Partner API Changelog

June 2026

2026-06-09

Added new endpoints for fetching wires:
- List Wires for fetching wires, optionally filtered by pocket_id (a single pocket) and/or customer_id (all of a customer's pockets).
- Get Wire for fetching a single wire, optionally scoped to a customer_id.
The list endpoint supports filtering by direction (INCOMING or OUTGOING).

2026-06-03

Added new optional fields pricing_timestamp and appreciation_per_second to the Portfolio response on the Pockets endpoints. These are populated for pockets backed by accounts with the real_time_yield attribute, and allow consumers to interpolate total_value forward between server-side price updates as total_value + appreciation_per_second × (now - pricing_timestamp).

May 2026

2026-05-08

Added new endpoint for fetching all customer ACH originations Listing customer ach originations

2026-05-07

Added new endpoint for fetching all customer cards Listing customer cards
Added pocket_id as part of the Card result, to determine what pocket the card is associated with.
Added new endpoint for fetching all customer card orders Listing customer card orders
Added new optional field magstripe_status to Set Card Status. Supported values are ON and OFF (default). The card_status must be set to ONLINE for the magstripe_status update to take effect.

2026-05-05

Introduced V2 of the Portals API, now with support for on-chain crypto deposit addresses alongside the existing virtual bank account portals.
- Added List Portals API endpoint.
- Added List Customer Portals API endpoint.
- Added Get Portal API endpoint.
- Added Create Portal API endpoint.
- Added Update Portal API endpoint.
- Added Get Funding Instructions API endpoint, returning funding instructions for all payment rails supported by a portal.
Added a new CRYPTO_DEPOSIT_ADDRESS_PORTAL portal type with chain and wallet_address fields, available to query via the type[] filter on the list endpoints.

April 2026

2026-04-22

Added new optional field transfer_type to Internal Reallocation transfers. Supported values are BANK_TRANSFER (default) and SECURITY_TRANSFER. BANK_TRANSFER sells the CSIP from the origin pocket and buys new CSIP for the destination pocket (T+1 settlement). SECURITY_TRANSFER moves QCIPs directly between pockets instantly.

March 2026

2026-03-31

Added new field identifier_type to InternationalWireCounterpartyV2 and CreateInternationalWireCounterpartyRequest models to allow for IBAN account numbers when creating and fetching International Wire Counterparties.

October 2025

2025-10-15

Added new optional field identification_number_issuing_country to Retail and Business applications, that refers to the country that issued the identification number. This field will be made mandatory in the future for identification numbers that aren't a US SSN or EIN.

September 2025

2025-09-15

Added support for filtering by time_settled in Listing pocket transactions, Listing customer transactions and Listing partner transactions.
Added support for including sweeps in Listing pocket transactions, Listing customer transactions and Listing partner transactions.

August 2025

2025-08-26

Added a new way of getting a Single Pocket
Added a new an endpoint to fetch the earnings for a single pocket
Deprecated the all_time_earnings field of the Pockets/accounts endpoint response models. This field will be removed after 2026-08-01.

2025-08-14

Added a wire_instructions field to the WireCounterpartyV2 and InternationalWireCounterpartyV2 models.

April 2025

2025-04-16

Added a new liquidation_value_t0 field to the Pocket model.
Added a new liquidation_value_t1 field to the Pocket model.

March 2025

2025-03-10

Added support for filtering by multiple types for Listing customer counterparties.

2025-03-06

Added support for creating an international wire counterparty Creating a counterparty.

February 2025

2025-02-26

Added support for creating an unverified wire counterparty Creating a counterparty.

2025-02-25

Added new transactions endpoints. Endpoint to fetch transactions for a pocket, endpoint to fetch transactions for a customer and an endpoint to fetch transactions for a partner across all customers.
Added List Customer Portals API endpoint.

2025-02-24

Added a new endpoint to Update a Counterparty
Added a new payment_rails field to the Portal model.

2025-02-18

Added a new enum value ALL_TIME_EARNINGS to the omit request field for List all pockets, Listing customer pockets and Getting a pocket.
The all_time_earnings field is now optional the for Portfolio model

December 2024

Added support for filtering by wire id and ON-US transfer id to the List Customer Transactions, List Account Transactions API endpoints.

November 2024

Added support for specifying retry policies for webhook subscriptions in case Jiko encounters HTTP errors calling a subscription URL with a webhook. Subscriptions will by default not have a defined retry policy. See Create Subscription for more information.

October 2024

Added counterparty field to on_us_transaction detail model for List Customer Transactions, List Account Transactions and Get Account Transaction endpoints.

September 2024

2024-09-11

Added a new fees field to the Pocket model.

2024-09-03

Added a new attributes field to the Pocket model.

August 2024

2024-08-16

Added support for filtering by status for Listing customer counterparties.

2024-08-15

Added support for On Us counterparties for Listing customer counterparties.
Added new Peer To Peer option to Create On-Us Transfer API endpoint.
Added new return type to on-us transfer representing Peer To Peer transfers
Updated the PATCH Customer endpoint, for the ability to close an approved customer that has no funds in their accounts.

July 2024

Added new Business Document Types ORG_CHART and BUSINESS_DESCRIPTION, that may be requested for a Business Application in Manual review via a Document Request.

June 2024

Added ach_id, ach_direction and portal_id fields to the ACH transaction details object of the List Customer Transactions, List Account Transactions and Get Account Transaction endpoints.
Added support for filtering cards by card type to the List Account Cards endpoint
Added support for filtering cards by time created to the List Account Cards endpoint
Added new field 'creation_time' to List Account Cards endpoint response model
Added Get Beneficial Owners API endpoint.

