Bash

curl -X POST "https://authx.sandbox.eve.markets/v1/oauth2/token" \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET"

Response

{"access_token": "eyJ...", "expires_in": 899, "token_type": "Bearer"}

curl -H "Authorization: Bearer eyJ..." \
  "https://broker-api.sandbox.eve.markets/v1/accounts"

curl -H "APCA-API-KEY-ID: xxx" \
  -H "APCA-API-SECRET-KEY: xxx" \
  "https://api.eve.markets/v2/account"

JSON

{
  "contact": {
    "email_address": "john@example.com",
    "phone_number": "7065912538",
    "street_address": ["20 S Craig Ave"],
    "city": "San Mateo",
    "state": "CA",
    "postal_code": "33345"
  },
  "identity": {
    "given_name": "John",
    "family_name": "Doe",
    "date_of_birth": "1990-01-01",
    "tax_id_type": "USA_SSN",
    "tax_id": "661010666",
    "country_of_citizenship": "USA",
    "country_of_birth": "USA",
    "country_of_tax_residence": "USA",
    "funding_source": ["employment_income"],
    "annual_income_min": "50000",
    "annual_income_max": "100000",
    "total_net_worth_min": "100000",
    "total_net_worth_max": "500000",
    "liquid_net_worth_min": "50000",
    "liquid_net_worth_max": "250000",
    "liquidity_needs": "does_not_apply",
    "investment_experience": "limited",
    "risk_tolerance": "moderate",
    "investment_objective": "growth",
    "employment_status": "employed",
    "employer_name": "Acme Corp",
    "visa_type": "not_applicable"
  },
  "disclosures": {
    "is_control_person": false,
    "is_affiliated_exchange_or_finra": false,
    "is_politically_exposed": false,
    "is_immediate_family_exposed": false,
    "employment_status": "employed"
  },
  "agreements": [
    {
      "agreement": "customer_agreement",
      "signed_at": "2024-01-01T00:00:00Z",
      "ip_address": "127.0.0.1"
    },
    {
      "agreement": "options_agreement",
      "signed_at": "2024-01-01T00:00:00Z",
      "ip_address": "127.0.0.1"
    }
  ],
  "trusted_contact": {
    "given_name": "Jane",
    "family_name": "Doe",
    "email_address": "jane@example.com"
  }
}

JSON

{
  "primary_account_holder_id": "existing-account-uuid",
  "account_type": "ira",
  "minor_type": "traditional_ira"
}

POST /v1/accounts/{'{id}'}/cip

{
  "tax_id_type": "USA_SSN",
  "tax_id": "661010666",
  "date_of_birth": "1990-01-01"
}

curl -X POST "https://broker-api.sandbox.eve.markets/v1/accounts/{id}/documents/upload" \
  -H "Authorization: Bearer ..." \
  -F "file=@driver_license.jpg" \
  -F "document_type=id_card" \
  -F "document_sub_type=drivers_license"

curl -X POST "https://broker-api.sandbox.eve.markets/v1/accounts/{id}/documents/upload" \
  -H "Authorization: Bearer ***" \
  -F "file=@utility_bill.pdf" \
  -F "document_type=proof_of_address" \
  -F "document_sub_type=utility_bill"

GET /v1/accounts/{account_id}/onfido-sdk-tokens
→ {"sdk_token": "eyJ..."}

JavaScript

import { Onfido } from 'onfido-sdk-ui';

Onfido.init({
  token: sdkToken,
  containerId: 'onfido-mount',
  onComplete: (data) => {
    fetch('/api/onfido-result', {
      method: 'PATCH',
      body: JSON.stringify({ account_id, result: data })
    });
  }
});

PATCH /v1/accounts/{account_id}/onfido-sdk
# Body can be empty (Onfido auto-notifies Eve)

POST /v1/accounts/{id}/documents/upload \
  -F "file=@w8ben.pdf" \
  -F "document_type=w8ben"

Python (pseudocode)

class EveKYC:
    def onboard(self, user_data):
        # 1. Create account
        account = self.api.post('/v1/accounts', {
            'contact': user_data.contact,
            'identity': {
                'given_name': user_data.first_name,
                'family_name': user_data.last_name,
                'date_of_birth': user_data.dob,  # "1990-01-01"
                'tax_id_type': 'USA_SSN',
                'tax_id': user_data.ssn,  # "661010666"
                'funding_source': ['employment_income'],
                'annual_income_min': user_data.income_range,
            },
            'disclosures': {},
            'agreements': [
                {'agreement': 'customer_agreement', 'signed_at': now, 'ip_address': user_ip}
            ]
        })
        account_id = account['id']

