snaptrade 1.17.10 → 2.0.77

data/lib/snaptrade/api/account_information_api.rb

@@ -5,7 +5,6 @@
 
 The version of the OpenAPI document: 1.0.0
 Contact: api@snaptrade.com
-
 =end
 
 require 'cgi'
@@ -18,10 +17,174 @@ module SnapTrade
       @api_client = api_client
     end
 
+    # List account activities
+    #
+    # Returns all historical transactions for the specified account.
+    # 
+    # This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
+    # 
+    # Transaction are returned in reverse chronological order, using the `trade_date` field.
+    # 
+    # The data returned here is always cached and refreshed once a day.
+    #
+    # @param account_id [String] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param start_date [Date] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
+    # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
+    # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
+    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_account_activities(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
+      extra[:start_date] = start_date if start_date != SENTINEL
+      extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:offset] = offset if offset != SENTINEL
+      extra[:limit] = limit if limit != SENTINEL
+      extra[:type] = type if type != SENTINEL
+      data, _status_code, _headers = get_account_activities_with_http_info_impl(account_id, user_id, user_secret, extra)
+      data
+    end
+
+    # List account activities
+    #
+    # Returns all historical transactions for the specified account.
+    # 
+    # This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
+    # 
+    # Transaction are returned in reverse chronological order, using the `trade_date` field.
+    # 
+    # The data returned here is always cached and refreshed once a day.
+    #
+    # @param account_id [String] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param start_date [Date] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
+    # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
+    # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
+    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_account_activities_with_http_info(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
+      extra[:start_date] = start_date if start_date != SENTINEL
+      extra[:end_date] = end_date if end_date != SENTINEL
+      extra[:offset] = offset if offset != SENTINEL
+      extra[:limit] = limit if limit != SENTINEL
+      extra[:type] = type if type != SENTINEL
+      get_account_activities_with_http_info_impl(account_id, user_id, user_secret, extra)
+    end
+
+    # List account activities
+    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  The data returned here is always cached and refreshed once a day. 
+    # @param account_id [String] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
+    # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
+    # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
+    # @return [PaginatedUniversalActivity]
+    private def get_account_activities_impl(account_id, user_id, user_secret, opts = {})
+      data, _status_code, _headers = get_account_activities_with_http_info(account_id, user_id, user_secret, opts)
+      data
+    end
+
+    # List account activities
+    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  The data returned here is always cached and refreshed once a day. 
+    # @param account_id [String] 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Date] :start_date The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on `trade_date`.
+    # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
+    # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
+    # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
+    # @return [Array<(PaginatedUniversalActivity, Integer, Hash)>] PaginatedUniversalActivity data, response status code and response headers
+    private def get_account_activities_with_http_info_impl(account_id, user_id, user_secret, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_account_activities ...'
+      end
+      # verify the required parameter 'account_id' is set
+      if @api_client.config.client_side_validation && account_id.nil?
+        fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountInformationApi.get_account_activities"
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling AccountInformationApi.get_account_activities"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling AccountInformationApi.get_account_activities"
+      end
+      if @api_client.config.client_side_validation && !opts[:'offset'].nil? && opts[:'offset'] < 0
+        fail ArgumentError, 'invalid value for "opts[:"offset"]" when calling AccountInformationApi.get_account_activities, must be greater than or equal to 0.'
+      end
+
+      if @api_client.config.client_side_validation && !opts[:'limit'].nil? && opts[:'limit'] < 1
+        fail ArgumentError, 'invalid value for "opts[:"limit"]" when calling AccountInformationApi.get_account_activities, must be greater than or equal to 1.'
+      end
+
+      # resource path
+      local_var_path = '/accounts/{accountId}/activities'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+      query_params[:'startDate'] = opts[:'start_date'] if !opts[:'start_date'].nil?
+      query_params[:'endDate'] = opts[:'end_date'] if !opts[:'end_date'].nil?
+      query_params[:'offset'] = opts[:'offset'] if !opts[:'offset'].nil?
+      query_params[:'limit'] = opts[:'limit'] if !opts[:'limit'].nil?
+      query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'PaginatedUniversalActivity'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"AccountInformationApi.get_account_activities",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: AccountInformationApi#get_account_activities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
     # List all accounts for the user, plus balances, positions, and orders for each account.
+    #
+    # **Deprecated, please use the account-specific holdings endpoint instead.**
+    # 
+    # List all accounts for the user, plus balances, positions, and orders for each
+    # account.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param brokerage_authorizations [String] Optional. Comma seperated list of authorization IDs (only use if filtering is needed on one or more authorizations).
+    # @param brokerage_authorizations [String] Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_all_user_holdings(user_id:, user_secret:, brokerage_authorizations: SENTINEL, extra: {})
       extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
@@ -30,9 +193,15 @@ module SnapTrade
     end
 
