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Interactive Brokers, Pershing, Millennium Trust, Eaglebrook Data Feeds Authorization
Getting Started
Welcome to BridgeFT
WealthTech API Postman Collection Setup
API Versioning Overview
Consuming API Versions
FAQs
Authentication
Authentication Guide
API Usage
Supported HTTP Methods
Data Formats
How to Filter Data
Pagination
Errors Handling
Org management
Advisor Codes
Accounts Management 🆕
Accounts Identification by SSN/Tax ID
Exchange SSN/Tax ID Token for Original Tax ID
Related Persons
Custodial Data Feeds Authorization
Overview
Schwab Data Feed Authorization
Fidelity Data Feed Authorization
Pershing Data Feed Authorization
Interactive Brokers Data Feed Authorization
DST Data Feed Authorization
Apex Clearing Data Feed Authorization
ROI API for Data Feeds Authorization
Pontera Data Feed Authorization
Axos Advisor Services Feed Authorization
Source custodial Data
Data Overview
Data Dictionary
Source Account and Registration Types
Normalized Data Schema
Asset Classification Overlay
Data Availability Status
Securities Reference API
Securities Reference
Analytics
AUM Analytics
Reporting 🆕
Reporting Engine APIs Guide
Basics of Performance Calculations
Billing
Billing Calculations Guide
Market Data
Market Data
Migration Guides ⚠️
TDA to Schwab Accounts Migration Guide
Ledgerized to Normalized Data Migration Guide
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