Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get Wire Deposit Instructions

This request returns the Folio settlement bank account information for clients to set up Fed wire transfers from their bank account to deposit money into their brokerage account.

Note: There are numerous restrictions related to deposits into different types of brokerage accounts based upon account and user characteristics (e.g., no contributions into a beneficiary IRA or any IRA when the account owner is over 70½ years old, etc.) which will be checked when sent through this API and or when the funds are received at Folio. Learn more in the Folio Institutional Help Center.

Request URL

Syntax GET /restapi/accounts/{accountnumber}/cashtransfers/wireinstructions
Example URL https://testapi.foliofn.com/restapi/accounts/RA1234ABCD/cashtransfers/wireinstructions

Response Data Fields

Field Description
wireAccountName Folio’s bank account name used when filling out wire transfer form.
wireAddress Folio’s wire bank name and address used when filling out wire transfer form.
wireRoutingAbaNumber Folio’s bank routing number used when filling out wire transfer form.
wireAccountNumber Folio’s bank account number used when filling out wire transfer form.
forFurtherCredit The further credit information. Fill in the exact text of the client’s Folio account number and full name.

Response Example


HTTP/1.1 200 OK
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Content-Type: application/json
Transfer-Encoding: chunked
Date: Tue, 05 Aug 2014 14:18:13 GMT
{
  "accountName" : "Folio Investments, Inc.",
  "accountNumber" : "153910326385",
  "address" : {
    "city" : "St. Louis",
    "country" : "US",
    "line1" : "US Bank NA",
    "line2" : "One US Bank Plaza",
    "state" : "MO",
    "zipcode" : "63101"
  },
  "forFurtherCredit" : "RA1234ABCD FBO Sam Uncle",
  "routingAbaNumber" : "081000210"
}


Change Log

04/29/2016

  1. Added Change Log

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