> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://partner.ninjatrader.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://partner.ninjatrader.com/_mcp/server. # Submit Managed Fund Transaction POST https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction Content-Type: application/json ### Submit a deposit or withdrawal through a managed funding method. **Available to:** Organization administrators with the shadow account manager permission (deposits); users with access to the account (withdrawals) **Environments:** Live **[Rate Limit](/overview/core-concepts/rate-limits):** No endpoint-specific limit Submit a funding request using a managed funding method — a stored set of bank instructions registered for a shadow account. Set `outgoing` to `false` for a deposit or `true` for a withdrawal. The request creates a shadow fund transaction (`fundPaymentType` of `SHR` for deposits or `SHS` for withdrawals) with status `Pending`. The transaction stays pending until it's approved or rejected, so funds don't move immediately. **Field Details** The `managedFundingMethodId` identifies the managed funding method to use. The target account is the one the funding method is registered to, and it must be linked to a shadow account you have access to. The `fundCurrencyId` must correspond to one of the supported currencies: USD, EUR, AUD, GBP, or CAD. Currency IDs are environment-specific — use the `/currency/list` endpoint to retrieve valid IDs. Set `fullBalance` to `true` on a withdrawal to request the account's entire balance. Withdrawals are validated against the account's available funds, with currency conversion taken into account. **Common Failure Scenarios** - Account is closed or restricted - Deposit submitted by a caller who is not an organization administrator with the shadow account manager permission - Withdrawal amount exceeds the account's available funds - Caller doesn't have access to the account's shadow account **Error Messages** | `errorText` | Trigger | |-------------|---------| | `"Account not open for funding"` | Account is closed or restricted | | `"The selected currency is not supported. Please select either USD, EUR, AUD, or GBP."` | `fundCurrencyId` is not a supported currency | | `"You do not have sufficient margin excess to place this request. Please decrease the amount."` | Withdrawal exceeds available funds (`errorCode: InsufficientFunds`) | **Related Endpoints** - Use [`submitShadowFundTransaction`](/api/rest-api-endpoints/funds/submit-shadow-fund-transaction) to submit a shadow account transaction directly, without a managed funding method. Reference: https://partner.ninjatrader.com/connect/api/rest-api-endpoints/funds/submit-managed-fund-transaction ## OpenAPI Specification ```yaml openapi: 3.1.0 info: title: connect version: 1.0.0 paths: /fundTransaction/submitmanagedfundtransaction: post: operationId: submit-managed-fund-transaction summary: Submit Managed Fund Transaction description: >- ### Submit a deposit or withdrawal through a managed funding method. **Available to:** Organization administrators with the shadow account manager permission (deposits); users with access to the account (withdrawals) **Environments:** Live **[Rate Limit](/overview/core-concepts/rate-limits):** No endpoint-specific limit Submit a funding request using a managed funding method — a stored set of bank instructions registered for a shadow account. Set `outgoing` to `false` for a deposit or `true` for a withdrawal. The request creates a shadow fund transaction (`fundPaymentType` of `SHR` for deposits or `SHS` for withdrawals) with status `Pending`. The transaction stays pending until it's approved or rejected, so funds don't move immediately. **Field Details** The `managedFundingMethodId` identifies the managed funding method to use. The target account is the one the funding method is registered to, and it must be linked to a shadow account you have access to. The `fundCurrencyId` must correspond to one of the supported currencies: USD, EUR, AUD, GBP, or CAD. Currency IDs are environment-specific — use the `/currency/list` endpoint to retrieve valid IDs. Set `fullBalance` to `true` on a withdrawal to request the account's entire balance. Withdrawals are validated against the account's available funds, with currency conversion taken into account. **Common Failure Scenarios** - Account is closed or restricted - Deposit submitted by a caller who is not an organization administrator with the shadow account manager permission - Withdrawal amount exceeds the account's available funds - Caller doesn't have access to the account's shadow account **Error Messages** | `errorText` | Trigger | |-------------|---------| | `"Account not open for funding"` | Account is closed or restricted | | `"The selected currency is not supported. Please select either USD, EUR, AUD, or GBP."