JUMP TOACCOUNT MANAGEMENTAccountsList all AccountsgetUpdate AccountsputRetrieve an AccountgetUpdate an AccountputFilter accountspostANALYTICSAUMList all AUMgetRetrieve an AUMgetGet filtered AUMpostFilter all 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 FilespostRetrieve a Fee Upload File downloadpostFee 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 InvoicespostRetrieve a Invoices download streampostBulk 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 SplitsputCreat a Billing SplitpostRetrieve a Billing SplitsgetUpdate a Billing SplitsputDelete a Billing SplitsdeleteCreate Many Billing SplitspostDelete many Billing SplitspostFilter Billing SplitspostINVESTMENT MODELModelsList all ModelsgetBulk Update ModelsputCreate a ModelpostRetrieve a ModelgetUpdate a ModelputDelete a ModeldeleteCreate Many ModelspostFilter 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 JobpostLUCABuy SellList all Buy Sells recordsgetRetrieve a Buy Sell recordgetFilter all Buy Sell recordspostIncome ExpenseList all Income Expense recordsgetRetrieve an Income Expense recordgetFilter all Income ExpenserecordspostTransfersList all Transfers recordsgetRetrieve a Transfer recordgetFilter all Transfers recordspostAUTHENTICATIONTokenGet a token objectpostREPORTINGHouseholdsCreate many HouseholdspostCreate a HouseholdpostAssign Accounts to HouseholdspostList all HouseholdsgetUpdate HouseholdsputRetrieve a HouseholdgetUpdate a HouseholdputFilter all 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 JobpostRetrieve a Printable download streampostBulk Download Printable PDFspostDelete many Printable ReportspostReport SettingsList all Report SettingsgetBulk Update Report SettingsputRetrieve Report SettingsgetUpdate Report SettingsputFilter all Report SettingspostWeb ReportsRun a web reportpostSECURITY REFERENCESecuritiesList all SecuritiesgetRetrieve a SecuritygetFilter all SecuritiespostGet Security with USDgetSearch for SecuritiesgetGet compressed SecuritiesgetFetch SecuritiespostGet managed SecuritiesgetIndex DataList all List all IDC IndexesgetRetrieve an IDC IndexgetFilter all IDC IndexespostSOURCE DATA 🆕Source LotsList all lots recordsgetRetrieve a lot recordgetFilter all lot recordspostSource PositionsList all positions recordsgetRetrieve a position recordgetFilter all position recordspostSource Realized Gain LossList all Realized Gain Losses recordsgetRetrieve a Realized Gain Loss recordgetFilter all Realized Gain Loss recordspostSource Account BalancesList all account balances recordsgetRetrieve an account balance recordgetFilter all account balance recordspostSTATUSSource Data StatusSource Data StatuspostAccount SummaryAccount Meta Status SummarygetAtlas APIHeldaway Depository TransactionsList all Heldaway TransactionsgetRetrieve a Heldaway TransactiongetFilter all Heldaway TransactionspostHeldaway Investment TransactionsList all Heldaway TransactionsgetRetrieve a Heldaway TransactiongetFilter all Heldaway TransactionspostHeldaway HoldingsList all Heldaway HoldingsgetRetrieve a Heldaway HoldinggetFilter all Heldaway HoldingspostPowered by Filter all account balance recordspost https://api.bridgeft.com/v2/data/source/account-balances/filterReturns a filtered list of account balance records
