Retrieve all documents submitted during the on-boarding process of your investor into product(s).
Trade Documents (v1)
Download OpenAPI specification:Download
For more information on how to start using our APIs, please refer to the Getting Started guide.
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.
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:
path Parameters
trackingNumber required | string A unique tracking number assigned to a specific request. |
Responses
Request samples
- cURL
curl --location --request GET \ 'https://api.seic.com/v1/trade/documents/6287D447PEWPRED' \ --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \ --header 'AppKey: YOUR_APPKEY' \
Response samples
- 200
{- "data": [
- {
- "documentId": "string",
- "links": [
- {
- "name": "string",
- "rel": "string",
- "href": "string"
}
]
}
], - "paging": "string"
}
Returns a particular document identified by a particular tracking number and document identifier.
Authorizations:
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
curl --location --request GET \ 'https://api.seic.com/v1/trade/document/6287D447PEWPRED/125' \ --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \ --header 'AppKey: YOUR_APPKEY' \
Response samples
- 200
Document is returned in a pdf format.
Returns the documents in PDF format for a transaction identified by a particular tracking number.
Authorizations:
path Parameters
trackingNumber required | string Unique tracking id. |
Responses
Request samples
- cURL
curl --location --request GET \ 'https://api.seic.com/v1/trade/documents/6287D447PEWPRED/stream' \ --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \ --header 'AppKey: YOUR_APPKEY' \
Response samples
- 200
Document is returned in a pdf format.
Subscribe to receive real time notifications whenever document related data changes.
Authorizations:
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
- Payload
- cURL
{- "trackingNumber": 123,
- "failureEmailAddress": "string"
}
Response samples
- 201
{- "subscriptionId": "string"
}
Unsubscribe from receiving real time notifications whenever document related data changes.
Authorizations:
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
curl --location --request DELETE \ 'https://api.seic.com/v1/trade/documents/unsubscribe/01' \ --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \ --header 'AppKey: YOUR_APPKEY' \
Response samples
- 201
{- "subscriptionId": "string"
}