Terminology & Concepts

In our API, there are many ID fields involved. This document explains them to avoid confusion.

FA

Stands for Financial Advisor.

Agency/Third-party Platform

Typically an introducing broker institution.

Important ID and Fields

client_id:

The unique identifier assigned by Tiger to the third-party platform.

client_secret:

The secret corresponding to the third-party platform in the Tiger system. This secret is required for verifying the platform's identity when calling certain endpoints.

external_id:

The user's ID on the third-party platform.

external_client_id:

Same as client_id (used in request URL construction).

account_id:

The fund account ID of the user in the Tiger system.

ID Relations

• One External ID to One User ID
• One User ID to Many Account ID