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.

Value	Meaning
`INVESTMENT`	Brokerage / investment account (equities, options, crypto).
`DEPOSIT`	Bank deposit account (checking, savings).
`LOC`	Line of credit account (for example, loans or credit cards).
`null`	Category could not be determined (brokerage did not return a recognizable type). Treat as an investment account so legitimate brokerage accounts are not accidentally hidden from trading and holdings flows.

The field is returned from both and . If a user has multiple connections, call first, then call for each connection.

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

The examples below select a single connection for brevity. If a user has multiple connections, choose the connection whose accounts you want to filter before listing accounts for that connection.

Node.js / TypeScript

const { data: connections } = await snaptrade.connections.listBrokerageAuthorizations({
  userId,
  userSecret,
});

// Select the connection whose accounts you want to filter.
const connection = connections[0];
const { data: accounts } = await snaptrade.connections.listBrokerageAuthorizationAccounts({
  authorizationId: connection.id!,
  userId,
  userSecret,
});

const accounts = (
  await Promise.all(
    connections
      .filter((connection) => connection.id)
      .map((connection) =>
        snaptrade.connections.listBrokerageAuthorizationAccounts({
          authorizationId: connection.id!,
          userId,
          userSecret,
        })
      )
  )
).flatMap((response) => response.data);

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

Python


connections = snaptrade.connections.list_brokerage_authorizations(
    user_id=user_id,
    user_secret=user_secret,
).body

# Select the connection whose accounts you want to filter.
connection = connections[0]
accounts = snaptrade.connections.list_brokerage_authorization_accounts(
    authorization_id=connection["id"],
    user_id=user_id,
    user_secret=user_secret,
).body

accounts = []
for connection in connections:
    accounts.extend(
        snaptrade.connections.list_brokerage_authorization_accounts(
            authorization_id=connection["id"],
            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


# Replace <authorizationId> with an id returned by /authorizations.
curl 'https://api.snaptrade.com/api/v1/authorizations/<authorizationId>/accounts?userId=...&userSecret=...' \
  | jq '[.[] | select(.account_category == "INVESTMENT" or .account_category == null)]'