Compliance

ApiV1InvestorComplianceGet

GET

/compliance

Returns an investor name, unique identifier(s) and commonly requested compliance data captured for a particular investor or list of investors. Compliance data includes FATCA, Form PF, AIFMD and CPO-PQR.

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

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

alternateId

Alternate identifier. Typically used when integrating between systems.

string

fundInvestorExternalId

Unique business identifier for the investor product relationship.

string

active

Designates whether the contact relationship is active ("true") or inactive ("false").

boolean

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

string

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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

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 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.

TEST ENDPOINT
externalId

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..

alternateId

Alternate identifier. Typically used when integrating between systems.

fundInvestorExternalId

Unique business identifier for the investor product relationship.

active

Designates whether the contact relationship is active ("true") or inactive ("false").

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Compliance

ApiV1InvestorComplianceGet

GET

/compliance

Returns an investor name, unique identifier(s) and commonly requested compliance data captured for a particular investor or list of investors. Compliance data includes FATCA, Form PF, AIFMD and CPO-PQR.

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

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

alternateId

Alternate identifier. Typically used when integrating between systems.

string

fundInvestorExternalId

Unique business identifier for the investor product relationship.

string

active

Designates whether the contact relationship is active ("true") or inactive ("false").

boolean

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

string

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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

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 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.

TEST ENDPOINT
externalId

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..

alternateId

Alternate identifier. Typically used when integrating between systems.

fundInvestorExternalId

Unique business identifier for the investor product relationship.

active

Designates whether the contact relationship is active ("true") or inactive ("false").

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

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

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

Compliance

ApiV1InvestorComplianceGet

GET

/compliance

Returns an investor name, unique identifier(s) and commonly requested compliance data captured for a particular investor or list of investors. Compliance data includes FATCA, Form PF, AIFMD and CPO-PQR.

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

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

alternateId

Alternate identifier. Typically used when integrating between systems.

string

fundInvestorExternalId

Unique business identifier for the investor product relationship.

string

active

Designates whether the contact relationship is active ("true") or inactive ("false").

boolean

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

string

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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

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 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.

TEST ENDPOINT
externalId

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..

alternateId

Alternate identifier. Typically used when integrating between systems.

fundInvestorExternalId

Unique business identifier for the investor product relationship.

active

Designates whether the contact relationship is active ("true") or inactive ("false").

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X GET \
   https://api.seic.com/v1/investors/compliance \
  -H 'appkey: gsedgaerhDSHGRSH' \
  -H 'authorization: Bearer ADsgdnnkjnfdIKJN' \



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": "111111111",
		"alternateId": "123456789",
		"fullName": "Patel Family Trust",
		"active": true,
		"fundInvestorExternalId": [
			"WWCEDLP111111111"
		],
		"changeDate": "2019-08-12T16:46:24.873",
		"createDate": "2019-01-16T16:37:00",
		"links": [{
			"rel": "string",
			"href": "string"
		}],
		"systemIdentifier": [{
			"name": "string",
			"value": "string"
		}],
		"fatca": {
			"fatcaPreexisting": true,
			"crsPreexisting": true,
			"excludeFatca": true
		},
		"formPf": {
			"beneOwnerType": "Pension Plan",
			"beneOwnerName": "Other"
		},
		"aifmd": {
			"investorType": "Banks",
			"reverseSolicitCert": true
		},
		"cpoPqr": {
			"securityLendingCollateral": true,
			"distribution": true,
			"investorType": "Intermediary",
			"cpoExempt": "CPO Exemption",
			"regExemptCpo": "Exempt"
		}
	}],
	"paging": {
		"cursors": {
			"before": "MTE0OTI2",
			"after": "MTE0OTI2",
			"max": "MTE0OTI2",
			"last": null,
			"resultCount": 1
		},
		"totalCount": 1,
		"limit": 1,
		"previous": null,
		"next": null,
		"self": "https://api.seic.com/v2/investors/compliance?firmId=9999&limit=1&externalId=111111111",
		"first": "https://api.seic.com/v2/investors/compliance?firmId=9999&externalId=111111111&limit=1",
		"last": null
	}
}
MODEL
Operations
Name Description Data Type (L)
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
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string (100)
fullName

The full legal name of the investor,manager or contact or any other entity represented by the object grouping of the field in the JSON response structure.

