API Reference

Create an Advisor Code

post
https://api.bridgeft.com/v2/org/advisor-codes

Returns the created Advisor Code, if successful.

Note for Advisor Code Mapping in Sandbox Applications To preserve the data integrity of sandbox applications, the advisor code mapping endpoints are read-only and requests for creation or deletion of advisor codes will not result in updates to advisor code mappings. Sandbox applications can read advisor codes from the /v2/org/advisor-codes endpoint, but the changes will not be reflected upon updates.

For production applications, full access is granted to the advisor code mapping endpoints. Creations and removals of advisor codes will be applied to the advisor codes mapped to the application.

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Query Params
integer

Number of items to return per page

integer

Current page number

Body Params
integer
required

ID of the Firm that the Advisor Code belongs to. This is required to create the advisor code. Application Firm IDs can be found using the GET /v2/org/firms endpoint.

string
required

The advisor code. Eligible characters are limited to numbers 0-9, letters A-Z (upper and lowercase), and characters - and _. If your advisor code includes additional characters, please create a support ticket, so that our team can accommodate.

string
enum
required

The custodian the advisor code belongs to. APX=Apex Fintech Solutions, AXO=Axos Advisory Services, DST=DST Systems, FPR=Fidelity 401k/403b, IBK=Interactive Brokers, NFS=Fidelity Investments, PER=Pershing, PTA=Pontera, SWB=Charles Schwab, EGB=Eaglebrook, MLT=Millenium Trust, TIA=TIAA Financial Services

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Updated 7 months ago

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Updated 7 months ago