Agreement Document Template List

List all agreement document templates.

Available to: All authenticated users. Templates marked adminUseOnly are visible only to internal NinjaTrader administrators.

Environments: Demo, Live

Rate Limit: No endpoint-specific limit

Retrieve every agreement document template visible to your user. Agreement document templates define the customer agreement documents that are generated when a customer application is prepared for signing — during onboarding, agreement documents are created from the templates that match the application.

A template’s boolean flags control which applications it applies to:

• Account type flags (individual, joint, IRA, trust, corporation, partnership, LLC): the template applies to applications with a matching legal status.
• Condition flags (highRisk, hedging, personalGuarantor, professional, usaCustomer, usaJointCustomer, otherEntityControl): the template applies only when the application matches these conditions.
• Scope references (clearingHouseId, organizationId, countryId): when set, the template applies only to that clearing house, organization, or country. When empty, the template isn’t restricted by that scope.

Template names are unique per clearing house.

Related Endpoints

• Use agreementDocumentTemplateItem to fetch a single template by ID.
• Use agreementDocumentTemplateSuggest to search templates by text.
• Each generated agreement document references its template — see agreementDocumentDependents.
• Documents are generated from templates when you call startCustomerApplication or prepareAgreementDocuments.