JUMP TOACCOUNT MANAGEMENTAccountsList all AccountsgetUpdate AccountsputRetrieve an AccountgetUpdate an AccountputFilter accountspostHeldaway AccountsList all Heldaway AccountsgetBulk Update Heldaway AccountsputRetrieve a Heldaway AccountgetUpdate a Heldaway AccountputFilter all Heldaway 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 SplitspostFILE SHARINGShared FileList all Shared FilesgetCreate a Shared FilepostRetrieve a Shared FilegetDelete a Shared FiledeleteFilter all Shared FilespostUpload Shared FilespostRetrieve a Shared File download streampostHELDAWAYHeldaway 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 HoldingspostINVESTMENT 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 ExpenserecordspostGain LossList all Gain Loss recordsgetRetrieve a Gain Loss recordgetFilter all Gain Loss recordspostAccount Security BalancesList all Account Security Balances recordsgetRetrieve an Account Security Balance recordgetFilter all Account Security Balances recordspostHousehold Security BalancesList mulitple Household Security Balances recordspostAccount HoldingsList all Account Holdings recordsgetRetrieve a Account Holding recordgetFilter all Account Holdings recordspostHousehold HoldingsList multiple Household Holdings recordspostTransfersList all Transfers recordsgetRetrieve a Transfer recordgetFilter all Transfers recordspostPositionsList all Positions recordsgetRetrieve a Position recordgetFilter all Positions recordspostLotsList all Lots for the firm of the authenticated usergetAccount BalancesList all Account BalancesgetRetrieve an Account BalancegetFilter all Account BalancepostList all Current Luca Account BalancesgetHousehold BalancesList multiple Household Balances recordspostList all Current Luca Household BalancesgetAccount Historical BalancesList all Account Historical BalancesgetRetrieve an Account Historical BalancegetList all Current Luca Account Historical BalancesgetHousehold Historical BalancesList multiple Household Historical BalancespostOAUTHTokenGet a token objectpostORGANIZATIONSFirmsList all FirmsgetUpdate FirmsputRetrieve a FirmgetUpdate a FirmputFilter all FirmspostClientsList all ClientsgetBulk Update ClientsputCreate a ClientpostRetrieve a ClientgetUpdate a ClientputDelete a ClientdeleteFilter all ClientspostCreate Many ClientspostDelete many ClientspostREPORTINGHouseholdsCreate 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 SettingspostSECURITY 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 DATASource 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 recordspostUSER MANAGEMENTAPI KeysRetrieve all API keysgetCreate an API KeypostRetrieve an API keygetDelete an API KeydeleteRolesList all RolesgetBulk Update RolesputCreate a RolepostRetrieve a RolegetUpdate a RoleputDelete a RoledeleteFilter all RolespostCreate Many RolespostDelete many RolespostFirm User ProfilesList all Firm User ProfilesgetBulk Update Firm User ProfilesputCreate a Firm User ProfilepostRetrieve a Firm User ProfilegetUpdate a Firm User ProfileputDelete a Firm User ProfiledeleteFilter all Firm User ProfilespostCreate Many Firm User ProfilespostDelete many Firm User ProfilespostClient User ProfilesList all Client User ProfilesgetBulk Update Client User ProfilesputCreate a Client User ProfilepostRetrieve a Client User ProfilegetUpdate a Client User ProfileputDelete a Client User ProfiledeleteFilter all Client User ProfilespostCreate Many Client User ProfilespostDelete many Client User ProfilespostSTATUSAccount SummaryAccount Meta Status SummarygetPowered by Get managed Securitiesget https://api.bridgeft.com/v2/data/custodian/securities/managedReturns a list of security ids that belong to the user's household and firm
