JUMP TOPortfolio+ Retail APIRetail AccountsOptionsoptnsGET Account ListgetAdd AccountpostOptionsoptnsGET Specific Retail AccountgetUpdate Specific Retail AccountpatchAccess to FundsOptionsoptnsRetrieve Access to Funds detailsgetAccount BalanceOptionsoptnsGET Account BalancegetOptionsoptnsQuery the amount that would need to be adjusted in order to close a particular retail account.getAccount StatementOptionsoptnsGET All Account StatementsgetOptionsoptnsGET Specific Document ContentgetAccount NoteOptionsoptnsGET Specific Account NotegetUpdate Account NotesputAccount TransactionsOptionsoptnsGET Account Transaction HistorygetOptionsoptnsGET Specific Account HistorygetOptionsoptnsGET Specific Transaction DetailgetAccount TransferOptionsoptnsCreate Account TransferpostBank DraftOptionsoptnsCreate Bank DraftpostBill PaymentOptionsoptnsCreate Bill PaymentpostBulk TransferOptionsoptnsCreate Bulk TransferpostCashed ChequesOptionsoptnsGET Cashed ChequesgetCheque DetailOptionsoptnsGET Specific ChequegetCredit MemoOptionsoptnsPOST Credit MemopostDate ValidationOptionsoptnsGET Date ValidationgetDebit MemoOptionsoptnsPOST Debit MemopostDepositOptions - Not currently implementedoptnsPOST Deposit - Not currently implementedpostDIG StatusOptions - Not currently implementedoptnsGET DIG Status - Not currently implementedgetExternal Account ManagementOptionsoptnsQuery for External AccountsgetAdd external accountpostOptionsoptnsQuery specific external institution accountgetUpdate an existing, external account for the clientputRemove an existing, external account for the clientdeleteFeeOptionsoptnsPOST FeepostHold FundsOptionsoptnsGET Account HoldgetPOST Hold FundspostOptionsoptnsPATCH Hold FundspatchInternal Account ManagementOptionsoptnsQuery internal accountsgetCreate internal accountpostOptionsoptnsQuery specific internal institution accountgetUpdate internal accountputUnlink an internal account for the clientdeleteJoint OwnersOptionsoptnsGET Joint Owners ListgetCreate Joint OwnerpostOptionsoptnsGET Specific Joint OwnergetUpdate Specific Joint OwnerputDelete Joint OwnerdeleteLoan PaymentOptionsoptnsPOST Loan PaymentpostPending Interest and FeesOptionsoptnsQuery Pending Interest and FeesgetOptionsoptnsQuery Pending Interest and Fees by Account NumbergetOptionsoptnsGET Pending Interest and Fees by Transaction DategetOptionsoptnsQuery Specific Pending Interest or FeegetUpdate Specific Pending Interest or FeepatchPost InterestOptionsoptnsPOST Interest, Fees, and LOC InterestpostPre-Authorized Transaction ManagementOptionsoptnsGET Client PATgetOptionsoptnsGET PATs By AccountgetCreate PATpostOptionsoptnsGET Specific PAT by SequencegetUpdate Specific PATpatchDelete PATdeleteRetail ChecklistsOptionsoptnsGET All ChecklistsgetCreate Checklist ItempostOptionsoptnsGET Checklist Items By TypegetOptionsoptnsGET Specific Checklist ItemgetUpdate Checklist ItempatchDelete Checklist ItemdeleteRetail Line of CreditOptionsoptnsQuery Account Line of CreditgetUpdate specific Line of CreditpatchTransaction ReverseOptionsoptnsPOST Account Transaction ReversepostSystem Admin Retail LookupsOptionsoptnsGET Account Type ListgetOptionsoptnsGET Specific Account TypegetOptionsoptnsGET Account Type Dormant FeesgetOptionsoptnsGET Account Type Electronic Funds Transfer FeesgetOptionsoptnsGET Account Type External Transaction HoldsgetOptionsoptnsGET Pre-Authorized Transfer DefaultsgetOptionsoptnsGET Transaction TypesgetOptionsoptnsGET Transaction CodegetOptionsoptnsGET TransactionCodegetOptionsoptnsGET Transaction Code DescriptionsgetOptions - Not currently implementedoptnsGET Vendor Services - Not currently implementedgetOptionsoptnsGET All Bill VendorsgetOptionsoptnsGET