Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Create an External Account Transfer

This request allows initiating an incoming Account Transfer, for a specified account number.

Note: If a firm is not eligible for ACAT transfers paperwork will need to be sent to Folio to initiate the transfer. Please see Get Contra Firms for list of firms eligible for ACAT transfers. Not all accounts at a given firm are ACAT eligible and the firm may still require paperwork after attempting an ACAT initiation.

Request URL

Request Data Fields

Request ACAT Transfer Stock Data Fields

Request ACAT Transfer Signature Data Fields

Account Types (contraAccountType)

This request allows transferring the following account types:

• 9 – Simple IRA
• I – Individual
• J – Joint - Rights of Survivorship
• K – Joint - Tenants in Common
• L – Joint - Community Property
• M – Joint - Tenants by Entirety
• P – Sep. IRA
• Q – IRA Rollover
• R – Traditional IRA
• S – Roth IRA
• X – Revocable Trust

All others values will be rejected with status 400 and code “invalid choice”.

Request Example

• Full Transfer with Individual Account

POST http://api.uat.foliofn.com/restapi/accounts/RD9039000T/acatin HTTP/1.1
Content-Type: application/json

{
	"loginId" : "muserid17625",
	"transferType" : "full",
	"contraAccountType" : "I",
	"contraAccountNumber" : "CACCNB",
	"contraFirmName" : "HSBC Securities (USA) Inc.",
	"signatureImageEncoding" : "SVG",
	"signatures" : [
		{ "loginId" : "muserid17625", "data" : "..." }
	]
}

• Full Transfer with Joint Account

POST http://api.uat.foliofn.com/restapi/accounts/RD9039000T/acatin HTTP/1.1
Content-Type: application/json

{
	"loginId" : "muserid17625",
	"transferType" : "full",
	"contraAccountType" : "K",
	"contraAccountNumber" : "CACCNB",
	"contraFirmName" : "HSBC Securities (USA) Inc.",
	"signatureImageEncoding" : "SVG",
	"signatures" : [
		{ "loginId" : "muserid17625", "data" : "..." },
		{ "loginId" : "muserid89774", "data" : "..." }
	]
}

• Transfer All Cash with Individual Account

POST http://api.uat.foliofn.com/restapi/accounts/RD9039000T/acatin HTTP/1.1
Content-Type: application/json

{
	"loginId" : "muserid17625",
	"transferType" : "partial",
	"transferAllCash" : "true",
	"contraAccountType" : "I",
	"contraAccountNumber" : "CACCNB",
	"contraFirmName" : "HSBC Securities (USA) Inc.",
	"signatureImageEncoding" : "SVG",
	"signatures" : [
		{ "loginId" : "muserid17625", "data" : "..." }
	]
}

• Transfer Cash and Stocks with Individual Account

POST http://api.uat.foliofn.com/restapi/accounts/RD9039000T/acatin HTTP/1.1
Content-Type: application/json

{
	"loginId" : "muserid17625",
	"transferType" : "partial",
	"cashAmount" : "11.5",
	"contraAccountType" : "I",
	"contraAccountNumber" : "CACCNB",
	"contraFirmName" : "HSBC Securities (USA) Inc.",
	"signatureImageEncoding" : "SVG",
	"stocks" : [
		{ "ticker" : "AAPL", "amount" : "1.0" },
		{ "ticker" : "IBM", "transferAll" : "true", "description" : "all" }
	],
	"signatures" : [
		{ "loginId" : "muserid17625", "data" : "..." }
	]
}

Response Example

The Account Transfer identifier code is return on the response location field.

HTTP/1.1 201 Created
Date: XXX
Location:
http://api.uat.foliofn.com/restapi/accounts/RD9039000T/acatin/11HIS3RQ

Responses are the same no matter the request data.

Error Codes

Change Log

07/08/2016

1. Reordered Sections

12/18/2015

1. New documentation