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.

string
fundInvestorExternalId

Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string
changeDate

Latest date the entity relevant to the API was modified. Date is in ISO 8601 format YYYY-MM-DD. Datetime is Eastern Standard Time (EST).

string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST).

string
fatca

Foreign Account Tax Compliance Act (FATCA) object groups data captured solely for FATCA reporting purposes. FATCA is used to locate U.S. citizens (residing in the U.S. or not) and "U.S. persons for tax purposes" and to collect and store information including total asset value and Social Security number. The law is used to detect assets, rather than income.

object
fatcaPreexisting

Indicator that denotes whether the Investor was a pre-existing FATCA account. Value of 'true' indicates pre-existing.

boolean
crsPreexisting

Indicator that denotes whether the Investor was a pre-existing CRS account. Value of 'true' indicates pre-existing. CRS is Common Standard on Reporting, the global version of FATCA.

boolean
excludeFatca

Indicator that denotes Investor is excluded from FATCA. Value of 'true' indicates exclusion.

boolean
formPf

The collection of investor data points related to the SEC's Form Private Fund rule (Form PF) that requires private fund managers to report regulatory assets under management to the Financial Stability Oversight Council (FSOC), an organization established under Frank-Dodd.

object
beneOwnerType

Type of Beneficial Owner on Form PF reporting requirements as indicated on subscription document. The full list of beneficial owner types is available from the Lists product.

string
beneOwnerName

Name of the beneficial owner on Form PF. Form PF is a report provided to the Securities and Exchange Commission (SEC) by private product managers.

string
aifmd

The Alternative Investment Fund Managers Directive 2011/61/EU (AIFMD) is an EU law on the financial regulation of hedge funds, private equity, real estate funds and other Alternative Investment Fund Managers in the European Union. The full list of AIFMD types is available from the Lists API.

object
investorType

Type of investor as indicated on the subscription document as it relates AIFMD or Open Protocol. A full list of AIFMD types can be obtained through the Lists API.

string
reverseSolicitCert

Indicates the investor's AIFMD reverse solicitation status. Value options are 'Yes', 'No' or blank.

string
cpoPqr

The collection of investor data points a Commodity Pool Operator (CPO) is obligated to report on Pool Quarterly Reports (PQR).

object
securityLendingCollateral

Indicator that denotes whether the Investor has a securities lending agreement.

boolean
distribution Capital Distributions for the period string
cpoExempt

Information about the reason for exemption as indicated on the subscription document. Free text.

string
regExemptCpo

Status of the CPO as indicated on the subscription document. Value options are 'Exempt', 'Registered' or blank.

string


Compliance

ApiV1InvestorComplianceGet

GET

/compliance

Returns an investor name, unique identifier(s) and commonly requested compliance data captured for a particular investor or list of investors. Compliance data includes FATCA, Form PF, AIFMD and CPO-PQR.

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

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

alternateId

Alternate identifier. Typically used when integrating between systems.

string

fundInvestorExternalId

Unique business identifier for the investor product relationship.

string

active

Designates whether the contact relationship is active ("true") or inactive ("false").

boolean

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

string

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

string

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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

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 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.

TEST ENDPOINT
externalId

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..

alternateId

Alternate identifier. Typically used when integrating between systems.

fundInvestorExternalId

Unique business identifier for the investor product relationship.

active

Designates whether the contact relationship is active ("true") or inactive ("false").

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).

section

One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "fatca", "formPf", "aifmd", "cpoPqr". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.Datetime is Eastern Standard Time (EST).

limit

Number of rows per page. Can be used without page to limit result set; in which case will pull results from first 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.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...