Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...
curl -X GET \ https://api.seic.com/v1/investors/Crump/wireInstructions\ -H 'appkey: gsedgaerhDSHGRSH' \ -H 'authorization: Bearer ADsgdnnkjnfdIKJN'
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{ "data": [ { "externalId": "9999-5", "investorExternalId": "Crump", "investorAlternateId": null, "fundInvestorExternalId": null, "productExternalId": null, "active": true, "financialInstitution": { "code": "LUOBLCLCXXX", "name": "1ST NATIONAL BANK ST.LUCIA LIMITED", "type": "SWIFT_BIC", "links": [ { "rel": "financialInstitutionLookUp", "href": "https://api.seic.com/v1/financialinstitutions/lookup?code=LUOBLCLCXXX&type=SWIFT" } ] }, "alternateFinancialInstitution": null, "templateId": null, "effectiveDate": null, "additionalWireInfo": null, "chipsParticipantNumber": null, "groupWireFlag": false, "changeDate": "2019-04-17T18:40:49.84", "createDate": "2014-08-28T19:42:38.203", "beneficiary": { "fullName": "CYPRUS POPULAR BANK PUBLIC CO LTD", "accountNumber": null, "abaRoutingNumber": null, "iban": null, "swiftBic": "LIKICY2NDOC", "sortCode": null }, "ultimateBeneficiary": { "fullName": "'INDUSTRIALBANK'", "accountNumber": null, "iban": null, "swiftBic": "IJSOUA2NDNI" }, "links": [ { "rel": "investorMetadata", "href": "https://api.seic.com/v1/investors/metadata?externalId=Crump&validateRequest=false" }, { "rel": "productMetadata", "href": "https://api.seic.com/v1/products/metadata?externalId=&validateRequest=false" } ] } ], "paging": { "cursors": { "before": "MTQ=", "after": "MTQ=", "max": "OTE0Mg==", "last": "MTQ=", "resultCount": 1 }, "totalCount": 2, "limit": 1, "previous": null, "next": "https://api.seic.com/v1/investors/Crump/wireInstructions?after=MTQ%3D&limit=1", "self": "https://api.seic.com/v1/investors/Crump/wireInstructions?limit=1", "first": "https://api.seic.com/v1/investors/Crump/wireInstructions?limit=1", "last": "https://api.seic.com/v1/investors/Crump/wireInstructions?after=MTQ%3D&limit=1" } }
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...
curl -X GET \ https://api.seic.com/v1/investors/Crump/wireInstructions\ -H 'appkey: gsedgaerhDSHGRSH' \ -H 'authorization: Bearer ADsgdnnkjnfdIKJN'
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{ "data": [ { "externalId": "9999-5", "investorExternalId": "Crump", "investorAlternateId": null, "fundInvestorExternalId": null, "productExternalId": null, "active": true, "financialInstitution": { "code": "LUOBLCLCXXX", "name": "1ST NATIONAL BANK ST.LUCIA LIMITED", "type": "SWIFT_BIC", "links": [ { "rel": "financialInstitutionLookUp", "href": "https://api.seic.com/v1/financialinstitutions/lookup?code=LUOBLCLCXXX&type=SWIFT" } ] }, "alternateFinancialInstitution": null, "templateId": null, "effectiveDate": null, "additionalWireInfo": null, "chipsParticipantNumber": null, "groupWireFlag": false, "changeDate": "2019-04-17T18:40:49.84", "createDate": "2014-08-28T19:42:38.203", "beneficiary": { "fullName": "CYPRUS POPULAR BANK PUBLIC CO LTD", "accountNumber": null, "abaRoutingNumber": null, "iban": null, "swiftBic": "LIKICY2NDOC", "sortCode": null }, "ultimateBeneficiary": { "fullName": "'INDUSTRIALBANK'", "accountNumber": null, "iban": null, "swiftBic": "IJSOUA2NDNI" }, "links": [ { "rel": "investorMetadata", "href": "https://api.seic.com/v1/investors/metadata?externalId=Crump&validateRequest=false" }, { "rel": "productMetadata", "href": "https://api.seic.com/v1/products/metadata?externalId=&validateRequest=false" } ] } ], "paging": { "cursors": { "before": "MTQ=", "after": "MTQ=", "max": "OTE0Mg==", "last": "MTQ=", "resultCount": 1 }, "totalCount": 2, "limit": 1, "previous": null, "next": "https://api.seic.com/v1/investors/Crump/wireInstructions?after=MTQ%3D&limit=1", "self": "https://api.seic.com/v1/investors/Crump/wireInstructions?limit=1", "first": "https://api.seic.com/v1/investors/Crump/wireInstructions?limit=1", "last": "https://api.seic.com/v1/investors/Crump/wireInstructions?after=MTQ%3D&limit=1" } }
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
Name | Description | Data Type | Required |
---|---|---|---|
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
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 |
Name | Description | Data Type | Required |
---|---|---|---|
investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, 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 records. |
string |
-
CodeDescription
-
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 SEI 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.
type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
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. |
Request Body
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, 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 records. true
Working...