Documents

Investor Trade

Retrieve all documents submitted during the on-boarding process of your investor into product(s).

Trade Documents (v1)

Download OpenAPI specification:Download

Getting Started

For more information on how to start using our APIs, please refer to the Getting Started guide.


Servers

SEI's API products have various environments available depending on your stage of integration. The server URL should correspond with the environment of your application. Please refer to the Getting Started guide for a list of all environments and URLs.

Note For all Client applications, the Two-way TLS URL must be used. This is essential in order for the client server making API calls to establish a successful Two-Way SSL communication with SEI.


Documents

Returns a list of all available documents for a transaction identified by a particular tracking number and returns API links to retrieve each document individually.

Authorizations:
(oauth2bearerAuthApiKeyAuth)
path Parameters
trackingNumber
required
string

A unique tracking number assigned to a specific request.

Responses

Request samples

curl --location --request GET \
'https://api.seic.com/v1/trade/documents/6287D447PEWPRED' \
--header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
--header 'AppKey: YOUR_APPKEY' \

Response samples

Content type
application/json
{
  • "data": [
    ],
  • "paging": "string"
}

Returns a particular document identified by a particular tracking number and document identifier.

Authorizations:
(oauth2bearerAuthApiKeyAuth)
path Parameters
trackingNumber
required
string

A unique tracking number assigned to a specific request.

documentId
required
string

The unique identifier of the document returned by the Documents API endpoint.

Responses

Request samples

curl --location --request GET \
'https://api.seic.com/v1/trade/document/6287D447PEWPRED/125' \
--header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
--header 'AppKey: YOUR_APPKEY' \

Response samples

Content type
application/pdf
Document is returned in a pdf format.

Returns the documents in PDF format for a transaction identified by a particular tracking number.

Authorizations:
(oauth2bearerAuthApiKeyAuth)
path Parameters
trackingNumber
required
string

Unique tracking id.

Responses

Request samples

curl --location --request GET \
'https://api.seic.com/v1/trade/documents/6287D447PEWPRED/stream' \
--header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
--header 'AppKey: YOUR_APPKEY' \

Response samples

Content type
application/pdf
Document is returned in a pdf format.

Subscribe to receive real time notifications whenever document related data changes.

Authorizations:
(oauth2bearerAuthApiKeyAuth)
Request Body schema: application/json
trackingNumber
string

A unique tracking number assigned to a specific request.

url
string

The callback URL to which you wish to receive notifications.

failureEmailAddress
string

Responses

Request samples

Content type
application/json
{}

Response samples

Content type
application/json
{
  • "subscriptionId": "string"
}

Unsubscribe from receiving real time notifications whenever document related data changes.

Authorizations:
(oauth2bearerAuthApiKeyAuth)
path Parameters
subscriptionId
required
string

You can subscribe to updates for a specified URL. This unique identifier tracks the URL for you have subscribed so that you can be notified when updates are available.

Responses

Request samples

curl --location --request DELETE \
'https://api.seic.com/v1/trade/documents/unsubscribe/01' \
--header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
--header 'AppKey: YOUR_APPKEY' \

Response samples

Content type
application/json
{
  • "subscriptionId": "string"
}