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

Update a Folio Order

This request updates a folio order. The only updates accepted are canceling the order or updating the specific tax lots within 3 days of order execution.

Request URL

Syntax PUT /restapi/accounts/{accountnumber}/folios/{folionumber}/orders
Example URL https://api.uat.foliofn.com/restapi/accounts/RA1234ABCD/folios/RA1234ABCD03/orders

Order Update Examples

Order Types Description Example
Cancel Attempt to cancel a folio order and all underlying security orders. Depending on the state of the order, this request may fail. 
					
PUT /restapi/accounts/RA1234ABCD/folios/RA1234ABCD03/orders HTTP/1.1
Content-Type: application/json

{
	"folioOrderOid":"123456789123456",
	"state":"C"
}
Update Specific Tax Lot Selections Attempt to update the tax lot selections on an order. This can be done up to 3 days after the order has been executed. 
					
PUT /restapi/accounts/RA1234ABCD/folios/RA1234ABCD03/orders HTTP/1.1
Content-Type: application/json

{
	"folioOrderOid":"123456789123456",
	"securityOrders":[{
		"securityOrderOid":"987654321987652",
		"taxLotSelections":[{
			"taxLotId":"123456789",
			"shareQuantity":"5"
		},{
			"taxLotId":"123456788",
			"shareQuantity":"0.32000"
		}]
	}
}

Response Example


HTTP/1.1 200 OK
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Location: https://api.uat.foliofn.com/restapi/accounts/RA1234ABCD/folios/RA1234ABCD03/orders/136136136136
Content-Type: text/html; charset=iso-8859-1
Content-Length: 0
Date: Thu, 07 Aug 2014 14:47:59 GMT

Getting Started

Quick Start Guide

REST APIs

Account Service
Alert Service
Corporate Actions Service
Deposit & Withdrawal Service
Download Service
Firm Service
Folio and Trade Service
Member Service
Model Service
Performance Service
Private Placement Service
Reporting Service
Securities Service
Transfer Service
Upload Service

Resources

Terms and Codes
Utils