Enterprise reporting, API clients and webhooks
Enterprise features are intended for approved organisations, finance teams and system integrations.
Enterprise reports
Enterprise reporting can create exports, scheduled report deliveries and delivery logs.
Common report uses:
- Account exports.
- Trade history.
- Daily market summary.
- Portfolio and holding reports.
- Finance or reconciliation exports.
Report schedules
Create schedules to deliver reports automatically. You can set frequency, destination and enabled/disabled status depending on the current UI.
API clients
Eligible customers can create API clients for machine-to-machine access. API clients should be scoped carefully and rotated when needed.
API key rotation
Rotate API keys if they may have been exposed or as part of normal security hygiene. Store keys only in secure systems.
Webhooks
Webhooks send event notifications to your system. Configure a secure HTTPS endpoint and subscribe to only the events you need.
Enterprise API fees
Enterprise API Starter and Scale subscription fees may apply, with included allowance and overage fees for API calls and webhook deliveries.