     # List all accounts for the user, plus balances, positions, and orders for each account.
+    #
+    # **Deprecated, please use the account-specific holdings endpoint instead.**
+    # 
+    # List all accounts for the user, plus balances, positions, and orders for each
+    # account.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param brokerage_authorizations [String] Optional. Comma seperated list of authorization IDs (only use if filtering is needed on one or more authorizations).
+    # @param brokerage_authorizations [String] Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_all_user_holdings_with_http_info(user_id:, user_secret:, brokerage_authorizations: SENTINEL, extra: {})
       extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
@@ -40,23 +209,25 @@ module SnapTrade
     end
 
     # List all accounts for the user, plus balances, positions, and orders for each account.
+    # **Deprecated, please use the account-specific holdings endpoint instead.**  List all accounts for the user, plus balances, positions, and orders for each account. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
-    # @option opts [String] :brokerage_authorizations Optional. Comma seperated list of authorization IDs (only use if filtering is needed on one or more authorizations).
+    # @option opts [String] :brokerage_authorizations Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).
     # @return [Array<AccountHoldings>]
-    def get_all_user_holdings_impl(user_id, user_secret, opts = {})
+    private def get_all_user_holdings_impl(user_id, user_secret, opts = {})
       data, _status_code, _headers = get_all_user_holdings_with_http_info(user_id, user_secret, opts)
       data
     end
 
     # List all accounts for the user, plus balances, positions, and orders for each account.
+    # **Deprecated, please use the account-specific holdings endpoint instead.**  List all accounts for the user, plus balances, positions, and orders for each account. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
-    # @option opts [String] :brokerage_authorizations Optional. Comma seperated list of authorization IDs (only use if filtering is needed on one or more authorizations).
+    # @option opts [String] :brokerage_authorizations Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).
     # @return [Array<(Array<AccountHoldings>, Integer, Hash)>] Array<AccountHoldings> data, response status code and response headers
-    def get_all_user_holdings_with_http_info_impl(user_id, user_secret, opts = {})
+    private def get_all_user_holdings_with_http_info_impl(user_id, user_secret, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_all_user_holdings ...'
       end
@@ -113,10 +284,14 @@ module SnapTrade
 
 
     # List account balances
-    # A list of account balances for the specified account (one per currency that the account holds).
+    #
+    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get balances.
+    # @param account_id [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_balance(user_id:, user_secret:, account_id:, extra: {})
       data, _status_code, _headers = get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, extra)
@@ -124,35 +299,39 @@ module SnapTrade
     end
 
     # List account balances
-    # A list of account balances for the specified account (one per currency that the account holds).
+    #
+    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get balances.
+    # @param account_id [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_balance_with_http_info(user_id:, user_secret:, account_id:, extra: {})
       get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, extra)
     end
 
     # List account balances
-    # A list of account balances for the specified account (one per currency that the account holds).
+    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get balances.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<Balance>]
-    def get_user_account_balance_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_balance_impl(user_id, user_secret, account_id, opts = {})
       data, _status_code, _headers = get_user_account_balance_with_http_info(user_id, user_secret, account_id, opts)
       data
     end
 
     # List account balances
-    # A list of account balances for the specified account (one per currency that the account holds).
+    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get balances.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<(Array<Balance>, Integer, Hash)>] Array<Balance> data, response status code and response headers
-    def get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_account_balance ...'
       end
@@ -179,7 +358,7 @@ module SnapTrade
       # header parameters
       header_params = opts[:header_params] || {}
       # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['*/*'])
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
 
