Dashboard
Documentation
Error Codes
Error Codes - Get Account
Error Code
Description
103
Invalid Developer Key/Client ID.
106
Data/parameter missing. - Missing Field(s).
110
Permission denied.
111
You are not authorized to use invoke/use this method.
148
Account is not exist/active.
Public APIs
Add Account Mailing Address
Add Account Notes
Add Credit Card
Add Custody Account Supplement
Add Custody Party Supplement
Add Documents For Offering
Add Party Mailing Address
Add Subscriptions For Offering
Add Subscriptions for Offering Widget
Add Trade Note
Aml Status
Answer MFA
Burn Token
Calculate Suitability
Cancel Distribution File
Cancel Investment
Cancel Offering
Cancel Order
Check Token Balance
Check Token Origin
Close Offering
Complete Execute Fund Move
Complete Trade
Create Account
create Account Supp
Create Account Supp 506d
Create Contact For Party
Create Contract
Create Customer
Create Entity
create Entity Supp
Create Escrow Account
Create Extended Data
Create External Account
Create Issuer
Create Issuer Account
Create Link
Create MaaS User
Create Offering
Create Order
Create Party
Create Payment Provider Transaction
Create Security Market Hours
Create Trade
Create Wallet
createUser
CustodialAccountRequestdetails
Delete Account
Delete Account Document
Delete Account Mailing Address
Delete Contact For Party
Delete Credit Card
Delete Custody Account Supplement
Delete Custody Party Supplement
Delete Documents for Offering
Delete Entity
Delete Entity Document
Delete Escrow Account
Delete Extended Data
Delete External Account
Delete Issuer
Delete Issuer Account
Delete Kyc Aml
Delete Link
Delete MaaS User
Delete Offering
Delete Party
Delete Party Document
Delete Party Mailing Address
Delete Payment Provider Transaction
Delete Security Market Hours
Delete Subscription Widget Documents
Delete Subscriptions For Offering
Delete Suitability
Delete Trade
Delete Trade Document
Delete Trade Note
Edit Trade
Edit Trade Units
External Fund Move
Fetch Subscription Documents
Fund Custody Account
Fund Return Request
Generate AI letter
Get Account
Get Account Document
Get Account Mailing Address
Get account notes
Get Account Supp
Get Account Supp 506D
Get Account Trade History
Get ACH Pending Id
Get AI Document
Get AI Letter
Get AI Request
Get All Accounts
Get All Issuers
Get All Links
Get All Offers
Get All Parties
Get All Signed Document
Get All Trades
Get Api Count
Get CC Fund Move History
Get CC Fund Move Info
Get Clob
Get Contact For Party
Get Contract
Get Credit Card
Get Custodian Details for Offering
Get Custody Account Request
Get Custody Account Supplement
Get Custody Account TransactionInfo
Get Custody AccountInfo
get Custody Party Supplement
Get Distribution File Status
Get Distribution Status
Get Documents for Offering
Get Eligible Trades
Get Entity
Get Entity Document
Get Entity Supp
Get Escrow Account
Get Execute Fund Move Status
get Extended Data
Get External Account
Get External Fund Move
Get External Fund Move History
Get External Fund Move Info
Get Institution Login Form
Get Issuer
Get Issuer Account
Get Issuer Approved Securities
Get Kyc Aml Response
Get KYC and AML
Get Link
Get Linked Accounts
Get Linked Credit Card
Get Market Holidays
Get Market Hours
Get Matched Trade
Get MFA Question
Get Offering
Get Offering Details
Get Offering Purchase History
Get Offering Status
Get Order
Get Order Book
Get Orders For A Day
Get Party
Get Party Document
Get Party Mailing Address
Get Payment Info
Get Payment Provider Transaction
Get Perform Kyc Aml Scan Verify
Get Security Information
Get Security Market Hours
Get Settlement Status
Get Signed Document
Get Subscription Widget Documents for Offering
Get Subscription Widget Status
Get Subscriptions For Offering
Get Subscriptions Widget For Offering
Get Suitability
Get Trade
get Trade Document
Get Trade Note
Get Trade Signed Document
Get Trade Status
Get Trades For Offering
Get Trades Status For Offering
Get Upload Party Document
Get Wallet
getTradeHistory
Institution Login
KYC/AML
Link #d Secure Card
Link Credit Card
Link Credit Card Details
Link External Account
Matched Trade Notify
Notify Settlement
Online Credit Card Fund Move Transaction
Online Credit Card Transaction
online Credit Card Transaction
Perform AML
Perform Basic KYC and AML
Perform Enhanced KYC and AML
Perform Execute Fund Move
Perform Kyc Aml Scan Verify
quickLookup
Request AI Verification
Request Custodial Account
Request for Void ACH
Request for void CC Transaction
Request for Void Custody ACH
Request Upload Party Document
Resend Party Agreement
Resend Subscription Documents
Search Account
Search Entity
Search Issuer
Search Offering
Search Party
Send Custodial Account Agreement
Send Ether
Send NDA
Send Order Attestation
Send Party Agreement
Send Subscription Document
Send Subscription Documents For Client
Send Token
Set Customer Institution
Submit Closing Request
Submit Deal Request
Submit Distribution File
Update Account
Update Account Archive Status
Update Account Mailing Address
Update Account Supp
Update Account Supp 506d
Update AI Request
Update AI Verification
Update Approver DocuSign Status
Update CC Fund Move Status
Update Contact For Party
Update Credit Card
Update Custodial Account
Update Custodial Account Request
update Custody Account Supplement
Update Custody Fund Move Status
Update Custody Party Supplement
Update Docu Sign Status
Update Documents for Offering
Update Eligible To Close Status
Update Entity
Update Entity Supp
Update Escrow Account
update Extended Data
Update External Account
Update External Fund Move Status
Update Issuer
Update Issuer Financial Account
Update Kyc Aml
Update Kyc Aml Request
Update Kyc Aml Status
Update Link External Account
Update Linked CreditCard
Update MaaS User
Update Offering
Update Offering Document
Update order
Update Party
Update Party Mailing Address
Update Party/Entity Archive Status
Update Payment Provider Transaction
Update Security Market Hours
Update Subscriptions For Offering
Update Subscriptions for Offering Widget
Update Suitability
Update Trade
Update Trade Archive Status
update Trade Document Archive status
Update Trade Note
Update Trade Status
Update Trade Transaction Type
Update Wallet
updateNdaDocuSignStatus
Upload Account Document
Upload Entity Document
Upload Party Document
Upload Trade Document
Upload Verification Document
Validate ABA Routing Number
Verify User