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Documentation API Reference Changelog

Documentation

Documentation API Reference Changelog

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
DST Data Feed Authorization
Apex Clearing Data Feed Authorization
Interactive Brokers, Pershing, Millennium Trust, Eaglebrook Data Feeds 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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Exchange SSN/Tax ID Token for Original Tax ID

Updated 19 days ago

Accounts Identification by SSN/Tax ID

Related Persons