GET api/v1/advisor/financialinstitution?investorId[0]={investorId[0]}&investorId[1]={investorId[1]}&includeTransactions={includeTransactions}&includeClassifications={includeClassifications}&startDate={startDate}&endDate={endDate}

Returns a list of financial institutions, Accounts, Holdings, and Transactions for the investors associated to an advisor.

Request Information

URI Parameters

Name	Description	Type	Additional information
investorId	Optional: Filters the list by investorId (InvestorId list for a given advisor available via the Investor end point).	Collection of integer	None.
includeTransactions	Optional: Includes Transactions in the response.	boolean	Default value is False
includeClassifications	Optional: Incudes Classifications in the response.	boolean	Default value is False
startDate	Optional: Start date of transactions.	date	None.
endDate	Optional: End date of transactions.	date	None.

Body Parameters

None.

Response Information

Resource Description

List of financial institution models

WAFinancialInstitution

Name	Type	Additional information
WealthId	integer	None.
Name	string	None.
InvestorId	integer	None.
CreatedDate	date	None.
UpdateDate	date	None.
Balance	decimal number	None.
WAFinancialInstitutionId	integer	None.
OnlineAccount	boolean	None.
WealthAccounts	Collection of WAAccount	None.

Response Formats

application/json, text/json

Sample:

{
  "WealthId": 1,
  "Name": "sample string 2",
  "InvestorId": 3,
  "CreatedDate": "2025-01-04T22:17:48.1474795-06:00",
  "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
  "Balance": 5.0,
  "WAFinancialInstitutionId": 1,
  "OnlineAccount": true,
  "WealthAccounts": [
    {
      "WAFinancialInstitutionId": 1,
      "WAAccountId": 2,
      "AccountType": "sample string 3",
      "Category": "sample string 4",
      "SubCategory": "sample string 5",
      "Name": "sample string 6",
      "Balance": 7.0,
      "CreateDate": "2025-01-04T22:17:48.1474795-06:00",
      "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
      "ManagedStatus": "sample string 9",
      "CostBasis": 1.0,
      "AccountNumber": "sample string 10",
      "WAHoldings": [
        {
          "WAHoldingId": 1,
          "WAAccountId": 2,
          "Name": "sample string 3",
          "Symbol": "sample string 4",
          "Quantity": 5.0,
          "Price": 6.0,
          "Value": 7.0,
          "HoldingType": "sample string 8",
          "CreateDate": "2025-01-04T22:17:48.1474795-06:00",
          "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
          "CostBasis": 1.0,
          "WAClassifications": [
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            },
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            }
          ]
        },
        {
          "WAHoldingId": 1,
          "WAAccountId": 2,
          "Name": "sample string 3",
          "Symbol": "sample string 4",
          "Quantity": 5.0,
          "Price": 6.0,
          "Value": 7.0,
          "HoldingType": "sample string 8",
          "CreateDate": "2025-01-04T22:17:48.1474795-06:00",
          "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
          "CostBasis": 1.0,
          "WAClassifications": [
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            },
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            }
          ]
        }
      ],
      "WATransactions": [
        {
          "WealthAccountTransactionId": 1,
          "TransactionCategory": "sample string 2",
          "Description": "sample string 3",
          "TransactionType": "sample string 4",
          "Amount": 5.0,
          "ExternalTransactionId": "sample string 6",
          "TransactionDate": "2025-01-04T22:17:48.1570673-06:00",
          "Price": 1.0,
          "Quantity": 1.0,
          "Cusip": "sample string 8",
          "Symbol": "sample string 9",
          "AccountName": "sample string 10",
          "WealthAccountId": 11,
          "ExtraDescription": "sample string 12",
          "ExpenseCategory": "sample string 13"
        },
        {
          "WealthAccountTransactionId": 1,
          "TransactionCategory": "sample string 2",
          "Description": "sample string 3",
          "TransactionType": "sample string 4",
          "Amount": 5.0,
          "ExternalTransactionId": "sample string 6",
          "TransactionDate": "2025-01-04T22:17:48.1570673-06:00",
          "Price": 1.0,
          "Quantity": 1.0,
          "Cusip": "sample string 8",
          "Symbol": "sample string 9",
          "AccountName": "sample string 10",
          "WealthAccountId": 11,
          "ExtraDescription": "sample string 12",
          "ExpenseCategory": "sample string 13"
        }
      ]
    },
    {
      "WAFinancialInstitutionId": 1,
      "WAAccountId": 2,
      "AccountType": "sample string 3",
      "Category": "sample string 4",
      "SubCategory": "sample string 5",
      "Name": "sample string 6",
      "Balance": 7.0,
      "CreateDate": "2025-01-04T22:17:48.1474795-06:00",
      "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
      "ManagedStatus": "sample string 9",
      "CostBasis": 1.0,
      "AccountNumber": "sample string 10",
      "WAHoldings": [
        {
          "WAHoldingId": 1,
          "WAAccountId": 2,
          "Name": "sample string 3",
          "Symbol": "sample string 4",
          "Quantity": 5.0,
          "Price": 6.0,
          "Value": 7.0,
          "HoldingType": "sample string 8",
          "CreateDate": "2025-01-04T22:17:48.1474795-06:00",
          "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
          "CostBasis": 1.0,
          "WAClassifications": [
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            },
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            }
          ]
        },
        {
          "WAHoldingId": 1,
          "WAAccountId": 2,
          "Name": "sample string 3",
          "Symbol": "sample string 4",
          "Quantity": 5.0,
          "Price": 6.0,
          "Value": 7.0,
          "HoldingType": "sample string 8",
          "CreateDate": "2025-01-04T22:17:48.1474795-06:00",
          "UpdateDate": "2025-01-04T22:17:48.1474795-06:00",
          "CostBasis": 1.0,
          "WAClassifications": [
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            },
            {
              "WAHoldingId": 1,
              "Name": "sample string 2",
              "ClassificationPercent": 3.0,
              "ClassificationId": 4,
              "ParentId": 5
            }
          ]
        }
      ],
      "WATransactions": [
        {
          "WealthAccountTransactionId": 1,
          "TransactionCategory": "sample string 2",
          "Description": "sample string 3",
          "TransactionType": "sample string 4",
          "Amount": 5.0,
          "ExternalTransactionId": "sample string 6",
          "TransactionDate": "2025-01-04T22:17:48.1570673-06:00",
          "Price": 1.0,
          "Quantity": 1.0,
          "Cusip": "sample string 8",
          "Symbol": "sample string 9",
          "AccountName": "sample string 10",
          "WealthAccountId": 11,
          "ExtraDescription": "sample string 12",
          "ExpenseCategory": "sample string 13"
        },
        {
          "WealthAccountTransactionId": 1,
          "TransactionCategory": "sample string 2",
          "Description": "sample string 3",
          "TransactionType": "sample string 4",
          "Amount": 5.0,
          "ExternalTransactionId": "sample string 6",
          "TransactionDate": "2025-01-04T22:17:48.1570673-06:00",
          "Price": 1.0,
          "Quantity": 1.0,
          "Cusip": "sample string 8",
          "Symbol": "sample string 9",
          "AccountName": "sample string 10",
          "WealthAccountId": 11,
          "ExtraDescription": "sample string 12",
          "ExpenseCategory": "sample string 13"
        }
      ]
    }
  ]
}

application/xml, text/xml

Sample:

<WAFinancialInstitution xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/DatabaseAccessor.WealthAccess.ViewModels">
  <Balance>5</Balance>
  <CreatedDate>2025-01-04T22:17:48.1474795-06:00</CreatedDate>
  <InvestorId>3</InvestorId>
  <Name>sample string 2</Name>
  <OnlineAccount>true</OnlineAccount>
  <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
  <WAFinancialInstitutionId>1</WAFinancialInstitutionId>
  <WealthAccounts>
    <WAAccount>
      <AccountNumber>sample string 10</AccountNumber>
      <AccountType>sample string 3</AccountType>
      <Balance>7</Balance>
      <Category>sample string 4</Category>
      <CostBasis>1</CostBasis>
      <CreateDate>2025-01-04T22:17:48.1474795-06:00</CreateDate>
      <ManagedStatus>sample string 9</ManagedStatus>
      <Name>sample string 6</Name>
      <SubCategory>sample string 5</SubCategory>
      <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
      <WAAccountId>2</WAAccountId>
      <WAFinancialInstitutionId>1</WAFinancialInstitutionId>
      <WAHoldings>
        <WAHolding>
          <CostBasis>1</CostBasis>
          <CreateDate>2025-01-04T22:17:48.1474795-06:00</CreateDate>
          <HoldingType>sample string 8</HoldingType>
          <Name>sample string 3</Name>
          <Price>6</Price>
          <Quantity>5</Quantity>
          <Symbol>sample string 4</Symbol>
          <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
          <Value>7</Value>
          <WAAccountId>2</WAAccountId>
          <WAClassifications>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
          </WAClassifications>
          <WAHoldingId>1</WAHoldingId>
        </WAHolding>
        <WAHolding>
          <CostBasis>1</CostBasis>
          <CreateDate>2025-01-04T22:17:48.1474795-06:00</CreateDate>
          <HoldingType>sample string 8</HoldingType>
          <Name>sample string 3</Name>
          <Price>6</Price>
          <Quantity>5</Quantity>
          <Symbol>sample string 4</Symbol>
          <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
          <Value>7</Value>
          <WAAccountId>2</WAAccountId>
          <WAClassifications>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
          </WAClassifications>
          <WAHoldingId>1</WAHoldingId>
        </WAHolding>
      </WAHoldings>
      <WATransactions>
        <WATransaction>
          <AccountName>sample string 10</AccountName>
          <Amount>5</Amount>
          <Cusip>sample string 8</Cusip>
          <Description>sample string 3</Description>
          <ExpenseCategory>sample string 13</ExpenseCategory>
          <ExternalTransactionId>sample string 6</ExternalTransactionId>
          <ExtraDescription>sample string 12</ExtraDescription>
          <Price>1</Price>
          <Quantity>1</Quantity>
          <Symbol>sample string 9</Symbol>
          <TransactionCategory>sample string 2</TransactionCategory>
          <TransactionDate>2025-01-04T22:17:48.1570673-06:00</TransactionDate>
          <TransactionType>sample string 4</TransactionType>
          <WealthAccountId>11</WealthAccountId>
          <WealthAccountTransactionId>1</WealthAccountTransactionId>
        </WATransaction>
        <WATransaction>
          <AccountName>sample string 10</AccountName>
          <Amount>5</Amount>
          <Cusip>sample string 8</Cusip>
          <Description>sample string 3</Description>
          <ExpenseCategory>sample string 13</ExpenseCategory>
          <ExternalTransactionId>sample string 6</ExternalTransactionId>
          <ExtraDescription>sample string 12</ExtraDescription>
          <Price>1</Price>
          <Quantity>1</Quantity>
          <Symbol>sample string 9</Symbol>
          <TransactionCategory>sample string 2</TransactionCategory>
          <TransactionDate>2025-01-04T22:17:48.1570673-06:00</TransactionDate>
          <TransactionType>sample string 4</TransactionType>
          <WealthAccountId>11</WealthAccountId>
          <WealthAccountTransactionId>1</WealthAccountTransactionId>
        </WATransaction>
      </WATransactions>
    </WAAccount>
    <WAAccount>
      <AccountNumber>sample string 10</AccountNumber>
      <AccountType>sample string 3</AccountType>
      <Balance>7</Balance>
      <Category>sample string 4</Category>
      <CostBasis>1</CostBasis>
