Saxo Bank Developer Portal

Standing Instructions

A Standing instruction is a rule that defines how an election should be applied automatically. Standing instructions only applicable to event types Dividend Reinvestment (DRIP) and Dividend Option (DVOP) and option types Cash or Securities. A standing instruction specifies that whenever voluntary event of type DRIP or DVOP occurs, an election should be made automatically for either Cash or Securities option for account(s) and instrument(s) specified in the instruction.

Endpoints

Get standing instructions.

Fetches a list of standing instructions configured by client or partner.

GET https://gateway.saxobank.com/sim/openapi/ca/v2/standinginstructions?ClientKey={ClientKey}&IncludeSubAccounts={IncludeSubAccounts}
Create new standing instruction.

Creates new standing instructions - configured for given account and instrument. Standing instructions will be used to perform auto elections by the Election Robot.

POST https://gateway.saxobank.com/sim/openapi/ca/v2/standinginstructions
Delete standing instructions

Removes standing instructions, which disables configured auto election.

DELETE https://gateway.saxobank.com/sim/openapi/ca/v2/standinginstructions?ClientKey={ClientKey}&StandingInstructionIds={StandingInstructionIds}