What is an Advisor Code?

An advisor code is a unique identifier within a custodian, often referred to as Master Number/G-Number/Rep Code/Branch Code etc. depending on the custodian. Accounts are associated with one or more advisor codes within the custodian.

Why Do I Need to Let BridgeFT Know About My Advisor Codes?

BridgeFT receives account data from custodians organized by advisor code at the highest level. We ingest the account data associating each account with the advisor code(s) they are linked to.

At this point, we have a collection of accounts and their respective advisor codes. However, there is nothing to relate these accounts to your WealthTech API application. If you make any account based API requests you will receive no data.

In order to receive data, BridgeFT needs to know each of your advisor codes to properly establish a link between your WealthTech API application and all of your accounts.

We offer a convenient API that allows you to link advisor codes, along with their respective accounts, with your WealthTech API application.

This guide explains how to add and manage your advisor codes in BridgeFT using Advisor Codes API.

How to Manage Advisor Codes in BridgeFT?

Viewing Registered Advisor Codes

The WealthTech API provides the ability to list all advisor codes associated with your application. When an advisor code appears in the below endpoint, it means that the application has an access to all custodial data linked with the advisor code, which includes all of the accounts and relevant data that the custodian has sent to us.

To see if your advisor code is registered in BridgeFT use the following endpoint:

Request Example

curl --location --request GET 'https://api.bridgeft.com/v2/org/advisor-codes' \

--header 'Authorization: Bearer {YOUR_TOKEN}'

Response

{
    "current_page": 1,
    "data": [
        {
            "code": "SBX-F39",
            "created_at_utc": "2023-04-06T20:38:25.76417Z",
            "firm_id": 39,
            "id": 14399,
            "object": "org.advisor_code",
            "source": "HDG",
            "updated_at_utc": "2023-04-06T20:38:25.76417Z"
        },
    ],
    "has_next": false,
    "has_previous": false,
    "object": "list",
    "orient": "row",
    "page_size_limit": 10000,
    "total_items": 1,
    "total_pages": 1
}

Adding New Advisor Codes to Your Application

To add new advisor codes in BridgeFT use the following endpoints. When new advisor codes are added, the data for the respective advisor codes will be available over the WealthTech APIs for the application. Advisor codes may be added one at a time or in bulk.

Please note that we must have a live data feed from the custodian for the advisor code in order for you to receive data.

Request Body:

{
	"code": "EXAMPLECODE",
	"source": "SWB",
	"firm_id": 39
}

It is required to provide the code as well as the source along with the firm_id. An application's firms can be found via the Firms API. This API returns all firms that are associated with the WealthTech API application.

There are a couple of applied constraints on the code field. The code only allows for letters A-Z upper and lower case, all numbers (0-9), and no special characters other than _ and -.
If you have an advisor code that does not fall in to these constraints, please contact BridgeFT Customers Support Team via Zendesk Portal. If you are not sure how to use the portal please check out BridgeFT Support Portal Guide.

The endpoint will also throw an error if an improper source is provided. For example if Schwab is provided rather than SWB the endpoint will provide a 404 Bad Request error.

Below is the list of valid custodian codes:

Request Examples

Adding a single advisor code:

curl --location --request POST 'https://api.bridgeft.com/v2/org/advisor-codes' \
--header 'Authorization: Bearer {YOUR_TOKEN}' \
--header 'Content-Type: application/json' \
--data-raw '{
	"code": "NEWCODE1",
	"source": "SWB",
	"firm_id": 39
}'

Adding multiple advisor codes:

curl --location --request POST 'https://api.bridgeft.com/v2/org/advisor-codes/create-many' \
--header 'Authorization: Bearer {YOUR_TOKEN}' \
--header 'Content-Type: application/json' \
--data-raw '[
	{
		"code": "NEWCODE1",
		"source": "SWB",
		"firm_id": 39
	}, 
	{
		"code": "NEWCODE2",
		"source": "MLT",
		"firm_id": 39
	}
]'

Removing Advisor Codes

Advisor codes can be unassigned from an application by providing the id of the advisor code you wish to remove. The advisor code id can be found on the advisor code object returned from the GET Advisor Codes API response.

Removing an advisor code does not delete any custodian data in BridgeFT, but simply disassociates the advisor code from the application. This results in losing access to all the data for that advisor code in WealthTech API responses. The removed advisor code can always be restored by simply adding it back in future.

Request Examples

Remove a single advisor code:

curl --location --request DELETE 'https://api.bridgeft.com/v2/org/advisor-codes/14399' \

--header 'Authorization: Bearer {YOUR_TOKEN}'

Remove multiple advisor codes:

curl --location --request POST 'https://api.bridgeft.com/v2/org/advisor-codes/delete-many' \
--header 'Authorization: Bearer {YOUR_TOKEN}' \
--header 'Content-Type: application/json' \

--data-raw '{
	"ids": [
		14402,
		14401
	]
}'

Advisor Code Formats

Some custodians accept varying formats for advisor codes. Below are some custodians and their known formats:

Note: For all custodians, other than Schwab, advisor codes must be an exact match as to what is provided from the custodian in order for Advisor Code API to work.