      <CreateDate>2025-01-04T22:17:48.1474795-06:00</CreateDate>
      <ManagedStatus>sample string 9</ManagedStatus>
      <Name>sample string 6</Name>
      <SubCategory>sample string 5</SubCategory>
      <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
      <WAAccountId>2</WAAccountId>
      <WAFinancialInstitutionId>1</WAFinancialInstitutionId>
      <WAHoldings>
        <WAHolding>
          <CostBasis>1</CostBasis>
          <CreateDate>2025-01-04T22:17:48.1474795-06:00</CreateDate>
          <HoldingType>sample string 8</HoldingType>
          <Name>sample string 3</Name>
          <Price>6</Price>
          <Quantity>5</Quantity>
          <Symbol>sample string 4</Symbol>
          <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
          <Value>7</Value>
          <WAAccountId>2</WAAccountId>
          <WAClassifications>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
          </WAClassifications>
          <WAHoldingId>1</WAHoldingId>
        </WAHolding>
        <WAHolding>
          <CostBasis>1</CostBasis>
          <CreateDate>2025-01-04T22:17:48.1474795-06:00</CreateDate>
          <HoldingType>sample string 8</HoldingType>
          <Name>sample string 3</Name>
          <Price>6</Price>
          <Quantity>5</Quantity>
          <Symbol>sample string 4</Symbol>
          <UpdateDate>2025-01-04T22:17:48.1474795-06:00</UpdateDate>
          <Value>7</Value>
          <WAAccountId>2</WAAccountId>
          <WAClassifications>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
            <WAClassification>
              <ClassificationId>4</ClassificationId>
              <ClassificationPercent>3</ClassificationPercent>
              <Name>sample string 2</Name>
              <ParentId>5</ParentId>
              <WAHoldingId>1</WAHoldingId>
            </WAClassification>
          </WAClassifications>
          <WAHoldingId>1</WAHoldingId>
        </WAHolding>
      </WAHoldings>
      <WATransactions>
        <WATransaction>
          <AccountName>sample string 10</AccountName>
          <Amount>5</Amount>
          <Cusip>sample string 8</Cusip>
          <Description>sample string 3</Description>
          <ExpenseCategory>sample string 13</ExpenseCategory>
          <ExternalTransactionId>sample string 6</ExternalTransactionId>
          <ExtraDescription>sample string 12</ExtraDescription>
          <Price>1</Price>
          <Quantity>1</Quantity>
          <Symbol>sample string 9</Symbol>
          <TransactionCategory>sample string 2</TransactionCategory>
          <TransactionDate>2025-01-04T22:17:48.1570673-06:00</TransactionDate>
          <TransactionType>sample string 4</TransactionType>
          <WealthAccountId>11</WealthAccountId>
          <WealthAccountTransactionId>1</WealthAccountTransactionId>
        </WATransaction>
        <WATransaction>
          <AccountName>sample string 10</AccountName>
          <Amount>5</Amount>
          <Cusip>sample string 8</Cusip>
          <Description>sample string 3</Description>
          <ExpenseCategory>sample string 13</ExpenseCategory>
          <ExternalTransactionId>sample string 6</ExternalTransactionId>
          <ExtraDescription>sample string 12</ExtraDescription>
          <Price>1</Price>
          <Quantity>1</Quantity>
          <Symbol>sample string 9</Symbol>
          <TransactionCategory>sample string 2</TransactionCategory>
          <TransactionDate>2025-01-04T22:17:48.1570673-06:00</TransactionDate>
          <TransactionType>sample string 4</TransactionType>
          <WealthAccountId>11</WealthAccountId>
          <WealthAccountTransactionId>1</WealthAccountTransactionId>
        </WATransaction>
      </WATransactions>
    </WAAccount>
  </WealthAccounts>
  <WealthId>1</WealthId>
</WAFinancialInstitution>

GET api/v1/advisor/financialinstitution?investorId[0]={investorId[0]}&investorId[1]={investorId[1]}&includeTransactions={includeTransactions}&includeClassifications={includeClassifications}&startDate={startDate}&endDate={endDate}

Request Information

URI Parameters

Body Parameters

Response Information

Resource Description

Response Formats

application/json, text/json

application/xml, text/xml

Authorization parameters

URI parameters

Headers | Add header

Body

Status

Headers

Body