All General Ledger Transaction TypesgetOptionsoptnsGET General Ledger Transaction Types By CompanygetOptionsoptnsGET Interest Rates ListgetOptionsoptnsGET PAT FrequenciesgetOptionsoptnsGET PAT TypesgetOptionsoptnsGET Retail Account Owner TypesgetOptionsoptnsGET Retail Account Statement TypesgetOptionsoptnsQuery Retail Default ValuesgetOptionsoptnsGET Hold ReasonsgetOptionsoptnsQuery list of waive fee reason codesgetCreate a waive fee reasonpostOptionsoptnsQuery specific waive fee reason code.getUpdate an existing waive fee reasonpatchRemove an existing waive fee reason from the systemdeleteTerm Deposits APITerm Deposits SearchOptionsoptnsGET Generic Term Deposit SearchgetCreate a term depositpostOptionsoptnsGET Generic Term Deposit Search By CompanygetOptionsoptnsGET Term Deposit DetailsgetOptionsoptnsGET Term Deposit DetailsgetTerm Deposit ChecklistsOptionsoptnsGET Checklist Items For Specific Term DepositgetOptionsoptnsGET Checklist Items By TypegetOptionsoptnsGET A Specific Checklist ItemgetTerm Deposits Client ProfileOptionsoptnsGet all associated Term Deposit Rate Codes for the specified Client.getTerm Deposit CommentsOptionsoptnsGET All CommentsgetOptionsoptnsGET Specific CommentgetTerm Deposit NotesOptionsoptnsGET All NotesgetOptionsoptnsGET Specific NotegetTerm Deposits PAD DetailOptionsoptnsGET Term Deposits PAD DetailsgetTerm Deposits PAD DetailsputTerm Deposits Payment HistoryOptionsoptnsGET Term Deposit Payment HistorygetTerm Deposits Related ClientsOptionsoptnsGET Term Deposit Related Clients (Nominee)getOptionsoptnsGET Term Deposit Related Clients (Client Name)getCreate Related Client for a Term Deposit (Client Name)postOptionsoptnsGET Term Deposit Related Clients (Client Name) by Client NumbergetOptionsoptnsUpdate a Related Client for a Term Deposit (Client Name)patchDelete a Related Client for a Term Deposit (Client Name)deleteTerm Deposits RegistrationOptionsoptnsGET Term Deposit RegistrationgetUPDATE Term Deposit RegistrationputTerm Deposit LookupsOptionsoptnsGET All Term Deposit Interest RatesgetOptionsoptnsGET All Term Deposit Account TypesgetOptionsoptnsGET All Dated Details For an Account Type.getOptionsoptnsGET All Term Deposit Account Types Parameters For Specified Details.getOptionsoptnsGET default values of the specified Term Deposit Account Type and Effective Date.getOptionsoptnsGet Term Deposits Company default valuesgetOptionsoptnsGET All Term Deposit TypesgetOptionsoptnsGet Rate Increment Codes.getOptionsoptnsGET All Term Deposit CDIC Account TypesgetOptionsoptnsGET All Term Deposit Compound FrequenciesgetOptionsoptnsGET All Interest Calculation MethodsgetOptionsoptnsGET All Interest Calculation TypesgetOptionsoptnsGET All Term Deposit Investment TypesgetOptionsoptnsGET All Term Deposit Ownership typesgetOptionsoptnsGET All Payment Disposition CodesgetOptionsoptnsGET All Term Deposit Payment FrequenciesgetOptionsoptnsGET All Pay ModesgetOptionsoptnsGET All Term Deposit Principal ExceptionsgetOptionsoptnsGET All Term Deposit Investment Purchase Codes and DescriptionsgetOptionsoptnsGET All Term Deposit Rate ExceptionsgetOptionsoptnsGET All Related Clients Relationship TypesgetOptionsoptnsGET All Term Deposit Status ValuesgetPortfolio+ Lending Management APILending SearchOptionsoptnsGET Generic Lending Account SearchgetCreate a lending applicationpostOptionsoptnsGET Lending Account DetailsgetUpdate Lending Account - Not currently implementedputPartial update of a given lending account.patchOptionsoptnsGET Lending Account BalancesgetHELOC Account DetailsOptionsoptnsGET Specific HELOC Account DetailsgetHypothetical AmortizationOptionsoptnsCreate Hypothetical AmortizationpostLending Affiliates