A delegation grants a delegatee Atlas participant the right to make claims against assets held in a delegator Atlas participant's vault, subject to the delegation's usage rights.
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/atlas/directory/counterparties","href":"/knowledge-base/api-reference/v2/atlas-settlement-network/propose-a-trusted-counterparty"},{"title":"List trusted counterparties","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /atlas/directory/counterparties","href":"/knowledge-base/api-reference/v2/atlas-settlement-network/list-trusted-counterparties"},{"title":"Get a counterparty by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /atlas/directory/counterparties/{counterpartyId}","href":"/knowledge-base/api-reference/v2/atlas-settlement-network/get-a-counterparty-by-id"},{"title":"Get a participant by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /atlas/directory/participants/{participantId}","href":"/knowledge-base/api-reference/v2/atlas-settlement-network/get-a-participant-by-id"},{"title":"List participants","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /atlas/directory/participants","href":"/knowledge-base/api-reference/v2/atlas-settlement-network/list-participants"}]},{"group":"Delegation","expanded":false,"pages":[{"title":"List delegations","description":"Permissions required: **Read vault activity**\n\n\nGet delegations where your organization's Atlas participants are the delegator or delegatee.","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /atlas/delegations","href":"/knowledge-base/api-reference/v2/atlas-general-delegation/list-delegations"},{"title":"Get a delegation by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /atlas/delegations/{delegationId}","href":"/knowledge-base/api-reference/v2/atlas-general-delegation/get-a-delegation-by-id"},{"title":"Propose settling assets out of a delegation","description":"Permissions required: **Propose and Accept settlements**\n\n\nAs either party to a delegation, propose settling delegated assets out of the delegation or into it, using wallets owned by your organization. The delegation's settle rights can limit which party may propose.\n\nPositive quantities indicate funds your wallets receive; negative quantities indicate funds they send. Every wallet amount must point the same way; an asset may be sent from several wallets but received into only one. Funds settled into the delegation land in the pledgor's wallet for that asset in the delegation's vault, and the delegation grows by them.\n\nThe settlement requires the delegator's approval before any assets move. The request is accepted for processing and can be tracked via the returned `settlementRequestId`.","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /atlas/delegations/{delegationId}/settle","href":"/knowledge-base/api-reference/v2/atlas-general-delegation/propose-settling-assets-out-of-a-delegation"}]},{"group":"Collateral Management","expanded":false,"pages":[{"title":"List packages","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /collateral_management/packages","href":"/knowledge-base/api-reference/v2/collateral-management/list-packages"},{"title":"Create a new collateral package","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /collateral_management/packages","href":"/knowledge-base/api-reference/v2/collateral-management/create-a-new-collateral-package"},{"title":"Update a collateral package","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml patch /collateral_management/packages/{packageId}","href":"/knowledge-base/api-reference/v2/collateral-management/update-a-collateral-package"},{"title":"List exposures","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /collateral_management/exposures","href":"/knowledge-base/api-reference/v2/collateral-management/list-exposures"},{"title":"Create a new exposure","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /collateral_management/exposures","href":"/knowledge-base/api-reference/v2/collateral-management/create-a-new-exposure"},{"title":"Update an operation","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml patch /collateral_management/operations/{operationId}","href":"/knowledge-base/api-reference/v2/collateral-management/update-an-operation"},{"title":"Create a new operation","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /collateral_management/operations","href":"/knowledge-base/api-reference/v2/collateral-management/create-a-new-operation"},{"title":"List collateral and exposure operations","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /collateral_management/operations","href":"/knowledge-base/api-reference/v2/collateral-management/list-collateral-and-exposure-operations"},{"title":"Get collateral price sources","openapi":"GET /collateral_management/price_sources","tag":"BETA","href":"/knowledge-base/api-reference/v2/collateral-price-sources"},{"title":"Request a collateral decrease","openapi":"POST /collateral_management/packages/{packageId}/collateral-decrease","tag":"BETA","href":"/knowledge-base/api-reference/v2/collateral-decrease"}]}]},{"group":"Wealth Management \u0026 ETF","icon":"building-columns","pages":[{"group":"Onboarding","expanded":false,"pages":[{"title":"Begin