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 of type document.created will reference the associated transaction identifier when referring to a document of type trade.receipt.
  • New event types: batch_order.created, batch_order.canceled, workflow.created, workflow.confirmed, and workflow.canceled


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.