       # form parameters
       form_params = opts[:form_params] || {}
@@ -211,43 +390,55 @@ module SnapTrade
     end
 
 
-    # Return details of a specific investment account
+    # Get account detail
+    #
+    # Returns account detail known to SnapTrade for the specified account.
+    # 
+    # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get detail of.
+    # @param account_id [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_details(user_id:, user_secret:, account_id:, extra: {})
       data, _status_code, _headers = get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, extra)
       data
     end
 
-    # Return details of a specific investment account
+    # Get account detail
+    #
+    # Returns account detail known to SnapTrade for the specified account.
+    # 
+    # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get detail of.
+    # @param account_id [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_details_with_http_info(user_id:, user_secret:, account_id:, extra: {})
       get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, extra)
     end
 
-    # Return details of a specific investment account
+    # Get account detail
+    # Returns account detail known to SnapTrade for the specified account.  The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get detail of.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
     # @return [Account]
-    def get_user_account_details_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_details_impl(user_id, user_secret, account_id, opts = {})
       data, _status_code, _headers = get_user_account_details_with_http_info(user_id, user_secret, account_id, opts)
       data
     end
 
-    # Return details of a specific investment account
+    # Get account detail
+    # Returns account detail known to SnapTrade for the specified account.  The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get detail of.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<(Account, Integer, Hash)>] Account data, response status code and response headers
-    def get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_account_details ...'
       end
@@ -306,13 +497,17 @@ module SnapTrade
     end
 
 
-    # List account orders
-    # Fetch all recent orders from a user's account.
+    # List account recent orders
+    #
+    # Returns a list of recent orders in the specified account.
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get orders.
-    # @param state [String] defaults value is set to \&quot;all\&quot;
-    # @param days [Integer] Number of days in the past to fetch the most recent orders. Defaults to the last 90 days if no value is passed in.
+    # @param account_id [String] 
+    # @param state [String] defaults value is set to \"all\"
+    # @param days [Integer] Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_orders(user_id:, user_secret:, account_id:, state: SENTINEL, days: SENTINEL, extra: {})
       extra[:state] = state if state != SENTINEL
@@ -321,13 +516,17 @@ module SnapTrade
       data
     end
 
-    # List account orders
-    # Fetch all recent orders from a user's account.
+    # List account recent orders
+    #
+    # Returns a list of recent orders in the specified account.
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get orders.
-    # @param state [String] defaults value is set to \&quot;all\&quot;
-    # @param days [Integer] Number of days in the past to fetch the most recent orders. Defaults to the last 90 days if no value is passed in.
+    # @param account_id [String] 
+    # @param state [String] defaults value is set to \"all\"
+    # @param days [Integer] Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_orders_with_http_info(user_id:, user_secret:, account_id:, state: SENTINEL, days: SENTINEL, extra: {})
       extra[:state] = state if state != SENTINEL
@@ -335,30 +534,30 @@ module SnapTrade
       get_user_account_orders_with_http_info_impl(user_id, user_secret, account_id, extra)
     end
 
-    # List account orders
-    # Fetch all recent orders from a user's account.
+    # List account recent orders
+    # Returns a list of recent orders in the specified account.  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get orders.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
-    # @option opts [String] :state defaults value is set to \&quot;all\&quot;
-    # @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 90 days if no value is passed in.
+    # @option opts [String] :state defaults value is set to \"all\"
+    # @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
     # @return [Array<AccountOrderRecord>]
-    def get_user_account_orders_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_orders_impl(user_id, user_secret, account_id, opts = {})
       data, _status_code, _headers = get_user_account_orders_with_http_info(user_id, user_secret, account_id, opts)
       data
     end
 