        # 2. Trigger Onfido
        sdk_token = self.api.get(f'/v1/accounts/{account_id}/onfido-sdk-tokens')
        return account_id, sdk_token['sdk_token']

    def on_onfido_complete(self, account_id):
        # 3. Notify Eve after Onfido completes
        self.api.patch(f'/v1/accounts/{account_id}/onfido-sdk')
        # 4. If Fully-Disclosed, submit CIP
        self.api.post(f'/v1/accounts/{account_id}/cip', {
            'tax_id_type': 'USA_SSN',
            'tax_id': ssn,
            'date_of_birth': dob
        })

    def check_status(self, account_id):
        # 5. Poll or listen via SSE for status changes
        acct = self.api.get(f'/v1/accounts/{account_id}')
        return acct['status']  # SUBMITTED / ACTION_REQUIRED / APPROVED / ACTIVE

JSON

"funding_source": ["employment_income"]  // at least one required
"annual_income_min": "50000_99999"        // annual income range

POST /v1/accounts/{'{id}'}/transfers

{
  "transfer_type": "ach",
  "relationship_id": "rel-uuid",
  "direction": "INCOMING",
  "amount": "5000.00"
}

POST /v1/accounts/{'{id}'}/ach-relationships

{
  "processor_token": "plaid-processor-token",
  "account_owner_name": "John Doe"
}

POST /v1/accounts/{'{id}'}/transfers

{
  "transfer_type": "ach",
  "relationship_id": "rel-uuid",
  "direction": "INCOMING",
  "amount": "1000.00"
}

POST /v1/accounts/{'{id}'}/recipient-banks

{
  "name": "Chase",
  "bank_code_type": "ABA",
  "bank_code": "021000021",
  "account_number": "123456789"
}

POST /v1/accounts/{'{id}'}/transfers

{
  "transfer_type": "wire",
  "bank_id": "bank-uuid",
  "direction": "OUTGOING",
  "amount": "5000.00",
  "fee_payment_method": "user"
}

POST /v1/accounts/{'{id}'}/recipient-banks

{
  "name": "HSBC Hong Kong",
  "bank_code_type": "SWIFT",
  "bank_code": "HSBCHKHH",
  "account_number": "000123456",
  "bank_country_code": "HKG",
  "bank_city": "Hong Kong",
  "international_bank_name": "HSBC"
}

POST /v1/journals

{
  "from_account": "account-id-A",
  "to_account": "account-id-B",
  "entry_type": "JNLC",
  "amount": "1000.00"
}

POST /v2/orders

{
  "symbol": "AAPL",
  "qty": 1,
  "side": "buy",
  "type": "market",
  "time_in_force": "day",
  "client_order_id": "my-order-001"
}

GET /v2/positions              # List all positions
GET /v2/positions/{symbol}    # Get specific position
DELETE /v2/positions/{symbol} # Close position

GET /v2/stocks/{symbol}/quotes/latest   # Latest quote
GET /v2/stocks/{symbol}/bars            # Historical bars
GET /v2/stocks/{symbol}/trades/latest   # Latest trades

JavaScript

const eventSource = new EventSource(
  'https://broker-api.sandbox.eve.markets/v1/events?token=YOUR_TOKEN'
);

eventSource.onmessage = (event) => {
  const data = JSON.parse(event.data);
  console.log('Event:', data);
  // Deduplicate using data.at field
};

POST /v1/rebalancing/runs

{
  "account_id": "account-uuid",
  "portfolio_type": "predefined",
  "portfolio_name": "Tech Focus",
  "allocation": {
    "AAPL": 0.40,
    "MSFT": 0.30,
    "GOOGL": 0.30
  }
}

POST /v1/ipo/subscriptions

{
  "account_id": "account-uuid",
  "ipo_id": "ipo-uuid",
  "shares": 100,
  "price_limit": "50.00"
}

GET /v1/treasuries          # List available treasuries
POST /v1/orders            # Submit bond order with CUSIP

GET /v1/account/portfolio/{account_id}  # End-of-day snapshot
GET /v1/statements                     # List statements

POST /v1/accounts

{
  "account_type": "trading",
  "managed": true,
  "manager_id": "advisor-uuid"
}

POST /v1/acat/transfers

{
  "account_id": "account-uuid",
  "transfer_type": "FULL",
  "contra_broker": "DTC#",
  "contra_account_number": "12345678"
}