WhaleAPI(Public)
  1. Accounts
WhaleAPI(Public)
  • Account Trade Auth
    • Trade Password Auth(交易密码校验)
      POST
    • Trade Password Set(交易密码设置)
      POST
    • Trade Password Reset(交易密码修改/重置)
      POST
    • Account No. Login Password Auth 证券帐号登录密码校验
      POST
  • Accounts
    • Get Account Request List(获取用户开户申请列表)
      GET
    • Retrieve Account Application Information(获取证券账户开户资料信息)
      GET
    • Get Account Contact Info(获取账户联系方式)
      GET
    • Get Account List(获取用户账户列表)
      GET
    • Get Account Status(获取账户状态)
      POST
    • Get Account Bcan Information(获取账户 Bcan 信息)
      GET
    • Query Account List V2(获取账户列表V2)
      GET
    • Update Application(修改开户资料)
      POST
    • Submit Application(提交开户申请资料)
      POST
    • Update Account State/Disable Account
      POST
    • Submit Application V2(提交开户申请资料)
      POST
    • Update Application V2(修改开户资料)
      POST
    • Close Account(注销账户)
      POST
    • Open additional account(增开账户)
      POST
    • get account opening application information (开户申请信息获取)
      POST
    • Query Account Risk And Pi Info(获取用户风险测评以及Pi信息)
      GET
  • Asset
    • Temporary Adjustment(临时调账)
      POST
    • Account Cash Balance Unfreeze Debit(账户资金解冻扣款)
      POST
    • Get All Users Cash Balance (获取所有用户现金信息)
      GET
    • Query Account Cash Balance(账户现金查询)
      GET
    • Query Account Position(账户持仓查询)
      GET
    • Account Cash Balance Adjustment(账户资金调账)
      POST
    • Account Position Adjustment(账户持仓调账,只支持股票)
      POST
    • Account Cash Balance Freeze(账户资金冻结)
      POST
    • Account Cash Balance Unfreeze(账户资金解冻)
      POST
    • Account Stock Transaction History(账户股票流水)
      POST
    • Account Cash Transaction History(账户资金流水)
      POST
    • Account Stock Freeze Transaction History(账户股票冻结流水)
      GET
    • Account Cash Freeze Transaction History(账户资金冻结流水)
      GET
    • Query Limited Amount Information(限额信息查询)
      GET
    • Query Buy Power(购买力查询)
      GET
    • Query Short Sellable Quantity(可卖空数量查询)
      GET
    • Query OB Account Cash Balance(账户现金详情查询)【定制非通用】
      POST
    • Query Account Total Asset(账户资产查询)
      POST
    • Query account risk limit config(查询用户限额信息)
      GET
    • Query Account Total Asset OverView(账户资产总览)
      GET
    • Query HashKey Cash List(查询hashkey的现金列表)
      GET
    • Create account risk limit config(创建用户限额信息)
      POST
    • Update account risk limit config(更新用户限额信息)
      POST
    • Temp Adjust 临时调账新增
      POST
    • Temp Adjust Expire 临时调账手动失效
      POST
  • Billing
    • Fee estimate
  • Cash And Stocks Transfer
    • Add Bank Card
    • Delete Bank Card
    • Region Bank
    • Get User Bank Card List
    • User Card Detail
    • Deposit Detail
    • Submit Deposit Application
    • Deposit Application List
    • Update Bank Card
    • Obtain the deposit information
    • Withdraw Records
    • Withdraw Detail
    • Cancel Withdraw Application
    • Get Exchange
    • Cancel Deposit
    • Submit Withdrawal Applylication
    • Information acquisition before withdrawal v3 (提现前信息获取V3)
    • Update Bank Card
    • Submit Files For Review Withdraw Card
    • Currency List
    • Exchange records(兑换记录)
  • File
    • Get Tenant File Upload URL(获取租户文件上传链接)
  • IPO
    • Get Available IPO List(查詢可申购IPO列表)
    • Get IPO Detail Info(查詢IPO详情)
    • Get IPO Payable List(查詢申购股数单位等限制)
    • Get IPO Margin List(查詢IPO认购方式及费率方案)
    • Get Order List (查询IPO历史订单)
    • Submit New IPO Order(提交IPO申购)
    • Withdraw IPO Order(撤销IPO申请)
    • Amend IPO Order(修改IPO申购订单)
    • Get IPO Order Detail(获取IPO订单的详细信息)
    • Buy Limit (持仓打新购买力获取接口)
  • Member Core
    • Change Member Mobile Phone(修改用户登录手机号)
    • Get Member Information by Mobile Phone(登录手机号查询用户信息)
    • Login (New user registration by default for the first login).(OpenId 注册登录接口,首次登录即注册)
    • Get Member Information by Login Email(登录邮箱查询用户信息)
    • Change Member Login Email(修改用户登录邮箱)
  • Trade
    • Trade Websocket Notification
    • Historical Order Inquiry (历史订单查询)
    • Place Order (委托下单)
    • Modify Order (修改订单)
    • Withdraw Order (撤销订单)
    • Order Details (订单详情)
    • Today's Order Inquiry (当日订单查询)
    • Estimated Maximum Purchase Quantity (预估最大购买数量)
    • Today's Trade Detail Inquiry (当日成交明细查询)
    • Historical Trade Detail Inquiry (历史成交明细查询)
    • Query User Trade Credit(查询客户交易额度v1)
  • Message
    • Device Logout (设备登出解绑)
  1. Accounts

