2024-04-23
7 months ago by ReadMe API
Summary: Account Checks, Batch Orders, Events, Workflows
Account Checks
We added an account check to indicate missing tax identifiers: tax_identification
.
Batch Orders
We added a new endpoint to cancel pending batch orders.
Events
- Events of type
document.created
will reference the associated transaction identifier when referring to a document of typetrade.receipt
. - New event types:
batch_order.created
,batch_order.canceled
,workflow.created
,workflow.confirmed
, andworkflow.canceled
Workflows
We introduce workflows, a concept to automate specific brokerage processes. With today's release, you can use workflows to set up recurring investment schemes for your customers.