marketdata","reference","symbol-details"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"e9afc5b7-9b15-4096-a2e8-bf82ef1012af","name":"Symbol details","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"symbols\": [\n    \"AAPL\",\n    \"MSFT\",\n    \"GOOGL\"\n  ]\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/reference/symbol-details"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"305ac10c-94dc-414b-be2d-1cabe39ac187"},{"name":"Option chain snapshot","id":"4b9b2586-47e9-48e1-95b7-ec470368d3bc","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/options/snapshot/AAPL","description":"<p>All active option contracts for the underlying, with greeks, implied volatility, quotes, trades, and open interest. Supports filtering by strike price and expiration date (each with .gte/.gt/.lte/.lt range variants) and by contract type. Cached for 30s server-side.</p>\n<p>Error contract shared by every /v1/marketdata/options/* endpoint:</p>\n<ul>\n<li>400 INVALID_SYMBOL / MISSING_UNDERLYING / MISSING_CONTRACT</li>\n<li>401 MISSING_CREDENTIALS / INVALID_CREDENTIALS</li>\n<li>403 OPTIONS_DATA_FORBIDDEN (not on the current data plan)</li>\n<li>404 OPTIONS_DATA_NOT_FOUND (contract lookups only)</li>\n<li>429 OPTIONS_DATA_RATE_LIMITED (retry with backoff)</li>\n<li>502 OPTIONS_DATA_ERROR (upstream provider failure)</li>\n<li>504 OPTIONS_DATA_TIMEOUT</li>\n</ul>\n","urlObject":{"path":["v1","marketdata","options","snapshot","AAPL"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"disabled":true,"description":{"content":"<p>Exact strike price to match.</p>\n","type":"text/plain"},"key":"strike_price","value":"225"},{"disabled":true,"description":{"content":"<p>Exact expiration date (YYYY-MM-DD).</p>\n","type":"text/plain"},"key":"expiration_date","value":"2026-07-08"},{"disabled":true,"description":{"content":"<p>call or put.</p>\n","type":"text/plain"},"key":"contract_type","value":"call"},{"disabled":true,"key":"strike_price.gte","value":"200"},{"disabled":true,"key":"strike_price.gt","value":"200"},{"disabled":true,"key":"strike_price.lte","value":"250"},{"disabled":true,"key":"strike_price.lt","value":"250"},{"disabled":true,"key":"expiration_date.gte","value":"2026-07-01"},{"disabled":true,"key":"expiration_date.gt","value":"2026-07-01"},{"disabled":true,"key":"expiration_date.lte","value":"2026-12-31"},{"disabled":true,"key":"expiration_date.lt","value":"2026-12-31"},{"disabled":true,"description":{"content":"<p>asc or desc.</p>\n","type":"text/plain"},"key":"order","value":"asc"},{"disabled":true,"description":{"content":"<p>Results per page (default 10, max 250).</p>\n","type":"text/plain"},"key":"limit","value":"10"},{"disabled":true,"description":{"content":"<p>ticker, expiration_date, or strike_price.</p>\n","type":"text/plain"},"key":"sort","value":"strike_price"}],"variable":[]}},"response":[],"_postman_id":"4b9b2586-47e9-48e1-95b7-ec470368d3bc"},{"name":"Option contract snapshot","id":"22afb559-3a40-4826-87fb-333decb769f7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/options/snapshot/AAPL/O:AAPL260708C00225000","description":"<p>Full snapshot for a single option contract: greeks, implied volatility, open interest, last quote, last trade, break-even price, and daily bar. Cached for 15s.</p>\n<p>Error contract shared by every /v1/marketdata/options/* endpoint:</p>\n<ul>\n<li>400 INVALID_SYMBOL / MISSING_UNDERLYING / MISSING_CONTRACT</li>\n<li>401 MISSING_CREDENTIALS / INVALID_CREDENTIALS</li>\n<li>403 OPTIONS_DATA_FORBIDDEN (not on the current data plan)</li>\n<li>404 OPTIONS_DATA_NOT_FOUND (contract lookups only)</li>\n<li>429 OPTIONS_DATA_RATE_LIMITED (retry with backoff)</li>\n<li>502 OPTIONS_DATA_ERROR (upstream provider failure)</li>\n<li>504 OPTIONS_DATA_TIMEOUT</li>\n</ul>\n","urlObject":{"path":["v1","marketdata","options","snapshot","AAPL","O:AAPL260708C00225000"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[],"_postman_id":"22afb559-3a40-4826-87fb-333decb769f7"},{"name":"Last option trade","id":"143c5ff9-5cf8-481c-b7c1-9fe5fb0a245a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/options/last-trade/O:AAPL260708C00225000","description":"<p>Most recent trade for the given option contract (price, size, exchange, timestamp). Cached for 2s — fastest tape we expose.