Account

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.

Household

Gets the specified household.

HouseholdActivity

HouseholdHolding

HouseholdPerformance

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

Representative

TradeType

Gets all the trade types.