Retrieve Account Application Information(获取证券账户开户资料信息)

GET
/v1/whaleapi/account/open_info
Accounts
Retrieve Account Application Information(获取证券账户开户资料信息)

Request

Query Params
account_no
string 
required
Account Number

Responses

🟢200OK
*/*
success
Body
code
integer <int32>
required
message
string 
required
data
object 
required
application_id
string 
required
Account opening application ID
client_type
enum<string> 
required
Account Open subject type
Allowed values:
123
broker_code
string 
required
Broker account
account_type
enum<string> 
required
Account type
Allowed values:
MC
account_state
object 
required
Account state
Allowed values:
1-1
client_name
string 
required
Client Name
contact
object 
required
Contact list
open_info
object 
required
joint
object 
required
Example
{
  "code": 0,
  "message": "string",
  "data": {
    "application_id": "string",
    "client_type": "1",
    "broker_code": "string",
    "account_type": "M",
    "account_state": "1",
    "client_name": "string",
    "contact": {
      "phones": [
        {
          "country_code": "string",
          "mobile": "string",
          "contact_type": 0
        }
      ],
      "emails": [
        {
          "email": "string"
        }
      ]
    },
    "open_info": {
      "bcan": {
        "ic_front_assets_id": "string",
        "ic_back_assets_id": "string",
        "card_type": "0",
        "card_country": "string",
        "card_id": "string",
        "first_name": "string",
        "last_name": "string",
        "valid_date_end": "string",
        "agree_ocg": "string",
        "agree_cccg": "string",
        "with_hk_id": "false"
      },
      "upload": {
        "name": "string",
        "ic_front_assets_id": "string",
        "ic_back_assets_id": "string",
        "card_type": 0,
        "card_country": "string",
        "valid_date_end": "string",
        "first_name": "string",
        "last_name": "string",
        "card_id": "string",
        "region": "0"
      },
      "base": {
        "country_code": "string",
        "name": "string",
        "first_name": "string",
        "last_name": "string",
        "passport_name": "ZHANG SAN",
        "passport_no": "string",
        "gender": "male",
        "education": "string",
        "birth_date": "string",
        "marital_status": "single",
        "residence_country": "string",
        "residence_part": "string",
        "residence_desc": "string",
        "residence_assets_id": "string"
      },
      "employ": {
        "type": "employed",
        "experience": "string",
        "business_type": "string",
        "occupation": "string",
        "company": "string",
        "address_country": "string",
        "address_part": "string",
        "address_desc": "string",
        "years": "string",
        "email": "string",
        "taxes": [
          {
            "country": "string",
            "id": "string"
          }
        ]
      },
      "finance": {
        "income_level": "string",
        "estimated": "string",
        "funds_source": "string",
        "funds_source_other": "string",
        "wealth_source": "string",
        "invest": {
          "purpose": "string",
          "risk_tolerance": "string",
          "trade_times": "string",
          "stock": "string",
          "option": "string",
          "stock_taking": "string",
          "derivatives_intention": "string",
          "derivatives": true,
          "bullion": "string",
          "structured": "string"
        }
      },
      "compliance": {
        "items": {
          "t1": "string"
        },
        "politics": {
          "pep": "string",
          "name": "string",
          "relation": "string",
          "occupation": "string",
          "company": "string",
          "country": "string",
          "year": 0
        },
        "complete": "string"
      },
      "risk": {
        "confirm": true
      },
      "verify": {
        "bank_no": "string",
        "bank_mobile": "string",
        "face_merchant": "string",
        "four_factor_no": "string",
        "cash": {
          "bank_id": "string",
          "account": "string",
          "account_type": "ALL",
          "swift_code": "string",
          "currency": "string",
          "amount": "string",
          "vouchers": [
            "string"
          ]
        },
        "confirm": {}
      },
      "signature": {
        "assets_id": "string",
        "file_id": "string",
        "p1": "string",
        "p10": "string",
        "confirm": "string"
      }
    },
    "joint": {
      "base": {
        "country_code": "string",
        "name": "string",
        "first_name": "string",
        "last_name": "string",
        "passport_name": "string",
        "passport_no": "string",
        "gender": "male",
        "education": "AON",
        "birth_date": "1991-01-01",
        "marital_status": "single",
        "residence_country": "CN",
        "residence_part": "浙江省西湖区",
        "residence_desc": "西溪湿地",
        "residence_assets_id": "string"
      }
    }
  }
}
Modified at 2025-05-14 08:44:00
Previous
Get Account Request List(获取用户开户申请列表)
Next
Get Account Contact Info(获取账户联系方式)