</p>\n<p>Error contract shared by every /v1/marketdata/options/* endpoint:</p>\n<ul>\n<li>400 INVALID_SYMBOL / MISSING_UNDERLYING / MISSING_CONTRACT</li>\n<li>401 MISSING_CREDENTIALS / INVALID_CREDENTIALS</li>\n<li>403 OPTIONS_DATA_FORBIDDEN (not on the current data plan)</li>\n<li>404 OPTIONS_DATA_NOT_FOUND (contract lookups only)</li>\n<li>429 OPTIONS_DATA_RATE_LIMITED (retry with backoff)</li>\n<li>502 OPTIONS_DATA_ERROR (upstream provider failure)</li>\n<li>504 OPTIONS_DATA_TIMEOUT</li>\n</ul>\n","urlObject":{"path":["v1","marketdata","options","last-trade","O:AAPL260708C00225000"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[],"_postman_id":"143c5ff9-5cf8-481c-b7c1-9fe5fb0a245a"},{"name":"Historical option quotes","id":"957deed9-3275-45c5-86a4-6467076f0719","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/options/quotes/O:AAPL260708C00225000","description":"<p>Tick-level NBBO quotes for the contract. Paginated — follow <code>next_url</code> until absent. Cached for 5m.</p>\n<p>Error contract shared by every /v1/marketdata/options/* endpoint:</p>\n<ul>\n<li>400 INVALID_SYMBOL / MISSING_UNDERLYING / MISSING_CONTRACT</li>\n<li>401 MISSING_CREDENTIALS / INVALID_CREDENTIALS</li>\n<li>403 OPTIONS_DATA_FORBIDDEN (not on the current data plan)</li>\n<li>404 OPTIONS_DATA_NOT_FOUND (contract lookups only)</li>\n<li>429 OPTIONS_DATA_RATE_LIMITED (retry with backoff)</li>\n<li>502 OPTIONS_DATA_ERROR (upstream provider failure)</li>\n<li>504 OPTIONS_DATA_TIMEOUT</li>\n</ul>\n","urlObject":{"path":["v1","marketdata","options","quotes","O:AAPL260708C00225000"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"disabled":true,"description":{"content":"<p>Exact nanosecond timestamp, RFC-3339 date, or unix ms.</p>\n","type":"text/plain"},"key":"timestamp","value":"2026-07-08"},{"disabled":true,"key":"timestamp.gte","value":"2026-07-01"},{"disabled":true,"key":"timestamp.gt","value":"2026-07-01"},{"disabled":true,"key":"timestamp.lte","value":"2026-07-08"},{"disabled":true,"key":"timestamp.lt","value":"2026-07-08"},{"disabled":true,"description":{"content":"<p>asc or desc.</p>\n","type":"text/plain"},"key":"order","value":"desc"},{"disabled":true,"description":{"content":"<p>Results per page (default 10, max 50000).</p>\n","type":"text/plain"},"key":"limit","value":"10"},{"disabled":true,"description":{"content":"<p>Sort field. Only \"timestamp\" is supported.</p>\n","type":"text/plain"},"key":"sort","value":"timestamp"}],"variable":[]}},"response":[],"_postman_id":"957deed9-3275-45c5-86a4-6467076f0719"},{"name":"Historical option trades","id":"40bf9f8c-aea7-4c91-8e9c-d45fd623d26a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/options/trades/O:AAPL260708C00225000","description":"<p>Tick-level trades for the contract. Paginated — follow <code>next_url</code> until absent. Cached for 5m.</p>\n<p>Error contract shared by every /v1/marketdata/options/* endpoint:</p>\n<ul>\n<li>400 INVALID_SYMBOL / MISSING_UNDERLYING / MISSING_CONTRACT</li>\n<li>401 MISSING_CREDENTIALS / INVALID_CREDENTIALS</li>\n<li>403 OPTIONS_DATA_FORBIDDEN (not on the current data plan)</li>\n<li>404 OPTIONS_DATA_NOT_FOUND (contract lookups only)</li>\n<li>429 OPTIONS_DATA_RATE_LIMITED (retry with backoff)</li>\n<li>502 OPTIONS_DATA_ERROR (upstream provider failure)</li>\n<li>504 OPTIONS_DATA_TIMEOUT</li>\n</ul>\n","urlObject":{"path":["v1","marketdata","options","trades","O:AAPL260708C00225000"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"disabled":true,"description":{"content":"<p>Exact nanosecond timestamp, RFC-3339 date, or unix ms.</p>\n","type":"text/plain"},"key":"timestamp","value":"2026-07-08"},{"disabled":true,"key":"timestamp.gte","value":"2026-07-01"},{"disabled":true,"key":"timestamp.gt","value":"2026-07-01"},{"disabled":true,"key":"timestamp.lte","value":"2026-07-08"},{"disabled":true,"key":"timestamp.lt","value":"2026-07-08"},{"disabled":true,"description":{"content":"<p>asc or desc.</p>\n","type":"text/plain"},"key":"order","value":"desc"},{"disabled":true,"description":{"content":"<p>Results per page (default 10, max 50000).</p>\n","type":"text/plain"},"key":"limit","value":"10"},{"disabled":true,"description":{"content":"<p>Sort field. Only \"timestamp\" is supported.</p>\n","type":"text/plain"},"key":"sort","value":"timestamp"}],"variable":[]}},"response":[],"_postman_id":"40bf9f8c-aea7-4c91-8e9c-d45fd623d26a"},{"name":"Options exchange reference","id":"851d1c67-d647-4fb8-9745-bbf6b5e6cf24","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/marketdata/options/reference/exchanges","description":"<p>Map exchange IDs (integer) to names. Cached for 24h.