End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/endclient/metadata
TLS*: https://mtls.api.seic.com/v1/endclient/metadata
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 2

Pass the oAuth Token and the App key to invoke this endpoint for a particular application.

End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X GET \
  'https://api.seic.com/v1/endclient/metadata' \
  -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
  -H 'AppKey: gsedgaerhDSHGRSH'


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
RESPONSE HEADER

Content-Type: application/json 
Status: 200 OK 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
    "data": [
        {
            "externalId": "DECMOT",
            "classification": "Individual",
            "taxType": "SSN",
            "firstCountryofCitizenship": "US",
            "secondCountryofCitizenship": "US",
            "prospectStatus": null,
            "prospect": false,
            "gender": "Male",
            "employmentStatus": "Unemployed",
            "occupation": "Unemployed",
            "annualIncomeType": "Other",
            "annualIncome": "0.00",
            "annualIncomeCurrency": null,
            "lastNetProfit": null,
            "lastNetProfitCurrency": "USD",
            "incomeTaxBandRate": null,
            "maritalStatus": "Married",
            "active": true,
            "changeDate": "2020-02-13T01:13:48.713",
            "createDate": "2020-02-12T20:10:32.38",
            "politicallyExposedPerson": false,
            "employee": false,
            "organization": null,
            "legalForm": null,
            "principalPlaceOfBusinessStateProvince": null,
            "principalPlaceOfBusinessCountry": null,
            "investmentObjective": "",
            "riskRating": null,
            "employerName": null,
            "globalId": null,
            "channelType": null,
            "sourceOfWealth": null,
            "foreignOrDomesticPEP": null,
            "typeOfPoliticallyExposedPerson": null,
            "pepDateIdentified": null,
            "countryOfBirth": null,
            "isExistingThirdParty": false,
            "organizationSubType": null,
            "endClientType": null,
            "natureOfCustomersBusiness": null,
            "address": [
                {
                    "type": "Legal",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": null,
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Test",
                    "stateCode": "PA",
                    "postalCode": "999999",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Mailing",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": null,
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Test2",
                    "stateCode": "PA",
                    "postalCode": "51515",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Tax",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": null,
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Test3",
                    "stateCode": "PA",
                    "postalCode": "78787",
                    "countryIsoCode": "US"
                }
            ],
            "pii": {
                "entityName": "John Johnson",
                "prefix": "",
                "firstName": "John",
                "middleName": null,
                "lastName": "Johnson",
                "suffix": "",
                "taxId": "123-45-7891",
                "countryofDomicile": null,
                "birthDate": "1992-10-03T00:00:00",
                "deceasedDate": null
            },
            "attributes": [],
            "systemIdentifier": []
        }
    ],
    "paging": {
        "cursors": {
            "before": "3",
            "after": "3",
            "max": "3",
            "last": null,
            "resultCount": 1
        },
        "totalCount": 1,
        "limit": 25,
        "previous": null,
        "next": null,
        "self": "https://api.seic.com/v1/endclient/metadata?externalId=DECMOT&changeStartDate=2020-01-01&changeEndDate=2020-02-28&createStartDate=2020-01-01&createEndDate=2020-03-10",
        "first": "https://api.seic.com/v1/endclient/metadata?externalId=DECMOT&changeStartDate=2020-01-01&changeEndDate=2020-02-28&createStartDate=2020-01-01&createEndDate=2020-03-10&limit=25",
        "last": null
    }
}
MODEL
Operations
Name Description Data Type (L)
riskRating

Indicates the investment risk rating of the account. It can be a value from 0 to 99. A value of 0 means the risk is not rated or specified. Value 1 is the lowest risk (most conservative) and value 99 is the highest risk (most aggressive).

string
globalId Unique business identifier within the firm for the portfolio. string
channel

Intermediate through which the investor came into the product.

string
addressLine1

The first line of the address, typically used for the street address.

string(60)
addressLine2

The second line of the address.

string(60)
addressLine3

The third line of the address.

string(60)
addressLine4

The fourth line of the address.

string(60)
attention1

The first attention line of the address, typically used for a specific recipient.

string(60)
attention2

The second attention line of the address.

string(60)
stateCode

The two character code for US and Canadian states and provinces.

string
city

The city of the address.

string(60)
postalCode

The postal code of the address.

string
countryIsoCode

ISO country code ISO 3166-1 alpha-2 code format.

string
address

A physical address for the entity in the context of the API product. This could be an investor or a contact. The address object structure will look similar to: Field type attention1 attention2 addressLine1 addressLine2 addressLine3 addressLine4 city stateCode postalCode countryIsoCode  

object
addressType

An investor may have up to three addresses tracked for different purposes. A full list of investor address types can be obtained through the Lists API.

string
pii

Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used for de-anonymizing data can be considered PII.

object
usGovtEntityName

Identifies the name of the government entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner that is a government entity.

string(200)
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string
firstName

