API Reference

Send ROI Request to Custodian

post
https://api.bridgeft.com/v2/org/roi-requests/send-request

Automatically generates and sends an email to selected Custodian in order to authorize Release of Information between Custodian and BridgeFT.

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Query Params
integer

Number of items to return per page

integer

Current page number

Body Params
string
enum
required

Custodian from which the accounts data originates. PER=Pershing, MLT=MillenniumTrust, IBK=InteractiveBrokers, EGB=Eaglebrook Advisors. If you don’t see certain custodians in this list, it indicates that those custodians do not accept ROI requests via emails. As a result, this API does not support such cases

Allowed:
advisor_codes
array of strings
required

The advisor code associated with this ROI request

Advisor code*
string
required

The representative person (such as the Advisor) on whose behalf you are requesting data feed authorization

string
required

BridgeFT Client Firm Name (this is your firm name), who sending an ROI request

string
required

BridgeFT Client representative who triggering this ROI request

cc_emails
array of strings
required

Any persons who should be involved in the ROI process and receive a copy of the ROI request. These could include Advisor’s team contacts

CC Emails*
reply_to_emails
array of strings
required

Email addresses of the Advisor or Advisor’s representatives. These email addresses will automatically receive responses from the custodian when they use the “Reply To” function in their email inbox

Reply To Emails*
Responses

Updated 7 months ago

Language
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Response
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application/json

Updated 7 months ago