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AUTHENTICATION
Token
Get an Auth Token
post
ORG Management
Advisor Codes
List Advisor Codes
get
Create an Advisor Code
post
Remove an Advisor Code
del
Create Multiple Advisor Codes
post
Delete multiple Advisor Codes
post
ROI Requests
Send ROI Request to Custodian
post
ACCOUNTs MANAGEMENT
Accounts
List all Accounts
get
Update Accounts
put
Retrieve an Account
get
Update an Account
put
Filter Account records
post
Tokenized Tax IDs
Retrieve Single Tokenized Tax ID
post
Retrieve Many Tokenized Tax IDs
post
Exchange Tax ID Token
post
Exchange Tax ID Tokens
post
Related Persons
List all Related Persons
get
Filter related persons
post
TDA to Schwab Account Migration
List all TDA to Schwab Migrated Accounts
get
Filter TDA to Schwab Migrated Accounts
post
ANALYTICS
Assets Under Management
Firm-Wide AUM Records
get
Retrieve Firm-Wide Asset Under Management Values
get
Get filtered AUM
post
Filter Firm-Wide AUM
post
Account AUM
post
Household AUM
post
Account Performance
Account Performance Data
post
Household Performance
Household Performance data
post
Benchmark Performance
Benchmark Performance data
post
BILLING
Billing Group
List all Billing Groups
get
Bulk Update Billing Groups
put
Create a Billing Group
post
Retrieve a Billing Group
get
Update a Billing Group
put
Delete a Billing Group
del
Create Many Billing Groups
post
Filter all Billing Groups
post
Delete Many Billing Groups
post
Remove a Billing Group Assignment
post
Create Billing Groups from Households
post
Asset Adjustment
List all Asset Adjustments
get
Bulk Update Asset Adjustments
put
Create an Asset Adjustment
post
Retrieve an Asset Adjustment
get
Update an Asset Adjustment
put
Delete an Asset Adjustment
del
Create Many Asset Adjustments
post
Delete many Asset Adjustments
post
Filter all Asset Adjustment
post
Fee Upload File
List all Fee Upload Files
get
Retrieve a Fee Upload File
get
Filter all Fee Upload Files
post
Download the Fee Upload File
post
Fee Structure
List all Fee Structures
get
Bulk Update Fee Structures
put
Create a Fee Structure
post
Retrieve a Fee Structure
get
Update a Fee Structure
put
Delete a Fee Structure
del
Create Many Fee Structures
post
Delete Many Fee Structures
post
Filter all Fee Structures
post
Invoices
List all Invoices
get
Retrieve an Invoice
get
Filter all Invoices
post
Download a PDF Invoice
post
Bulk Download Billing Invoices
post
Billing Reports
List all Billing Reports
get
Start a Billing Job
post
Retrieve a Billing Report
get
Delete a Billing Report
del
Filter all Billing Reports
post
Delete many Billing Reports
post
Minimums
List all Minimums
get
Bulk Update Minimums
put
Create a Minimum
post
Retrieve a Minimum
get
Update a Minimum
put
Delete a Minimum
del
Create Many Minimums
post
Delete Many Minimums
post
Filter Minimums
post
Billing Splits
List all Billing Splits
get
Bulk Update Billing Splits
put
Create a Billing Split
post
Retrieve a Billing Split
get
Update a Billing Split
put
Delete a Billing Split
del
Create Many Billing Splits
post
Delete Many Billing Splits
post
Filter Billing Splits
post
INVESTMENT MODEL
Models
List all Models
get
Bulk Update Models
put
Create a Model
post
Retrieve a Model
get
Update a Model
put
Delete a Model
del
Filter all Models
post
Delete many Models
post
Strategies
List all Strategies
get
Bulk Update Strategies
put
Create a Strategy
post
Retrieve a Strategy
get
Update a Strategy
put
Delete a Strategy
del
Create Many Strategies
post
Filter all Strategies
post
Delete many Strategies
post
JOBS
Jobs
List all Jobs
get
Retrieve a Job
get
Filter all Jobs
post
Clear a Job
post
REPORTING
Households
List all Households
get
Update Households
put
Create a Household
post
Retrieve a Household
get
Update a Household
put
Filter all Households
post
Create Many Households
post
Assign Accounts to Households
post
Asset Classifications
List all Asset Classifications
get
Bulk Update Asset Classifications
put
Create an Asset Classification
post
Retrieve an Asset Classification
get
Update an Asset Classification
put
Delete an Asset Classification
del
Filter all Asset Classifications
post
Create Many Asset Classifications
post
Delete many Asset Classifications
post
Classification Tags
List all Classification Tags
get
Bulk Update Classification Tags
put
Create a Classification Tag
post
Retrieve a Classification Tag
get
Update a Classification Tag
put
Delete a classification Tag
del
Filter all Classification Tags
post
Create Many Classification Tags
post
Delete many Classification Tags
post
Benchmarks
List all Benchmarks
get
Bulk Update Benchmarks
put
Create a Benchmark
post
Retrieve a Benchmark
get
Update a Benchmark
put
Delete a Benchmark
del
Filter all Benchmarks
post
Create Many Benchmarks
post
Delete many Benchmarks
post
Target Allocations
List all Target Allocations
get
Bulk Update Target Allocations
put
Create a Target Allocation
post
Retrieve a Target Allocation
get
Update a Target Allocation
put
Delete a Target Allocation
del
Filter all Target Allocations
post
Create Many Target Allocations
post
Delete many Target Allocations
post
Printable Reports
List all Printable Reports
get
Retrieve a Printable Report
get
Delete a Printable Report
del
Filter all Printable Reports
post
Start a PDFReport Job
post
Download a Printable Report
post
Bulk Download Printable PDFs
post
Delete many Printable Reports
post
Report Settings
List all Report Settings
get
Bulk Update Report Settings
put
Retrieve Report Settings
get
Update Report Settings
put
Filter all Report Settings
post
Web Reports
Run a web report
post
Index Data
List all List all IDC Indexes
get
Retrieve an IDC Index
get
Filter all IDC Indexes
post
SECURITY REFERENCE
Securities
List all Securities
get
Retrieve a Security
get
Filter all Securities
post
Get Security with USD
get
Search for Securities
get
Get Compressed Securities
get
Fetch Securities
post
Get Managed Securities
get
Security Reference
List all Security Reference Records
post
SOURCE Custodial DATA
Source Lots
List all lots records
get
Retrieve a lot record
get
Filter all lot records
post
Latest Lots Records
get
Source Positions
List all positions records
get
Retrieve a position record
get
Filter all position records
post
Latest Position Records
get
Source Realized Gain Loss
List all Realized Gain Losses records
get
Retrieve a Realized Gain Loss record
get
Filter all Realized Gain Loss records
post
Latest Realized Gain Loss Records
get
Source Account Balances
List all account balances records
get
Retrieve an account balance record
get
Filter all account balance records
post
Latest Account Balance Records
get
Source Transactions
List all transactions records
get
Retrieve a transaction record
get
Filter all transaction records
post
Latest Transaction Records
get
MARKET DATA 🆕
Intrinio Market Data
Get Intrinio Market Data
get
STATUS
Account Summary
Account Meta Status Summary
get
Source Data Status
Source Data Status
post
Wealthtech API
Households
Delete a Household
del
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