October 30, 2023 - v2023.1.0
6 months ago by Daria Levashova
🎉 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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- Added Guide for WealthTech API Postman Collection setup
- Added Securities and Asset Classifications documentation
🛠 Fixes & Improvements:
- GET Accounts endpoint:
advisor_codefield is deprecated and replaced withadvisor_codesfield. - Fixed issue in Printable Reports API accepting Machine-to-Machine authentication token.