Investor

Investor Trade

Retrieves investor information as captured during the investor on-boarding process. Real time notifications for investor updates are also available for subscription.

API docs by Redocly

Investor (v1)

Download OpenAPI specification:Download

Retrieves investor information as captured during the investor on-boarding process. Real time notifications for investor updates are also available for subscription.

Trade Investors

Returns all the investor related attributes available from the on-boarding process and documentation.

path Parameters
trackingNumber
required
string

Unique tracking number to receive investor data.

header Parameters
Authorization
required
string

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

AppKey
required
string

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

Responses

Request samples 

curl --request GET \
--url 'https://api.seic.com/v1/investors/fulfillment/1234' \
--header 'appkey: gsedgaerhDSHGRSH ' \
--header 'authorization: Bearer ADsgdnnkjnfdIKJN' \'
--data '{}'

Response samples

Content type
application/json
{
  • "data": {
    }
}

Subscribe to receive real-time notifications whenever Investor related data changes.

header Parameters
Authorization
required
string

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

AppKey
required
string

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

Request Body schema: application/json
trackingNumber
string

A unique tracking number assigned to a specific request.

externalOrderId
string

The Unique identifier of the order.

Responses

Request samples

Content type
application/json
{
  • "trackingNumber": "string",
  • "externalOrderId": "string"
}

Response samples

Content type
application/json
{
  • "data": {
    }
}

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

path Parameters
subscriptionId
required
string

Identifer of the event for which you wish to cancel the subscription

header Parameters
Authorization
required
string

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

AppKey
required
string

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

Responses

Response samples

Content type
application/json
"Ok - The request has succeeded and the response has been returned."