v1

latestSwagger 2.02026-07-14151135197.2 KB
Presentation

Description: This operation retrieves all current Accounts for the specified Fact Finder ID, as well as all of the holdings and savings strategies belonging to those accounts.<br /> Purpose: Provides access to the Accounts in a Fact Finder as well as any sub-entities belonging to them.

get/api/Presentation/Accounts

Query parameters

factFinderIdinteger required

The ID of the Fact Finder used to retrieve Accounts

externalSourceIdstring

The external ID used to filter Accounts

Response

Success