and Related ClientsOptionsoptnsGET All AffiliatesgetCreate AffiliatepostOptionsoptnsGET All Affiliates By TypegetOptionsoptnsGET A Specific AffiliategetUpdate Specific AffiliatepatchRemove an AffiliatedeleteOptionsoptnsGET All Connected RelationshipsgetCreate Connected RelationshippostOptionsoptnsGET Specific Connected RelationshipgetUpdate Specific Connected RelationshippatchRemove a Connected RelationshipdeleteLending AmortizationOptionsoptnsGET Amortization SchedulegetLending ApplicantsOptionsoptnsGET All ApplicantsgetCreate co-applicants and guarantorspostOptionsoptnsGET All Applicants By TypegetOptionsoptnsGET A Specific ApplicantgetPartial update of applicantpatchRemove a CoApplicant or GuarantordeleteOptions - To be implementedoptnsGET A Specific Power of Attorney - To be implementedgetTo be implementedpatchTo be implementeddeleteLending Arrears and Interest Due DetailsOptionsoptnsGET Specific Arrears and Interest Due DetailsgetLending CalculationsOptionsoptnsGET Maturity DategetOptionsoptnsGET Maturity DategetOptionsoptnsCalculate Principal and InterestpostLending Charge DetailsOptionsoptnsGET Other Lender DetailsgetUPDATE Other LenderpatchLending ChecklistsOptionsoptnsGET Checklist ItemsgetCreate Checklist ItemspostOptionsoptnsGET Checklist Items By TypegetOptionsoptnsGET Specific Checklist ItemgetUpdate Checklist ItemspatchDelete Checklist ItemdeleteLending CommentsOptionsoptnsGET All Lending Account CommentsgetCreate Lending Account CommentpostOptionsoptnsGET Specific Lending Account CommentgetUpdate Lending Account CommentsputLending Custom AttributesOptionsoptnsGet all Custom Attributes for a Lending account.getAttach a Custom Attribute to a Lending account.postOptionsoptnsGet a specific Custom Attribute for a Lending account.getUpdate a specific Custom Attribute for a Lending account.patchDelete a specific Custom Attribute link for a Lending account.deleteLending DatesOptionsoptnsGET All Lending Account DatesgetLending Distribution of FundsOptionsoptnsGET Distribution of FundsgetLending FeesOptionsoptnsGET All Default FeesgetUpdate FeespatchLending Interest RatesOptionsoptnsGET Current Interest RatesgetGet the default interest ratepostLending Letter of Credit InformationOptions - Currently Not ImplementedoptnsGET Letter Of Credit Information - Currently Not ImplementedgetUpdate Letter Of Credit Information - Currently Not ImplementedputLending Mortgage InsuranceOptionsoptnsGET Mortgage Insurance detailsgetUPDATE Mortgage Insurance detailspatchLending Other ChargesOptionsoptnsGET All Other ChargesgetCreate Lending Account Other ChargepostOptionsoptnsGET specified Other ChargegetUpdate Lending Account Other ChargepatchDelete existing Other ChargedeleteLending Payment AdjustmentOptionsoptnsGET Payment AdjustmentgetUpdate Payment AdjustmentputCreate Payment AdjustmentpostDelete Existing Payment AdjustmentdeleteLending Payment Date ChangeOptionsoptnsTo be implementedpostLending Payment DeferralOptionsoptnsTo be implementedpostLending Payment Frequency ChangeOptionsoptnsTo be implementedpostLending Payment SplitOptionsoptnsGET Regular Payment ComponentsgetLending PaymentsOptionsoptnsGET Payment HistorygetCreate PaymentpostOptionsoptnsGET Specific Payment DetailsgetReverse PaymentpostOptionsoptnsGet Variable Payment SchedulegetLending PayMode DetailsOptionsoptnsGET Specific PayMode DetailsgetUpdate PayMode DetailsputLending RatesOptionsoptnsGET All Lending Account RatesgetLending RatiosOptionsoptnsGET All RatiosgetLending ResponsibilitiesOptionsoptnsGET ResponsibilitiesgetUPDATE ResponsibilitiespatchLending SecuritiesOptionsoptnsGET All Lending Account SecuritiesgetCREATE Lending Account SecuritypostOptionsoptnsGET