Filtering Accounts by Category

SnapTrade connections can return multiple account types from a single brokerage login. For example, a Robinhood or Fidelity connection may include an investment brokerage account alongside a line-of-credit or deposit (bank) account.

If your integration only supports investment flows - trading, holdings, balances - you'll want to filter out the non-investment accounts so they don't surface in your UI or trade logic.

The account_category Field

Every account returned by SnapTrade includes an account_category field that normalizes the account type across brokerages.

The field is returned from both

List accounts

get

and

Get account detail

get

.

The raw_type Field

Alongside account_category, every account also includes a raw_type field. This is the unnormalized account type string as provided by the brokerage (for example, Margin, INDIVIDUAL, ROTH, TFSA). Values differ per brokerage and are not standardized by SnapTrade.

Use raw_type when you need finer-grained distinctions than account_category provides - for example, separating retirement accounts from taxable brokerage accounts within the INVESTMENT category. For high-level filtering between investment and non-investment accounts, prefer account_category.

Filtering in Your Code

Node.js / TypeScript

const { data: accounts } = await snaptrade.accountInformation.listUserAccounts({
  userId,
  userSecret,
});

const investmentAccounts = accounts.filter(
  (a) => a.account_category === "INVESTMENT" || a.account_category === null
);

Python

Python
accounts = snaptrade.account_information.list_user_accounts(
    user_id=user_id,
    user_secret=user_secret,
).body

investment_accounts = [
    a for a in accounts
    if a.get("account_category") in ("INVESTMENT", None)
]

cURL

Bash
curl 'https://api.snaptrade.com/api/v1/accounts?userId=...&userSecret=...' \
  | jq '[.[] | select(.account_category == "INVESTMENT" or .account_category == null)]'

See also:

• Account Data
• Trading with SnapTrade