# Collective2 WhiteLabel API

📖 For full documentation, see the Collective2 API Documentation.

Version: v4 ## Servers ``` https://api4-wl.collective2.com ``` ## Security ### bearerAuth Authorization header using the Bearer scheme. e.g. 'Bearer myAPIkey'. See https://swagger.io/docs/specification/v3_0/authentication/bearer-authentication/ Type: http Scheme: bearer Bearer Format: Bearer my_api_key ## Download OpenAPI description [Collective2 WhiteLabel API](https://api-docs.collective2.com/_bundle/apis/whitelabel/swagger.yaml) ## Other ### GetAutotradedStrategies - [GET /Autotrade/GetAutotradedStrategies](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradedstrategies_get.md): Request the Autotraded strategies of the person. Paginated endpoint. ### GetAutotraders - [GET /Autotrade/GetAutotraders](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotraders_get.md): A list of Autotraders. Paginated endpoint. ### GetAutotradeSettings - [GET /Autotrade/GetAutotradeSettings](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradesettings_get.md): The Autotrade Settings. Non-paginated endpoint. ### GetDashBoard - [GET /Autotrade/GetDashBoard](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getdashboard_get.md): Request the Person's Autotraded strategies and a performance summary. Non-paginated endpoint. ### GetAutotradeActiveOrders - [GET /Autotrade/GetAutotradeActiveOrders](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradeactiveorders_get.md): Request the Working orders of the Account. Non-paginated endpoint. ### GetAutotradeHistoricalOrders - [GET /Autotrade/GetAutotradeHistoricalOrders](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradehistoricalorders_get.md): Request the historical orders of the Account. Paginated endpoint. ### GetAutoTradeOpenPositions - [GET /Autotrade/GetAutoTradeOpenPositions](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradeopenpositions_get.md): Request the open positions of the Account. Non-paginated endpoint. ### GetSyncFilters - [GET /Autotrade/GetSyncFilters](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getsyncfilters_get.md): A list of SyncFilters. Paginated endpoint. ### DeleteSyncFilters - [DELETE /Autotrade/DeleteSyncFilters](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/deletesyncfilters_delete.md): Delete one or more SyncFilters in the specified account. This is not a synchronous operation: The delete is accepted immediately and applied asynchronously when the AutoTrade server processes the request. Non-paginated endpoint. ### GetAutotradeSyncStatusReport - [GET /Autotrade/GetAutotradeSyncStatusReport](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradesyncstatusreport_get.md): The Autotrade Account Sync Report. Non-Paginated endpoint. ### GetBrokers - [GET /Autotrade/GetBrokers](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getbrokers_get.md): Get a list of Autotrade brokers. Non-Paginated endpoint. ### SearchAutotradedAccounts - [GET /Autotrade/SearchAutotradedAccounts](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/searchautotradedaccounts_get.md): A list of Autotraded accounts. You must provide at least one parameter. Paginated endpoint. ### GetAutotradeStats - [GET /Autotrade/GetAutotradeStats](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradestats_get.md): Request the historical Autotraded accounts statistics. Non-paginated endpoint. ### GetPendingAccounts - [GET /Autotrade/GetPendingAccounts](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getpendingaccounts_get.md): Get the live accounts pending Autotrade approval. Non-paginated endpoint. ### GetSimResults - [GET /Autotrade/GetSimResults](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getsimresults_get.md): Return free SIM subscription results, measured since each SIM started, not over a fixed 90-day window. Use IsResultReady before displaying performance; unavailable values are null or omitted. This is not an eligibility check or a daily-history endpoint. Non-Paginated endpoint. ### SearchAccounts - [GET /Autotrade/SearchAccounts](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/searchaccounts_get.md): Request a list of brokerage and Papertrade accounts, including accounts not currently autotrading. Partial matches will be returned. Paginated endpoint. ### GetAutotradeApprovalStatus - [GET /Autotrade/GetAutotradeApprovalStatus](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradeapprovalstatus_get.md): Poll one AutoTrade approval request created by WhiteLabelStartAutotrade. Status is one of PendingCustomer (your customer has not finished the approval), Processing (approved; we are switching trading on), PendingBroker (approved; broker-side enablement pending, typically 5-10 business days), Completed (trading is on), Failed, Expired, or Superseded (a newer WhiteLabelStartAutotrade or a StopAutotrade replaced it). ApprovalUrl is present only while the request is PendingCustomer. This poll is the source of truth; the completion webhook is a courtesy signal. Non-Paginated endpoint. ### ResetPaperTrade - [PUT /Autotrade/ResetPaperTrade](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/resetpapertrade_put.md): Reset the specified PaperTrade account. ### GetAutotradePlans - [GET /Autotrade/GetAutotradePlans](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getautotradeplans_get.md): Return the AutoTrading license plans available on your White Label site, together with the site's fee policy: who pays the AutoTrade fee (the end customer, the site owner, or nobody) and, when the site owner is billed for usage, the published pricing tiers. The site is the one your API key belongs to; C2 admin keys may pass WhiteLabelSiteId to view any site. Non-Paginated endpoint. ### GetWhiteLabelSimAccount - [GET /Autotrade/GetWhiteLabelSimAccount](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getwhitelabelsimaccount_get.md): Read practice capital and reset eligibility. Equity includes unallocated cash and closed SIM returns; PendingCount identifies subscriptions awaiting their initial snapshot. Non-paginated endpoint. ### GetWhiteLabelSimAllocation - [GET /Autotrade/GetWhiteLabelSimAllocation](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getwhitelabelsimallocation_get.md): Read the current SIM subscription and supported allocation range and step. Non-paginated endpoint. ### SetWhiteLabelSimAllocation - [PUT /Autotrade/SetWhiteLabelSimAllocation](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/setwhitelabelsimallocation_put.md): Change an active SIM allocation. The old subscription is stopped and replaced; refresh using the returned SubscriptionId. Inspect IsCompleted and FailureCode even on an HTTP success. Non-paginated endpoint. ### ResetWhiteLabelSimAccount - [POST /Autotrade/ResetWhiteLabelSimAccount](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/resetwhitelabelsimaccount_post.md): Start over for the whole practice account: stop all SIMs and clear practice results. Requires IsResetConfirmed=true. Resets are allowed after 30 days or below 5000 available practice dollars. Trial expiry is unchanged. Inspect IsCompleted and the actual counts; a failed reset can be partial. Non-paginated endpoint. ### GetWhiteLabelSimEquityHistory - [GET /Autotrade/GetWhiteLabelSimEquityHistory](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getwhitelabelsimequityhistory_get.md): Read the last stored practice-equity sample per observed day, up to 120 days. Missing days are omitted. Dates use America/New_York; a closed day is not a guarantee against later corrections. Non-paginated endpoint. ### StartSim - [POST /Autotrade/StartSim](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/startsim_post.md): Start simulated subscriptions for a customer on your White Label site. A simulated subscription lets the customer follow a strategy's aggregate performance without trading real money and without access to its open positions or live signals. You can request 1 to 8 strategies in one call; strategies that cannot be started are returned in the Skipped list with a reason rather than failing the whole request. Admin and SuperAdmin callers must supply WhiteLabelSiteId explicitly. WhiteLabel callers use the site bound to their API key. The customer must belong to that site. Non-Paginated endpoint. ### StopSim - [DELETE /Autotrade/StopSim](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/stopsim_delete.md): Stop a customer's simulated subscription to a strategy on your White Label site. Only simulated subscriptions can be stopped through this endpoint; real subscriptions are refused. Admin and SuperAdmin callers must supply WhiteLabelSiteId explicitly. WhiteLabel callers use the site bound to their API key. The customer must belong to that site. Non-Paginated endpoint. ### WhiteLabelStartAutotrade - [POST /Autotrade/WhiteLabelStartAutotrade](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/whitelabelstartautotrade_post.md): Create a customer approval request for AutoTrading on the authenticated White Label site. This call does not activate trading. Give ApprovalUrl to the customer to open in their own browser; C2 requires customer presence, verify identity enrollment when needed, and electronic agreements before activation. ApprovalUrl must open as a top-level page, not an iframe. Poll GetAutotradeApprovalStatus. Repeated requests may return an existing approval; changed settings are not applied while approval is processing or AutoTrading is already on. To change an active setup, stop it and request a new customer