specific Lending Account SecuritygetDELETE specific Lending Account SecuritydeleteOptionsoptnsGet all appraisals for the specified account security.getCreate a new Lending Account Security appraisalpostOptionsoptnsGet one specific appraisal for the specified account security.getUpdate one specific appraisal for the specified account security.patchDelete a Lending Account Security appraisal recorddeleteOptionsoptnsGet Lending Security BuildinggetUPDATE Lending Security BuildingpatchOptionsoptnsGet Lending Security CondominiumgetUPDATE Lending Security CondopatchOptionsoptnsGET All Security EncumbrancesgetTo be implementedpostOptionsoptnsGET Specific Security EncumbrancegetUPDATE Specific Security EncumbrancepatchTo be implementeddeleteOptionsoptnsTo be implementedgetTo be implementedputTo be implementeddeleteOptionsoptnsTo be implementedgetTo be implementedpatchOptionsoptnsGet Lending Security InformationgetUPDATE Lending Security InformationpatchOptionsoptnsGet municipal details on a PROP security type.getUPDATE Lending Security MunicipalpatchOptionsoptnsTo be implementedgetTo be implementedpostOptionsoptnsTo be implementedgetTo be implementedpatchTo be implementeddeleteOptionsoptnsGET All Security Tax PaymentsgetTo be implementedpostOptionsoptnsGET Specific Security Tax PaymentgetUPDATE Specific Security Tax PaymentpatchTo be implementeddeleteLending StatementsOptionsoptnsQuery statements for a given lending account.getOptionsoptnsQuery specific statement documentgetLending SyndicationOptionsoptnsQuery Partners and Investors for a given lending account.getOptionsoptnsGET a specific Loan Partner or Investor.getLending Lookups/System/Lending/AccountStatementTypesoptnsQuery lending account statement types.getOptionsoptnsGET All AffiliatesgetOptionsoptnsGET Appraisal TypesgetOptions - Currently Not ImplementedoptnsGET Building Attribute Values - Currently Not ImplementedgetOptionsoptnsGET Building BasementTypegetOptionsoptnsGET Building BuildingCodesgetOptions - Currently Not ImplementedoptnsGET Property Building Construction Types - Currently Not ImplementedgetOptionsoptnsGET GarageSizegetOptionsoptnsGET Building Garage TypegetOptionsoptnsGET Building Heating TypegetOptionsoptnsGET SewerTypegetOptionsoptnsGET building water supplygetOptionsoptnsGET No Re-advance ReasonsgetOptionsoptnsGET Lending Charge RegistrantsgetOptionsoptnsQuery Closing Service Codes.getOptions - Currently Not ImplementedoptnsGET All Comments Categories - Currently Not ImplementedgetOptionsoptnsGET Charge TypesgetOptionsoptnsGET All Default Lender feegetOptionsoptnsRetrieves a Company's lending default values.getOptionsoptnsGET Lending External LendersgetOptionsoptnsGET All Product LinesgetOptionsoptnsGET All Product TypesgetOptionsoptnsGET A Specific Product TypegetOptionsoptnsGET A Specific Product Type DefaultsgetOptionsoptnsGET A Specific Product Type Default FeesgetOptions - Currently Not ImplementedoptnsGET Product Type GL Transaction Types - Currently Not ImplementedgetOptionsoptnsGET A Specific Product Type RequirementsgetOptionsoptnsGET All RisksgetOptionsoptnsGET All SourcesgetOptionsoptnsGET All Compound FrequenciesgetOptionsoptnsGET All Custom AttributesgetOptionsoptnsGET all Custom Attribute Codes by Custom AttributegetOptionsoptnsGET All Custom Attribute RulesgetOptionsoptnsGET All Custom Attribute Rule DetailsgetOptionsoptnsGET Lending Details Applicant TypesgetOptions - Currently Not ImplementedoptnsGET Exception Levels - Currently Not ImplementedgetOptions - Currently Not ImplementedoptnsGET Exception Materialities - Currently Not ImplementedgetOptions - Currently Not ImplementedoptnsGET Exception Types - Currently Not