# Partner API Changelog ## May 2026 ### 2026-05-08 - Added new endpoint for fetching all customer ACH originations [Listing customer ach originations](/products/partner-api/reference/ach/list_customer_ach_originations_api_v1_customers__customer_id__ach_originating__get) ### 2026-05-07 - Added new endpoint for fetching all customer cards [Listing customer cards](/products/partner-api/reference/manage-cards/list_customer_cards_api_v1_customers__customer_id__cards__get) - 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](/products/partner-api/reference/physical-cards/list_customer_card_orders_api_v1_customers__customer_id__card_orders__get) - 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](/products/partner-api/reference/portals-v2/list_pocket_portals_api_v2_pockets__pocket_id__portals__get) API endpoint. - Added [List Customer Portals](/products/partner-api/reference/portals-v2/list_customer_portals_api_v2_customers__customer_id__portals__get) API endpoint. - Added [Get Portal](/products/partner-api/reference/portals-v2/get-pocket-portal) API endpoint. - Added [Create Portal](/products/partner-api/reference/portals-v2/create_portal_api_v2_pockets__pocket_id__portals__post) API endpoint. - Added [Update Portal](/products/partner-api/reference/portals-v2/update_portal_api_v2_pockets__pocket_id__portals__portal_id___patch) API endpoint. - Added [Get Funding Instructions](/products/partner-api/reference/portals-v2/portal-list-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](/products/partner-api/reference/counterparties-v2/create_counterparty_api_v2_customers__customer_id__counterparties__post) and [fetching](/products/partner-api/reference/counterparties-v2/list_counterparties_api_v2_customers__customer_id__counterparties__get) 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](/products/partner-api/reference/transactions-v2/list-pocket-transactions-v2), [Listing customer transactions](/products/partner-api/reference/transactions-v2/list-customer-transactions-v2) and [Listing partner transactions](/products/partner-api/reference/transactions-v2/list-partner-transactions-v2). - Added support for including sweeps in [Listing pocket transactions](/products/partner-api/reference/transactions-v2/list-pocket-transactions-v2), [Listing customer transactions](/products/partner-api/reference/transactions-v2/list-customer-transactions-v2) and [Listing partner transactions](/products/partner-api/reference/transactions-v2/list-partner-transactions-v2). ## August 2025 ### 2025-08-26 - Added a new way of getting a [Single Pocket](/products/partner-api/reference/pockets/get-single-pocket-v2) - Added a new an endpoint to [fetch the earnings for a single pocket](/products/partner-api/reference/pockets/get-earnings-v2) - 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](/products/partner-api/reference/counterparties-v2/list_counterparties_api_v2_customers__customer_id__counterparties__get). ### 2025-03-06 - Added support for creating an international wire counterparty [Creating a counterparty](/products/partner-api/reference/counterparties-v2/create_counterparty_api_v2_customers__customer_id__counterparties__post). ## February 2025 ### 2025-02-26 - Added support for creating an unverified wire counterparty [Creating a counterparty](/products/partner-api/reference/counterparties-v2/create_counterparty_api_v2_customers__customer_id__counterparties__post). ### 2025-02-25 - Added new transactions endpoints. Endpoint to [fetch transactions for a pocket](/products/partner-api/reference/transactions-v2/list-pocket-transactions-v2), endpoint to [fetch transactions for a customer](/products/partner-api/reference/transactions-v2/list-customer-transactions-v2) and an endpoint to [fetch transactions for a partner](/products/partner-api/reference/transactions-v2/list-partner-transactions-v2) across all customers. - Added [List Customer Portals](/products/partner-api/reference/portals/list_customer_portals_api_v1_customers__customer_id__portals__get) API endpoint. ### 2025-02-24 - Added a new endpoint to [Update a Counterparty](/products/partner-api/reference/counterparties-v2/update_counterparty_api_v2_customers__customer_id__counterparties__counterparty_id___patch) - 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](/products/partner-api/reference/pockets/list-all-pockets-v2), [Listing customer pockets](/products/partner-api/reference/pockets/list-pockets-v2) and [Getting a pocket](/products/partner-api/reference/pockets/get-pocket-v2). - 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](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get), [List Account Transactions](/products/partner-api/reference/transactions/list_account_transactions_api_v1_jiko_accounts__account_id__transactions__get) 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](/products/partner-api/reference/subscriptions/create_subscription_api_v1_subscriptions__post) for more information. ## October 2024 - Added `counterparty` field to `on_us_transaction` detail model for [List Customer Transactions](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get), [List Account Transactions](/products/partner-api/reference/transactions/list_account_transactions_api_v1_jiko_accounts__account_id__transactions__get) and [Get Account Transaction](/products/partner-api/reference/transactions/get_account_transaction_api_v1_jiko_accounts__account_id__transactions__transaction_id___get) 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](/products/partner-api/reference/counterparties-v2/list_counterparties_api_v2_customers__customer_id__counterparties__get). ### 2024-08-15 - Added support for On Us counterparties