latestOpenAPI 3.0.12026-08-20209391634.0 KB

08102c0d2f19

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

AdvisorUserInvitations1

Agencies2

AgencyImages3

ApplicationOutputs2

Applications3

ASBAgencyUsers4

Assets2

Branding13

CaseCentralToKonnexMeData1

Ceres1

ClientReviewReport3

CRS1

EmailClientStatusUpdate1

ExternalFmoAgencyUsers4

Files6

FireLight4

Fmos2

Folders9

GDrive29

Incomes1

InsuranceAccounts2

InternalMigration6

InvestmentAccounts2

Leads6

Liabilities1

People9

PeopleFTK3

PersonElectronicContacts1

PersonEmailAddresses2

PersonInformationRequests1

PersonMerge1

PersonNotes1

PersonPhoneNumbers1

PersonPhysicalAddresses1

PersonSocialSecurity2

Registration6

SalesForce16

TalkDesk5

TextNotificationConsumers2

TextNotificationHistories2

UserEmails3

UserRoles1

Users13

VaultUser1

VaultUser2FA9

VaultUserPermissions1

Zapier1

Advisors

Assigns advisor from holding area to a holding company

put/v1/Advisors/{advisorId}/holdingCompany

Path parameters

advisorIdinteger required

Request body

advisorIdinteger

holdingCompanyIdinteger

roleType1 | 2 | 3 | 4 | 5 | 6 | 7

isPrimaryAdvisorboolean

Response

The advisor was assigned successfully