ImplementedgetOptions - Currently Not ImplementedoptnsGET Fee Types - Currently Not ImplementedgetOptionsoptnsGET Lending GDS TDS Ratio CodesgetOptionsoptnsGET Lending InsurergetOptionsoptnsGET All Lending Insurer programs.getOptionsoptnsGET All Lending Interest Adjustment MethodsgetOptionsoptnsGET All Interest MethodsgetOptionsoptnsGET Lending AreasgetOptionsoptnsGET All Lending ClassesgetOptionsoptnsGET All Lending ReasonsgetOptionsoptnsGET All Lending StatusgetOptionsoptnsGET LendingTypesgetOptionsoptnsGET All Payment PlansgetOptionsoptnsGET Pay ModesgetOptionsoptnsGET All Prepayment Penalty TypesgetOptions - Currently Not ImplementedoptnsGET Power of Attorney Types - Currently Not ImplementedgetOptionsoptnsGET All Lending Program TypesgetOptionsoptnsGET All Progress Advance TypesgetOptionsoptnsGET all Pricing Promo CodesgetOptions - Currently Not ImplementedoptnsGET Property Discharge Status - Currently Not ImplementedgetOptionsoptnsGET Property Dwelling Style CodesgetOptionsoptnsGET Property Dwelling TypesgetOptionsoptnsGET Property List TypesgetOptionsoptnsGET Property Municipal CodesgetOptionsoptnsGET Property Municipal Tax AuthoritiesgetOptions For a Specific tax authority codeoptnsGET Property Municipal Tax Authority DetailgetOptionsoptnsGET Property Municipal Zoning CodesgetOptionsoptnsGET Property Occupancy CodesgetOptionsoptnsGET Property Source Of Down Payment TypesgetOptionsoptnsGET Property Tenure CodesgetOptionsoptnsGET Property Municipal Units of MeasuregetOptionsoptnsGET All PurposesgetOptionsoptnsQuery lending rate exceptions.getOptionsoptnsGET all Refinance ReasonsgetOptionsoptnsGET Lending Registered Charge TypesgetOptionsoptnsGET Lending SectorsgetOptionsoptnsGET Security ClassesgetOptions - Currently Not ImplementedoptnsGET Account Insurance Status - Currently Not ImplementedgetOptionsoptnsGET Security Type DetailsgetOptionsoptnsGET Security TypesgetOptionsoptnsGET Lending ServicersgetOptionsoptnsGET Taxes Paid By CodesgetOptionsoptnsGET Lending Valuation StatusgetOptionsoptnsGET All Payment FrequenciesgetOptionsoptnsGET Prepayment PrivilegesgetPortfolio+ Investments APIInvestments SearchOptionsoptnsGET Generic Investment SearchgetOptionsoptnsGET Generic Investment Search By CompanygetOptionsoptnsGET Investment DetailsgetInvestments Cash TransactionsOptionsoptnsGET Investment Cash TransactionsgetInvestments ChecklistsOptionsoptnsGET Checklist ItemsgetOptionsoptnsGET Checklist Items By TypegetOptionsoptnsGET Specific Checklist ItemgetInvestments ContributionsOptionsoptnsGET Contributions AmountsgetInvestments HoldingsOptionsoptnsGET Investment HoldingsgetOptionsoptnsGET Specific Investment HoldinggetInvestments NotesOptionsoptnsGET All Notes For An Investment PlangetOptionsoptnsGET Specific NotegetInvestments PaymentsOptionsoptnsGET All Investment PaymentsgetOptionsoptnsGET A Specific PaymentgetInvestments RESP BeneficiaryOptionsoptnsGET RESP Beneficiary DetailsgetInvestments RESP Notional ValuesOptionsoptnsGET RESP Notional ValuesgetInvestments Related Clients and AgentsOptionsoptnsGET Investment Related ClientsgetOptionsoptnsGET Investments Related Clients by Client NumbergetOptionsoptnsGET Investment AgentsgetOptionsoptnsGET Investment Agent DetailsgetInvestments Scheduled TransactionsOptionsoptnsGET Investment Scheduled TransactionsgetInvestments TradesOptionsoptnsGET All TradesgetInvestments TransactionsOptionsoptnsGET Investment TransactionsgetInvestments ValuationOptionsoptnsGET Investment Plan ValuationgetInvestments LookupsOptionsoptnsGET All Academic CodesgetOptionsoptnsGET All Asset ClassesgetOptionsoptnsGET All Asset Transaction CodesgetOptionsoptnsGET All Asset Transaction CodesgetOptionsoptnsGET All Cash Account TypesgetOptionsoptnsRetrieves a Company's investments default values.getOptionsoptnsGET All Fee CodesgetOptionsoptnsGET Investment Fee Code DetailsgetOptionsoptnsGET All Plan Transaction Cheque StatusgetOptionsoptnsGet Investment Contribution LimitsgetOptionsoptnsGET All Educational InstitutionsgetOptionsoptnsGET All Educational ProgramsgetOptionsoptnsGet ExchangesgetOptionsoptnsGET All Fee Frequencies.getOptionsoptnsGET All Investments Fee Modes OptionsgetOptionsoptnsGET All Investments Holding Status TypesgetOptionsoptnsGET All Market IdentifiersgetOptionsoptnsGET All Market Identifiers for Plan TypegetOptionsoptnsGET All Market Identifiers for Plan GroupgetOptions - Not currently implementedoptnsGET All Investments Ownership Types - Not currently implementedgetOptionsoptnsGET All Investments Payment FrequenciesgetOptionsoptnsGET All Investments Payment OptionsgetOptionsoptnsGET All Investments Payment Tax OptionsgetOptionsoptnsGET All Plan Asset TypesgetOptionsoptnsGET All Plan GroupsgetOptionsoptnsGET All Plan GroupsgetOptionsoptnsGET All Plan TypesgetOptionsoptnsGET Plan Type DetailsgetOptionsoptnsGET All Investment Plan Status TypesgetOptionsoptnsGET All Investments Related Clients Relationship TypesgetOptionsoptnsGET All Investments Rule BasegetOptionsoptnsGET All Plan Scheduled Transaction StatusesgetOptionsoptnsGET All Security TypesgetOptionsoptnsGET All Investments Statement Payment FrequenciesgetOptionsoptnsGET All Trade Pending ValuesgetPortfolio+ Client Management APIClient SearchOptionsoptnsGET Client Profile InformationgetCreate Client ProfilepostOptionsoptnsGET Specific Client ProfilegetUpdate Specific ProfileputUpdate Specific ProfilepatchClient Access ManagementOptionsoptnsGET GUID Web InfogetOptionsoptnsGET a One-Time PasswordgetValidate a One-Time PasswordpostOptionsoptnsUpdate PasswordpostStep 1 - OptionsoptnsStep 1 - Initiate Password ResetpostStep 2 - OptionsoptnsStep 2 - Query Challenge QuestiongetStep 3 - Answer Challenge QuestionpostStep 4 - Set New PasswordpatchClient AddressesOptionsoptnsGET All AddressesgetCreate Client AddresspostOptionsoptnsGET Specific AddressgetCreate or Replace an addressputDelete AddressdeleteClient AlertsOptionsoptnsTrigger Client AlertpostOptionsoptnsGET Client AlertsgetUpdate Client AlertpatchClient Alternate ContactsOptionsoptnsGET Alternate ContactsgetCreate Alternate ContactpostOptionsoptnsGET Specific Alternate ContactgetUpdate Client Alternate ContactputDelete Client Alternate ContactdeleteClient AssetsOptionsoptnsGET Assets For a ClientgetCreate Client External AssetpostOptionsoptnsGET Specific Client AssetgetUpdate Client External AssetputDelete Client External AssetdeleteClient ChecklistsOptionsoptnsGET All ChecklistsgetCreate Client Checklist ItempostOptionsoptnsGET Checklist Type ItemgetOptionsoptnsGET Specific Checklist Item For a ClientgetUpdate Client Checklist ItempatchDelete Client ChecklistdeleteClient Communication and MarketingOptions - IRELAND ONLYoptnsGET Communication Modes - IRELAND ONLYgetUpdate Communication Modes - IRELAND ONLYpatchOptions - IRELAND ONLYoptnsGET Client Marketing Information - IRELAND ONLYgetUpdate Marketing Information - IRELAND ONLYputClient ContactsOptionsoptnsGET Client Contact InformationgetCreate Client ContactpostOptionsoptnsGET Specific Client ContactgetUpdate Existing Client ContactputDelete Client Contact MethoddeleteClient Credit ReferencesOptionsoptnsGET Credit References For A ClientgetCreate Client Credit ReferencepostOptionsoptnsNot currently implementedpostOptionsoptnsGET A Specific Credit ReferencegetUpdate Specific Credit ReferenceputRemove A Credit ReferencedeleteClient