Endpoints that provide information about investor portfolios.
Get investor portfolios
Retrieves open investor portfolios associated with the Resource Owner, along with underlying personal data.
Open portfolios are defined as those with at least one open wrapper.
For INDIVIDUAL and JOINT portfolios, identifying personal information for the individual investors is provided.
For CORPORATE and TRUST portfolios, a legal entity identifier is provided.
Note that in the UAT environment, this endpoint returns one investor portfolio per page. In the production environment each page contains multiple investor portfolios.
Authorisation Requirements
This endpoint requires a valid Transact access token with:
FIRMorNETWORKroleinvestor-personal.readscope
query Parameters
cursorOpaque cursor to the result page to include in the response. Appropriate values for this field may be retrieved
from a response object's first, prev, next, last, and self fields.
firm_idsThe list of firm Transact numbers to filter on.
adviser_idsThe list of adviser Transact numbers to filter on.
investor_portfolio_idsThe list of investor Transact numbers to filter on.
Headers
Transact-Api-VersionThe targeted API version. This must be set to the current version of the API.
AuthorizationTransact access token, provided using the Bearer HTTP authentication scheme.
Get investor portfolios › Responses
Retrieved successfully.
The list of investor portfolios.
selfPagination cursor pointing to the current page.
firstPagination cursor pointing to the first page.
prevPagination cursor pointing to the previous page.
nextPagination cursor pointing to the next page.
lastPagination cursor pointing to the last page.
Object containing the applied query filters.