SEI Developer Portal

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Test: https://test.api.seic.com/v2/investors/standard

TLS*: https://mtls.api.seic.com/v2/investors/standard

*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.

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

SAMPLE REQUEST

curl -X GET \
   https://api.seic.com/v2/investors/standard\
  -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": [],
            "changeDate": "2020-05-22T09:51:50.823",
            "createDate": "2014-10-09T13:26:56",
            "classification": null,
            "accreditedInvestor": null,
            "systemIdentifier": null,
            "qualifiedPurchaser": null,
            "slots": "1.0000",
            "receiptPpmCountryIsoCode": null,
            "signatureSubdocCountryIsoCode": null,
            "investorMaster": null,
            "investorMasterExternalId": null,
            "canadianCertification": null,
            "seniorPoliticalFigure": false,
            "seniorPoliticalFigureName": null,
            "name": {
                "fullName": "Patel Family Trust",
                "abbreviatedLine1": null,
                "abbreviatedLine2": null
            },
            "address": [
                {
                    "type": "Legal",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": "1 Freedom Valley Drive",
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Oaks",
                    "stateCode": "PA",
                    "postalCode": "19456",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Tax",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": "1 Freedom Valley Drive",
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Oaks",
                    "stateCode": "PA",
                    "postalCode": "19456",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Mailing",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": "1 Freedom Valley Drive",
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Oaks",
                    "stateCode": "PA",
                    "postalCode": "19456",
                    "countryIsoCode": null
                }
            ],
            "pii": {
                "primaryTaxId": "11-1111111",
                "secondaryTaxId": null,
                "foreignTaxId": null,
                "dob": "01/01/1995",
                "birthCountryIsoCode": null
            },
            "tax": {
                "taxType": "Corporation",
                "subscriberType": "LLC",
                "taxStatus": null,
                "legalFormOfEntity": "LLC",
                "citizenshipCountryIsoCode": null,
                "domicileCountryIsoCode": null,
                "organizedUnderLawsOf": null,
                "investorStatus": "US",
                "domicileState": null
            },
            "principalPlaceOfBusiness": {
                "countryIsoCode": "US",
                "stateCode": null
            },
            "eligibility": {
                "employeeEligible": null,
                "friendsFamily": false,
                "generalPartner": false,
                "limitedPartner": false,
                "partner": null,
                "proxyInvestor": false
            },
            "frozen": {
                "status": false,
                "effectiveDate": null,
                "notes": null
            },
            "finra": null,
            "erisa": {
                "type": "N/A",
                "percent": null,
                "benefitPlanEmployee": null,
                "benefitPlanIndividual": null
            },
            "attributes": [],
            "currency": "",
            "custody": "",
            "accountInformationClassification": null,
            "initialFundingMethod": "",
            "investmentCapacity": "",
            "accountStatus": "",
            "reporting": null,
            "billing": null,
            "reconciliation": null,
            "repatriateIncome": "",
            "deliverVsPayment": null,
            "multiCurrencyAccount": "",
            "directedBroker": null,
            "bankHoldingCompany": false
        }
    ],
    "paging": {
        "cursors": {
            "before": "MjI4AbE=",
            "after": "NDg5ZXY=",
            "max": "MBCyNDk4",
            "last": "MTU2Higz",
            "resultCount": 25
        },
        "totalCount": 1025,
        "limit": 25,
        "previous": null,
        "next": "https://api.seic.com/v2/investors/standard?after=NDg5ZXY%3D&limit=25",
        "self": "https://api.seic.com/v2/investors/standard",
        "first": "https://api.seic.com/v2/investors/standard?limit=25",
        "last": "https://api.seic.com/v2/investors/standard?after=MTU2Higz&limit=25"
    }
}

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 (30)
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(250)
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
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(50)
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
classification	Identifies whether the investor is an individual or entity.	string(30)
accreditedInvestor	Designates whether an investor is an accredited investor or not. A full list of accredited investor types can be obtained through the Lists API.	string(50)
qualifiedPurchaser	Designates whether an investor is a qualified purchaser or not. A full list of qualified purchaser types can be obtained through the Lists API.	string(30)
slots	Tracks the number of slots that a particular investor takes up. Default value is 1.	string(9)
receiptPpmCountryIsoCode	Identifies the country the Private Placement Memorandum &quot PPM&quot was received in ISO 3166-1 alpha-2 code format.	string
signatureSubdocCountryIsoCode	Identifies the country the subscription document was signed in ISO 3166-1 alpha-2 code format.	string
investorMaster	Used to relate investors for grouping and reporting purposes.	string(250)
canadianCertification	Indicates whether the investor is a Canadian investor.	boolean
abbreviatedLine1	An investor may have an abbreviated name used on investor communications.	string(60)
abbreviatedLine2	An investor may have an abbreviated name that extends beyond the limit of abbreviatedLine1.	string(60)
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
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)
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)
city	The city of the address.	string(60)
stateCode	The two character code for US and Canadian states and provinces.	string
postalCode	The postal code of the address.	string
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	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
primaryTaxId	Primary social security number of tax identification number for an investor provided on tax form and/or subscription document.	string(40)
secondaryTaxId	Secondary social security number or tax identification number for an investor provided on tax form and/or subscription document.	string(40)
foreignTaxId	Foreign tax identifier for the investor provided by on tax form or subscription document.	string(40)
dob	Date of birth or date of formation in the format MM/DD/YYYY.	string
birthCountryIsoCode	Investor&#039 s country of birth provided on subscription document in ISO 3166-1 alpha-2 code format.	string(2)
tax	The collection of investor level data points specific to tax information for the investor.	object
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)
subscriberType	Investor&#039 s subscriber type as indicated on the subscription document. A full list of subscriber types can be obtained through the Lists API.	string
taxStatus	Indicates whether the investor is exempt from US taxation or not. A full list of tax statuses can be obtained through the Lists API.	string
legalFormOfEntity	Identifies the legal form of the investor. A full list of values can be obtained through the Lists API.	string(30)
citizenshipCountryIsoCode	Identifies the country of nationality for the investor in ISO 3166-1 alpha-2 code format.	string(2)
domicileCountryIsoCode	Identifies the domicile country in ISO 3166-1 alpha-2 code format.	string
organizedUnderLawsOf	Identifies the country where the investor was formed under ISO 3166-1 alpha-2 code format.	string(2)
investorStatus	Identifies whether the investor is a US investor or not. A full list of investor types 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
eligibility	A collection of flags representing various conditions an investor may be qualified for.	object
employeeEligible	Indicates whether the investor is employee eligible.	boolean
friendsFamily	Indicates whether the investor is identified as part of friends and family.	boolean
generalPartner	Indicates whether the investor is a general partner.	boolean
limitedPartner	Indicates whether the investor is a limited partner.	boolean
partner	Indicates whether the investor is partner eligible.	boolean
proxyInvestor	Indicates whether the investor is a proxy investor.	boolean
frozen	The collection of investor data points that identify an investor account has been blocked. This is captured for reporting purposes only.	object
effectiveDate	Date on which the account was frozen. Format yyyy-MM-ddTHH:mm:ss.SSS. Datetime is Eastern Standard Time (EST).	string
notes	Free form text that was entered by Investor Services while applying frozen flag to the investor account.	string
finra	The collection of investor data points related to Financial Industry Regulatory Authority (FINRA) reporting for Rules 5130 and 5131.	object
rule5130	FINRA 5130 Status for the Investor as indicated on the subscription document. A full list of FINRA Rule 5130 types can be obtained through the Lists API.	string(30)
rule5130Percent	Investor&#039 s Percentage of beneficial Interest in regard to FINRA 5130. FINRA rule 5130 prohibits FINRA members from selling new issues to any account in which “restricted persons” have a beneficial interest.	number(8)
rule5131	FINRA 5131 Status for the Investor as indicated on the subscription document. Value options are &#039 Yes&#039 , &#039 No&#039 , &#039 N/A&#039 or blank. The percentage of investor&#039 s assets that are subject to FINRA regulation.	string(30)
rule5131Percent	Conditionally required field when the FINRA_5131 flag is enabled.	number
rule5131CompanyName	Company adhering to FINRA Rule 5131.	string(100)
rule51305131ExemptedStatus	FINRA 5130/5131 exempted entity status. Value options are: &#039 Yes&#039 , &#039 No&#039 , &#039 N/A&#039 or blank.	string
erisa	The collection of investor data points related to Employee Retirement Income Security Act of 1974 (ERISA).	object
percent	Percentage of earnings contributed to an ERISA participant’s account as indicated on the subscription document.	number(8)
benefitPlanEmployee	Identifies the Type of Benefit Plan Investor in terms of &#039 yes&#039 or &#039 no&#039 if the investor is defined as &quot An employee benefit plan subject to the provisions of Title I of the Employee Retirement Income Security Act of 1974, as amended (generally retirement plans of U.S. private employers).&quot	boolean
benefitPlanIndividual	Identifies the Type of Benefit Plan Investor in terms of &#039 yes&#039 or &#039 no&#039 if the investor is defined as &quot A plan such as an Individual Retirement Account and certain retirement arrangements for self-employed individuals subject to the prohibited transaction provisions of Section 4975 of the Internal Revenue Code of 1986, as amended.&quot	boolean
seniorPoliticalFigure	During the subscription process, the investor must represent they are in compliance with various federal, state and international laws and regulations, as well as a set of other disclosures relevant to AML and OFAC compliance. The representations should also include a statement regarding the status of the investor as a senior political figure and if the investor is a fund of funds or an entity that is acting as an agent or nominee on behalf of a senior political figure. Value options are 'true', 'false' or blank.	string
seniorPoliticalFigureName	During the subscription process, if the investor is acting as an agent or nominee for a senior political figure, the figure's full name should be documented.	string
name	Name of the report. The user is expected to use the key value pairs returned by this API to construct the payload for POST report generation request.	string
type	Describes the type of transaction. A full list of transaction types can be obtained through the Lists API.	string
investorMasterExternalId	Unique business identifier for a group of investors. An investor can belong to only 1 master group.	string
status	Defines the status for a specific pending transaction, such as 'Active' or 'Cancel'.	string(30)