External IdOptionsoptnsGET Client Number by External ID Type and ID NumbergetOptionsoptnsGET External Id by Client NumbergetCreate New External IDpostOptionsoptnsGET External Id by IdTypegetOptionsoptnsGET Specific External Id by Sequence NumbergetUpdate Specific External Id by Sequence NumberpatchDelete Specific External Id by Sequence NumberdeleteClient External InstitutionOptionsoptnsGET All Client External InstitutionsgetCreate Client External InstitutionpostOptionsoptnsGET Specific Client External InstitutiongetUpdate Client External InstitutionputDelete Client External InstitutiondeleteClient ImageOptions for Client ImageoptnsGET Client ImagegetUpdate Client ImageputClient IncomesOptionsoptnsGET All Incomes For ClientgetCreate Client IncomepostOptionsoptnsGET Specific IncomegetUpdate Existing Client IncomeputDelete Client IncomedeleteClient LiabilitiesOptionsoptnsGET Client LiabilitiesgetCreate Client External LiabilitypostOptionsoptnsGET a Specific External Client LiabilitygetUpdate Client External LiabilityputDelete Client External LiabilitydeleteClient Next of KinOptionsoptnsGET All Next of Kin For a ClientgetCreate Next of KinpostOptionsoptnsGET Specific Next of Kin For a ClientgetUpdate Next of KinpatchDelete Next of KindeleteClient NotesOptionsoptnsGET All Notes For a ClientgetCreate Client NotepostClient PayeesOptionsoptnsGET Client Payee ListgetCreate Bill PayeepostOptionsoptnsGET Specific Client PayeegetUpdate Client Bill PayeepatchDelete Bill PayeedeleteClient RegulatoryOptionsoptnsGET Client Regulatory InformationgetUpdate Client Regulatory InformationputUpdate Client Regulatory InformationpatchOptionsoptnsGET All Client CRSReportable recordsgetAdd a Client CRSReportablepostOptionsoptnsGET Specific CRSReportablegetUpdate a Client CRSReportablepatchDelete Client CRSReportabledeleteClient ResidenciesOptionsoptnsGET All Client Residency recordsgetAdd a Client ResidencypostOptionsoptnsGET Specific ResidencygetUpdate a Client ResidencypatchDelete Client ResidencydeleteClient Security QuestionsOptionsoptnsGET All Security QuestionsgetCreate Security QuestionpostOptionsoptnsGET Specific Security QuestiongetUpdate Client Security QuestionpatchDelete Client Security QuestiondeleteOptionsoptnsGET Random Security QuestiongetValidate Security Question ResponsepostFirm Underlying OwnersOptionsoptnsGET All Underlying OwnersgetCreate Firm Underlying OwnerpostOptionsoptnsGET Specific Underlying OwnergetUpdate Firm Underlying OwnerputDelete Firm Underlying OwnerdeleteClient Management LookupsOptionsoptnsGET All Address TypesgetOptionsoptnsGET AML Client CategoriesgetOptionsoptnsGET All Asset TypesgetOptionsoptnsGET Client TypesgetOptionsoptnsGET All Communication TypesgetOptionsoptnsGET Client Credit Reference Rating CodesgetOptionsoptnsGET All Credit Reference TypesgetOptionsoptnsGET CRS Reason CodesgetOptionsoptnsGET All External ID Type Codes and DescriptionsgetOptionsoptnsGET All GendersgetOptionsoptnsGET All Income TypesgetOptionsoptnsGET All Income Verification TypesgetOptionsoptnsGET All Industry SectorsgetOptionsoptnsGET All Liability TypesgetOptionsoptnsGET All Marital StatusesgetOptions - IRELAND ONLYoptnsGET All Marketing Material Types - IRELAND ONLYgetOptions - IRELAND ONLYoptnsGET All Market Research Types - IRELAND ONLYgetOptionsoptnsGET NAICS CodesgetOptionsoptnsGET All Occupancy TypesgetOptionsoptnsGET All OccupationsgetOptions - Currently Not ImplementedoptnsGET Third Party Client Types - Currently Not ImplementedgetOptionsoptnsGET All TitlesgetOptionsoptnsGet all Firm Underlying Owner Type Codes and DescriptionsgetPortfolio+ Agent Management APIAgent ContactsOptionsoptnsGET Agent ContactsgetCreate Agent