Portfolio account-level restrictions on May 13, 2025
On May 13, 2025 Advanced Trade API will respect portfolio account-level access set by users using OAuth connections with third-party applications
What should be done to prepare for this change?
For OAuth connections, you must specify the portfolio ID when submitting spot orders to the Create Order API. This change is only required for OAuth connections and spot products. API key connections should not specify a portfolio ID, as it is derived from the API key itself. Set request body propertyretail_portfolio_id
to the portfolio available when making POST calls to Create Order on spot products. You can retrieve portfolio IDs from the List Portfolios API and then see which accounts you were granted access to from the List Accounts API. If all accounts belong to the same portfolio ID then you can use it for all OAuth based Create Order calls or you can present portfolio selection to your users or deduce the correct portfolio based on the accounts available.
Example request body on Create Order API for OAuth connections only: