We’re excited to share the latest BridgeFT Q3 updates, including enhancements to the Accounts API with new registration and account type fields, expanded email capture from Fidelity for the Related Persons endpoint, performance data and price fetch optimizations, and improvements to Billing Groups for managing large volumes of accounts_...Click here to view more updates..._
To Our Valued BridgeFT Client we're excited to wrap up Q2 by sharing important product updates, data feed expansions, and bug fixes to further enhance the BridgeFT client experience.
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This release focuses on improving data accuracy, transparency, and system reliability. Key updates include enhancements to the Accounts and Transactions APIs for better account tracking and transparency, as well as improvements in data processing and infrastructure to ensure faster, more consistent access.
🎉 New:
Added Related Persons data, Accrued Interest on Transactions, Restriction Codes and Pledged Assets Indicator on Accounts data, 7 additional Broker Dealer data feeds and more...
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🛠 Fixes & Improvements:
Advisor Code API now allows for multiple formats that are accepted by the Schwab custodian. This change enables more flexibility and ease-of-use when adding Advisor Codes for Schwab. Acceptable codes formats have been added in Advisor Codes Guide.
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🎉 New:
Added new trade_settle_ind field in Source Transactions API — this is an indicator to declare if the transaction records provided by the custodian is a trade or settlement date based. This field is filterable so you are able to retrieve transactions records from BridgeFT with the type required for your use case: T = Trade Date Based, S = Settlement Date Based.
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🛠 Fixes & Improvements:
We improved POST requests validation across the platform and enhanced the error messages returned in case of any incorrect requests being sent to our platform. This should help to more easily troubleshoot client-side errors and ensure the appropriate usage of our platform.
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🎉 New:
Exchange SSN / Tax ID Token endpoint — allows you to convert encrypted SSN / Tax ID token(s) to the initial value(s) in plain text format. Please take note that PII security measures apply, and additional authorization is required to use this endpoint. For more details, please refer to the SSN / Tax ID Conversion Guide.
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🎉 New:
Source Transactions API - allows you to retrieve the detailed transactional information in addition to existing Source Lots, Positions, RGLs and Balances. The first version of this API provides the main fields and we are working to supplying more detailed data going forward. Please refer to the Transactions Data Schema document for more details.
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🎉 New:
Related Persons API - is a new component of the Accounts Management toolbox, enabling you to retrieve information about all related persons in addition to the account details accessible via the Accounts API. This is released as “beta” version supporting Pershing custodian. We will be gradually expanding this functionality to cover all custodians. Please refer to the Related Persons Guide for more details.
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