` | `fundCurrencyId` is not a supported currency | | `"You do not have sufficient margin excess to place this request. Please decrease the amount."` | Withdrawal exceeds available funds (`errorCode: InsufficientFunds`) | **Related Endpoints** - Use [`submitShadowFundTransaction`](/api/rest-api-endpoints/funds/submit-shadow-fund-transaction) to submit a shadow account transaction directly, without a managed funding method. tags: - Funds parameters: - name: Authorization in: header description: Bearer authentication required: true schema: type: string responses: '200': description: FundTransactionResponse content: application/json: schema: $ref: '#/components/schemas/FundTransactionResponse' requestBody: content: application/json: schema: $ref: '#/components/schemas/SubmitManagedFundTransaction' servers: - url: https://live.tradovateapi.com/v1 description: https://live.tradovateapi.com/v1 components: schemas: SubmitManagedFundTransaction: type: object properties: managedFundingMethodId: type: integer format: int64 outgoing: type: boolean fundAmount: type: number format: double fundCurrencyId: type: integer format: int64 fundDescription: type: string fullBalance: type: boolean required: - managedFundingMethodId - outgoing - fundAmount - fundCurrencyId title: SubmitManagedFundTransaction FundTransactionFundPaymentType: type: string enum: - ACHR - ACHS - BOOKR - BOOKS - CKF - CKR - CKS - DCR - DCS - FPR - FX - MDF - SHR - SHS - TF - TT - WTF - WTR - WTS - XFR description: >- ACHR, ACHS, BOOKR, BOOKS, CKF, CKR, CKS, DCR, DCS, FPR, FX, MDF, SHR, SHS, TF, TT, WTF, WTR, WTS, XFR title: FundTransactionFundPaymentType FundTransactionFeePaymentType: type: string enum: - ACHR - ACHS - BOOKR - BOOKS - CKF - CKR - CKS - DCR - DCS - FPR - FX - MDF - SHR - SHS - TF - TT - WTF - WTR - WTS - XFR description: >- ACHR, ACHS, BOOKR, BOOKS, CKF, CKR, CKS, DCR, DCS, FPR, FX, MDF, SHR, SHS, TF, TT, WTF, WTR, WTS, XFR title: FundTransactionFeePaymentType FundTransactionStatus: type: string enum: - Approved - Declined - InReview - InSecondaryReview - InTransit - Locked - Pending - ReplicaNTC - ReviewCompleted - Suspended description: >- Approved, Declined, InReview, InSecondaryReview, InTransit, Locked, Pending, ReplicaNTC, ReviewCompleted, Suspended title: FundTransactionStatus TradeDate: type: object properties: year: type: integer month: type: integer day: type: integer required: - year - month - day title: TradeDate FundTransactionSuspendReason: type: string enum: - CurrencyConversionRequired - IncompleteRequest - IncorrectRoutingNumber - IncorrectSwiftCode - LargeWireConfirmation - Other - TooLateToProcess - TradingHold description: >- CurrencyConversionRequired, IncompleteRequest, IncorrectRoutingNumber, IncorrectSwiftCode, LargeWireConfirmation, Other, TooLateToProcess, TradingHold title: FundTransactionSuspendReason FundTransactionAchrSecondCheckResult: type: string enum: - DataUnavailable - NSF - NoPaymentItemsAssigned - OK description: DataUnavailable, NSF, NoPaymentItemsAssigned, OK title: FundTransactionAchrSecondCheckResult FundTransaction: type: object properties: id: type: integer format: int64 accountId: type: integer format: int64 timestamp: type: string format: date-time submitterId: type: integer format: int64 outgoing: type: boolean fundPaymentType: $ref: '#/components/schemas/FundTransactionFundPaymentType' description: >- ACHR, ACHS, BOOKR, BOOKS, CKF, CKR, CKS, DCR, DCS, FPR, FX, MDF, SHR, SHS, TF, TT, WTF, WTR, WTS, XFR fundAmount: type: number format: double fundCurrencyId: type: integer format: int64 fundDescription: type: string feePaymentType: $ref: '#/components/schemas/FundTransactionFeePaymentType' description: >- ACHR, ACHS, BOOKR, BOOKS, CKF, CKR, CKS, DCR, DCS, FPR, FX, MDF, SHR, SHS, TF, TT, WTF, WTR, WTS, XFR feeAmount: type: number format: double feeCurrencyId: type: integer format: int64 feeDescription: type: string bankAccountId: type: integer format: int64 approved: type: boolean status: $ref: '#/components/schemas/FundTransactionStatus' description: >- Approved, Declined, InReview, InSecondaryReview, InTransit, Locked, Pending, ReplicaNTC, ReviewCompleted, Suspended autoApprovalDate: $ref: '#/components/schemas/TradeDate' suspendReason: $ref: '#/components/schemas/FundTransactionSuspendReason' description: >- CurrencyConversionRequired, IncompleteRequest, IncorrectRoutingNumber, IncorrectSwiftCode, LargeWireConfirmation, Other, TooLateToProcess, TradingHold suspendReasonNotes: type: string fullBalance: type: boolean approvalDate: type: string format: date-time submissionSignalId: type: integer format: int64 achId: type: integer format: int64 achrSecondCheckResult: $ref: '#/components/schemas/FundTransactionAchrSecondCheckResult' description: DataUnavailable, NSF, NoPaymentItemsAssigned, OK achrSecondCheckTimestamp: type: string format: date-time achrSecondCheckComments: type: string returnCode: type: string statementDate: $ref: '#/components/schemas/TradeDate' managedFundingMethodId: type: integer format: int64 paymentInitiationApplicationId: type: integer format: int64 transactionIdentifier: type: string required: - accountId - timestamp - submitterId - outgoing - fundPaymentType - fundAmount - fundCurrencyId title: FundTransaction FundTransactionResponseErrorCode: type: string enum: - AccountLockFailed - AchDepositAboveMaximum - AchDepositBelowMinimum - AchDepositExpected - AchDepositFrequencyExceeded - AchDepositHoldPeriod - AchNoApprovedApplications - AchPendingDepositExists - AchWithdrawalFrequencyExceeded - ApprovalStatusLocked - BankAccountNSF - ConcurrentRequestRejected - DuplicateAchReturn - DuplicateShadowTransaction - FullBalanceRequestPending - FullBalanceWithAchHolds - FullBalanceWithOpenPositions - FullBalanceWithPendingAch - InsufficientFunds - TransactionAlreadyApproved - TransactionAlreadyDeclined - TransactionNotApplicable - TransactionNotFound - Unknown - WireDepositHoldPeriod description: >- AccountLockFailed, AchDepositAboveMaximum, AchDepositBelowMinimum, AchDepositExpected, AchDepositFrequencyExceeded, AchDepositHoldPeriod, AchNoApprovedApplications, AchPendingDepositExists, AchWithdrawalFrequencyExceeded, ApprovalStatusLocked, BankAccountNSF, ConcurrentRequestRejected, DuplicateAchReturn, DuplicateShadowTransaction, FullBalanceRequestPending, FullBalanceWithAchHolds, FullBalanceWithOpenPositions, FullBalanceWithPendingAch, InsufficientFunds, TransactionAlreadyApproved, TransactionAlreadyDeclined, TransactionNotApplicable, TransactionNotFound, Unknown, WireDepositHoldPeriod title: FundTransactionResponseErrorCode FundTransactionResponse: type: object properties: errorText: type: string description: Non-empty if the request failed errorHeader: type: string description: Non-empty if the request failed fundTransaction: $ref: '#/components/schemas/FundTransaction' errorCode: $ref: '#/components/schemas/FundTransactionResponseErrorCode' description: >- AccountLockFailed, AchDepositAboveMaximum, AchDepositBelowMinimum, AchDepositExpected, AchDepositFrequencyExceeded, AchDepositHoldPeriod, AchNoApprovedApplications, AchPendingDepositExists, AchWithdrawalFrequencyExceeded, ApprovalStatusLocked, BankAccountNSF, ConcurrentRequestRejected, DuplicateAchReturn, DuplicateShadowTransaction, FullBalanceRequestPending, FullBalanceWithAchHolds, FullBalanceWithOpenPositions, FullBalanceWithPendingAch, InsufficientFunds, TransactionAlreadyApproved, TransactionAlreadyDeclined, TransactionNotApplicable, TransactionNotFound, Unknown, WireDepositHoldPeriod title: FundTransactionResponse securitySchemes: bearer_access_token: type: http scheme: bearer ``` ## Examples **Request** ```json { "managedFundingMethodId": 1024, "outgoing": true, "fundAmount": 2500.75, "fundCurrencyId": 840 } ``` **Response** ```json { "errorText": "", "errorHeader": "", "fundTransaction": { "accountId": 78901, "timestamp": "2024-06-10T14:45:00Z", "submitterId": 3456, "outgoing": true, "fundPaymentType": "SHS", "fundAmount": 2500.75, "fundCurrencyId": 840, "id": 458732, "fundDescription": "Withdrawal request via managed funding method", "feePaymentType": "SHS", "feeAmount": 15, "feeCurrencyId": 840, "feeDescription": "Standard withdrawal fee", "bankAccountId": 56789, "approved": false, "status": "Pending", "autoApprovalDate": { "year": 2024, "month": 6, "day": 12 }, "suspendReason": "Other", "suspendReasonNotes": "Awaiting compliance review", "fullBalance": false, "approvalDate": "", "submissionSignalId": 2345, "achId": 67890, "achrSecondCheckResult": "OK", "achrSecondCheckTimestamp": "2024-06-10T15:00:00Z", "achrSecondCheckComments": "Second check passed successfully", "returnCode": "", "statementDate": { "year": 2024, "month": 6, "day": 10 }, "managedFundingMethodId": 1024, "paymentInitiationApplicationId": 4321, "transactionIdentifier": "TXN-20240610-458732" }, "errorCode": "" } ``` **SDK Code** ```python import requests url = "https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction" payload = { "managedFundingMethodId": 1024, "outgoing": True, "fundAmount": 2500.75, "fundCurrencyId": 840 } headers = { "Authorization": "Bearer ", "Content-Type": "application/json" } response = requests.post(url, json=payload, headers=headers) print(response.json()) ``` ```javascript const url = 'https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction'; const options = { method: 'POST', headers: {Authorization: 'Bearer ', 'Content-Type': 'application/json'}, body: '{"managedFundingMethodId":1024,"outgoing":true,"fundAmount":2500.75,"fundCurrencyId":840}' }; try { const response = await fetch(url, options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` ```go package main import ( "fmt" "strings" "net/http" "io" ) func main() { url := "https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction" payload := strings.NewReader("{\n \"managedFundingMethodId\": 1024,\n \"outgoing\": true,\n \"fundAmount\": 2500.75,\n \"fundCurrencyId\": 840\n}") req, _ := http.NewRequest("POST", url, payload) req.Header.Add("Authorization", "Bearer ") req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body)) } ``` ```ruby require 'uri' require 'net/http' url = URI("https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Post.new(url) request["Authorization"] = 'Bearer ' request["Content-Type"] = 'application/json' request.body = "{\n \"managedFundingMethodId\": 1024,\n \"outgoing\": true,\n \"fundAmount\": 2500.75,\n \"fundCurrencyId\": 840\n}" response = http.request(request) puts response.read_body ``` ```java import com.mashape.unirest.http.HttpResponse; import com.mashape.unirest.http.Unirest; HttpResponse response = Unirest.post("https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction") .header("Authorization", "Bearer ") .header("Content-Type", "application/json") .body("{\n \"managedFundingMethodId\": 1024,\n \"outgoing\": true,\n \"fundAmount\": 2500.75,\n \"fundCurrencyId\": 840\n}") .asString(); ``` ```php request('POST', 'https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction', [ 'body' => '{ "managedFundingMethodId": 1024, "outgoing": true, "fundAmount": 2500.75, "fundCurrencyId": 840 }', 'headers' => [ 'Authorization' => 'Bearer ', 'Content-Type' => 'application/json', ], ]); echo $response->getBody(); ``` ```csharp using RestSharp; var client = new RestClient("https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction"); var request = new RestRequest(Method.POST); request.AddHeader("Authorization", "Bearer "); request.AddHeader("Content-Type", "application/json"); request.AddParameter("application/json", "{\n \"managedFundingMethodId\": 1024,\n \"outgoing\": true,\n \"fundAmount\": 2500.75,\n \"fundCurrencyId\": 840\n}", ParameterType.RequestBody); IRestResponse response = client.Execute(request); ``` ```swift import Foundation let headers = [ "Authorization": "Bearer ", "Content-Type": "application/json" ] let parameters = [ "managedFundingMethodId": 1024, "outgoing": true, "fundAmount": 2500.75, "fundCurrencyId": 840 ] as [String : Any] let postData = JSONSerialization.data(withJSONObject: parameters, options: []) let request = NSMutableURLRequest(url: NSURL(string: "https://live.tradovateapi.com/v1/fundTransaction/submitmanagedfundtransaction")! as URL, cachePolicy: .useProtocolCachePolicy, timeoutInterval: 10.0) request.httpMethod = "POST" request.allHTTPHeaderFields = headers request.httpBody = postData as Data let session = URLSession.shared let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in if (error != nil) { print(error as Any) } else { let httpResponse = response as? HTTPURLResponse print(httpResponse) } }) dataTask.resume() ```