Partner API Changelog

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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