JUMP TOAUTHENTICATIONTokenGet an Auth TokenpostORG ManagementFirmsList all FirmsgetRetrieve a FirmgetUpdate a FirmputFilter all FirmspostAdvisor CodesList Advisor CodesgetCreate an Advisor CodepostRemove an Advisor CodedeleteCreate Multiple Advisor CodespostDelete multiple Advisor CodespostROI RequestsSend ROI Request to CustodianpostACCOUNTs MANAGEMENTAccountsList all AccountsgetUpdate AccountsputRetrieve an AccountgetUpdate an AccountputFilter Account recordspostTokenized Tax IDsRetrieve Single Tokenized Tax IDpostRetrieve Many Tokenized Tax IDspostExchange Tax ID TokenpostExchange Tax ID TokenspostRelated PersonsList all Related PersonsgetFilter related personspostTDA to Schwab Account MigrationList all TDA to Schwab Migrated AccountsgetFilter TDA to Schwab Migrated AccountspostANALYTICSAssets Under ManagementFirm-Wide AUM RecordsgetRetrieve Firm-Wide Asset Under Management ValuesgetGet filtered AUMpostFilter Firm-Wide AUMpostAccount AUMpostHousehold AUMpostAccount PerformanceAccount Performance DatapostHousehold PerformanceHousehold Performance datapostBenchmark PerformanceBenchmark Performance datapostBILLINGBilling GroupList all Billing GroupsgetBulk Update Billing GroupsputCreate a Billing GrouppostRetrieve a Billing GroupgetUpdate a Billing GroupputDelete a Billing GroupdeleteCreate Many Billing GroupspostFilter all Billing GroupspostDelete Many Billing GroupspostRemove a Billing Group AssignmentpostCreate Billing Groups from HouseholdspostAsset AdjustmentList all Asset AdjustmentsgetBulk Update Asset AdjustmentsputCreate an Asset AdjustmentpostRetrieve an Asset AdjustmentgetUpdate an Asset AdjustmentputDelete an Asset AdjustmentdeleteCreate Many Asset AdjustmentspostDelete many Asset AdjustmentspostFilter all Asset AdjustmentpostFee Upload FileList all Fee Upload FilesgetRetrieve a Fee Upload FilegetFilter all Fee Upload FilespostDownload the Fee Upload FilepostFee StructureList all Fee StructuresgetBulk Update Fee StructuresputCreate a Fee StructurepostRetrieve a Fee StructuregetUpdate a Fee StructureputDelete a Fee StructuredeleteCreate Many Fee StructurespostDelete Many Fee StructurespostFilter all Fee StructurespostInvoicesList all InvoicesgetRetrieve an InvoicegetFilter all InvoicespostDownload a PDF InvoicepostBulk Download Billing InvoicespostBilling ReportsList all Billing ReportsgetStart a Billing JobpostRetrieve a Billing ReportgetDelete a Billing ReportdeleteFilter all Billing ReportspostDelete many Billing ReportspostMinimumsList all MinimumsgetBulk Update MinimumsputCreate a MinimumpostRetrieve a MinimumgetUpdate a MinimumputDelete a MinimumdeleteCreate Many MinimumspostDelete Many MinimumspostFilter MinimumspostBilling SplitsList all Billing SplitsgetBulk Update Billing SplitsputCreate a Billing SplitpostRetrieve a Billing SplitgetUpdate a Billing SplitputDelete a Billing SplitdeleteCreate Many Billing SplitspostDelete Many Billing SplitspostFilter Billing SplitspostINVESTMENT MODELModelsList all ModelsgetBulk Update ModelsputCreate a ModelpostRetrieve a ModelgetUpdate a ModelputDelete a ModeldeleteFilter all ModelspostDelete many ModelspostStrategiesList all StrategiesgetBulk Update StrategiesputCreate a StrategypostRetrieve a StrategygetUpdate a StrategyputDelete a StrategydeleteCreate Many StrategiespostFilter all StrategiespostDelete many StrategiespostJOBSJobsList all JobsgetRetrieve a JobgetFilter all JobspostClear a JobpostREPORTINGHouseholdsList all HouseholdsgetUpdate HouseholdsputCreate a HouseholdpostRetrieve a HouseholdgetUpdate a HouseholdputFilter all HouseholdspostCreate Many HouseholdspostAssign Accounts to HouseholdspostAsset ClassificationsList all Asset ClassificationsgetBulk Update Asset ClassificationsputCreate an Asset ClassificationpostRetrieve an Asset ClassificationgetUpdate an Asset ClassificationputDelete an Asset ClassificationdeleteFilter all Asset ClassificationspostCreate Many Asset ClassificationspostDelete many Asset ClassificationspostClassification TagsList all Classification TagsgetBulk Update Classification TagsputCreate a Classification TagpostRetrieve a Classification TaggetUpdate a Classification TagputDelete a classification TagdeleteFilter all Classification TagspostCreate Many Classification TagspostDelete many Classification TagspostBenchmarksList all BenchmarksgetBulk Update BenchmarksputCreate a BenchmarkpostRetrieve a BenchmarkgetUpdate a BenchmarkputDelete a BenchmarkdeleteFilter all BenchmarkspostCreate Many BenchmarkspostDelete many BenchmarkspostTarget AllocationsList all Target AllocationsgetBulk Update Target AllocationsputCreate a Target AllocationpostRetrieve a Target AllocationgetUpdate a Target AllocationputDelete a Target AllocationdeleteFilter all Target AllocationspostCreate Many Target AllocationspostDelete many Target AllocationspostPrintable ReportsList all Printable ReportsgetRetrieve a Printable ReportgetDelete a Printable ReportdeleteFilter all Printable ReportspostStart a PDFReport JobpostDownload a Printable ReportpostBulk Download Printable PDFspostDelete many Printable ReportspostReport SettingsList all Report SettingsgetBulk Update Report SettingsputRetrieve Report SettingsgetUpdate Report SettingsputFilter all Report SettingspostWeb ReportsRun a web reportpostIndex DataList all List all IDC IndexesgetRetrieve an IDC IndexgetFilter all IDC IndexespostSECURITY REFERENCESecuritiesList all SecuritiesgetRetrieve a SecuritygetFilter all SecuritiespostGet Security with USDgetSearch for SecuritiesgetGet Compressed SecuritiesgetFetch SecuritiespostGet Managed SecuritiesgetSecurity ReferenceList all Security Reference RecordspostSOURCE Custodial DATASource LotsList all lots recordsgetRetrieve a lot recordgetFilter all lot recordspostLatest Lots RecordsgetSource PositionsList all positions recordsgetRetrieve a position recordgetFilter all position recordspostLatest Position RecordsgetSource Realized Gain LossList all Realized Gain Losses recordsgetRetrieve a Realized Gain Loss recordgetFilter all Realized Gain Loss recordspostLatest Realized Gain Loss RecordsgetSource Account BalancesList all account balances recordsgetRetrieve an account balance recordgetFilter all account balance recordspostLatest Account Balance RecordsgetSource TransactionsList all transactions recordsgetRetrieve a transaction recordgetFilter all transaction recordspostLatest Transaction RecordsgetMARKET DATA 🆕Intrinio Market DataGet Intrinio Market DatagetSTATUSAccount SummaryAccount Meta Status SummarygetSource Data StatusSource Data StatuspostPowered by Create a Householdpost https://api.bridgeft.com/v2/reporting/householdsReturns the created Household
