# Brokerage API Documentation

> Documentation for Brokerage API

## Guides: Documentation
- [Getting Started](https://developer.lemon.markets/docs/getting-started.md): This page will help you get started with the 🍋.markets Brokerage API. You'll be up and running in a jiffy!
  - [Create Business Account](https://developer.lemon.markets/docs/create-business-account.md): This page will help you get familiar with the endpoints to create a business account.
  - [Create Account](https://developer.lemon.markets/docs/create-account.md): This page will help you get familiar with the account endpoint.
  - [Create BPO Account](https://developer.lemon.markets/docs/create-bpo-account.md): This page will help you get familiar with creating a BPO account.
- [Date and Time Formats](https://developer.lemon.markets/docs/fundamental-date-and-time-formats.md): Understand the date formats used in the 🍋.markets Brokerage API
- [Number Formats](https://developer.lemon.markets/docs/fundamental-number-formats.md): Understand the number and date formats used in the 🍋.markets Brokerage API
- [Webhook Setup](https://developer.lemon.markets/docs/webhooks-setup.md): Set up a Webhook to be notified about events as they occur.
- [Webhook Implementation](https://developer.lemon.markets/docs/webhooks-implementation.md): Implement your own webhook listener.
- [Savings Plans: Recurring Investments using Workflows](https://developer.lemon.markets/docs/recurring-investments.md): Learn how to set up recurring investment schemes using workflows to automate Dollar Cost Averaging (savings plans).
- [Idempotency](https://developer.lemon.markets/docs/idempotency.md): Learn how to use the Idempotency-Key header to safely retry requests without creating duplicate orders.
- [Data Mirroring using Events](https://developer.lemon.markets/docs/mirror-data-using-events.md): Learn how to process events from lemon.markets to establish a mirrored shadow copy of the data.
- [Corporate Actions](https://developer.lemon.markets/docs/corporate-actions.md): Learn how to consume Corporate Action events and endpoints on the lemon.markets API.
- [Subsidy Applications](https://developer.lemon.markets/docs/subsidy-applications.md): Learn how to apply for the government subsidy (Zulage) of a retirement product, and how subsidy application versions change status.
- [SEPA Direct Debit: Recurring Collections using Mandates and Workflows](https://developer.lemon.markets/docs/sepa-direct-debit.md): Learn how to let customers fund their account by SEPA Direct Debit: create and confirm a mandate, then set up a recurring collection with a workflow.

## API Reference: lemon.markets Brokerage API 🍋
- Accounts: General
  - [Create Account](https://developer.lemon.markets/reference/create_account-1.md)
  - [List Accounts](https://developer.lemon.markets/reference/list_accounts-1.md)
  - [Get Account](https://developer.lemon.markets/reference/get_account-1.md)
  - [Create Authenticator](https://developer.lemon.markets/reference/create_authenticator-1.md)
  - [List Authenticators](https://developer.lemon.markets/reference/list_authenticators-1.md)
  - [Get Account Checks](https://developer.lemon.markets/reference/get_account_checks-1.md)
  - [Set Experience Profile](https://developer.lemon.markets/reference/set_experience_profile-1.md)
  - [Get Experience Profile](https://developer.lemon.markets/reference/get_experience_profile-1.md)
  - [Update Knowledge](https://developer.lemon.markets/reference/update_knowledge-1.md)
  - [Accept Agreement](https://developer.lemon.markets/reference/accept_agreement.md)
  - [Create Product](https://developer.lemon.markets/reference/create_product.md)
  - [List Products](https://developer.lemon.markets/reference/list_products.md)
  - [Get Product](https://developer.lemon.markets/reference/get_product.md)
  - [List Contribution Caps](https://developer.lemon.markets/reference/list_contribution_caps.md)
  - [Close Account](https://developer.lemon.markets/reference/close_account.md): Initiates closure of a customer account. Closure runs asynchronously: a successful call starts the offboarding process and returns the account with its current status (still `opened`); the status…
- Product Contracts
  - [List Product Contracts](https://developer.lemon.markets/reference/list_product_contracts.md): Returns the active product contracts available to you, together with the instruments eligible under each contract. Draft and retired contracts are not returned.
  - [Get Product Contract](https://developer.lemon.markets/reference/get_product_contract.md): Returns a single active product contract, together with the instruments eligible under it.  Draft, retired and unknown contracts result in a <code>404</code> response.
  - [Get Product Contract Information](https://developer.lemon.markets/reference/get_product_contract_information.md): Calculates and returns contract information for a retirement product contract, based on the customer's date of birth, chosen payout age, contribution plan, and portfolio allocation. This includes the…
- Accounts: ID+V
  - [Start Identity Verification](https://developer.lemon.markets/reference/start_identity_verification-1.md)
  - [Get Person Identification](https://developer.lemon.markets/reference/get_person_identification-1.md): Get information about the identification process for a person.