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Test: https://test.api.seic.com/v2/investors/standard

TLS*: https://mtls.api.seic.com/v2/investors/standard

*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.

STEP 1

oAuthToken

POST

STEP 2

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

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

SAMPLE REQUEST

curl -X GET \
   https://api.seic.com/v2/investors/standard\
  -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": [],
            "changeDate": "2020-05-22T09:51:50.823",
            "createDate": "2014-10-09T13:26:56",
            "classification": null,
            "accreditedInvestor": null,
            "systemIdentifier": null,
            "qualifiedPurchaser": null,
            "slots": "1.0000",
            "receiptPpmCountryIsoCode": null,
            "signatureSubdocCountryIsoCode": null,
            "investorMaster": null,
            "investorMasterExternalId": null,
            "canadianCertification": null,
            "seniorPoliticalFigure": false,
            "seniorPoliticalFigureName": null,
            "name": {
                "fullName": "Patel Family Trust",
                "abbreviatedLine1": null,
                "abbreviatedLine2": null
            },
            "address": [
                {
                    "type": "Legal",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": "1 Freedom Valley Drive",
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Oaks",
                    "stateCode": "PA",
                    "postalCode": "19456",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Tax",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": "1 Freedom Valley Drive",
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Oaks",
                    "stateCode": "PA",
                    "postalCode": "19456",
                    "countryIsoCode": "US"
                },
                {
                    "type": "Mailing",
                    "attention1": null,
                    "attention2": null,
                    "addressLine1": "1 Freedom Valley Drive",
                    "addressLine2": null,
                    "addressLine3": null,
                    "addressLine4": null,
                    "city": "Oaks",
                    "stateCode": "PA",
                    "postalCode": "19456",
                    "countryIsoCode": null
                }
            ],
            "pii": {
                "primaryTaxId": "11-1111111",
                "secondaryTaxId": null,
                "foreignTaxId": null,
                "dob": "01/01/1995",
                "birthCountryIsoCode": null
            },
            "tax": {
                "taxType": "Corporation",
                "subscriberType": "LLC",
                "taxStatus": null,
                "legalFormOfEntity": "LLC",
                "citizenshipCountryIsoCode": null,
                "domicileCountryIsoCode": null,
                "organizedUnderLawsOf": null,
                "investorStatus": "US",
                "domicileState": null
            },
            "principalPlaceOfBusiness": {
                "countryIsoCode": "US",
                "stateCode": null
            },
            "eligibility": {
                "employeeEligible": null,
                "friendsFamily": false,
                "generalPartner": false,
                "limitedPartner": false,
                "partner": null,
                "proxyInvestor": false
            },
            "frozen": {
                "status": false,
                "effectiveDate": null,
                "notes": null
            },
            "finra": null,
            "erisa": {
                "type": "N/A",
                "percent": null,
                "benefitPlanEmployee": null,
                "benefitPlanIndividual": null
            },
            "attributes": [],
            "currency": "",
            "custody": "",
            "accountInformationClassification": null,
            "initialFundingMethod": "",
            "investmentCapacity": "",
            "accountStatus": "",
            "reporting": null,
            "billing": null,
            "reconciliation": null,
            "repatriateIncome": "",
            "deliverVsPayment": null,
            "multiCurrencyAccount": "",
            "directedBroker": null,
            "bankHoldingCompany": false
        }
    ],
    "paging": {
        "cursors": {
            "before": "MjI4AbE=",
            "after": "NDg5ZXY=",
            "max": "MBCyNDk4",
            "last": "MTU2Higz",
            "resultCount": 25
        },
        "totalCount": 1025,
        "limit": 25,
        "previous": null,
        "next": "https://api.seic.com/v2/investors/standard?after=NDg5ZXY%3D&limit=25",
        "self": "https://api.seic.com/v2/investors/standard",
        "first": "https://api.seic.com/v2/investors/standard?limit=25",
        "last": "https://api.seic.com/v2/investors/standard?after=MTU2Higz&limit=25"
    }
}

