GET api/v2/advisor/investors/{investorId}/profile
Returns the user profile for a given user.
Request Information
URI Parameters
Name | Description | Type | Additional information |
---|---|---|---|
investorId |
Required: Investor is specified by the investorId returned from the advisor/investors endpoint. |
integer |
Required |
Body Parameters
None.
Response Information
Resource Description
UserProfileModelName | Description | Type | Additional 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": "2025-01-02T16:26:25.1937689-06:00", "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": "2025-01-02T16:26:25.1937689-06:00", "SpouseTaxId": "sample string 15", "Dependents": [ { "UserDependentId": 1, "BirthDay": "2025-01-02T16:26:25.1937689-06:00" }, { "UserDependentId": 1, "BirthDay": "2025-01-02T16:26:25.1937689-06:00" } ] }
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>2025-01-02T16:26:25.1937689-06:00</Birthday> <BusinessTitle>sample string 12</BusinessTitle> <City>sample string 8</City> <Dependents> <UserDependentModel> <BirthDay>2025-01-02T16:26:25.1937689-06:00</BirthDay> <UserDependentId>1</UserDependentId> </UserDependentModel> <UserDependentModel> <BirthDay>2025-01-02T16:26:25.1937689-06:00</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>2025-01-02T16:26:25.1937689-06:00</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>