v1

latestOpenAPI 3.0.12026-08-06207388629.3 KB

InvestmentAccounts

Returns a list of Investment Accounts by Owners

get/v1/InvestmentAccounts/casecentral/byowners

Query parameters

ownerIdsinteger[]

productTypesAdaptekApiCommonConstantsAccountsProductType[]

productSubTypesAdaptekApiCommonConstantsAccountsProductSubType[]

casecentralstring

Response

The list of investment accounts by owners

idinteger

productTypeID1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18

importNumberinteger

externalIdentifierstring nullable

holdingCompanyIDinteger

namestring nullable

accountNumberstring nullable

issueAgeinteger

issueDatestring date-time nullable

maturityDatestring date-time nullable

accountTaxTypeID1 | 5 | 6 | 7 | 9 | 10 | 11 | 13 | 14 | 15 | 16 | 17 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 38 | 39

stateOrProvinceID1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 37 | 38 | 39 | 40 | 41 | 42 | 43 | 44 | 45 | 46 | 47 | 48 | 49 | 50 | 51 | 52 | 53 | 54 | 55 | 56

disciplineTypeID1 | 2 | 3 | 4 | 5 | 6

isManagedMoneyboolean

isEditableInVaultboolean

reportNotestring nullable

isDeletedboolean

dateCreatedstring date-time

personCreatedinteger nullable

ownershipTypeID1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

commissionnumber double nullable

isSyncedToRoiboolean

salesforceAccountIDstring nullable