Changelog

This page contains a full list of changes made to the Transact API.

This list includes both breaking changes (prominently displayed with BREAKING) and non-breaking changes. For more information about these two categories of change, see Future-proofing API calls.

If you use our API we will notify you about new versions and significant updates. Notifications will be sent to the email address associated with your Transact Online account.

13 July 2026

• Added support for INVESTMENT_MANAGER role to Get firms and Get a firm
• Added postcode to the Firm schema

10 June 2026

• Added new endpoint Get an investor portfolio

12 May 2026

• Released Transact API initial version 2026-05-12
• Added new endpoints:
  • Get advisers
  • Get an adviser
  • Get firms
  • Get a firm
  • Prepopulate a Personalised Illustration
  • Get investor portfolios
  • Get remuneration
  • Get valuations