Endpoint Parameters

  • Request parameters

    Name Type Origin Description
    AccountName String Body Account name
    AccountTemplate String Body Account template
    AdvisoryAccountId Integer Body Identifier for Advisory Accounts
    ClientEntityType ClientEntityType Body Client Entity Type - enum
    ClientKey ClientKey Route
    IsGuaranteeNoteAccount Boolean Body Boolean for Allowing Guarantee Notes
    IsMainAccount Boolean Body Boolean for Main Account
    ManagementType ManagementType Body Management Type - enum
    PartnerTaxEnvironment PartnerTaxEnvironment Body Partner Tax Environment - enum
    SecuritiesAccountTemplate Integer Body Securities Account Template
    SortOrder Integer Body Sort Order
  • Response Parameters

    View Response Codes

    There are no response parameters

  • Request Example

    Request URL
    POST /partnerintegration/v1/advisoryaccounts/{ClientKey}
    Request Body
    [
      {
        "AccountName": "AccName0",
        "AccountTemplate": "AccTemplate0",
        "ClientEntityType": "Individual",
        "IsGuaranteeNoteAccount": true,
        "IsMainAccount": true,
        "ManagementType": "Discretionary",
        "PartnerTaxEnvironment": "FreeCash",
        "SecuritiesAccountTemplate": 10,
        "SortOrder": 1
      }
    ]