Transactions
A transaction is an activity in one of your firm's accounts that the custodian reports, such as a buy, a sell, a deposit or a dividend. The console shows transactions on the Transactions page and on the Transactions tab of a household and of an account.
type and subType classify each transaction, and transactionCode is the code the custodian gives it. Each list returns the newest transactions first, and leaves out cancelled transactions.
To list your firm's transactions of the last 90 days, call List transactions. To list the transactions of one account or one household, call List the transactions of an account or List the transactions of a household.
List transactions
Returns your firm's transactions of the last 90 days, newest first. To list older transactions, call **List the transactions of an account** or **List the transactions of a household**.
List the transactions of an account
Returns the transactions of the account with the given ID, newest first, up to today. If your firm has no account with that ID, the response is `404`.
List the transactions of a household
Returns the transactions of the accounts of the household with the given ID, newest first. Send `start-date` and `end-date` for the transactions between two dates. If your firm has no household with that ID, the response is `404`.