</p>\n<p>Error contract shared by every /v1/marketdata/options/* endpoint:</p>\n<ul>\n<li>400 INVALID_SYMBOL / MISSING_UNDERLYING / MISSING_CONTRACT</li>\n<li>401 MISSING_CREDENTIALS / INVALID_CREDENTIALS</li>\n<li>403 OPTIONS_DATA_FORBIDDEN (not on the current data plan)</li>\n<li>404 OPTIONS_DATA_NOT_FOUND (contract lookups only)</li>\n<li>429 OPTIONS_DATA_RATE_LIMITED (retry with backoff)</li>\n<li>502 OPTIONS_DATA_ERROR (upstream provider failure)</li>\n<li>504 OPTIONS_DATA_TIMEOUT</li>\n</ul>\n","urlObject":{"path":["v1","marketdata","options","reference","exchanges"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"disabled":true,"description":{"content":"<p>Asset class scope: options (default), stocks, crypto, or fx.</p>\n","type":"text/plain"},"key":"asset_class","value":"options"}],"variable":[]}},"response":[],"_postman_id":"851d1c67-d647-4fb8-9745-bbf6b5e6cf24"}],"id":"07f21acc-9efc-4476-aa57-24fb23c2f98f","description":"<p>Company profiles, real-time prices, historical data, dividends, news, logos, and reference data</p>\n","_postman_id":"07f21acc-9efc-4476-aa57-24fb23c2f98f"},{"name":"Documents","item":[{"name":"List Supported Documents","id":"9232cc18-e2b4-4ea8-8a0a-e90ad2b17339","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/documents/types","description":"<p>Returns the full catalog of document types available within the system.</p>\n","urlObject":{"path":["v1","documents","types"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"2d6f1478-c612-44ef-b986-ccf7e5679022","name":"Array of document types the platform supports.","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/documents/types"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"successful\": true,\n  \"message\": \"Success\",\n  \"result\": [\n    {\n      \"id\": 1,\n      \"name\": \"Account Statement\",\n      \"description\": \"Monthly brokerage statement\"\n    },\n    {\n      \"id\": 2,\n      \"name\": \"Trade Confirmation\",\n      \"description\": \"Confirmation for executed trades\"\n    },\n    {\n      \"id\": 3,\n      \"name\": \"Tax Document\",\n      \"description\": \"Tax records such as 1099 or W-9\"\n    }\n  ]\n}"},{"id":"89df142a-1d93-408b-a791-c3f0ba271915","name":"Authorization token missing or invalid.","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/documents/types"},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"},{"id":"fc36fcb2-6149-4c83-a3bc-4a7f5a49749c","name":"Server-side failure while retrieving document types.","originalRequest":{"method":"GET","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":"https://dev-tapp-api.tappengine.com/v1/documents/types"},"status":"Internal Server Error","code":500,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"}],"_postman_id":"9232cc18-e2b4-4ea8-8a0a-e90ad2b17339"},{"name":"Email Document","id":"529229b3-139b-41b0-a6f4-7fcc45c23a55","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"body":{"mode":"raw","raw":"{\n  \"documentUrl\": \"https://cdn.example.com/docs/statement-2025.pdf\",\n  \"email\": \"client@example.com\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/documents/email","description":"<p>Sends a specified document to a recipient by email.</p>\n","urlObject":{"path":["v1","documents","email"],"host":["https://dev-tapp-api.tappengine.com"],"query":[],"variable":[]}},"response":[{"id":"f632ffaf-80d4-488e-8edb-e6c3b2ec605d","name":"Indicates whether the document email request succeeded.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"documentUrl\": \"https://cdn.example.com/docs/statement-2025.pdf\",\n  \"email\": \"client@example.com\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/documents/email"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"successful\": true,\n  \"message\": \"Document sent successfully.\"\n}"},{"id":"fe03b104-9114-45f1-97da-c243a71c7f2d","name":"Invalid or missing fields, such as empty documentUrl.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"documentUrl\": \"https://cdn.example.com/docs/statement-2025.pdf\",\n  \"email\": \"client@example.com\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/documents/email"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"},{"id":"1b4dfa7d-491d-41e2-b6c9-7a5e3b41954e","name":"Authorization token missing or invalid.