new customer onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /onboarding/customers","href":"/knowledge-base/api-reference/v2/onboarding/begin-new-customer-onboarding-application"},{"title":"Retrieve uploaded data and status of all customers onboarding","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /onboarding/customers","href":"/knowledge-base/api-reference/v2/onboarding/retrieve-uploaded-data-and-status-of-all-customers-onboarding"},{"title":"Retrieve uploaded data and status of customer onboarding","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /onboarding/customers/{customerId}","href":"/knowledge-base/api-reference/v2/onboarding/retrieve-uploaded-data-and-status-of-customer-onboarding"},{"title":"Update customer onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml put /onboarding/customers/{customerId}","href":"/knowledge-base/api-reference/v2/onboarding/update-customer-onboarding-application"},{"title":"Request a signed URL for document image upload","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /onboarding/customers/{customerId}/document","href":"/knowledge-base/api-reference/v2/onboarding/request-a-signed-url-for-document-image-upload"},{"title":"Submit a completed customer onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /onboarding/customers/{customerId}/submit","href":"/knowledge-base/api-reference/v2/onboarding/submit-a-completed-customer-onboarding-application"},{"title":"Creates a new agreement questionnaire of the given agreementType","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /onboarding/agreements/{agreementType}","href":"/knowledge-base/api-reference/v2/onboarding/creates-a-new-agreement-questionnaire-of-the-given-agreementtype"},{"title":"Retrieves all the agreements questionnaires for the specified agreement type","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /onboarding/agreements/{agreementType}","href":"/knowledge-base/api-reference/v2/onboarding/retrieves-all-the-agreements-questionnaires-for-the-specified-agreement-type"},{"title":"Retrieves the agreement questionnaire of the given agreement type and agreement ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /onboarding/agreements/{agreementType}/{agreementId}","href":"/knowledge-base/api-reference/v2/onboarding/retrieves-the-agreement-questionnaire-of-the-given-agreement-type-and-agreement-id"},{"title":"Begin new customer subaccount onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /onboarding/subaccounts","href":"/knowledge-base/api-reference/v2/onboarding/begin-new-customer-subaccount-onboarding-application"},{"title":"Retrieve uploaded data and status of all onboarding customer subaccounts","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /onboarding/subaccounts","href":"/knowledge-base/api-reference/v2/onboarding/retrieve-uploaded-data-and-status-of-all-onboarding-customer-subaccounts"},{"title":"Retrieve uploaded data and status of customer subaccount onboarding","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /onboarding/subaccounts/{subaccountId}","href":"/knowledge-base/api-reference/v2/onboarding/retrieve-uploaded-data-and-status-of-customer-subaccount-onboarding"},{"title":"Update customer subaccount onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml put /onboarding/subaccounts/{subaccountId}","href":"/knowledge-base/api-reference/v2/onboarding/update-customer-subaccount-onboarding-application"},{"title":"Submit a completed customer subaccount onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /onboarding/subaccounts/{subaccountId}/submit","href":"/knowledge-base/api-reference/v2/onboarding/submit-a-completed-customer-subaccount-onboarding-application"}]},{"group":"Subaccounts","expanded":false,"pages":[{"title":"Return wallets linked to a subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/accounts/{subaccountId}/wallets","href":"/knowledge-base/api-reference/v2/subaccounts/return-wallets-linked-to-a-subaccount"},{"title":"Return bank information for a subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/accounts/{subaccountId}/bank-info","href":"/knowledge-base/api-reference/v2/subaccounts/return-bank-information-for-a-subaccount"},{"title":"Create a new subaccount for a given program customer","deprecated":true,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /subaccounts/customers/{customerId}/accounts","href":"/knowledge-base/api-reference/v2/subaccounts/create-a-new-subaccount-for-a-given-program-customer"},{"title":"List subaccounts","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/customers/{customerId}/accounts","href":"/knowledge-base/api-reference/v2/subaccounts/list-subaccounts"},{"title":"List all subaccounts","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/customers/accounts","href":"/knowledge-base/api-reference/v2/subaccounts/list-all-subaccounts"},{"title":"Update an existing subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml patch /subaccounts/accounts/{subaccountId}","href":"/knowledge-base/api-reference/v2/subaccounts/update-an-existing-subaccount"},{"title":"Create new transactions","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /subaccounts/transactions","href":"/knowledge-base/api-reference/v2/subaccounts/create-new-transactions"},{"title":"List