  - [Submit Identification Payload](https://developer.lemon.markets/reference/submit_identification_payload-1.md)
- Securities Accounts
  - [Create Securities Account](https://developer.lemon.markets/reference/create_securities_account-1.md)
  - [List Securities Accounts](https://developer.lemon.markets/reference/list_securities_accounts-1.md)
  - [Get Securities Account](https://developer.lemon.markets/reference/get_securities_account-1.md)
- Cash Accounts
  - [Get Cash Account](https://developer.lemon.markets/reference/get_cash_account_by_id.md)
- Businesses
  - [List Businesses](https://developer.lemon.markets/reference/list_businesses-1.md)
  - [Create Business](https://developer.lemon.markets/reference/create_business-1.md)
  - [Get Business](https://developer.lemon.markets/reference/get_business-1.md)
  - [List Beneficial Owners](https://developer.lemon.markets/reference/list_beneficial_owners-1.md)
  - [Add Beneficial Owner](https://developer.lemon.markets/reference/add_beneficial_owner-1.md)
  - [Submit Document](https://developer.lemon.markets/reference/submit_document-1.md): **⚠️ DEPRECATED**: This endpoint is deprecated. Please use the new unified `/submit_document` endpoint instead, which supports both person and business documents through a discriminated union…
  - [List Legal Representatives](https://developer.lemon.markets/reference/list_legal_representatives-1.md)
  - [Add Legal Representative](https://developer.lemon.markets/reference/add_legal_representative-1.md)
- Persons
  - [List Persons](https://developer.lemon.markets/reference/list_persons-1.md): <strong>Preview:</strong> The <code>role</code> filter and the fields <code>roles</code>, <code>gender</code>, <code>birth_name</code> and <code>social_security_number</code> in the response are a…
  - [Create Person](https://developer.lemon.markets/reference/create_person-1.md): <strong>Preview:</strong> The subsidy application roles and the fields <code>roles</code>, <code>gender</code>, <code>birth_name</code> and <code>social_security_number</code> are a preview API and…
  - [Get Person](https://developer.lemon.markets/reference/get_person-1.md): <strong>Preview:</strong> The fields <code>roles</code>, <code>gender</code>, <code>birth_name</code> and <code>social_security_number</code> in the response are a preview API and may change without…
  - [Create Person Data Update Request](https://developer.lemon.markets/reference/create_person_data_update.md)
  - [List Person Data Update Requests](https://developer.lemon.markets/reference/list_person_data_updates.md)
  - [Get Person Data Update Request](https://developer.lemon.markets/reference/get_person_data_update.md)
- Subsidy Applications
  - [Create Subsidy Application](https://developer.lemon.markets/reference/create_subsidy_application.md): Create application for the government subsidy (Zulage) of a retirement product. The application includes the customer's eligibility, the spouse, and the children information. The subsidy application…
  - [List Subsidy Applications](https://developer.lemon.markets/reference/list_subsidy_applications.md): Lists the versions of the account's subsidy applications, from the oldest to the newest.  Use <code>product</code> to list only the versions of one retirement product.
  - [Get Subsidy Application](https://developer.lemon.markets/reference/get_subsidy_application.md): Retrieves one version of a subsidy application.
  - [Cancel Subsidy Application](https://developer.lemon.markets/reference/cancel_subsidy_application.md): Cancels a <code>created</code> or <code>active</code> version of a subsidy application, when the customer revokes the authorization (Vollmacht).  The time of the request is the date of the…
- Money + Positions
  - [Get Financials](https://developer.lemon.markets/reference/get_financials_accounts__account_id__financials_get-1.md)
  - [Get Positions](https://developer.lemon.markets/reference/get_positions-1.md)
  - [List Balance Sweeps](https://developer.lemon.markets/reference/list_sweeps-1.md)
  - [Get Balance Sweep](https://developer.lemon.markets/reference/get_sweep-1.md)
  - [Get Transactions](https://developer.lemon.markets/reference/get_transactions-1.md)
  - [Get Transaction](https://developer.lemon.markets/reference/get_transaction_by_id-1.md)
  - [List Withdrawals](https://developer.lemon.markets/reference/list_withdrawals-1.md)
  - [Create Withdrawal](https://developer.lemon.markets/reference/create_withdrawal-1.md)
  - [Get Withdrawal](https://developer.lemon.markets/reference/get_withdrawal-1.md)
  - [Confirm Withdrawal](https://developer.lemon.markets/reference/confirm_withdrawal-1.md)
  - [List Deposits](https://developer.lemon.markets/reference/list_deposits.md): Lists the deposits of the customer account, newest first.  Bank transfers and SEPA Direct Debit deposits are listed together in the same shape; a SEPA Direct Debit deposit names its…
  - [Get Deposit](https://developer.lemon.markets/reference/get_deposit.md): Retrieves a deposit of the customer account.  The current status is the latest entry in <code>history</code>.
- Batch Orders
  - [Create Batch Order](https://developer.lemon.markets/reference/create_batch_order-1.md)
  - [List Batch Orders](https://developer.lemon.markets/reference/list_batch_orders-1.md)
  - [Get Batch Order](https://developer.lemon.markets/reference/get_batch_order-1.md)
  - [Confirm Batch Order](https://developer.lemon.markets/reference/confirm_batch_order-1.md)
  - [Cancel Batch Order](https://developer.lemon.markets/reference/cancel_batch_order-1.md)
- Income Distributions
  - [List Income Distributions](https://developer.lemon.markets/reference/list_income_distributions-1.md)
  - [Get Income Distribution](https://developer.lemon.markets/reference/get_income_distribution-1.md)
- Orders
  - [Create Order](https://developer.lemon.markets/reference/create_order-1.md)
  - [List Orders](https://developer.lemon.markets/reference/list_orders-1.md)
  - [Get Order](https://developer.lemon.markets/reference/get_order-1.md)
  - [Cancel Order](https://developer.lemon.markets/reference/cancel_order-1.md)
  - [Confirm Order](https://developer.lemon.markets/reference/confirm_order-1.md)
- Trades
  - [List Trades](https://developer.lemon.markets/reference/list_trades-1.md)
  - [Get Trade](https://developer.lemon.markets/reference/get_trade-1.md)
- Treasury Mandates
  - [Get Treasury Financials](https://developer.lemon.markets/reference/get_treasury_financials-1.md)
  - [Create Treasury Mandate](https://developer.lemon.markets/reference/create_treasury_mandate-1.md)
  - [List Treasury Mandates](https://developer.lemon.markets/reference/list_treasury_mandates-1.md)
  - [Get Treasury Mandate](https://developer.lemon.markets/reference/get_treasury_mandate-1.md)
  - [Cancel Treasury Mandate](https://developer.lemon.markets/reference/cancel_treasury_mandate-1.md): Cancel a treasury mandate
  - [Create Treasury Transfer](https://developer.lemon.markets/reference/create_treasury_transfer-1.md)
  - [List Treasury Transfers](https://developer.lemon.markets/reference/list_treasury_transfers-1.md)
  - [Get Treasury Transfer](https://developer.lemon.markets/reference/get_treasury_transfer-1.md)
  - [List Treasury Fees](https://developer.lemon.markets/reference/list_treasury_fees.md): Retrieves a paginated list of monthly aggregated treasury fees owned by the requesting partner. Optionally filter by instrument or billing month range.
  - [Get Treasury Fee By Id](https://developer.lemon.markets/reference/get_treasury_fee.md): Retrieves treasury fee details for the given fee ID belonging to the requesting partner.
  - [Get Customer Fee Composition for a Treasury Fee](https://developer.lemon.markets/reference/list_customer_fees.md): Retrieves a paginated breakdown of individual customer fees that contribute to the given aggregated treasury fee.
- Payment Instrument Mandates
  - [Create Payment Instrument Mandate](https://developer.lemon.markets/reference/create_payment_instrument_mandate.md): <strong>Preview:</strong> This endpoint is a preview API and may change without a deprecation period.  Creates a SEPA Direct Debit mandate for the customer's bank account (the debtor account).  The…
  - [List Payment Instrument Mandates](https://developer.lemon.markets/reference/list_payment_instrument_mandates.md): <strong>Preview:</strong> This endpoint is a preview API and may change without a deprecation period.  Lists the payment instrument mandates of the customer account, newest first.…
  - [Get Payment Instrument Mandate](https://developer.lemon.markets/reference/get_payment_instrument_mandate.md): <strong>Preview:</strong> This endpoint is a preview API and may change without a deprecation period.  Retrieves a payment instrument mandate of the customer account.  The current status is the…
  - [Confirm Payment Instrument Mandate](https://developer.lemon.markets/reference/confirm_payment_instrument_mandate.md): <strong>Preview:</strong> This endpoint is a preview API and may change without a deprecation period.  Confirms a mandate the customer accepted, so that it can be used for collections.  On success,…
  - [Cancel Payment Instrument Mandate](https://developer.lemon.markets/reference/cancel_payment_instrument_mandate.md): <strong>Preview:</strong> This endpoint is a preview API and may change without a deprecation period.  Cancels a mandate the customer revoked, so that no further collections use it.  A mandate with…
- Taxes
  - [List Tax Exemption Orders](https://developer.lemon.markets/reference/list_tax_exemption_orders-1.md)
  - [Create Tax Exemption Order](https://developer.lemon.markets/reference/create_tax_exemption_order-1.md)
  - [Get Tax Exemption Order](https://developer.lemon.markets/reference/get_tax_exemption_order-1.md)
  - [Cancel Tax Exemption Order](https://developer.lemon.markets/reference/cancel_tax_exemption_order-1.md)
  - [List Tax Exemption Usages](https://developer.lemon.markets/reference/list_tax_exemption_usages-1.md)
- Documents
  - [List Documents](https://developer.lemon.markets/reference/list_documents_of_account-1.md)
  - [Get Document](https://developer.lemon.markets/reference/get_document-1.md)
  - [Get Latest Agreements](https://developer.lemon.markets/reference/get_agreements-1.md): When opening an account, the user has to agree to accept certain types of contractual documents, like privacy policy or terms and conditions.