approval. Never submit AccountUserName or AccountPassword: these fields are rejected on the White Label lane. Legacy StartAutotrade is unavailable to White Label callers. Non-paginated endpoint. ### StopAutotrade - [DELETE /Autotrade/StopAutotrade](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/stopautotrade_delete.md): Request that AutoTrading stop, subject to the caller's permissions. PlatformTransmit does not support this operation. The stop is accepted immediately and applied asynchronously when the AutoTrade server processes the account; show stop requested until the stopped state is observed. Repeated stops are safe. To change an active White Label setup, stop it and use WhiteLabelStartAutotrade for fresh customer approval. On the White Label API, stopping attempts to close the selected strategy's positions unless LeavePositionsOpen=true. Keeping positions is allowed only for the last AutoTrading strategy in the account; otherwise the request is refused so the customer can confirm closing. Other strategies continue. Pending approvals are retired and the customer is notified. The strategy subscription remains active; stop it separately. Non-paginated endpoint. ### GetWhiteLabelAutotradeStopStatus - [GET /Autotrade/GetWhiteLabelAutotradeStopStatus](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/getwhitelabelautotradestopstatus_get.md): Check one stop request using the RequestId returned by StopAutotrade on the White Label API. Processing means the stop is awaiting engine confirmation. Completed means the stop request has been marked processed. It does not guarantee that closing orders have filled or that the account is flat. Failed means support must review the stop. Superseded means a newer request or restarted AutoTrading replaced this result. Unknown means no trustworthy completion evidence is available, including older stops without an exact queue reference. A cancellation completed before trading started can report Completed without broker processing. Do not infer completion from a successful StopAutotrade response or missing AutoTrade settings. If Processing persists, contact support; do not automatically repeat the stop. Non-Paginated endpoint. ### SetAutotradeSettings - [PUT /Autotrade/SetAutotradeSettings](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/setautotradesettings_put.md): Enable or disable Autotrade or Autosync in the specified account. ### NewAutotradeOrder - [POST /Autotrade/NewAutotradeOrder](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/newautotradeorder_post.md): Send a new closing order to the specified account. Only Stop and Limit OrderTypes are supported. Non-paginated endpoint. ### CancelAutotradeOrder - [DELETE /Autotrade/CancelAutotradeOrder](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/cancelautotradeorder_delete.md): Cancel an order in the specified account. Auto Stop-Loss orders are not currently supported. Non-paginated endpoint. ### ReplaceAutotradeOrder - [PUT /Autotrade/ReplaceAutotradeOrder](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_autotrade/replaceautotradeorder_put.md): Cancel/Replace an open closing order in the specified account. Only strategy and manual exit orders are currently supported. ### Hello - [POST /General/Hello](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/hello_post.md): Test endpoint that can be used to test your API Key, RateLimits, Headers, etc ### GetAccessKey - [GET /General/GetAccessKey](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getaccesskey_get.md): Get the requester's APIKey Role and expiration ### AddProfile - [POST /General/AddProfile](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/addprofile_post.md): Create a new C2 profile. Non-paginated endpoint. ### UpdateProfile - [PUT /General/UpdateProfile](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/updateprofile_put.md): Update customer contact information. A site administrator with write authority may edit a customer belonging to that site without customer participation. Supports FirstName, LastName, Phone, CountryCode, Street, Street2, City, DivisionCode and ZipCode only. Brokerage accounts, credentials, AutoTrade settings and approval records cannot be changed here. A changed phone number becomes unverified; supplying the same number preserves its verification. Omitted/null fields are unchanged; use IsClearPhone to remove the number. General API does not yet implement this endpoint. ### GetProfile - [GET /General/GetProfile](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getprofile_get.md): Request details of a Person. Public profiles are visible to all. Private profile information will only be visible to the account owner. Non-paginated endpoint. ### SearchProfiles - [GET /General/SearchProfiles](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/searchprofiles_get.md): Search profiles using any field combination. Partial matches will be returned. Paginated endpoint. Only Admins, Geo and White-Label Admins can access this endpoint. If you're a GeoSite admin, you will see all your GeoSite members including your WhiteLabel members. If you're a WhiteLabel admin, you will see your WhiteLabel members, but not other GeoSite members. If you're neither, you will get a 403 error. ### GetInvestorPlanSubscriptions - [GET /General/GetInvestorPlanSubscriptions](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getinvestorplansubscriptions_get.md): Request details of a Person's strategy subscriptions. Paginated endpoint ### GetManagerPlanSubscriptions - [GET /General/GetManagerPlanSubscriptions](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getmanagerplansubscriptions_get.md): Request details of a Person's strategy manager subscriptions. Paginated endpoint ### GetSubscribedStrategies - [GET /General/GetSubscribedStrategies](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getsubscribedstrategies_get.md): Request the subscribed strategies of the person. Paginated endpoint. ### GetWhiteLabelSiteUsers - [GET /General/GetWhiteLabelSiteUsers](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getwhitelabelsiteusers_get.md): Get all members of a WL site. Only admins and WhiteLabel admins can access this endpoint. Paginated endpoint. ### WhiteLabelGetIdentityVerificationStatus - [GET /General/WhiteLabelGetIdentityVerificationStatus](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/whitelabelgetidentityverificationstatus_get.md): Read whether a person on your White Label site has verified their identity with Collective2 — the manager verification a strategy manager completes on the /manager-verification/ page — and the state of any verification still in progress. This is the identity check Collective2 requires before a strategy may accept paying subscribers. The person must belong to your site. Non-paginated endpoint. ### GetPhoneAlreadyExists - [GET /General/GetPhoneAlreadyExists](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getphonealreadyexists_get.md): Check if a verified phone number already exists on C2. Non-paginated endpoint. ### GetWlInstrumentationExport - [GET /General/GetWlInstrumentationExport](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_general/getwlinstrumentationexport_get.md): Export instrumentation data for a White Label site, including session events, subscriptions, autotrade account stability, and executions within the requested time window. These are SSO/login handshakes, not full pageview analytics. Only WhiteLabel admins can access this endpolong. Non-Paginated endpolong. ### GetStrategyDetails - [GET /Strategies/GetStrategyDetails](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategydetails_get.md): Request the strategy statistics. Non-paginated endpoint. ### SearchStrategies - [GET /Strategies/SearchStrategies](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/searchstrategies_get.md): Request a list of strategies available to the user. Paginated endpoint. ### GetLeaderBoard - [GET /Strategies/GetLeaderBoard](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getleaderboard_get.md): Request the curated public leaderboard of strategies. Non-Paginated endpoint. ### GetSubscribers - [GET /Strategies/GetSubscribers](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getsubscribers_get.md): Request the list of subscribers of a strategy and their subscrition history. Paginated endpoint. ### GetSubscriptionRevenue - [GET /Strategies/GetSubscriptionRevenue](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getsubscriptionrevenue_get.md): Request the subscriber revenue of a strategy. Paginated endpoint. You must provide at least one parameter other than Start/End date. ### NewStrategyOrder - [POST /Strategies/NewStrategyOrder](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/newstrategyorder_post.md): Send a new order for the strategy. Non-paginated endpoint. ### CancelStrategyOrder - [DELETE /Strategies/CancelStrategyOrder](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/cancelstrategyorder_delete.md): Cancel a order. Non-paginated endpoint. ### ReplaceStrategyOrder - [PUT /Strategies/ReplaceStrategyOrder](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/replacestrategyorder_put.md): Send a cancel/replace a order for the strategy. Non-paginated endpoint. ### GetStrategyActiveOrders - [GET /Strategies/GetStrategyActiveOrders](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategyactiveorders_get.md): Request the open orders for the strategies. Non-paginated endpoint. ### GetStrategyOpenPositions - [GET /Strategies/GetStrategyOpenPositions](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategyopenpositions_get.md): Request the open positions for the strategy. Non-paginated endpoint. ### GetStrategyHistoricalOrders - [GET /Strategies/GetStrategyHistoricalOrders](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategyhistoricalorders_get.md): Returns the historical orders of the strategy. Paginated endpoint. ### AddStrategy - [POST /Strategies/AddStrategy](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/addstrategy_post.md): Create a new, empty strategy. Only Admins have the ability to set a OwnerPersonId or InitialSiteVisibility. Non-paginated endpoint. ### UpdateStrategy - [PUT /Strategies/UpdateStrategy](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/updatestrategy_put.md): Update the name and descriptions of a strategy you own. Omitted or null fields are unchanged; an empty description clears it. Descriptions follow the hosted compliance review process, so acceptance does not mean immediate publication. Trading settings, ownership, pricing and customer AutoTrade permissions cannot be changed here. Non-paginated endpoint. ### GetStrategyHistoricalEquity - [GET /Strategies/GetStrategyHistoricalEquity](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategyhistoricalequity_get.md): Returns monthly returns for the strategy. Non-paginated endpoint. ### GetStrategyHistoricalDailyEquity - [GET /Strategies/GetStrategyHistoricalDailyEquity](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategyhistoricaldailyequity_get.md): Returns daily returns for the strategy. Non-paginated endpoint. ### GetStrategyHistoricalClosedTrades - [GET /Strategies/GetStrategyHistoricalClosedTrades](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategyhistoricalclosedtrades_get.md): Returns the historical closed trades of the strategy. The difference between an order and a trade is trades group orders on 'tradeid', much like you would see on our web site. Pagination is optional and disabled by default. Paginated results use trade ID order. ### SetDesiredPositionsV2 - [POST /v2/Strategies/SetDesiredPositions](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_v2/strategies/setdesiredpositions_post.md): The list of positions that must exist in the strategy. All C2 positions not in this list will be closed with market orders. Non-paginated endpoint. ### GetWatchLists - [GET /Strategies/GetWatchLists](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getwatchlists_get.md): Request all watchlists available to the user. Paginated endpoint. ### GetWatchListMembers - [GET /Strategies/GetWatchListMembers](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getwatchlistmembers_get.md): Request a list of strategies in the watchlist. Paginated endpoint. ### ManageWatchList - [POST /Strategies/ManageWatchList](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/managewatchlist_post.md): Edit watchlists and their members. Non-paginated endpoint. ### ManageWatchList - [DELETE /Strategies/ManageWatchList](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/managewatchlist_delete.md): Edit watchlists and their members. Non-paginated endpoint. ### GetSupportedSymbols - [GET /Strategies/GetSupportedSymbols](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getsupportedsymbols_get.md): Request a list of supported Futures and Forex symbols. All US stocks > $5 and all US equity options are supported by default so they will not be sent in the response. We will include a few non-standard stock symbols that require special C2 symbology. Paginated and cached endpoint. ### GetRule575Status - [GET /Strategies/GetRule575Status](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getrule575status_get.md): Returns Rule 575 exception fills and rollup summaries for a White Label site. Only WhiteLabel admins can access this endpoint. Non-Paginated endpoint. ### GetStrategyMuxStatus - [GET /Strategies/GetStrategyMuxStatus](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getstrategymuxstatus_get.md): Get the signal multiplexer status report for a family of child strategies, including position sync state, exception counts, and per-variant sync details. Only WhiteLabel admins can access this endpoint. Non-Paginated endpoint. ### GetSiteCatalog - [GET /Strategies/GetSiteCatalog](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/getsitecatalog_get.md): Return the catalog of strategies offered on your White Label site, priced as your customers see them. Each row shows the strategy's original name, the display name used on your site (when the site resells it under a custom name), the strategy's base monthly cost, any site markup in dollars, and the resulting monthly cost on your site. The site is the one your API key belongs to; C2 admin keys