Turnqey Developer Documentation
Turnqey gives wealth platforms and financial advisers read-only cryptoasset data for reporting, cost basis, portfolio visibility, and partner integrations.
What Turnqey does
Turnqey helps adviser platforms answer basic crypto questions inside their own workflows:
- What crypto assets does this client hold?
- Where are those assets held?
- What are the balances and market values?
- What transactions and cost basis data are available?
- What information does the adviser need for reporting, tax, estate, or compliance workflows?
Turnqey provides the data layer. Partners decide how that data appears inside their own product.
Who should use these docs
Advisers and partner teams
Use these docs to understand Turnqey’s product and integration workflows:
- Read-only exchange and wallet connections
- Client crypto discovery
- Holdings, balances, and transaction visibility
- Cost basis and tax-lot reporting
- Wealthbox integration
- Agent Service / Qato
- Security, compliance, and supported sources
Developers
Use these docs to build and test Turnqey integrations:
- Authentication
- Account authorization
- Account collection lookup
- Balance retrieval
- Transaction retrieval
- Data freshness and caching
- Error handling and retries
- Sandbox testing
- Production onboarding
Core products
| Product | Purpose |
|---|---|
| TAIP™️ | Adviser platform for crypto accounts, holdings, reporting, and performance visibility. |
| Qeychain™️ | Cost basis, tax lots, Form 8949 support, and crypto accounting workflows. |
| QScore™️ | Cryptoasset risk scoring for portfolio review and compliance support. |
| Q-Sim™️ | Backtesting and scenario analysis for crypto portfolios. |
| Turnqey API | Read-only API layer for account linking, balances, transactions, reporting, and partner integrations. |
| Agent Service / Qato | Account-scoped AI support and workflow assistance for approved partner channels. |
| Turnqey Institute | Adviser education, research, and fiduciary training. |
Read-only by design
Turnqey is built for visibility and reporting.
Turnqey cannot place trades, withdraw assets, transfer assets, custody funds, access private keys, collect seed phrases, or move client money.
Partners use Turnqey to view and report on crypto assets, not to control them.
Support
For integration support, contact: