Documentation
API Reference

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"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).

Account Opening

Prepopulate a Personalised Illustrationpost

Get advisersget

Get an adviserget

Get investmentsget

Get an investmentget

Get investor portfoliosget

Get an investor portfolioget

Get remunerationget

Get valuationsget

Transact API

Transact API

Download schema

The Transact API is a programmatic interface for software to interact with the Transact investment platform.

Tags

Account Opening

Endpoints related to Account Opening.

Endpoints that provide information about advisers.

Endpoints that provide information about firms.

Endpoints that provide information about investments.

Endpoints that provide information about investor portfolios.

Endpoints that provide information about adviser payments.

Endpoints that provide information about valuation data.

ContactTransact API Teamtransactapi@integrafin.co.uk https://www.transact-online.co.uk

Servers

https://api.transact-online.co.uk

The production environment.

https://apidemo.transact-online.co.uk

The UAT environment.