Account Personal Information

This guide covers retrieving and managing account and user profile information.

Overview

Account information is organized in the User → Client Account → Sub-Account hierarchy:

User: Your login identity and preferences
Client Account: Legal entity information (KYC data)
Sub-Accounts: Trading portfolios

Prerequisites

Authenticated session (JWT or API key)
CanRead permission

Part 1: Current User Information

Get Current User Profile

Retrieve information about the authenticated user.

Endpoint: GET /api/rest/v1/users/me

Request

curl -X GET "https://api.t-dx.com/api/rest/v1/users/me" \
  -H "Authorization: Bearer <access-token>"

Response (200 OK)

{
  "result": {
    "id": "user-uuid",
    "clientAccountId": "client-account-uuid",
    "username": "john.doe@example.com",
    "firstname": "John",
    "lastname": "Doe",
    "email": "john.doe@example.com",
    "phoneNumber": "+41791234567",
    "status": "STATUS_ACTIVE",
    "type": "TYPE_FRONT_OFFICE",
    "MFAEnabled": true,
    "permissions": {
      "canRead": true,
      "canTrade": true,
      "canWithdraw": true,
      "canDeposit": true,
      "canWrite": true,
      "canManage": false
    },
    "subAccounts": [
      {
        "id": "sub-account-uuid-1",
        "name": "Main Trading",
        "permissions": {
          "canRead": true,
          "canTrade": true,
          "canWithdraw": true,
          "canDeposit": true
        }
      }
    ],
    "createdAt": "2023-06-01T10:00:00Z",
    "updatedAt": "2024-01-15T09:30:00Z"
  }
}

User Status Values

Status	Description
`STATUS_ACTIVE`	Normal operation
`STATUS_INACTIVE`	Account deactivated
`STATUS_PENDING_MFA`	MFA setup required
`STATUS_PENDING_PASSWORD_RESET`	Password reset required

User Types

Type	Description
`TYPE_FRONT_OFFICE`	Regular trader/investor
`TYPE_BACK_OFFICE`	Platform administrator
`TYPE_SYSTEM`	System account

Part 2: User Preferences

Get User Preferences

Endpoint: GET /api/rest/v1/users/me/preferences

curl -X GET "https://api.t-dx.com/api/rest/v1/users/me/preferences" \
  -H "Authorization: Bearer <access-token>"

Response (200 OK)

{
  "result": {
    "id": "preferences-uuid",
    "userId": "user-uuid",
    "language": "LANGUAGE_ENGLISH",
    "notifications": {
      "orderPlacement": true,
      "orderConfirmation": true,
      "orderCancellation": true,
      "settlementLine": true
    },
    "createdAt": "2024-01-15T10:00:00Z",
    "updatedAt": "2024-01-15T10:00:00Z"
  }
}

Preference Fields

Field	Type	Description
`id`	UUID	Preferences record ID
`userId`	UUID	User ID
`language`	enum	Language preference (e.g., `LANGUAGE_ENGLISH`, `LANGUAGE_GERMAN`, `LANGUAGE_FRENCH`)
`notifications`	object	Notification settings
`notifications.orderPlacement`	boolean	Notify on order placement
`notifications.orderConfirmation`	boolean	Notify on order confirmation
`notifications.orderCancellation`	boolean	Notify on order cancellation
`notifications.settlementLine`	boolean	Notify on settlement
`createdAt`	timestamp	Creation time
`updatedAt`	timestamp	Last update time

Update User Preferences

Endpoint: PUT /api/rest/v1/users/me/preferences

curl -X PUT "https://api.t-dx.com/api/rest/v1/users/me/preferences" \
  -H "Authorization: Bearer <access-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "language": "LANGUAGE_GERMAN",
    "notifications": {
      "orderPlacement": true,
      "orderConfirmation": true,
      "orderCancellation": false,
      "settlementLine": true
    }
  }'

Part 3: Client Account Information

Get My Client Account

Retrieve the legal entity information for your Client Account.

Endpoint: GET /api/rest/v1/client-accounts/mine

Request

curl -X GET "https://api.t-dx.com/api/rest/v1/client-accounts/mine" \
  -H "Authorization: Bearer <access-token>"

Response (200 OK)

{
  "result": {
    "id": "client-account-uuid",
    "status": "STATUS_ACTIVE",
    "verificationStatus": "VERIFICATION_STATUS_VERIFIED",
    "type": "TYPE_NOMINATIVE",
    "legalName": "John Doe",
    "classification": "CLASSIFICATION_RETAIL",
    "taxResidency": "CH",
    "createdAt": "2023-06-01T10:00:00Z",
    "updatedAt": "2024-01-15T10:00:00Z"
  }
}

Client Account Status

Status	Description
`STATUS_ACTIVE`	Normal operation
`STATUS_INACTIVE`	Account deactivated
`STATUS_SUSPENDED`	Account suspended (compliance)

Verification Status

Status	Description
`VERIFICATION_STATUS_UNVERIFIED`	No KYC submitted
`VERIFICATION_STATUS_PENDING_APPROVAL`	KYC under review
`VERIFICATION_STATUS_APPROVED`	KYC approved
`VERIFICATION_STATUS_PENDING_VERIFY`	Approved, pending final verification
`VERIFICATION_STATUS_VERIFIED`	Fully verified, trading enabled
`VERIFICATION_STATUS_REJECTED`	KYC rejected

Client Account Types

Type	Description
`TYPE_NOMINATIVE`	Individual investor
`TYPE_SOCIETY`	Corporate entity
`TYPE_BANK`	Banking institution

Part 4: Sub-Account Information

List My Sub-Accounts

Endpoint: GET /api/rest/v1/sub-accounts/mine

Request

curl -X GET "https://api.t-dx.com/api/rest/v1/sub-accounts/mine" \
  -H "Authorization: Bearer <access-token>"

Query Parameters

This endpoint supports standard pagination, sorting, and filtering.

Response (200 OK)

{
  "result": [
    {
      "id": "7376524e-6b6b-4137-9719-7e07a7709804",
      "clientAccountId": "8aee564e-2eb1-4a57-b686-05476c2cfd93",
      "type": "TYPE_MAIN",
      "venue": "VENUE_MARKETPLACE",
      "name": "Main Trading Account",
      "pairs": [],
      "createdAt": "2023-06-01T10:00:00Z",
      "updatedAt": "2023-06-01T10:00:00Z"
    },
    {
      "id": "9e68ec8c-c978-4ea2-b511-98d4df38f353",
      "clientAccountId": "8aee564e-2eb1-4a57-b686-05476c2cfd93",
      "type": "TYPE_SUB",
      "venue": "VENUE_OTC",
      "name": "OTC Portfolio",
      "pairs": ["btc-chf-pair-uuid", "eth-chf-pair-uuid"],
      "createdAt": "2023-07-15T14:00:00Z",
      "updatedAt": "2023-07-15T14:00:00Z"
    }
  ],
  "pagination": {
    "cursors": {
      "self": "eyJTb3J0cyI6W10sIkZpbHRlcnMiOltdLCJJc0ZpcnN0Ijp0cnVlfQ==",
      "first": "eyJTb3J0cyI6W10sIkZpbHRlcnMiOltdLCJJc0ZpcnN0Ijp0cnVlfQ==",
      "last": "",
      "next": "",
      "previous": ""
    }
  }
}

Get Single Sub-Account

Endpoint: GET /api/rest/v1/sub-accounts/{id}

curl -X GET "https://api.t-dx.com/api/rest/v1/sub-accounts/7376524e-6b6b-4137-9719-7e07a7709804" \
  -H "Authorization: Bearer <access-token>"

Response (200 OK)

{
  "result": {
    "id": "7376524e-6b6b-4137-9719-7e07a7709804",
    "clientAccountId": "8aee564e-2eb1-4a57-b686-05476c2cfd93",
    "type": "TYPE_MAIN",
    "venue": "VENUE_MARKETPLACE",
    "name": "Main Trading Account",
    "pairs": [],
    "createdAt": "2023-06-01T10:00:00Z",
    "updatedAt": "2023-06-01T10:00:00Z"
  }
}

Sub-Account Types

Type	Description
`TYPE_MAIN`	Primary trading account
`TYPE_SUB`	Additional portfolio
`TYPE_CUSTODY`	Custody-only account

Sub-Account Venues

Venue	Description
`VENUE_MARKETPLACE`	Trading on the Marketplace
`VENUE_OTC`	Over-the-counter trading with external dealers

Pair Restrictions

Empty pairs array: Access to all trading pairs
Non-empty pairs array: Access limited to listed pair IDs

Part 5: List Users (Account Manager)

If you have CanManage permission, list all users in your Client Account.

Endpoint: GET /api/rest/v1/users

Request

curl -X GET "https://api.t-dx.com/api/rest/v1/users" \
  -H "Authorization: Bearer <access-token>"

Query Parameters

This endpoint supports standard pagination, sorting, and filtering.