all transactions","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/transactions","href":"/knowledge-base/api-reference/v2/subaccounts/list-all-transactions"},{"title":"Get list of transactions filter by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/transactions/{transactionsIds}","href":"/knowledge-base/api-reference/v2/subaccounts/get-list-of-transactions-filter-by-id"},{"title":"Create new allocations","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /subaccounts/transactions/allocations","href":"/knowledge-base/api-reference/v2/subaccounts/create-new-allocations"},{"title":"Fetches a set of filtered transactions allocations","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/transactions/allocations","href":"/knowledge-base/api-reference/v2/subaccounts/fetches-a-set-of-filtered-transactions-allocations"},{"title":"Create a USD Withdrawal Request for a subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /subaccounts/{subaccountId}/fiat/withdrawals","href":"/knowledge-base/api-reference/v2/subaccounts/create-a-usd-withdrawal-request-for-a-subaccount"},{"title":"Fetches a set of Withdrawals Requests for a subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/{subaccountId}/fiat/withdrawals","href":"/knowledge-base/api-reference/v2/subaccounts/fetches-a-set-of-withdrawals-requests-for-a-subaccount"},{"title":"Cancels a Withdrawal Request for a subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml delete /subaccounts/{subaccountId}/fiat/withdrawals/{transactionId}","href":"/knowledge-base/api-reference/v2/subaccounts/cancels-a-withdrawal-request-for-a-subaccount"},{"title":"Get USD Withdrawal Request for a subaccount","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /subaccounts/{subaccountId}/fiat/withdrawals/{transactionId}","href":"/knowledge-base/api-reference/v2/subaccounts/get-usd-withdrawal-request-for-a-subaccount"},{"title":"Create Manual Billing Charge","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /subaccounts/billing/charges","href":"/knowledge-base/api-reference/v2/subaccounts/create-manual-billing-charge"},{"title":"Cancel Manual Billing Charge","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml delete /subaccounts/billing/charges/{chargeId}","href":"/knowledge-base/api-reference/v2/subaccounts/cancel-manual-billing-charge"}]},{"group":"Tax","expanded":false,"pages":[{"title":"List tax accounts","openapi":"GET /tax/accounts","tag":"BETA","href":"/knowledge-base/api-reference/v2/tax-accounts"},{"title":"List deposit transactions for account","openapi":"GET /tax/accounts/{accountId}/transactions","tag":"BETA","href":"/knowledge-base/api-reference/v2/tax-account-transactions"},{"title":"Update deposit transaction cost basis","openapi":"PATCH /tax/accounts/{accountId}/transactions/{transactionId}","tag":"BETA","href":"/knowledge-base/api-reference/v2/tax-transaction-cost-basis"},{"title":"List Transactions","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/transactions/{subaccountId}","href":"/knowledge-base/api-reference/v2/tax/list-transactions"},{"title":"Update Transaction Cost Basis","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml patch /tax/transaction/{transactionId}","href":"/knowledge-base/api-reference/v2/tax/update-transaction-cost-basis"},{"title":"Add Tag to Transaction","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /tax/transaction/{transactionId}/tag","href":"/knowledge-base/api-reference/v2/tax/add-tag-to-transaction"},{"title":"Remove Tag from Transaction","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml delete /tax/transaction/{transactionId}/tag","href":"/knowledge-base/api-reference/v2/tax/remove-tag-from-transaction"},{"title":"List of the Inventory for an asset","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/inventory/{subaccountId}/{assetTypeId}","href":"/knowledge-base/api-reference/v2/tax/list-of-the-inventory-for-an-asset"},{"title":"List summary of Inventory","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/inventory/summary/{subaccountId}","href":"/knowledge-base/api-reference/v2/tax/list-summary-of-inventory"},{"title":"List Gains Cost Basis","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/gains/costbasis/{subaccountId}","href":"/knowledge-base/api-reference/v2/tax/list-gains-cost-basis"},{"title":"List Gains","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/gains/summary/{subaccountId}","href":"/knowledge-base/api-reference/v2/tax/list-gains"},{"title":"Get Subaccount Tax Forms","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/subaccounts/{subaccountId}/forms","href":"/knowledge-base/api-reference/v2/tax/get-subaccount-tax-forms"},{"title":"Get Program Customer Tax Forms","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /tax/clients/{customerId}/forms","href":"/knowledge-base/api-reference/v2/tax/get-program-customer-tax-forms"}]}]},{"group":"Trading","icon":"money-bill-trend-up","pages":[{"group":"Trading","expanded":false,"pages":[{"title":"Request a quote","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /trading/quote","href":"/knowledge-base/api-reference/v2/trading/request-a-quote"},{"title":"Accept