May 2024

2024-05-10

Added support for creating pre approved ACH counterparty Creating a counterparty.

2024-05-07

Added a PreVerifiedVerification option for Creating a counterparty.

April 2024

Added Update Customer Data API endpoint.
Added new async_mode option when creating on-us transfers

March 2024

Added tradable_id field to List Customer Trades and List Customer Transactions API endpoint.
Added support for filtering by trade date to and from to List Customer Trades and List Customer Transactions API endpoints.
Added support for filtering by types, timestamp_from and timestamp_to to the List Customer Transactions, List Account Transactions API endpoints.

February 2024

2024-02-23

Added a way for partners to close pockets via the API. You can now close a pocket by supplying a { "status": "CLOSED", "closure_reason": "<ClosureReasonType>" } object to the Update Pocket endpoint.

2024-02-14

Added a description field to the Security model returned by the pockets endpoints.
Added support for filtering by status and direction to the List ACH Originations API endpoint
Added support for filtering by portal id and card id to the List Customer Transactions, List Account Transactions API endpoints.
Added support for filtering by status and direction to the List ACH Originations API endpoint
Added support for filtering by card status to the List Account Cards endpoint.
Added support for full withdrawals when performing on-us transfers by using the new amount field.
Added support for listing fees deducted when performing on-us transfers.

January 2024

2024-01-30

Added a new yield_to_maturity and discount_yield fields to the PocketConfiguration model.

2024-01-15

Added a new endpoint to List all pockets
Added Get Health Check API endpoint.

December 2023

Business Application additions:
- Added Create Application API endpoint.
- Added Get Application API endpoint.
- Added Update Application API endpoint.
- Added Apply API endpoint.
Related Party Application additions:
- Added List Related Party API endpoint.
- Added Create Related Party API endpoint.
- Added Delete Related Party API endpoint.
- Added Update Related Party API endpoint.
Document Upload additions:
- Added List Document Requests API endpoint.
- Added Upload Document API endpoint.
Wire additions:
- Added Create Wire API endpoint.

November 2023

Added a new optional field micro_deposit to V1 ACHCounterparty model that includes an indication of number of verification attempts for ACH Counterparties verified via Micro Deposits
Added Close Portal API endpoint.
Added Update Portal API endpoint.

October 2023

Added enum value PENDING to the Get Customer Data account_status field, signalling that a customer has no open pocket.

July 2023

2023-07-17

Added a new endpoint for Updating a Pocket

2023-07-14

Added a new endpoint for Listing customer pockets.
Added a new endpoint for Getting a pocket.
Added Get Account Portal API endpoint.

June 2023

2023-06-23

Added a new endpoint for Creating a pocket.

May 2023

2023-05-26

Added a new endpoint for Listing pocket configurations (Now called List Trading Strategies).
The response from uploading documents now includes a document_id field for future reference.

2023-05-15

Added a new endpoint for Creating a counterparty.
Added a new endpoint for Listing customer counterparties.
Added a new endpoint for Getting a single counterparty.
Added Create Portal API endpoint.
Added a new category type E-SIGN for the Electronic Communications Disclosure Statement and Consent which was previously in the GENERAL category.

2023-05-05

Added a new WIRE_COUNTERPARTY_VERIFICATION document type.
File size limits raised to 50 MB for files other than ID_FRONT, ID_BACK, SELFIE and PASSPORT when uploading documents to a customer or application.
Updated documentation for both file upload endpoints.

April 2023

2023-04-28

Adds a new category field for agreements returned by the List Agreements endpoint. This category field groups all agreements into 3 categories, BANK, BROKERAGE, or GENERAL.

2023-04-19

Added a new sandbox endpoint for simulating webhook calls, Trigger Webhook.

March 2023

2023-03-30

Added a new yield_to_maturity field to the Trade model.

2023-03-15

Added a new name field to the Portal model.

February 2023

2023-02-24

Added a sandbox endpoint to fund accounts via ACH portals.

2023-02-16

Added a new disclosure type, FORM_CRS, for Customer Relationship Summary Forms.

2023-02-10

Added wire_fee_transaction and WIRE_FEE transaction type to the List Customer Transactions, List Account Transactions and Get Account Transaction endpoints.

January 2023

2023-01-25

Added Create On-Us Transfer API endpoint.
Added Get On-Us Transfer API endpoint.

2023-01-18

Added two optional filtering query parameters to the List Customer Statements endpoint:
- The type[] query parameter makes it possible to filter by different types of statements, e.g. ?type[]=BANK&type[]=BROKERAGE
- The key query parameter makes it possible to filter by either a specific month or a year, e.g. ?key=2023-01 or ?key=2022
Marked the List Account Statements endpoint as deprecated. Please use the List Customer Statements in future integrations.

2023-01-09

Added a new transaction type and corresponding details object, on_us_transaction to the response model in List Customer Transactions.

2023-01-06

Added optional field originally_onboarded_at to request body in Create Application

November 2022

2022-11-09

New counterparty type WIRE with a wire field, returned in Get Counterparty and List Counterparties

September 2022

2022-09-28

Added List Customer Statements API endpoint.

2022-09-27

Added Get Customer Data API endpoint.

2022-09-07

Added List Customer Trades API endpoint.
Added List Customer Transactions API endpoint.

August 2022

2022-08-29

Added name field to the List Customer Accounts and Get Customer Account API endpoints

2022-08-16

Added Get Account Transaction API endpoint

2022-08-05

Added List ACH Originations API endpoint