Account

Gets all the accounts.

Gets the accounts based on the partial account number parameter.

AccountActivity

AccountHolding

AccountPerformance

Gets the summary for an account's performance.

Gets performance for the specified account using the performance request.

ClientGroupActivity

ClientGroupHolding

ClientGroupPerformance

Gets the summary of client performance.

Gets the specified perfomance for a client identifier and perfomance request.

Custodian

Gets all the Custodians

Household

Gets the specified household.

Gets all households for refid.

Creates the household with client group. If no address being provided, don't pass any of the required address fields. Otherwise you must pass all of them. Returns the id of the just created household

Creates the household with account. If no address being provided, don't pass any of the required address fields. Otherwise you must pass all of them. Returns the id of the just created household

Gets the all households for refid where household name matches specified search text

HouseholdActivity

HouseholdHolding

HouseholdPerformance

Gets the performance for the specified household identifier and performance request.

Model

Gets all models.

Representative

SecurityType

Gets all the security types.

TradeType

Gets all the trade types.