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This guide enables users to make their first API call in under 10 minutes.

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Prerequisites

  • A Buildmarkets partner account
  • Initial API key pair from onboarding or Partner Dashboard
  • curl or an HTTP client

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Step 1: Confirm Your Credentials

Authentication requires two headers:
  • X-API-Key: <your-api-key>
  • X-API-Secret: <your-api-secret>
Test credentials via health endpoint. A 200 OK response indicates success; 401 suggests credential issues.

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Step 2: Open a Brokerage Account

Create an account using POST request to /v1/accounts with account type, contact information, identity details, disclosures, agreements, and investment profile. In sandbox testing, using SSN ending in 0001 produces immediate KYC approval. Account response includes: id, account_number, status, kyc_status, currency, last_equity, created_at, and account_type. POST to /v1/accounts/{accountId}/ach-relationships with bank details including owner name, bank name, account type, routing number, and account number. Response includes: id, status, bank_name, bank_account_type, and created_at.

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Step 4: Deposit Funds

POST to /v1/accounts/{accountId}/funding/deposits using the ACH relationship ID, amount, and description. In sandbox, deposits settle immediately; production typically requires 1–3 business days.

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Step 5: Place Your First Order

POST to /v1/accounts/{accountId}/orders with symbol, asset_class, order_type, side, quantity, time_in_force, and client_order_id. Order response includes: id, client_order_id, symbol, asset_class, order_type, side, quantity, status, and created_at.

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Step 6: Check Your Position

GET /v1/accounts/{accountId}/positions/{symbol} to verify filled orders.

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What’s Next?

  • Authentication Overview
  • Account Opening (deep dive)
  • Placing Orders
  • Webhooks Overview
  • Error Codes