  - [Submit Document](https://developer.lemon.markets/reference/submit_document_upload.md): Submit a document for either a person or a business. This endpoint returns a presigned upload URL that can be used to upload the document file.  The request must specify either a person document or a…
- Instruments
  - [List Instruments](https://developer.lemon.markets/reference/list_instruments-1.md): Returns a paginated list of instruments available to your account.
  - [Get Instrument](https://developer.lemon.markets/reference/get_instrument-1.md): Returns details for a specific instrument identified by its ISIN. <strong>Test ISINs for Trading Halts</strong> You can use the following static ISINs to test different predetermined scenarios…
  - [Get Prices](https://developer.lemon.markets/reference/get_prices-1.md)
  - [Get Latest Monthly Yield](https://developer.lemon.markets/reference/get_latest_yield.md): Returns the latest monthly annualized yield available for the specified instrument.  **Sandbox Test ISINs**  You can use the following static ISINs to test different scenarios with predetermined…
- Events + Webhooks
  - [Get Events](https://developer.lemon.markets/reference/list_events-1.md)
  - [Create Webhook](https://developer.lemon.markets/reference/create_webhook-1.md)
  - [List Webhooks](https://developer.lemon.markets/reference/list_webhooks-1.md)
  - [Delete Webhook](https://developer.lemon.markets/reference/delete_webhook-1.md)
- Workflows
  - [Create Workflow](https://developer.lemon.markets/reference/create_workflow-1.md)
  - [List Workflows](https://developer.lemon.markets/reference/list_workflows-1.md)
  - [Get Workflow](https://developer.lemon.markets/reference/get_workflow-1.md)
  - [Cancel Workflow](https://developer.lemon.markets/reference/cancel_workflow-1.md)
  - [Confirm Workflow](https://developer.lemon.markets/reference/confirm_workflow-1.md)
- Cash Settlement
  - [List Settlement Accounts](https://developer.lemon.markets/reference/list_settlement_accounts-1.md)
  - [List Settlements](https://developer.lemon.markets/reference/list_settlements-1.md)
  - [Get Settlement](https://developer.lemon.markets/reference/get_settlement-1.md)
  - [List Settlement Items](https://developer.lemon.markets/reference/list_settlement_items-1.md)
  - [List Settlement Accounts Transactions](https://developer.lemon.markets/reference/list_settlement_accounts_transactions-1.md)
- Corporate Actions
  - [List Corporate Actions (Account-level)](https://developer.lemon.markets/reference/list_corporate_actions.md)
  - [Get Corporate Action (Account-level)](https://developer.lemon.markets/reference/get_corporate_action.md)
  - [List Corporate Actions (Instrument-level)](https://developer.lemon.markets/reference/list_corporate_actions_general.md)
  - [Get Corporate Action (Instrument-level)](https://developer.lemon.markets/reference/get_corporate_action_general.md)

## Changelog
- [2026-11-13](https://developer.lemon.markets/changelog/2026-11-13.md)
- [2026-11-02](https://developer.lemon.markets/changelog/2026-11-02.md)
- [2026-11-10](https://developer.lemon.markets/changelog/2026-11-10.md)
- [2026-11-09](https://developer.lemon.markets/changelog/2026-11-09.md)
- [2026-10-29](https://developer.lemon.markets/changelog/2026-10-29.md)
- [2026-11-03](https://developer.lemon.markets/changelog/2026-11-03.md)
- [2026-10-28](https://developer.lemon.markets/changelog/2026-10-28.md)
- [2026-10-27](https://developer.lemon.markets/changelog/2026-10-27.md)
- [2026-10-26](https://developer.lemon.markets/changelog/2026-10-26.md)
- [2026-10-19](https://developer.lemon.markets/changelog/2026-10-19.md)