for [Listing customer counterparties](/products/partner-api/reference/counterparties-v2/list_counterparties_api_v2_customers__customer_id__counterparties__get). - Added new Peer To Peer option to [Create On-Us Transfer](/products/partner-api/reference/on-us-transfers/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](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get), [List Account Transactions](/products/partner-api/reference/transactions/list_account_transactions_api_v1_jiko_accounts__account_id__transactions__get) and [Get Account Transaction](/products/partner-api/reference/transactions/get_account_transaction_api_v1_jiko_accounts__account_id__transactions__transaction_id___get) endpoints. - Added support for filtering cards by card type to the [List Account Cards](/products/partner-api/reference/manage-cards/list_account_cards_api_v1_jiko_accounts__account_id__cards__get) endpoint - Added support for filtering cards by time created to the [List Account Cards](/products/partner-api/reference/manage-cards/list_account_cards_api_v1_jiko_accounts__account_id__cards__get) endpoint - Added new field 'creation_time' to [List Account Cards](/products/partner-api/reference/manage-cards/list_account_cards_api_v1_jiko_accounts__account_id__cards__get) endpoint response model - Added [Get Beneficial Owners](/products/partner-api/reference/customers/get_beneficial_owners_api_v1_customers__customer_id__beneficial_owners__get) API endpoint. ## May 2024 ### 2024-05-10 - Added support for creating pre approved ACH counterparty [Creating a counterparty](/products/partner-api/reference/counterparties-v2/create_counterparty_api_v2_customers__customer_id__counterparties__post). ### 2024-05-07 - Added a `PreVerifiedVerification` option for [Creating a counterparty](/products/partner-api/reference/counterparties-v2/create_counterparty_api_v2_customers__customer_id__counterparties__post). ## April 2024 - Added [Update Customer Data](/products/partner-api/reference/customers/update_customer_data_api_v1_customers__customer_id___patch) API endpoint. - Added new `async_mode` option when creating on-us transfers ## March 2024 - Added `tradable_id` field to [List Customer Trades](/products/partner-api/reference/trades/list_customer_trades_api_v1_customers__customer_id__trades__get) and [List Customer Transactions](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get) API endpoint. - Added support for filtering by trade date to and from to [List Customer Trades](/products/partner-api/reference/trades/list_customer_trades_api_v1_customers__customer_id__trades__get) and [List Customer Transactions](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get) API endpoints. - Added support for filtering by types, timestamp_from and timestamp_to to the [List Customer Transactions](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get), [List Account Transactions](/products/partner-api/reference/transactions/list_account_transactions_api_v1_jiko_accounts__account_id__transactions__get) 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": "" }` object to the [Update Pocket](/products/partner-api/reference/pockets/update-pocket-v2) 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](/products/partner-api/reference/ach/list_ach_originations_api_v1_jiko_accounts__account_id__ach_originating__get) API endpoint - Added support for filtering by portal id and card id to the [List Customer Transactions](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get), [List Account Transactions](/products/partner-api/reference/transactions/list_account_transactions_api_v1_jiko_accounts__account_id__transactions__get) API endpoints. - Added support for filtering by status and direction to the [List ACH Originations](/products/partner-api/reference/ach/list_ach_originations_api_v1_jiko_accounts__account_id__ach_originating__get) API endpoint - Added support for filtering by card status to the [List Account Cards](/products/partner-api/reference/manage-cards/list_account_cards_api_v1_jiko_accounts__account_id__cards__get) 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](/products/partner-api/reference/pockets/list-all-pockets-v2) - Added [Get Health Check](/products/partner-api/reference/health/get-health-check) API endpoint. ## December 2023 - Business Application additions: - Added [Create Application](/products/partner-api/reference/businesses/create-business-application) API endpoint. - Added [Get Application](/products/partner-api/reference/businesses/get-business-application) API endpoint. - Added [Update Application](/products/partner-api/reference/businesses/update-business-application) API endpoint. - Added [Apply](/products/partner-api/reference/businesses/business-application-apply) API endpoint. - Related Party Application additions: - Added [List Related Party](/products/partner-api/reference/businesses/list-related-party-application) API endpoint. - Added [Create Related Party](/products/partner-api/reference/businesses/create-related-party-application) API endpoint. - Added [Delete Related Party](/products/partner-api/reference/businesses/delete-related-party-application) API endpoint. - Added [Update Related Party](/products/partner-api/reference/businesses/update-related-party-application) API endpoint. - Document Upload additions: - Added [List Document Requests](/products/partner-api/reference/businesses/list-document-requests-businesses) API endpoint. - Added [Upload Document](/products/partner-api/reference/businesses/upload-application-document) API endpoint. - Wire additions: - Added [Create