API Reference

Update a Firm

Provide an firm object update. Then entire firm object must be provided to the PUT request.

Editable Fields:

  • name
  • disclosures
  • reporting_frequency
  • invoice_header
  • invoice_footer
  • invoice_from
  • invoice_due_date_option
  • invoice_include_fee_structures
  • invoice_effective_rates
  • invoice_annualized_effective_rates
  • invoice_show_agreement
  • invoice_not_a_bill_explanation
  • billing_partition_option
  • billing_include_accrued_income
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