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 (30)
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(250)
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
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(50)
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
classification	Identifies whether the investor is an individual or entity.	string(30)
accreditedInvestor	Designates whether an investor is an accredited investor or not. A full list of accredited investor types can be obtained through the Lists API.	string(50)
qualifiedPurchaser	Designates whether an investor is a qualified purchaser or not. A full list of qualified purchaser types can be obtained through the Lists API.	string(30)
slots	Tracks the number of slots that a particular investor takes up. Default value is 1.	string(9)
receiptPpmCountryIsoCode	Identifies the country the Private Placement Memorandum &quot PPM&quot was received in ISO 3166-1 alpha-2 code format.	string
signatureSubdocCountryIsoCode	Identifies the country the subscription document was signed in ISO 3166-1 alpha-2 code format.	string
investorMaster	Used to relate investors for grouping and reporting purposes.	string(250)
canadianCertification	Indicates whether the investor is a Canadian investor.	boolean
abbreviatedLine1	An investor may have an abbreviated name used on investor communications.	string(60)
abbreviatedLine2	An investor may have an abbreviated name that extends beyond the limit of abbreviatedLine1.	string(60)
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
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)
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)
city	The city of the address.	string(60)
stateCode	The two character code for US and Canadian states and provinces.	string
postalCode	The postal code of the address.	string
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	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
primaryTaxId	Primary social security number of tax identification number for an investor provided on tax form and/or subscription document.	string(40)
secondaryTaxId	Secondary social security number or tax identification number for an investor provided on tax form and/or subscription document.	string(40)
foreignTaxId	Foreign tax identifier for the investor provided by on tax form or subscription document.	string(40)
dob	Date of birth or date of formation in the format MM/DD/YYYY.	string
birthCountryIsoCode	Investor&#039 s country of birth provided on subscription document in ISO 3166-1 alpha-2 code format.	string(2)
tax	The collection of investor level data points specific to tax information for the investor.	object
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)
subscriberType	Investor&#039 s subscriber type as indicated on the subscription document. A full list of subscriber types can be obtained through the Lists API.	string
taxStatus	Indicates whether the investor is exempt from US taxation or not. A full list of tax statuses can be obtained through the Lists API.	string
legalFormOfEntity	Identifies the legal form of the investor. A full list of values can be obtained through the Lists API.	string(30)
citizenshipCountryIsoCode	Identifies the country of nationality for the investor in ISO 3166-1 alpha-2 code format.	string(2)
domicileCountryIsoCode	Identifies the domicile country in ISO 3166-1 alpha-2 code format.	string
organizedUnderLawsOf	Identifies the country where the investor was formed under ISO 3166-1 alpha-2 code format.	string(2)
investorStatus	Identifies whether the investor is a US investor or not. A full list of investor types 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
eligibility	A collection of flags representing various conditions an investor may be qualified for.	object
employeeEligible	Indicates whether the investor is employee eligible.	boolean
friendsFamily	Indicates whether the investor is identified as part of friends and family.	boolean
generalPartner	Indicates whether the investor is a general partner.	boolean
limitedPartner	Indicates whether the investor is a limited partner.	boolean
partner	Indicates whether the investor is partner eligible.	boolean
proxyInvestor	Indicates whether the investor is a proxy investor.	boolean
frozen	The collection of investor data points that identify an investor account has been blocked. This is captured for reporting purposes only.	object
effectiveDate	Date on which the account was frozen. Format yyyy-MM-ddTHH:mm:ss.SSS. Datetime is Eastern Standard Time (EST).	string
notes	Free form text that was entered by Investor Services while applying frozen flag to the investor account.	string
finra	The collection of investor data points related to Financial Industry Regulatory Authority (FINRA) reporting for Rules 5130 and 5131.	object
rule5130	FINRA 5130 Status for the Investor as indicated on the subscription document. A full list of FINRA Rule 5130 types can be obtained through the Lists API.	string(30)
rule5130Percent	Investor&#039 s Percentage of beneficial Interest in regard to FINRA 5130. FINRA rule 5130 prohibits FINRA members from selling new issues to any account in which “restricted persons” have a beneficial interest.	number(8)