a quote","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /trading/quote/accept","href":"/knowledge-base/api-reference/v2/trading/accept-a-quote"},{"title":"Place an order","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /trading/order","href":"/knowledge-base/api-reference/v2/trading/place-an-order"},{"title":"List orders","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/orders","href":"/knowledge-base/api-reference/v2/trading/list-orders"},{"title":"Get order by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/orders/{orderId}","href":"/knowledge-base/api-reference/v2/trading/get-order-by-id"},{"title":"List trades","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/trades","href":"/knowledge-base/api-reference/v2/trading/list-trades"},{"title":"Get trade by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/trades/{tradeId}","href":"/knowledge-base/api-reference/v2/trading/get-trade-by-id"},{"title":"List outstanding trading positions","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/positions","href":"/knowledge-base/api-reference/v2/trading/list-outstanding-trading-positions"},{"title":"List settlements","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/settlements","href":"/knowledge-base/api-reference/v2/trading/list-settlements"},{"title":"Get settlement by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/settlements/{settlementId}","href":"/knowledge-base/api-reference/v2/trading/get-settlement-by-id"},{"title":"List trades by settlement","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/settlements/{settlementId}/trades","href":"/knowledge-base/api-reference/v2/trading/list-trades-by-settlement"},{"title":"List trading accounts","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/accounts","href":"/knowledge-base/api-reference/v2/trading/list-trading-accounts"},{"title":"Get a trading account by id","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/accounts/{accountId}","href":"/knowledge-base/api-reference/v2/trading/get-a-trading-account-by-id"},{"title":"List trading account balances","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/accounts/{accountId}/balances","href":"/knowledge-base/api-reference/v2/trading/list-trading-account-balances"},{"title":"Get trading account credit limit and usage","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/accounts/{accountId}/credit","href":"/knowledge-base/api-reference/v2/trading/get-trading-account-credit-limit-and-usage"},{"title":"Get market data snapshot","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/marketdata","href":"/knowledge-base/api-reference/v2/trading/get-market-data-snapshot"},{"title":"List supported trading pairs","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml get /trading/pairs","href":"/knowledge-base/api-reference/v2/trading/list-supported-trading-pairs"},{"title":"Place an async order","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /trading/async-order","href":"/knowledge-base/api-reference/v2/trading/place-an-async-order"},{"title":"Cancel an async order","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2.yaml post /trading/async-order/cancel","href":"/knowledge-base/api-reference/v2/trading/cancel-an-async-order"}]}]},{"group":"Named Virtual Accounts","icon":"layer-group","pages":[{"group":"Owner onboarding","pages":[{"title":"Begin owner onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml post /onboarding/customers","href":"/knowledge-base/api-reference/v2-platforms/onboarding/begin-owner-onboarding-application"},{"title":"Submit owner onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml post /onboarding/customers/{customerId}/submit","href":"/knowledge-base/api-reference/v2-platforms/onboarding/submit-owner-onboarding-application"},{"title":"Get owner onboarding application by ID","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml get /onboarding/customers/{customerId}","href":"/knowledge-base/api-reference/v2-platforms/onboarding/get-owner-onboarding-application-by-id"},{"title":"Update owner onboarding application","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml put /onboarding/customers/{customerId}","href":"/knowledge-base/api-reference/v2-platforms/onboarding/update-owner-onboarding-application"},{"title":"List owner onboarding applications","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml get /onboarding/customers","href":"/knowledge-base/api-reference/v2-platforms/onboarding/list-owner-onboarding-applications"}]},{"group":"Virtual accounts","pages":[{"title":"List virtual accounts for a wallet","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml get /wallets/{walletId}/virtual-accounts","href":"/knowledge-base/api-reference/v2-platforms/virtual-accounts/list-virtual-accounts-for-a-wallet"},{"title":"Create a virtual account for a wallet","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml post /wallets/{walletId}/virtual-accounts","href":"/knowledge-base/api-reference/v2-platforms/virtual-accounts/create-a-virtual-account-for-a-wallet"},{"title":"Get a virtual account","deprecated":null,"version":null,"openapi":"/knowledge-base/openapi/v2_platforms.yaml get 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