Client Management

Services

• Accounts

  Provide services to get account template and create account.

• Client Renewals

  The Client Renewals resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.

  Provides functionality to get and update client data information.

• Documents

  Provide services to save\upload documents.

• v1 Signups

  The Signups resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.

  Full client registrations.

  The Signups resource is intended for an IB to upload complete details of a prospective client. A signup is completed by first POSTing information to the signups endpoint. Subsequently you may POST to the /signups/files endpoint to add files to the signup.

  A number of the fields on the signup resource are user selectable options. You can get a list of options for all user selectable fields by calling the /signup/options endpoint.

• v2 Signups

  The Signups resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.

  Full client registrations.

  The Signups resource is intended for an IB to upload complete details of a prospective client. A signup is completed by first POSTing information to the signups endpoint. Subsequently you may POST to the /signups/files endpoint to add files to the signup.

  A number of the fields on the signup resource are user selectable options. You can get a list of options for all user selectable fields by calling the /signup/options endpoint.

• Users

  Provides services for resetting user passwords.