may pass WhiteLabelSiteId to view any site. Non-Paginated endpoint. ### UpdateSiteCatalog - [POST /Strategies/UpdateSiteCatalog](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/updatesitecatalog_post.md): Add strategies to, or remove strategies from, your White Label site's catalog — the API version of the console's add/remove-strategy toggle. Send a list of StrategyIds (1 to 100 per call) with Action "Add" or "Delete", and get a per-strategy result back. The operation is idempotent: a strategy already in the requested state is reported as a success ("already_in_catalog" / "not_in_catalog"), so replays are safe. Removal is refused per-strategy while the strategy still has active paid subscribers who are customers of your site (the result carries the count); simulated subscriptions never block removal. The site is the one your API key belongs to; C2 admin keys may pass WhiteLabelSiteId to manage any site. Non-Paginated endpoint. ### WhiteLabelUpdateSiteCatalogPricing - [POST /Strategies/WhiteLabelUpdateSiteCatalogPricing](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/whitelabelupdatesitecatalogpricing_post.md): Set the resale pricing for one strategy your White Label site resells: the monthly markup added to the strategy's base price, and optionally the custom display name and descriptions shown on your site — the API version of the console's library pricing editor. One strategy per call. DisplayName is stated on every call: include it to show a custom name, or omit it (or send it empty) to show the strategy's original name. For descriptions, an empty or whitespace-only string clears the override; omit or send null to keep the stored value. Refused for strategies your site OWNS (Collective2 charges your customers nothing for those, so their pricing lives in your own product) and for strategies not currently in your resale catalog — add those first with UpdateSiteCatalog. The site is always the one your API key belongs to. The new pricing is reflected in GetSiteCatalog immediately. Non-Paginated endpoint. ### WhiteLabelStartSubscription - [POST /Strategies/WhiteLabelStartSubscription](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/whitelabelstartsubscription_post.md): Start a strategy subscription for a customer of your White Label site. What the call does depends on who owns the strategy, and the response's Lane field tells you which contract applied. A strategy OWNED by your site becomes a finite access grant: Collective2 charges nothing, you bill your customer yourself, and you must supply a term — Months (1 to 24) or AccessUntil (a date), not both; calling again extends the same access, so renewal is simply a repeat call, and access lapses on its own if you stop renewing. A RESOLD Collective2 marketplace strategy from your site catalog becomes an open-ended monthly subscription billed to your site's house account at the wholesale price — supply no term. The first wholesale charge is attempted during the call and the response reports whether it settled (IsFirstChargeSuccessful; if it did not, Collective2's recurring biller retries and ResponseStatus.Message carries the detail). The call is refused when your house account balance cannot cover the first charge, unless your site is configured to allow negative billing. There are no free trials on this lane, and billing continues monthly until you call StopSubscription — keep the house account funded or monthly renewals will stall. Your customer never pays Collective2 in either lane and no card details are involved. A live simulated subscription for the same customer and strategy is superseded automatically — this is the natural sim-to-real conversion. Requires IdempotencyKey, a stable per-business-event string. Retrying a call never double-subscribes, but the two lanes confirm a retry differently. Owned strategies: repeating the same key with identical parameters replays the original grant (HTTP 200 with IsIdempotentReplay true); reusing a key with different parameters is refused — use a fresh key for each intended renewal. Resold strategies: the key is recorded for audit; a customer can hold only one live subscription per strategy, so a retry after a start that actually succeeded returns HTTP 409 "Already subscribed" with the existing subscription's id in the error's Meta["SubscriptionId"] — treat that 409 as confirmation the subscription is active, not as a failure. Refusals carry machine-readable detail in the error's Meta where prose alone would be ambiguous: Meta["SubscriptionId"] on "Already subscribed", Meta["HouseAccountBalance"] and Meta["WholesaleMonthly"] on "Insufficient house account funds". Starting a subscription does not start AutoTrading; that is StartAutotrade's customer-approval flow. Non-Paginated