PUT /Advisors/changePortalUserAgent — adaptek-api

929b59e9789b

latestOpenAPI 3.0.12026-08-14208389631.0 KB

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

getReturns an advisor
putUpdates an existing advisor
putAssigns advisor from holding area to a holding company
getReturns an advisor by the portal id if there is a default user
getReturns an advisor id by the portal id if there is a default user
get/v1/Advisors/authorized
getReturns a list of active advisors for an FMO for search list
putGrants or Revokes an Agents App Access from their affiliation to Ascentium, GA, GAB, GI, GLB or GS. Intended only for use by PHP and Home Office integration. Used when someone affiliates with a one of the companies passed in via the Body of the request.
getReturns a list of authorized Portal users with data for the logged-in portal user
getReturns a list of gradient advisors with a count of active vaults and total active vaults
getReturns the advisor that is coded with this portal Id with extra information related to agent Holding company and Fmo
getReturns the advisor with company and fmo details
put/Advisors/changePortalUserAgent

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

SalesForce15

TalkDesk5

TextNotificationConsumers2

TextNotificationHistories2

UserEmails3

UserRoles1

Users13

VaultUser1

VaultUser2FA9

VaultUserPermissions1

Zapier1

Advisors

put/Advisors/changePortalUserAgent

Request body

advisorIdinteger

userIdinteger

verifiedEmailstring nullable

Response

The advisor was assigned successfully