-    # List account orders
-    # Fetch all recent orders from a user&#39;s account.
+    # List account recent orders
+    # Returns a list of recent orders in the specified account.  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get orders.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
-    # @option opts [String] :state defaults value is set to \&quot;all\&quot;
-    # @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 90 days if no value is passed in.
+    # @option opts [String] :state defaults value is set to \"all\"
+    # @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
     # @return [Array<(Array<AccountOrderRecord>, Integer, Hash)>] Array<AccountOrderRecord> data, response status code and response headers
-    def get_user_account_orders_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_orders_with_http_info_impl(user_id, user_secret, account_id, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_account_orders ...'
       end
@@ -428,9 +627,14 @@ module SnapTrade
 
 
     # List account positions
+    #
+    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get positions.
+    # @param account_id [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_positions(user_id:, user_secret:, account_id:, extra: {})
       data, _status_code, _headers = get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, extra)
@@ -438,32 +642,39 @@ module SnapTrade
     end
 
     # List account positions
+    #
+    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get positions.
+    # @param account_id [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_user_account_positions_with_http_info(user_id:, user_secret:, account_id:, extra: {})
       get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, extra)
     end
 
     # List account positions
+    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get positions.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<Position>]
-    def get_user_account_positions_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_positions_impl(user_id, user_secret, account_id, opts = {})
       data, _status_code, _headers = get_user_account_positions_with_http_info(user_id, user_secret, account_id, opts)
       data
     end
 
     # List account positions
+    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
-    # @param account_id [String] The ID of the account to get positions.
+    # @param account_id [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<(Array<Position>, Integer, Hash)>] Array<Position> data, response status code and response headers
-    def get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+    private def get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_account_positions ...'
       end
@@ -490,7 +701,7 @@ module SnapTrade
       # header parameters
       header_params = opts[:header_params] || {}
       # HTTP header 'Accept' (if needed)
-      header_params['Accept'] = @api_client.select_header_accept(['*/*'])
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
 