The first name for the financial advisor, investor,manager or contact or third party

string(50)
lastName

The last name for the financial advisor, investor,manager or contact or third party

string(50)
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string
taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string(40)
countryOfDomicile

The domicile country of Third Party when they are an organization

string
birthDate

Date of birth or date of formation in the format MM/DD/YYYY.

string
deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string
subType

A secondary or subordinate type included within a more general type. Investors, Contacts, Transactions and Products all have associated types and subtypes to further describe these entities.

string (100)
employee

Indicator that the investor is an employee.

boolean
organization_name

This is an internal identifier of the organization within our API management software.

string
countryOfBirth

The country that the third party was born in

string
endClientType Type of End Client string
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
classification

Identifies whether the investor is an individual or entity.

string(30)
taxType

Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.

string(30)
firstCountryOfCitizenship

Primary citizenship country for Third Party.

string
secondCountryOfCitizenship

Secondary citizenship country for Third Party

string
prospectStatusType

Indicates the status of the Prospect.

string
prospectFlag

Indicates if the Third Party is a Prospect

boolean
genderType

Identifies the gender of a Third Party where Third Party is an Individual.

string
employmentStatus

Identifies the Employment status of a Third Party.

string
occupation

Identifies the occupation of a Third Party.

string
annualIncomeType

Identifies the Annual Income Type of a Third Party.

string(4)
annualIncome

Annual income of the Third Party

number(9)
annualIncomeCurrency

Indicates currency of Annual Income for Third Party.

string(3)
lastNetProfitCurrency

Identifies the Last Net Profit Currency of a Third Party.

string
lastNetProfit

Identifies the Last Net Profit of a Third Party.

string(9)
incomeTaxBandRate

The income tax band rate of the Third Party.

string(10)
maritalStatus

Indicates the Marital Status of the Third Party

string
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean
changeDate

Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

string
legalFormOfEntity

Identifies the legal form of the investor. A full list of values can be obtained through the Lists API.

string(30)
principalPlaceOfBusiness

The country and/or state specific to the primary location where business is performed. This is generally where the investor&#039 s books and records are kept and usually where the investor is located for tax reporting purposes.

object
investmentObjective

Represents the objective for investment in the account.

string


End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/endclient/metadata
TLS*: https://mtls.api.seic.com/v1/endclient/metadata
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 1



STEP 2

Pass the oAuth Token and the App key to invoke this endpoint for a particular application.

End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X GET \
  'https://api.seic.com/v1/endclient/metadata' \
  -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
  -H 'AppKey: gsedgaerhDSHGRSH'


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
RESPONSE HEADER

Content-Type: application/json 
Status: 200 OK 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
    "data": [
        {
            "externalId": "DECMOT",
            "classification": "Individual",
            "taxType": "SSN",
            "firstCountryofCitizenship": "US",
            "secondCountryofCitizenship": "US",
            "prospectStatus": null,
            "prospect": false,
            "gender": "Male",
            "employmentStatus": "Unemployed",
            "occupation": "Unemployed",
            "annualIncomeType": "Other",
            "annualIncome": "0.00",
            "annualIncomeCurrency": null,
            "lastNetProfit": null,
            "lastNetProfitCurrency": "USD",
            "incomeTaxBandRate": null,
            "maritalStatus": "Married",
            "active": true,
            "changeDate": "2020-02-13T01:13:48.713",
            "createDate": "2020-02-12T20:10:32.38",
            "politicallyExposedPerson": false,
            "employee": false,
            "organization": null,
            "legalForm": null,
            "principalPlaceOfBusinessStateProvince": null,
            "principalPlaceOfBusinessCountry": null,
            "investmentObjective": "",
            "riskRating": null,
            "employerName": null,
            "globalId": null,
            "channelType": null,
            "sourceOfWealth": null,
            "foreignOrDomesticPEP": null,
            "typeOfPoliticallyExposedPerson": null,
            "pepDateIdentified": null,
            "countryOfBirth": null,
            "isExistingThirdParty": false,
            "organizationSubType": null,
            "endClientType": null,
            "natureOfCustomersBusiness": null,
            "address": [
                {
                    "type": "Legal",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": null,
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Test",
                    "stateCode": "PA",
                    "postalCode": "999999",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Mailing",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": null,
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Test2",
                    "stateCode": "PA",
                    "postalCode": "51515",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Tax",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": null,
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Test3",
                    "stateCode": "PA",
                    "postalCode": "78787",
                    "countryIsoCode": "US"
                }
            ],
            "pii": {
                "entityName": "John Johnson",
                "prefix": "",
                "firstName": "John",
                "middleName": null,
                "lastName": "Johnson",
                "suffix": "",
                "taxId": "123-45-7891",
                "countryofDomicile": null,
                "birthDate": "1992-10-03T00:00:00",
                "deceasedDate": null
            },
            "attributes": [],
            "systemIdentifier": []
        }
    ],
    "paging": {
        "cursors": {
            "before": "3",
            "after": "3",
            "max": "3",
            "last": null,
            "resultCount": 1
        },
        "totalCount": 1,
        "limit": 25,
        "previous": null,
        "next": null,
        "self": "https://api.seic.com/v1/endclient/metadata?externalId=DECMOT&changeStartDate=2020-01-01&changeEndDate=2020-02-28&createStartDate=2020-01-01&createEndDate=2020-03-10",
        "first": "https://api.seic.com/v1/endclient/metadata?externalId=DECMOT&changeStartDate=2020-01-01&changeEndDate=2020-02-28&createStartDate=2020-01-01&createEndDate=2020-03-10&limit=25",
        "last": null
    }
}
MODEL
Operations
Name Description Data Type (L)
riskRating

