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Portfolio+ Retail API

Retail Accounts
Access to Funds
- Optionsoptns
- Retrieve Access to Funds detailsget
Account Balance
Account Statement
Account Note
Account Transactions
Account Transfer
- Optionsoptns
- Create Account Transferpost
Bank Draft
- Optionsoptns
- Create Bank Draftpost
Bill Payment
- Optionsoptns
- Create Bill Paymentpost
Bulk Transfer
- Optionsoptns
- Create Bulk Transferpost
Cashed Cheques
- Optionsoptns
- GET Cashed Chequesget
Cheque Detail
- Optionsoptns
- GET Specific Chequeget
Credit Memo
- Optionsoptns
- POST Credit Memopost
Date Validation
- Optionsoptns
- GET Date Validationget
Debit Memo
- Optionsoptns
- POST Debit Memopost
Deposit
- Options - Not currently implementedoptns
- POST Deposit - Not currently implementedpost
DIG Status
- Options - Not currently implementedoptns
- GET DIG Status - Not currently implementedget
External Account Management
Fee
- Optionsoptns
- POST Feepost
Hold Funds
Internal Account Management
Joint Owners
Loan Payment
- Optionsoptns
- POST Loan Paymentpost
Pending Interest and Fees
Post Interest
- Optionsoptns
- POST Interest, Fees, and LOC Interestpost
Pre-Authorized Transaction Management
Retail Checklists
Retail Line of Credit
Transaction Reverse
- Optionsoptns
- POST Account Transaction Reversepost
System Admin Retail Lookups

Term Deposits API

Term Deposits Search
Term Deposit Checklists
Term Deposits Client Profile
- Optionsoptns
- Get all associated Term Deposit Rate Codes for the specified Client.get
Term Deposit Comments
Term Deposit Notes
Term Deposits PAD Detail
Term Deposits Payment History
- Optionsoptns
- GET Term Deposit Payment Historyget
Term Deposits Related Clients
Term Deposits Registration
Term Deposit Lookups

Portfolio+ Lending Management API

Lending Search
HELOC Account Details
- Optionsoptns
- GET Specific HELOC Account Detailsget
Hypothetical Amortization
- Optionsoptns
- Create Hypothetical Amortizationpost
Lending Affiliates and Related Clients
Lending Amortization
- Optionsoptns
- GET Amortization Scheduleget
Lending Applicants
Lending Arrears and Interest Due Details
- Optionsoptns
- GET Specific Arrears and Interest Due Detailsget
Lending Calculations
Lending Charge Details
Lending Checklists
Lending Comments
Lending Custom Attributes
Lending Dates
- Optionsoptns
- GET All Lending Account Datesget
Lending Distribution of Funds
- Optionsoptns
- GET Distribution of Fundsget
Lending Fees
Lending Interest Rates
Lending Letter of Credit Information
Lending Mortgage Insurance
Lending Other Charges
Lending Payment Adjustment
Lending Payment Date Change
- Optionsoptns
- To be implementedpost
Lending Payment Deferral
- Optionsoptns
- To be implementedpost
Lending Payment Frequency Change
- Optionsoptns
- To be implementedpost
Lending Payment Split
- Optionsoptns
- GET Regular Payment Componentsget
Lending Payments
Lending PayMode Details
Lending Rates
- Optionsoptns
- GET All Lending Account Ratesget
Lending Ratios
- Optionsoptns
- GET All Ratiosget
Lending Responsibilities
Lending Securities
Lending Statements
Lending Syndication
Lending Lookups

Portfolio+ Investments API

Investments Search
Investments Cash Transactions
- Optionsoptns
- GET Investment Cash Transactionsget
Investments Checklists
Investments Contributions
- Optionsoptns
- GET Contributions Amountsget
Investments Holdings
Investments Notes
Investments Payments
Investments RESP Beneficiary
- Optionsoptns
- GET RESP Beneficiary Detailsget
Investments RESP Notional Values
- Optionsoptns
- GET RESP Notional Valuesget
Investments Related Clients and Agents
Investments Scheduled Transactions
- Optionsoptns
- GET Investment Scheduled Transactionsget
Investments Trades
- Optionsoptns
- GET All Tradesget
Investments Transactions
- Optionsoptns
- GET Investment Transactionsget
Investments Valuation
- Optionsoptns
- GET Investment Plan Valuationget
Investments Lookups

Portfolio+ Client Management API

Client Search
Client Access Management
Client Addresses
Client Alerts
Client Alternate Contacts
Client Assets
Client Checklists
Client Communication and Marketing
Client Contacts
Client Credit References
Client External Id
Client External Institution
Client Image
Client Incomes
Client Liabilities
Client Next of Kin
Client Notes
Client Payees
Client Regulatory
Client Residencies
Client Security Questions
Firm Underlying Owners
Client Management Lookups

Portfolio+ Agent Management API

Agent Contacts
Agent Profiles
Commission and Authorization
Agent Management Lookups

Portfolio+ System Administration API

AML Management
Checklist Types
Client Applications
- Optionsoptns
- Reset Client Secretpost
Currencies
- Options - Not currently implementedoptns
- GET Currencies - Not currently implementedget
Currency Exchange
- Optionsoptns
- Query Currency Exchange Datapost
Document Management
Error Messages
- Optionsoptns
- Get all Error Messages.get
System Date Validation
- Optionsoptns
- GET Valid Business Dateget
System Generated Keys
- Optionsoptns
- Create Generated Keypost
System Passwords
System Admin Lookups
Role Management

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GET Client Types

get https://example.com/client/web/System/ClientTypes

Retrieve client types available.

Language

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OAuth2

Bearer

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