Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...
Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...
curl -X GET \ https://api.seic.com/v1/investors/fulfillment/1234 \ -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": { "results": [ { "firm": "string", "standard": { "fullName": "string", "externalId": "string", "alternateId": "string", "accountNumber": "string", "subscriberType": "string", "taxType": "string", "taxStatus": "string", "accreditedInvestor": true, "qualifiedPurchaser": true, "employeeEligibleFlag": true, "domicileIsoCode": "string", "citizenshipIsoCodes": [ "string" ], "placeOfBusinessIsoCode": "string", "placeOfBusinessStateCode": "string" }, "pii": { "primaryTaxId": "string", "secondaryTaxId": "string", "foreignTaxId": "string", "dob": "string" }, "compliance": { "formPfBeneficialOwnerType": "U.S.Person", "beneficialOwnersFormPf": [ "string" ], "erisaType": true, "erisaPercentage": "1.1", "finra5130": "restricted", "finra5130Percentage": "string", "finra5131": true, "finra5131CompanyName": "string", "finra5131Percentage": "string", "giin": "string" }, "addresses": [ { "type": "mailing", "attention1": "string", "attention2": "string", "addressLine1": "string", "addressLine2": "string", "addressLine3": "string", "addressLine4": "string", "city": "string", "state": "string", "postalCode": "string", "countryIsoCode": "string" } ], "label": {} } ] } }
Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...
Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...
curl -X GET \ https://api.seic.com/v1/investors/fulfillment/1234 \ -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": { "results": [ { "firm": "string", "standard": { "fullName": "string", "externalId": "string", "alternateId": "string", "accountNumber": "string", "subscriberType": "string", "taxType": "string", "taxStatus": "string", "accreditedInvestor": true, "qualifiedPurchaser": true, "employeeEligibleFlag": true, "domicileIsoCode": "string", "citizenshipIsoCodes": [ "string" ], "placeOfBusinessIsoCode": "string", "placeOfBusinessStateCode": "string" }, "pii": { "primaryTaxId": "string", "secondaryTaxId": "string", "foreignTaxId": "string", "dob": "string" }, "compliance": { "formPfBeneficialOwnerType": "U.S.Person", "beneficialOwnersFormPf": [ "string" ], "erisaType": true, "erisaPercentage": "1.1", "finra5130": "restricted", "finra5130Percentage": "string", "finra5131": true, "finra5131CompanyName": "string", "finra5131Percentage": "string", "giin": "string" }, "addresses": [ { "type": "mailing", "attention1": "string", "attention2": "string", "addressLine1": "string", "addressLine2": "string", "addressLine3": "string", "addressLine4": "string", "city": "string", "state": "string", "postalCode": "string", "countryIsoCode": "string" } ], "label": {} } ] } }
Investor
GET
/{trackingNumber}
Returns all the investor related attributes available from the on-boarding process and documentation.
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
string |
Name | Description | Data Type | Required |
---|---|---|---|
trackingNumber |
Unique tracking number to get investor data . |
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.
Authorization |
The Base64 Encoded Appkey (Consumer Key) and secret (Consumer Secret) provided during the App registration process. |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user. It is a form of user credential generated and provisioned by the SEI Developer Portal for applications associated with individual developers. |
Request Body
trackingNumber Unique tracking number to get investor data . true
Working...