Indicates the investment risk rating of the account. It can be a value from 0 to 99. A value of 0 means the risk is not rated or specified. Value 1 is the lowest risk (most conservative) and value 99 is the highest risk (most aggressive).

string
globalId Unique business identifier within the firm for the portfolio. string
channel

Intermediate through which the investor came into the product.

string
addressLine1

The first line of the address, typically used for the street address.

string(60)
addressLine2

The second line of the address.

string(60)
addressLine3

The third line of the address.

string(60)
addressLine4

The fourth line of the address.

string(60)
attention1

The first attention line of the address, typically used for a specific recipient.

string(60)
attention2

The second attention line of the address.

string(60)
stateCode

The two character code for US and Canadian states and provinces.

string
city

The city of the address.

string(60)
postalCode

The postal code of the address.

string
countryIsoCode

ISO country code ISO 3166-1 alpha-2 code format.

string
address

A physical address for the entity in the context of the API product. This could be an investor or a contact. The address object structure will look similar to: Field type attention1 attention2 addressLine1 addressLine2 addressLine3 addressLine4 city stateCode postalCode countryIsoCode  

object
addressType

An investor may have up to three addresses tracked for different purposes. A full list of investor address types can be obtained through the Lists API.

string
pii

Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used for de-anonymizing data can be considered PII.

object
usGovtEntityName

Identifies the name of the government entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner that is a government entity.

string(200)
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string
firstName

The first name for the financial advisor, investor,manager or contact or third party

string(50)
lastName

The last name for the financial advisor, investor,manager or contact or third party

string(50)
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string
taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string(40)
countryOfDomicile

The domicile country of Third Party when they are an organization

string
birthDate

Date of birth or date of formation in the format MM/DD/YYYY.

string
deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string
subType

A secondary or subordinate type included within a more general type. Investors, Contacts, Transactions and Products all have associated types and subtypes to further describe these entities.

string (100)
employee

Indicator that the investor is an employee.

boolean
organization_name

This is an internal identifier of the organization within our API management software.

string
countryOfBirth

The country that the third party was born in

string
endClientType Type of End Client string
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
classification

Identifies whether the investor is an individual or entity.

string(30)
taxType

Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.

string(30)
firstCountryOfCitizenship

Primary citizenship country for Third Party.

string
secondCountryOfCitizenship

Secondary citizenship country for Third Party

string
prospectStatusType

Indicates the status of the Prospect.

string
prospectFlag

Indicates if the Third Party is a Prospect

boolean
genderType

Identifies the gender of a Third Party where Third Party is an Individual.

string
employmentStatus

Identifies the Employment status of a Third Party.

string
occupation

Identifies the occupation of a Third Party.

string
annualIncomeType

Identifies the Annual Income Type of a Third Party.

string(4)
annualIncome

Annual income of the Third Party

number(9)
annualIncomeCurrency

Indicates currency of Annual Income for Third Party.

string(3)
lastNetProfitCurrency

Identifies the Last Net Profit Currency of a Third Party.

string
lastNetProfit

Identifies the Last Net Profit of a Third Party.

string(9)
incomeTaxBandRate

The income tax band rate of the Third Party.

string(10)
maritalStatus

Indicates the Marital Status of the Third Party

string
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean
changeDate

Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

string
legalFormOfEntity

Identifies the legal form of the investor. A full list of values can be obtained through the Lists API.

string(30)
principalPlaceOfBusiness

The country and/or state specific to the primary location where business is performed. This is generally where the investor&#039 s books and records are kept and usually where the investor is located for tax reporting purposes.

object
investmentObjective

Represents the objective for investment in the account.

string


End Client Metadata

endclient

GET

/endclient/metadata

Prod:
https://api.seic.com/v1/endclient/metadata
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

limit

Number of records per page.

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

string

firstName

The first name for the financial advisor, investor, manager, contact or third party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

taxId

Primary tax identifier for the Investor or Contact or Third party.

string

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

limit

Number of records per page.

Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application

firstName

The first name for the financial advisor, investor, manager, contact or third party

lastName

The last name for the financial advisor, investor, manager, contact or third party

taxId

Primary tax identifier for the Investor or Contact or Third party.

entityName

Identifies the name of the entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...