GET api/v2/advisor/investors
Returns a list of investors for a given advisor.
Request Information
URI Parameters
None.
Body Parameters
None.
Response Information
Resource Description
AdvisorInvestorsResponse| Name | Description | Type | Additional information |
|---|---|---|---|
| TotalLength | integer |
None. |
|
| Records | Collection of InvestorModel |
None. |
Response Formats
application/json, text/json
Sample:
{
"TotalLength": 1,
"Records": [
{
"InvestorId": 1,
"Name": "sample string 2",
"NetWorth": 3.0,
"Home": 4.0,
"HomePercentage": 5.0,
"LastLogin": "2025-01-02T16:24:46.2153121-06:00",
"LastOrionLogin": "2025-01-02T16:24:46.2153121-06:00",
"OnboardingStep": 0,
"OnboardingStepDisplay": "sample string 6",
"CanInvite": true,
"Groups": [
{
"Id": 1,
"Name": "sample string 2",
"ParentId": 3
},
{
"Id": 1,
"Name": "sample string 2",
"ParentId": 3
}
],
"CanImpersonate": true,
"CanDelete": true,
"InHousehold": true,
"LastInviteDate": "2025-01-02T16:24:46.2153121-06:00",
"AdditionalLogins": [
{
"InvestorId": 1,
"UserId": 2,
"FirstName": "sample string 3",
"LastName": "sample string 4",
"UserName": "sample string 5",
"OnboardingStep": 0,
"OnboardingStepDisplay": "sample string 6"
},
{
"InvestorId": 1,
"UserId": 2,
"FirstName": "sample string 3",
"LastName": "sample string 4",
"UserName": "sample string 5",
"OnboardingStep": 0,
"OnboardingStepDisplay": "sample string 6"
}
],
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1,
"UserName": "sample string 11",
"PrimaryAdvisorId": 1,
"HideMembers": true,
"PrimaryAdvisorName": "sample string 12",
"Investors": [],
"TargetAllocation": "sample string 13",
"InTarget": true,
"IsAdminLocked": true
},
{
"InvestorId": 1,
"Name": "sample string 2",
"NetWorth": 3.0,
"Home": 4.0,
"HomePercentage": 5.0,
"LastLogin": "2025-01-02T16:24:46.2153121-06:00",
"LastOrionLogin": "2025-01-02T16:24:46.2153121-06:00",
"OnboardingStep": 0,
"OnboardingStepDisplay": "sample string 6",
"CanInvite": true,
"Groups": [
{
"Id": 1,
"Name": "sample string 2",
"ParentId": 3
},
{
"Id": 1,
"Name": "sample string 2",
"ParentId": 3
}
],
"CanImpersonate": true,
"CanDelete": true,
"InHousehold": true,
"LastInviteDate": "2025-01-02T16:24:46.2153121-06:00",
"AdditionalLogins": [
{
"InvestorId": 1,
"UserId": 2,
"FirstName": "sample string 3",
"LastName": "sample string 4",
"UserName": "sample string 5",
"OnboardingStep": 0,
"OnboardingStepDisplay": "sample string 6"
},
{
"InvestorId": 1,
"UserId": 2,
"FirstName": "sample string 3",
"LastName": "sample string 4",
"UserName": "sample string 5",
"OnboardingStep": 0,
"OnboardingStepDisplay": "sample string 6"
}
],
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1,
"UserName": "sample string 11",
"PrimaryAdvisorId": 1,
"HideMembers": true,
"PrimaryAdvisorName": "sample string 12",
"Investors": [],
"TargetAllocation": "sample string 13",
"InTarget": true,
"IsAdminLocked": true
}
]
}
application/xml
Sample:
Sample not available.
text/xml
Sample:
Sample not available.