endpoint. ### WhiteLabelStopSubscription - [DELETE /Strategies/WhiteLabelStopSubscription](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/whitelabelstopsubscription_delete.md): Stop a customer's strategy subscription on your White Label site. Mode "EndOfTerm" (the default) lets the paid term run out: billing stops, access continues until the term ends, and there are no mid-term refunds — repeating the call is an idempotent no-op, and for an owned-strategy access grant (which never renews on its own) the call simply confirms the access end date. Mode "Immediate" ends the subscription now and forfeits the remainder of the term; if the customer is AutoTrading the strategy, supply AutotradePositions to say what happens to open positions ("LeaveInPlace" or "AttemptToClose") — an immediate stop that needs this and doesn't get it is refused. Simulated subscriptions are refused here; stop those with StopSim. Non-Paginated endpoint. ### WhiteLabelPreviewSubscriptionCredit - [GET /Strategies/WhiteLabelPreviewSubscriptionCredit](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/whitelabelpreviewsubscriptioncredit_get.md): Preview subscription-credit eligibility, the proposed access end and House cost for a customer of your White Label site. Provide AddMonths (1 to 24) or AccessThrough (YYYY-MM-DD), not both. Calendar dates include the whole day in America/New_York. Preview charges nothing and grants no access. ImmediateHouseAmount is the debit if applied. HouseMonthlyAmount is the current monthly cost, not a prepaid total or guaranteed future price. Extending an existing API resale sponsorship costs zero immediately and preserves its billing anniversary. Owned strategies have zero House cost. Existing customer billing may resume after credits, as CustomerBillingResumes indicates. The access boundary is proposed. An incremental grant's exact start and end are resolved when applied. QuoteId expires after ten minutes. The site comes from your API key. Non-paginated endpoint. ### WhiteLabelGrantSubscriptionCredit - [POST /Strategies/WhiteLabelGrantSubscriptionCredit](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/whitelabelgrantsubscriptioncredit_post.md): Add or extend subscription access for a customer of your White Label site. Provide AddMonths (1 to 24) or AccessThrough (YYYY-MM-DD), not both. Calendar dates include that day in America/New_York. RequestId is unique per operation within your site: 8 to 191 printable ASCII characters with no surrounding spaces. QuoteId from preview is required for resold strategies and optional for owned strategies. After a timeout, internal_error or outcome_unconfirmed, retry the identical request, including RequestId and QuoteId, before replacing either. A replay returns the original receipt without another grant or debit. Resale sponsorships use full monthly House funding with no final-month proration or automatic switch to customer billing. Access is capped by successful funding and the sponsorship end. Existing customer UI subscriptions remain recurring. Existing recurring resale subscriptions cannot be converted. HouseAccountAmount is the actual debit for this operation. Extensions and already-covered ends charge zero immediately. The result is an operation receipt. Use WhiteLabelGetSubscriptionCredits with View=status for current access. Refusals expose the machine-readable reason in ResponseStatus.Errors[].Meta[Reason]. Uncertain grants also include Meta[RequestId] and Meta[RetryIdenticalGrant]=true. The site comes from your API key. Non-paginated endpoint. ### WhiteLabelGetSubscriptionCredits - [GET /Strategies/WhiteLabelGetSubscriptionCredits](https://api-docs.collective2.com/apis/whitelabel/swagger/other/c2_api_strategies/whitelabelgetsubscriptioncredits_get.md): Read subscription credits for your White Label site. View=status (default) reports current access, capped by both sponsorship and successful funding. IsActive may be null when billing is ambiguous. Treat only true as confirmed active access. Omit PersonId and StrategyId for the whole site, or supply either filter. Use Limit (1 to 200) and pass NextBeforeSubscriptionId as BeforeSubscriptionId for the next status page. View=history includes grants from all sources and uses NextBeforeGrantId/BeforeGrantId. View=receipt requires the original RequestId and returns zero or one receipt. History and receipt report operations: check Status and ReversedUtc. A receipt alone does not establish current access. An empty receipt does not rule out an in-flight grant committing. After an uncertain grant, retry the identical grant with its original RequestId and QuoteId. A null cursor means there is no further page. Refusals expose the machine-readable reason in ResponseStatus.Errors[].Meta[Reason]. The site comes from your API key.