DriveWealth · Schema

DriveWealth Account

A DriveWealth brokerage account representing an investor's trading account, including identification, status, balances, and associated metadata.

Brokerage-as-a-ServiceEmbedded InvestingFractional SharesTradingFintechEquitiesETFsOptionsFixed IncomeMutual FundsPortfolio ManagementAccount OpeningKYCFinancial Services

Properties

Name	Type	Description
id	string	Unique DriveWealth account identifier (UUID format).
accountNo	string	Human-readable account number assigned at account opening.
accountType	string	Type of brokerage account.
accountStatus	string	Current lifecycle status of the account.
nickname	string	Partner-assigned display name for the account.
currency	string	ISO 4217 currency code for the account base currency.
userID	string	Identifier of the user who owns this account.
riaID	string	Registered Investment Advisor identifier linked to this account, if applicable.
riaProductID	string	RIA product associated with this account.
goodFaithViolations	integer	Number of good faith violations on the account.
patternDayTrades	integer	Number of pattern day trades in the rolling 5-day window.
tradingType	string	Trading eligibility type for the account.
openedWhen	string	ISO 8601 timestamp when the account was opened.
closedWhen	stringnull	ISO 8601 timestamp when the account was closed, null if still open.
updatedWhen	string	ISO 8601 timestamp of the last account update.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://developer.drivewealth.com/schemas/account",
  "title": "DriveWealth Account",
  "description": "A DriveWealth brokerage account representing an investor's trading account, including identification, status, balances, and associated metadata.",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Unique DriveWealth account identifier (UUID format).",
      "pattern": "^[0-9a-fA-F-]{36}$"
    },
    "accountNo": {
      "type": "string",
      "description": "Human-readable account number assigned at account opening."
    },
    "accountType": {
      "type": "string",
      "description": "Type of brokerage account.",
      "enum": ["CASH", "MARGIN", "IRA_TRADITIONAL", "IRA_ROTH", "IRA_SEP"]
    },
    "accountStatus": {
      "type": "string",
      "description": "Current lifecycle status of the account.",
      "enum": ["OPEN", "CLOSED", "SUSPENDED", "PENDING", "RESTRICTED"]
    },
    "nickname": {
      "type": "string",
      "description": "Partner-assigned display name for the account."
    },
    "currency": {
      "type": "string",
      "description": "ISO 4217 currency code for the account base currency.",
      "default": "USD",
      "pattern": "^[A-Z]{3}$"
    },
    "userID": {
      "type": "string",
      "description": "Identifier of the user who owns this account.",
      "pattern": "^[0-9a-fA-F-]{36}$"
    },
    "riaID": {
      "type": "string",
      "description": "Registered Investment Advisor identifier linked to this account, if applicable."
    },
    "riaProductID": {
      "type": "string",
      "description": "RIA product associated with this account."
    },
    "goodFaithViolations": {
      "type": "integer",
      "description": "Number of good faith violations on the account.",
      "minimum": 0
    },
    "patternDayTrades": {
      "type": "integer",
      "description": "Number of pattern day trades in the rolling 5-day window.",
      "minimum": 0
    },
    "tradingType": {
      "type": "string",
      "description": "Trading eligibility type for the account.",
      "enum": ["FULL", "FRACTIONAL", "BOTH"]
    },
    "openedWhen": {
      "type": "string",
      "format": "date-time",
      "description": "ISO 8601 timestamp when the account was opened."
    },
    "closedWhen": {
      "type": ["string", "null"],
      "format": "date-time",
      "description": "ISO 8601 timestamp when the account was closed, null if still open."
    },
    "updatedWhen": {
      "type": "string",
      "format": "date-time",
      "description": "ISO 8601 timestamp of the last account update."
    }
  },
  "required": ["id", "accountNo", "accountType", "accountStatus", "currency", "userID"],
  "additionalProperties": true
}