Wire](/products/partner-api/reference/wires/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](/products/partner-api/reference/portals/close_portal_api_v1_jiko_accounts__account_id__portals__portal_id__close__post) API endpoint. - Added [Update Portal](/products/partner-api/reference/portals/update_portal_api_v1_jiko_accounts__account_id__portals__portal_id___patch) API endpoint. ## October 2023 - Added enum value `PENDING` to the [Get Customer Data](/products/partner-api/reference/customers/get_customer_data_api_v1_customers__customer_id___get) `account_status` field, signalling that a customer has no open pocket. ## July 2023 ### 2023-07-17 - Added a new endpoint for [Updating a Pocket](/products/partner-api/reference/pockets/update-pocket-v2) ### 2023-07-14 - Added a new endpoint for [Listing customer pockets](/products/partner-api/reference/pockets/list-pockets-v2). - Added a new endpoint for [Getting a pocket](/products/partner-api/reference/pockets/get-single-pocket-v2). - Added [Get Account Portal](/products/partner-api/reference/portals/get-account-portal) API endpoint. ## June 2023 ### 2023-06-23 - Added a new endpoint for [Creating a pocket](/products/partner-api/reference/pockets/create_pocket_api_v2_customers__customer_id__pockets__post). ## May 2023 ### 2023-05-26 - Added a new endpoint for [Listing pocket configurations](/products/partner-api/reference/trading-strategies/list_trading_strategies_api_v2_trading_strategies__get) (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](/products/partner-api/reference/counterparties-v2/create_counterparty_api_v2_customers__customer_id__counterparties__post). - Added a new endpoint for [Listing customer counterparties](/products/partner-api/reference/counterparties-v2/list_counterparties_api_v2_customers__customer_id__counterparties__get). - Added a new endpoint for [Getting a single counterparty](/products/partner-api/reference/counterparties-v2/get_counterparty_api_v2_customers__customer_id__counterparties__counterparty_id___get). - Added [Create Portal](/products/partner-api/reference/portals/create_portal_api_v1_jiko_accounts__account_id__portals__post) 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](/products/partner-api/reference/individuals/list_agreements_api_v1_agreements__get) 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](/products/partner-api/reference/sandbox/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](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get), [List Account Transactions](/products/partner-api/reference/transactions/list_account_transactions_api_v1_jiko_accounts__account_id__transactions__get) and [Get Account Transaction](/products/partner-api/reference/transactions/get_account_transaction_api_v1_jiko_accounts__account_id__transactions__transaction_id___get) endpoints. ## January 2023 ### 2023-01-25 - Added [Create On-Us Transfer](/products/partner-api/reference/on-us-transfers/create-on-us-transfer) API endpoint. - Added [Get On-Us Transfer](/products/partner-api/reference/on-us-transfers/get-on-us-transfer) API endpoint. ### 2023-01-18 - Added two optional filtering query parameters to the [List Customer Statements](/products/partner-api/reference/statements/list_customer_statements_api_v1_customers__customer_id__statements__get) 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](/products/partner-api/reference/statements/list_account_statements_api_v1_jiko_accounts__account_id__statements__get) endpoint as deprecated. Please use the [List Customer Statements](/products/partner-api/reference/statements/list_customer_statements_api_v1_customers__customer_id__statements__get) 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](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get). ### 2023-01-06 - Added optional field `originally_onboarded_at` to request body in [Create Application](/products/partner-api/reference/individuals/create_application_api_v1_applications__post) ## November 2022 ### 2022-11-09 - New counterparty type `WIRE` with a `wire` field, returned in [Get Counterparty](/products/partner-api/reference/counterparties/get_counterparty_api_v1_customers__customer_id__counterparties__counterparty_id___get) and [List Counterparties](/products/partner-api/reference/counterparties/list_counterparties_api_v1_customers__customer_id__counterparties__get) ## September 2022 ### 2022-09-28 - Added [List Customer Statements](/products/partner-api/reference/statements/list_customer_statements_api_v1_customers__customer_id__statements__get) API endpoint. ### 2022-09-27 - Added [Get Customer Data](/products/partner-api/reference/customers/get_customer_data_api_v1_customers__customer_id___get) API endpoint. ### 2022-09-07 - Added [List Customer Trades](/products/partner-api/reference/trades/list_customer_trades_api_v1_customers__customer_id__trades__get) API endpoint. - Added [List Customer Transactions](/products/partner-api/reference/transactions/list_customer_transactions_api_v1_customers__customer_id__transactions__get) API endpoint. ## August 2022 ### 2022-08-29 - Added `name` field to the [List Customer Accounts](/products/partner-api/reference/accounts/list_customer_accounts_api_v1_customers__customer_id__jiko_accounts__get) and [Get Customer Account](/products/partner-api/reference/accounts/get_customer_account_api_v1_jiko_accounts__account_id___get) API endpoints ### 2022-08-16 - Added [Get Account Transaction](/products/partner-api/reference/transactions/get_account_transaction_api_v1_jiko_accounts__account_id__transactions__transaction_id___get) API endpoint ### 2022-08-05 - Added [List ACH Originations](/products/partner-api/reference/ach/list_ach_originations_api_v1_jiko_accounts__account_id__ach_originating__get) API endpoint