TransactAPI v3.0 - 04/16/2021 19:10:58 PT
| Parameter | Required | Type | Description |
|---|---|---|---|
| clientID | yes | string | Transact API Client ID |
| developerAPIKey | yes | string | Transact API Developer Key |
| accountId | yes | string | Account ID that is generated by the API once an account is created (createAccount). |
curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/getSuitability -d clientID=someclientid -d developerAPIKey=somedeveloperkey -d accountId=A77654
| Parameter | Type | Description |
|---|---|---|
| statusCode | string | API Status Code |
| statusDesc | string | API Status Description |
| accountDetails | string | Array of account includes all information of the matched accounts suitability details |
{
"statusCode": "101",
"statusDesc": "Ok",
"accountDetails": {
"id": "92",
"developerAPIKey": "2DttpCb9fhJHu3tMb9kiKvFIFfNZWCBiWdJ",
"accountId": "A25454",
"riskProfile": "1",
"investmentObjective": "",
"investmentExperience": "1",
"privOffExperience": "1",
"pctPrivSecurities": "12",
"pctIlliquidSecurities": "12",
"pctRealEstate": "12",
"timeHorizon": "12",
"education": "High School or GED",
"financialAdvisor": "No",
"notes": null,
"virtualStatus": "ACTIVE",
"createdDate": "2017-10-13 10:22:04",
"updatedDate": null,
"createdIpAddress": "159.203.134.7",
"updatedIpAddress": null,
"isdeleted": null
}
}