       # form parameters
       form_params = opts[:form_params] || {}
@@ -522,8 +733,234 @@ module SnapTrade
     end
 
 
-    # List balances, positions and orders for the specified account
-    # @param account_id [String] The ID of the account to fetch holdings for.
+    # List account recent orders (last 24 hours only)
+    #
+    # A lightweight endpoint that returns a list of orders executed in the last 24 hours in the specified account.
+    # This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders
+    # Differs from /orders in that it is realtime, and only checks the last 24 hours as opposed to the last 30 days
+    # By default only returns executed orders, but that can be changed by setting *only_executed* to false
+    # **Please contact support for access as this endpoint is not enabled by default.**
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param only_executed [Boolean] Defaults to true. Indicates if request should fetch only executed orders. Set to false to retrieve non executed orders as well
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_user_account_recent_orders(user_id:, user_secret:, account_id:, only_executed: SENTINEL, extra: {})
+      extra[:only_executed] = only_executed if only_executed != SENTINEL
+      data, _status_code, _headers = get_user_account_recent_orders_with_http_info_impl(user_id, user_secret, account_id, extra)
+      data
+    end
+
+    # List account recent orders (last 24 hours only)
+    #
+    # A lightweight endpoint that returns a list of orders executed in the last 24 hours in the specified account.
+    # This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders
+    # Differs from /orders in that it is realtime, and only checks the last 24 hours as opposed to the last 30 days
+    # By default only returns executed orders, but that can be changed by setting *only_executed* to false
+    # **Please contact support for access as this endpoint is not enabled by default.**
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param only_executed [Boolean] Defaults to true. Indicates if request should fetch only executed orders. Set to false to retrieve non executed orders as well
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_user_account_recent_orders_with_http_info(user_id:, user_secret:, account_id:, only_executed: SENTINEL, extra: {})
+      extra[:only_executed] = only_executed if only_executed != SENTINEL
+      get_user_account_recent_orders_with_http_info_impl(user_id, user_secret, account_id, extra)
+    end
+
+    # List account recent orders (last 24 hours only)
+    # A lightweight endpoint that returns a list of orders executed in the last 24 hours in the specified account. This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders Differs from /orders in that it is realtime, and only checks the last 24 hours as opposed to the last 30 days By default only returns executed orders, but that can be changed by setting *only_executed* to false **Please contact support for access as this endpoint is not enabled by default.** 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Boolean] :only_executed Defaults to true. Indicates if request should fetch only executed orders. Set to false to retrieve non executed orders as well
+    # @return [RecentOrdersResponse]
+    private def get_user_account_recent_orders_impl(user_id, user_secret, account_id, opts = {})
+      data, _status_code, _headers = get_user_account_recent_orders_with_http_info(user_id, user_secret, account_id, opts)
+      data
+    end
+
+    # List account recent orders (last 24 hours only)
+    # A lightweight endpoint that returns a list of orders executed in the last 24 hours in the specified account. This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders Differs from /orders in that it is realtime, and only checks the last 24 hours as opposed to the last 30 days By default only returns executed orders, but that can be changed by setting *only_executed* to false **Please contact support for access as this endpoint is not enabled by default.** 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] opts the optional parameters
+    # @option opts [Boolean] :only_executed Defaults to true. Indicates if request should fetch only executed orders. Set to false to retrieve non executed orders as well
+    # @return [Array<(RecentOrdersResponse, Integer, Hash)>] RecentOrdersResponse data, response status code and response headers
+    private def get_user_account_recent_orders_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_account_recent_orders ...'
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling AccountInformationApi.get_user_account_recent_orders"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling AccountInformationApi.get_user_account_recent_orders"
+      end
+      # verify the required parameter 'account_id' is set
+      if @api_client.config.client_side_validation && account_id.nil?
+        fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountInformationApi.get_user_account_recent_orders"
+      end
+      # resource path
+      local_var_path = '/accounts/{accountId}/recentOrders'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+      query_params[:'only_executed'] = opts[:'only_executed'] if !opts[:'only_executed'].nil?
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'RecentOrdersResponse'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"AccountInformationApi.get_user_account_recent_orders",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: AccountInformationApi#get_user_account_recent_orders\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
+    # List account rate of returns
+    #
+    # Returns a list of rate of return percents for a given account. Will include timeframes available from the brokerage, for example "ALL", "1Y", "6M", "3M", "1M"
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_user_account_return_rates(user_id:, user_secret:, account_id:, extra: {})
+      data, _status_code, _headers = get_user_account_return_rates_with_http_info_impl(user_id, user_secret, account_id, extra)
+      data
+    end
+
+    # List account rate of returns
+    #
+    # Returns a list of rate of return percents for a given account. Will include timeframes available from the brokerage, for example "ALL", "1Y", "6M", "3M", "1M"
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_user_account_return_rates_with_http_info(user_id:, user_secret:, account_id:, extra: {})
+      get_user_account_return_rates_with_http_info_impl(user_id, user_secret, account_id, extra)
+    end
+
+    # List account rate of returns
+    # Returns a list of rate of return percents for a given account. Will include timeframes available from the brokerage, for example \"ALL\", \"1Y\", \"6M\", \"3M\", \"1M\" 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] opts the optional parameters
+    # @return [RateOfReturnResponse]
+    private def get_user_account_return_rates_impl(user_id, user_secret, account_id, opts = {})
+      data, _status_code, _headers = get_user_account_return_rates_with_http_info(user_id, user_secret, account_id, opts)
+      data
+    end
+
+    # List account rate of returns
+    # Returns a list of rate of return percents for a given account. Will include timeframes available from the brokerage, for example \&quot;ALL\&quot;, \&quot;1Y\&quot;, \&quot;6M\&quot;, \&quot;3M\&quot;, \&quot;1M\&quot; 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(RateOfReturnResponse, Integer, Hash)>] RateOfReturnResponse data, response status code and response headers
+    private def get_user_account_return_rates_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_account_return_rates ...'
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling AccountInformationApi.get_user_account_return_rates"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling AccountInformationApi.get_user_account_return_rates"
+      end
+      # verify the required parameter 'account_id' is set
+      if @api_client.config.client_side_validation && account_id.nil?
+        fail ArgumentError, "Missing the required parameter 'account_id' when calling AccountInformationApi.get_user_account_return_rates"
+      end
+      # resource path
+      local_var_path = '/accounts/{accountId}/returnRates'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'RateOfReturnResponse'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"AccountInformationApi.get_user_account_return_rates",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: AccountInformationApi#get_user_account_return_rates\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
+    # List account holdings
+    #
+    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
+    # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -532,8 +969,13 @@ module SnapTrade
       data
     end
 
