v1

latestSwagger 2.02026-07-1464225137.2 KB
LivePlan

Retrieve a list of funding accounts

This function retrieves a list of funding accounts for the goals in the plan

get/api/LivePlan/Goals/Funding

Query parameters

clientIdstring

Id of the client user for the plan. Required if current session user is an advisor. Ignored for client user sessions.

planIdstring required

Id of the Plan to retrieve or update data for (e.g. 1001-11-3).

Response

Success