GET api/v2/advisor/investors/{investorId}/profile

Returns the user profile for a given user.

Request Information

URI Parameters

NameDescriptionTypeAdditional information
investorId

Required: Investor is specified by the investorId returned from the advisor/investors endpoint.

 integer

Required

Body Parameters

None.

Response Information

Resource Description

UserProfileModel
NameDescriptionTypeAdditional information
FirstName

string

None.
LastName

string

None.
Birthday

date

None.
TaxId

string

None.
ApproximateNetWorth

decimal number

None.
EmailAddress

string

None.
PhoneNumber

string

None.
AddressLine1

string

None.
AddressLine2

string

None.
City

string

None.
State

string

None.
Zip

string

None.
EmploymentStatus

EmploymentStatus

None.
EmploymentStatusDisplay

string

None.
Employer

string

None.
BusinessTitle

string

None.
MarriageStatus

MarriageStatus

None.
MarriageStatusDisplay

string

None.
Gender

Gender

None.
GenderDisplay

string

None.
SpouseFirstName

string

None.
SpouseLastName

string

None.
SpouseBirthday

date

None.
SpouseTaxId

string

None.
Dependents

Collection of UserDependentModel

None.

Response Formats

application/json, text/json

Sample: 
{
  "FirstName": "sample string 1",
  "LastName": "sample string 2",
  "Birthday": "2025-10-24T13:42:45.8748588-05:00",
  "TaxId": "sample string 3",
  "ApproximateNetWorth": 1.0,
  "EmailAddress": "sample string 4",
  "PhoneNumber": "sample string 5",
  "AddressLine1": "sample string 6",
  "AddressLine2": "sample string 7",
  "City": "sample string 8",
  "State": "sample string 9",
  "Zip": "sample string 10",
  "EmploymentStatus": 1,
  "EmploymentStatusDisplay": "Full-Time",
  "Employer": "sample string 11",
  "BusinessTitle": "sample string 12",
  "MarriageStatus": 1,
  "MarriageStatusDisplay": "Single",
  "Gender": 1,
  "GenderDisplay": "Male",
  "SpouseFirstName": "sample string 13",
  "SpouseLastName": "sample string 14",
  "SpouseBirthday": "2025-10-24T13:42:45.8759095-05:00",
  "SpouseTaxId": "sample string 15",
  "Dependents": [
    {
      "UserDependentId": 1,
      "BirthDay": "2025-10-24T13:42:45.8759095-05:00"
    },
    {
      "UserDependentId": 1,
      "BirthDay": "2025-10-24T13:42:45.8759095-05:00"
    }
  ]
}

application/xml, text/xml

Sample: 
<UserProfileModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Investors.Models">
  <AddressLine1>sample string 6</AddressLine1>
  <AddressLine2>sample string 7</AddressLine2>
  <ApproximateNetWorth>1</ApproximateNetWorth>
  <Birthday>2025-10-24T13:42:45.8748588-05:00</Birthday>
  <BusinessTitle>sample string 12</BusinessTitle>
  <City>sample string 8</City>
  <Dependents>
    <UserDependentModel>
      <BirthDay>2025-10-24T13:42:45.8759095-05:00</BirthDay>
      <UserDependentId>1</UserDependentId>
    </UserDependentModel>
    <UserDependentModel>
      <BirthDay>2025-10-24T13:42:45.8759095-05:00</BirthDay>
      <UserDependentId>1</UserDependentId>
    </UserDependentModel>
  </Dependents>
  <EmailAddress>sample string 4</EmailAddress>
  <Employer>sample string 11</Employer>
  <EmploymentStatus>FullTime</EmploymentStatus>
  <FirstName>sample string 1</FirstName>
  <Gender>Male</Gender>
  <LastName>sample string 2</LastName>
  <MarriageStatus>Single</MarriageStatus>
  <PhoneNumber>sample string 5</PhoneNumber>
  <SpouseBirthday>2025-10-24T13:42:45.8759095-05:00</SpouseBirthday>
  <SpouseFirstName>sample string 13</SpouseFirstName>
  <SpouseLastName>sample string 14</SpouseLastName>
  <SpouseTaxId>sample string 15</SpouseTaxId>
  <State>sample string 9</State>
  <TaxId>sample string 3</TaxId>
  <Zip>sample string 10</Zip>
</UserProfileModel>