Response (200 OK)

{
  "result": [
    {
      "id": "user-uuid-1",
      "clientAccountId": "client-account-uuid",
      "username": "john.doe@example.com",
      "firstname": "John",
      "lastname": "Doe",
      "email": "john.doe@example.com",
      "status": "STATUS_ACTIVE",
      "type": "TYPE_FRONT_OFFICE",
      "MFAEnabled": true,
      "createdAt": "2023-06-01T10:00:00Z"
    },
    {
      "id": "user-uuid-2",
      "clientAccountId": "client-account-uuid",
      "username": "jane.smith@example.com",
      "firstname": "Jane",
      "lastname": "Smith",
      "email": "jane.smith@example.com",
      "status": "STATUS_ACTIVE",
      "type": "TYPE_FRONT_OFFICE",
      "MFAEnabled": true,
      "createdAt": "2023-07-15T14:00:00Z"
    }
  ],
  "pagination": {
    "cursors": {
      "self": "eyJTb3J0cyI6W10sIkZpbHRlcnMiOltdLCJJc0ZpcnN0Ijp0cnVlfQ==",
      "first": "eyJTb3J0cyI6W10sIkZpbHRlcnMiOltdLCJJc0ZpcnN0Ijp0cnVlfQ==",
      "last": "",
      "next": "",
      "previous": ""
    }
  }
}

List Users in Sub-Account

Endpoint: GET /api/rest/v1/users/by-sub-account/{subAccountId}

curl -X GET "https://api.t-dx.com/api/rest/v1/users/by-sub-account/7376524e-6b6b-4137-9719-7e07a7709804" \
  -H "Authorization: Bearer <access-token>"

Part 6: User Attributes

User attributes store additional metadata about the user.

List My Attributes

Endpoint: GET /api/rest/v1/users/me/attributes

curl -X GET "https://api.t-dx.com/api/rest/v1/users/me/attributes" \
  -H "Authorization: Bearer <access-token>"

Get Specific Attribute

Endpoint: GET /api/rest/v1/users/me/attributes/{attributeId}

curl -X GET "https://api.t-dx.com/api/rest/v1/users/me/attributes/attribute-uuid" \
  -H "Authorization: Bearer <access-token>"

Update Attributes

Endpoint: POST /api/rest/v1/users/me/attributes

curl -X POST "https://api.t-dx.com/api/rest/v1/users/me/attributes" \
  -H "Authorization: Bearer <access-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "attributes": [
      {
        "type": "preference",
        "subType": "ui",
        "key": "theme",
        "value": "dark",
        "contentType": "text/plain"
      }
    ]
  }'

Delete Attribute

Endpoint: DELETE /api/rest/v1/users/me/attributes/{attributeId}

curl -X DELETE "https://api.t-dx.com/api/rest/v1/users/me/attributes/attribute-uuid" \
  -H "Authorization: Bearer <access-token>"

Part 7: Client Account Attributes

List My Client Account Attributes

Endpoint: GET /api/rest/v1/client-accounts/mine/attributes

curl -X GET "https://api.t-dx.com/api/rest/v1/client-accounts/mine/attributes" \
  -H "Authorization: Bearer <access-token>"

Get Specific Client Account Attribute

Endpoint: GET /api/rest/v1/client-accounts/mine/attributes/{attributeId}

curl -X GET "https://api.t-dx.com/api/rest/v1/client-accounts/mine/attributes/attribute-uuid" \
  -H "Authorization: Bearer <access-token>"

Summary: Information Hierarchy

Level	Endpoint	Contains
User	`GET /users/me`	Login identity, permissions, preferences
Client Account	`GET /client-accounts/mine`	Legal entity, KYC status, verification
Sub-Account	`GET /sub-accounts/mine`	Portfolios, venues, pair restrictions

Error Scenarios

Status	Code	Description
401	`UNAUTHENTICATED`	Invalid or expired token
403	`PERMISSION_DENIED`	Cannot access requested resource
404	`NOT_FOUND`	Account or user not found

Authentication - Authentication flow
Wallet Information - Balance information
Domains: Accounts - Full account API reference
Domains: Core Concepts - Core concepts

Account Personal Information

Overview

Prerequisites

Part 1: Current User Information

Get Current User Profile

Request

Response (200 OK)

User Status Values

User Types

Part 2: User Preferences

Get User Preferences

Response (200 OK)

Preference Fields

Update User Preferences

Part 3: Client Account Information

Get My Client Account

Request

Response (200 OK)

Client Account Status

Verification Status

Client Account Types

Part 4: Sub-Account Information

List My Sub-Accounts

Request

Query Parameters

Response (200 OK)

Get Single Sub-Account

Response (200 OK)

Sub-Account Types

Sub-Account Venues

Pair Restrictions

Part 5: List Users (Account Manager)

Request

Query Parameters

Response (200 OK)

List Users in Sub-Account

Part 6: User Attributes

List My Attributes

Get Specific Attribute

Update Attributes

Delete Attribute

Part 7: Client Account Attributes

List My Client Account Attributes

Get Specific Client Account Attribute

Summary: Information Hierarchy

Error Scenarios

Related