rule5131	FINRA 5131 Status for the Investor as indicated on the subscription document. Value options are &#039 Yes&#039 , &#039 No&#039 , &#039 N/A&#039 or blank. The percentage of investor&#039 s assets that are subject to FINRA regulation.	string(30)
rule5131Percent	Conditionally required field when the FINRA_5131 flag is enabled.	number
rule5131CompanyName	Company adhering to FINRA Rule 5131.	string(100)
rule51305131ExemptedStatus	FINRA 5130/5131 exempted entity status. Value options are: &#039 Yes&#039 , &#039 No&#039 , &#039 N/A&#039 or blank.	string
erisa	The collection of investor data points related to Employee Retirement Income Security Act of 1974 (ERISA).	object
percent	Percentage of earnings contributed to an ERISA participant’s account as indicated on the subscription document.	number(8)
benefitPlanEmployee	Identifies the Type of Benefit Plan Investor in terms of &#039 yes&#039 or &#039 no&#039 if the investor is defined as &quot An employee benefit plan subject to the provisions of Title I of the Employee Retirement Income Security Act of 1974, as amended (generally retirement plans of U.S. private employers).&quot	boolean
benefitPlanIndividual	Identifies the Type of Benefit Plan Investor in terms of &#039 yes&#039 or &#039 no&#039 if the investor is defined as &quot A plan such as an Individual Retirement Account and certain retirement arrangements for self-employed individuals subject to the prohibited transaction provisions of Section 4975 of the Internal Revenue Code of 1986, as amended.&quot	boolean
seniorPoliticalFigure	During the subscription process, the investor must represent they are in compliance with various federal, state and international laws and regulations, as well as a set of other disclosures relevant to AML and OFAC compliance. The representations should also include a statement regarding the status of the investor as a senior political figure and if the investor is a fund of funds or an entity that is acting as an agent or nominee on behalf of a senior political figure. Value options are 'true', 'false' or blank.	string
seniorPoliticalFigureName	During the subscription process, if the investor is acting as an agent or nominee for a senior political figure, the figure's full name should be documented.	string
name	Name of the report. The user is expected to use the key value pairs returned by this API to construct the payload for POST report generation request.	string
type	Describes the type of transaction. A full list of transaction types can be obtained through the Lists API.	string
investorMasterExternalId	Unique business identifier for a group of investors. An investor can belong to only 1 master group.	string
status	Defines the status for a specific pending transaction, such as 'Active' or 'Cancel'.	string(30)

Standard

GET

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

Prod:

https://api.seic.com/v2/investors/standard

Query Parameters

Name	Description	Data Type
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
active	Designates whether the investor is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the investor. 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 investor. 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
createStartDate	Created start date for the investor. 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 investor. 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
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
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
erisaType	ERISA status of investors as indicated on subscription document.	string
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type
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
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.	string
postalCode	The postal code of the investor's legal address.	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	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.
active	Designates whether the investor is active ("true") or inactive ("false").
changeStartDate	Last change start date for the investor. 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 investor. 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).
createStartDate	Created start date for the investor. 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 investor. 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).
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.
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.
erisaType	ERISA status of investors as indicated on subscription document.
section	One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma. Value options are "address", "eligibility", "erisa", "finra", "frozen", "name", "PII", "principalPlaceOfBusiness" "tax". 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.
limit	Number of records per page. Many responses have a maximum of 50 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.
countryIsoCode	ISO country code ISO 3166-1 alpha-2 code format.
postalCode	The postal code of the investor's legal address.

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...