Create a Model Order

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Body Params

Model order submission details, including the individual investor orders in the aggregate block.

Request model for submitting an aggregated Omnibus model order.

string
required
length between 1 and 100

Partner-submitted aggregate order reference. Must be unique per partner.

string | null

Optional client model or rebalance identifier.

uuid
required
length ≥ 1

Registered fund being traded.

uuid
required
length ≥ 1

Share class being traded. Must belong to the omnibus fund.

uuid
required
length ≥ 1

Financial institution whose investor accounts are included in this aggregate order.

string
enum
required

Aggregate order side: buy or sell.

Allowed:
string
required
length ≥ 1

Order currency. Only USD is supported for the first version.

string
enum
required

Distribution election used as part of the position identity.

Allowed:
string
enum
required

Tax lot election for sell order handling.

Allowed:
orders
array of objects
required
length ≥ 1

Individual investor orders included in the aggregate model order.

orders*

Individual investor order inside an Omnibus model order create request.

string
required
length between 1 and 100

Partner-submitted individual order reference. Must be unique per partner.

uuid
required
length ≥ 1

Monark account identifier. Primary resolves the compatibility investor from this account.

uuid | null

Optional financial advisor associated with the investor's financial institution.

double | null

Share quantity. Required for sell model orders and omitted for buy model orders.

double | null

Dollar notional amount. Required for buy model orders and omitted for sell model orders.

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