ContactpostOptionsoptnsGET Specific Agent ContactgetUpdate Specific Agent ContactpatchDelete Specific Agent ContactdeleteAgent ProfilesOptionsoptnsGET Agent ProfilesgetCreate Agent ProfilepostOptionsoptnsGET Specific Agent ProfilegetUpdate Specific Agent ProfilepatchDelete Specific Agent ProfiledeleteOptionsoptnsGET Agent PayMode DetailsgetCommission and AuthorizationOptions - Not currently implementedoptnsGET Commission and Authorization - Not currently implementedgetCreate Commission and Authorization - Not currently implementedpostOptions - Not currently implementedoptnsGET Specific Commission and Authorization - Not currently implementedgetUpdate Specific Commission and Authorization - Not currently implementedpatchDelete Specific Commission and Authorization - Not currently implementeddeleteAgent Management LookupsOptionsoptnsGET Agent TypesgetOptions - Not currently implementedoptnsGET Agent Broker Types - Not currently implementedgetOptionsoptnsGET Distribution ChannelsgetOptions Agent Net Settlement TypesoptnsGET Agent Net Settlement TypesgetPortfolio+ System Administration APIAML ManagementOptionsoptnsGET All Term Deposit AML/ATF Risk types.getOptionsoptnsGET AML CategoriesgetOptionsoptnsGET AML Q&AgetOptionsoptnsGET Specific AML QuestiongetChecklist TypesOptionsoptnsGET Client Checklists TypesgetOptionsoptnsGET Checklists TypesgetOptionsoptnsGET Client Checklist Default TextsgetOptionsoptnsGET Checklist Default TextsgetClient ApplicationsOptionsoptnsReset Client SecretpostCurrenciesOptions - Not currently implementedoptnsGET Currencies - Not currently implementedgetCurrency ExchangeOptionsoptnsQuery Currency Exchange DatapostDocument ManagementOptionsoptnsSearch DocumentspostOptionsoptnsDocument ManagementgetError MessagesOptionsoptnsGet all Error Messages.getSystem Date ValidationOptionsoptnsGET Valid Business DategetSystem Generated KeysOptionsoptnsCreate Generated KeypostSystem PasswordsOptionsoptnsGET Password RulesgetUpdate Password RulesputSystem Admin LookupsOptionsoptnsGET All Address Unit TypesgetOptionsoptnsGET All Affiliate TypesgetOptionsoptnsGET System AlertsgetOptionsoptnsGET System Alert DetailgetOptionsoptnsGET Base Rate CodesgetOptionsoptnsGET All CompaniesgetOptionsoptnsGET Company DetailsgetOptionsoptnsGET Bank Account DetailsgetOptionsoptnsQuery branch detailsgetOptionsoptnsQuery prime and base ratesgetOptionsoptnsGET Intended Use DetailsgetOptionsoptnsGET Communication TypesgetOptionsoptnsGET Communication Type DetailgetOptionsoptnsGET Lines Of BusinessgetOptionsoptnsGET All CountiesgetOptionsoptnsGET All CountriesgetOptionsoptnsGET All Category CodesgetOptionsoptnsGET Document TypesgetOptionsoptnsGET All EmployeesgetOptionsoptnsGET Specific EmployeegetOptionsoptnsGET Financial InstitutionsgetOptionsoptnsGET External Institution DetailgetOptionsoptnsGET Financial Institution BranchesgetOptionsoptnsGET External Institution Branch DetailgetOptionsoptnsGET All LanguagesgetOptionsoptnsGET All Low Balance Opt-Out Reasons.getOptionsoptnsGET Other Affiliate TypesgetOptionsoptnsGET All Other Agent TypesgetOptionsoptnsGET All ProvincesgetOptions - Not currently implementedoptnsGET Regulatory Codes - Not currently implementedgetOptionsoptnsGET All RelationshipsgetOptionsoptnsGET Security QuestionsgetOptionsoptnsGET All Sub SystemsgetOptionsoptnsGET RolesgetOptionsoptnsGET All UsersgetOptionsoptnsGET Specific UsergetRole ManagementOptionsoptnsGET Entity RolesgetOptionsoptnsAssign RoleputRevoke RoledeletePowered by GET All Notes For An Investment Planget https://example.com/investment/web/Investments/{Company}/{InstrumentNumber}/NotesQuery all notes in Portfolio+ for the specified investment plan
