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Documentation API Reference Changelog

API Reference

Documentation API Reference Changelog

AUTHENTICATION

Token
- Get an Auth Tokenpost

ORG Management

Firms
Advisor Codes
ROI Requests
- Send ROI Request to Custodianpost

ACCOUNTs MANAGEMENT

Accounts
Tokenized Tax IDs
Related Persons
- List all Related Personsget
- Filter related personspost
TDA to Schwab Account Migration
- List all TDA to Schwab Migrated Accountsget
- Filter TDA to Schwab Migrated Accountspost

ANALYTICS

Assets Under Management
Account Performance
- Account Performance Datapost
Household Performance
- Household Performance datapost
Benchmark Performance
- Benchmark Performance datapost

BILLING

Billing Group
Asset Adjustment
Fee Upload File
Fee Structure
Invoices
Billing Reports
Minimums
Billing Splits

INVESTMENT MODEL

Models
Strategies

JOBS

Jobs

REPORTING

Households
Asset Classifications
Classification Tags
Benchmarks
Target Allocations
Printable Reports
Report Settings
Web Reports
- Run a web reportpost
Index Data

SECURITY REFERENCE

Securities
Security Reference
- List all Security Reference Recordspost

SOURCE Custodial DATA

Source Lots
Source Positions
Source Realized Gain Loss
Source Account Balances
Source Transactions

MARKET DATA 🆕

Intrinio Market Data
- Get Intrinio Market Dataget

STATUS

Account Summary
- Account Meta Status Summaryget
Source Data Status
- Source Data Statuspost

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Language

Credentials

Bearer

Bearer