This page grows with recurring questions from Brokers and Developers.
It depends on who is calling and whose data the caller may access. The table in Integration options provides the answer.
Whale issues the institution-level ACCESS_TOKEN for a Broker. See Authentication.
Yes: https://b-api.longbridge.xyz. API Playground uses the test environment by default, so test calls do not affect production data.
Account opening is asynchronous. Duration depends on approval configuration and current task volume. A configuration without manual approval usually completes quickly, but the caller must rely on application state. Confirm polling intervals and rate limits during integration; use backoff and stop immediately at a success or failure final state.
Record both. Historical Whale endpoints may return HTTP 400 with a more specific business error in body code. Under the historical convention, HTTP 200 meant the request succeeded without another failure check against body code. New integrations must follow the current API Reference error model.
Historical cash-adjustment endpoints send a positive amount for both directions and use direction to distinguish them, with at most two decimal places. Do not call the fund-freeze endpoint for this adjustment flow; the caller must prevent an excessive withdrawal. Refer to the current endpoint for business codes and validation rules.
Usually not. Cash movement and reconciliation use account_no; the account configuration determines tradable markets and currency-exchange capability.