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Use this checklist to plan, implement, and launch a builder integration on Orderly. The goal is to cover the required user flows first, then add the operational pieces needed for a stable launch.

Phase 1: Planning & Setup

Before writing code, align the product scope and technical setup with the Orderly team.

Phase 2: Core Implementation

Implement the flows that every trading integration needs.
Reduce-Only Orders: Use the reduce-only flag for orders intended to close or reduce a position. This helps avoid cases where a closing order could otherwise increase Initial Margin Requirements (IMR) and fail because the account does not have enough margin.

Phase 3: Advanced Features & Optimization

Add the pieces that make the integration operationally complete.
  • Settle PnL: Handle realized PnL settlement as part of the account lifecycle.
  • Custom fees: Configure default builder fees and any user-level fee logic you need.
  • User data surfaces: Display balances, positions, trade history, and account data using endpoints such as Get account information.
  • Regulatory controls: Implement the geo-blocking and compliance checks required for your product and jurisdiction.

Phase 4: Testing & Launch Preparation

Verify the integration end to end before going live.
  • Validate on testnet: Run through registration, authentication, deposits, withdrawals, trading, and settlement on testnet before launch.
  • Prepare for maintenance: Use the system maintenance status endpoint, ask the Orderly team for builder Telegram channel access, and make sure your UI handles maintenance windows clearly, including any order actions that remain available.
  • Review support and launch readiness: Make sure your team has clear ownership for user support, incident communication, and launch coordination with Orderly.
During system maintenance, market data and user positions will be unavailable. Open positions remain open and can still be liquidated if market conditions change after trading resumes.

AI & API Quick Reference

Use this section as a compact implementation reference after you have confirmed the integration scope above.

Core Terms

  • Builder ID (broker_id): The identifier assigned to your platform during onboarding. It is required in registration and Orderly Key setup flows.
  • Orderly Key: An on-chain registered Ed25519 keypair. Use the private key only in the client or backend component that signs private REST and WebSocket requests.
  • Strategy Vault vs. OmniVault: Strategy Vault is the underlying smart contract and clearing infrastructure. OmniVault is the official protocol-level vault implementation built on top of it.

REST Authentication

Private REST requests are signed with the Orderly Key. For the full spec, see API Authentication. Required headers:
Signature message:
The path must include query parameters if they exist, for example /v1/order?symbol=PERP_ETH_USDC. Omit BODY_STRING for requests without a body.

Minimal Signing Examples

TypeScript
Python

Core REST Endpoints

WebSocket Authentication & Heartbeat

Private WebSocket authentication also uses the Orderly Key. For the full spec, see WebSocket Authentication.
  • Testnet: wss://testnet-ws-private-evm.orderly.org/v2/ws/private/stream/<account_id>
  • Mainnet: wss://ws-private-evm.orderly.org/v2/ws/private/stream/<account_id>
  • Signature message: the timestamp only, because method, path, and body are blank for WebSocket authentication.
  • Heartbeat: send {"event":"ping"} regularly and expect a pong response.