-    # List balances, positions and orders for the specified account
-    # @param account_id [String] The ID of the account to fetch holdings for.
+    # List account holdings
+    #
+    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
+    # 
+    # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
+    # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -541,24 +983,26 @@ module SnapTrade
       get_user_holdings_with_http_info_impl(account_id, user_id, user_secret, extra)
     end
 
-    # List balances, positions and orders for the specified account
-    # @param account_id [String] The ID of the account to fetch holdings for.
+    # List account holdings
+    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
+    # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
     # @return [AccountHoldingsAccount]
-    def get_user_holdings_impl(account_id, user_id, user_secret, opts = {})
+    private def get_user_holdings_impl(account_id, user_id, user_secret, opts = {})
       data, _status_code, _headers = get_user_holdings_with_http_info(account_id, user_id, user_secret, opts)
       data
     end
 
-    # List balances, positions and orders for the specified account
-    # @param account_id [String] The ID of the account to fetch holdings for.
+    # List account holdings
+    # Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
+    # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<(AccountHoldingsAccount, Integer, Hash)>] AccountHoldingsAccount data, response status code and response headers
-    def get_user_holdings_with_http_info_impl(account_id, user_id, user_secret, opts = {})
+    private def get_user_holdings_with_http_info_impl(account_id, user_id, user_secret, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.get_user_holdings ...'
       end
@@ -618,6 +1062,11 @@ module SnapTrade
 
 
     # List accounts
+    #
+    # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
+    # 
+    # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -627,6 +1076,11 @@ module SnapTrade
     end
 
     # List accounts
+    #
+    # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
+    # 
+    # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -635,21 +1089,23 @@ module SnapTrade
     end
 
     # List accounts
+    # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.  The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<Account>]
-    def list_user_accounts_impl(user_id, user_secret, opts = {})
+    private def list_user_accounts_impl(user_id, user_secret, opts = {})
       data, _status_code, _headers = list_user_accounts_with_http_info(user_id, user_secret, opts)
       data
     end
 
     # List accounts
+    # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.  The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
     # @return [Array<(Array<Account>, Integer, Hash)>] Array<Account> data, response status code and response headers
-    def list_user_accounts_with_http_info_impl(user_id, user_secret, opts = {})
+    private def list_user_accounts_with_http_info_impl(user_id, user_secret, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.list_user_accounts ...'
       end
@@ -705,6 +1161,9 @@ module SnapTrade
 
 
     # Update details of an investment account
+    #
+    # Updates various properties of a specified account.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] The ID of the account to update.
@@ -715,6 +1174,9 @@ module SnapTrade
     end
 
     # Update details of an investment account
+    #
+    # Updates various properties of a specified account.
+    #
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] The ID of the account to update.
@@ -724,23 +1186,25 @@ module SnapTrade
     end
 
     # Update details of an investment account
+    # Updates various properties of a specified account.
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] The ID of the account to update.
     # @param [Hash] opts the optional parameters
     # @return [Array<Account>]
-    def update_user_account_impl(user_id, user_secret, account_id, opts = {})
+    private def update_user_account_impl(user_id, user_secret, account_id, opts = {})
       data, _status_code, _headers = update_user_account_with_http_info(user_id, user_secret, account_id, opts)
       data
     end
 
     # Update details of an investment account
+    # Updates various properties of a specified account.
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] The ID of the account to update.
     # @param [Hash] opts the optional parameters
     # @return [Array<(Array<Account>, Integer, Hash)>] Array<Account> data, response status code and response headers
-    def update_user_account_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+    private def update_user_account_with_http_info_impl(user_id, user_secret, account_id, opts = {})
       if @api_client.config.debugging
         @api_client.config.logger.debug 'Calling API: AccountInformationApi.update_user_account ...'
       end