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"documentUrl\": \"https://cdn.example.com/docs/statement-2025.pdf\",\n  \"email\": \"client@example.com\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/documents/email"},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"},{"id":"86ed8672-d825-4153-a8c6-39adde3b9c9b","name":"Unexpected failure while processing the request.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"body":{"mode":"raw","raw":"{\n  \"documentUrl\": \"https://cdn.example.com/docs/statement-2025.pdf\",\n  \"email\": \"client@example.com\"\n}","options":{"raw":{"language":"json"}}},"url":"https://dev-tapp-api.tappengine.com/v1/documents/email"},"status":"Internal Server Error","code":500,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"}],"_postman_id":"529229b3-139b-41b0-a6f4-7fcc45c23a55"},{"name":"Request W-9 Form","id":"8f2b3bb5-ca46-4996-8d14-476584cc965f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). Required on every request.</p>\n","type":"text"},{"key":"X-API-Key","value":"","description":"<p>Partner API key (companion to X-API-Secret). Required on every request.</p>\n","type":"text"}],"url":"https://dev-tapp-api.tappengine.com/v1/documents/w9?userId=550e8400-e29b-41d4-a716-446655440000","description":"<p>Generates a W-9 form for a specified user and returns processing status.</p>\n","urlObject":{"path":["v1","documents","w9"],"host":["https://dev-tapp-api.tappengine.com"],"query":[{"description":{"content":"<p>(Required) User identifier (UUID) for the W-9 form.</p>\n","type":"text/plain"},"key":"userId","value":"550e8400-e29b-41d4-a716-446655440000"}],"variable":[]}},"response":[{"id":"fded9d34-4493-4f0b-b750-043054d632d0","name":"W-9 generation request processing result.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":{"raw":"https://dev-tapp-api.tappengine.com/v1/documents/w9?userId=550e8400-e29b-41d4-a716-446655440000","host":["https://dev-tapp-api.tappengine.com"],"path":["v1","documents","w9"],"query":[{"key":"userId","value":"550e8400-e29b-41d4-a716-446655440000"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"successful\": true,\n  \"message\": \"W-9 form request submitted successfully.\"\n}"},{"id":"0abc7aa3-ba00-46f4-a742-26640bb735a3","name":"Missing or malformed userId, or invalid UUID format.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":{"raw":"https://dev-tapp-api.tappengine.com/v1/documents/w9?userId=550e8400-e29b-41d4-a716-446655440000","host":["https://dev-tapp-api.tappengine.com"],"path":["v1","documents","w9"],"query":[{"key":"userId","value":"550e8400-e29b-41d4-a716-446655440000"}]}},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"},{"id":"942f6587-56a9-4fee-ba67-c0ac6f18d146","name":"Authorization token missing or invalid.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":{"raw":"https://dev-tapp-api.tappengine.com/v1/documents/w9?userId=550e8400-e29b-41d4-a716-446655440000","host":["https://dev-tapp-api.tappengine.com"],"path":["v1","documents","w9"],"query":[{"key":"userId","value":"550e8400-e29b-41d4-a716-446655440000"}]}},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"},{"id":"37970f7c-e7ae-43ed-b5ab-9dbb53dfdb8c","name":"Unexpected server-side error.","originalRequest":{"method":"POST","header":[{"description":"Added as a part of security scheme: apikey","key":"X-API-Key","value":"<API Key>"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"<API Secret>","description":"Added as a part of security scheme: apikey (companion to X-API-Key)"}],"url":{"raw":"https://dev-tapp-api.tappengine.com/v1/documents/w9?userId=550e8400-e29b-41d4-a716-446655440000","host":["https://dev-tapp-api.tappengine.com"],"path":["v1","documents","w9"],"query":[{"key":"userId","value":"550e8400-e29b-41d4-a716-446655440000"}]}},"status":"Internal Server Error","code":500,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n  \"error\": {\n    \"code\": \"VALIDATION_ERROR\",\n    \"message\": \"Validation failed\",\n    \"details\": {}\n  }\n}"}],"_postman_id":"8f2b3bb5-ca46-4996-8d14-476584cc965f"},{"name":"Retrieve Documents","id":"b2aa97ad-84eb-4794-9ad8-d4382b82ff27","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Accept","value":"application/json"},{"key":"X-API-Secret","value":"","description":"<p>Partner API secret (companion to X-API-Key). 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