Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...
Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...
#Described below is a sample request with a sample payload representing the required fields you would need in a POST request to create the investor. curl - X POST\ https: //api.seic.com/v1/investors \ -H 'appkey: gsedgaerhDSHGRSH'\ - H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ - H 'content-type: application/json'\ - d ' [{ "externalId": "InvestorABCDEFG1", "investorStatus": "US", "name": { "fullName": "Kondal Investor Dec29" } }] #Described below is a sample request with a sample payload representing all the fields you can pass in a POST request to create the investor. curl - X POST\ https: //api.seic.com/v1/investors \ -H 'appkey: gsedgaerhDSHGRSH'\ - H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ - H 'content-type: application/json'\ - d '{ "externalId": "InvestorABCDEFG1", "classification": "Entity", "investorStatus": "US", "alternateId": "", "qualifiedPurchaser": "", "accreditedInvestor": "", "slots": "", "receiptPpmCountryIsoCode": "US", "signatureSubdocCountryIsoCode": "", "active": "true", "investorMasterExternalId": "", "canadianCertification": "", "name": { "fullName": "Kondal Investor Dec29", "abbreviatedLine1": "Test Abb1", "abbreviatedLine2": "Test line2", "fieldsToNull": [] }, "address": [{ "type": "", "attention1": "", "attention2": "", "addressLine1": "", "addressLine2": "", "addressLine3": "", "addressLine4": "", "city": "", "stateCode": "", "postalCode": "", "countryIsoCode": "", "fieldsToNull": [] }], "pii": { "primaryTaxId": "", "secondaryTaxId": "", "foreignTaxId": "", "dob": "1/31/1950", "birthCountryIsoCode": "", "fieldsToNull": [] }, "tax": { "taxType": "C-Corp", "subscriberType": "Estate", "taxStatus": "US Taxable", "legalFormOfEntity": "LLC", "citizenshipCountryIsoCode": "IN", "domicileCountryIsoCode": "", "organizedUnderLawsOf": "", "fieldsToNull": null }, "principalPlaceOfBusiness": { "countryIsoCode": "", "stateCode": "", "fieldsToNull": [] }, "eligibility": { "employeeEligible": "", "friendsFamily": "", "generalPartner": "", "limitedPartner": "", "partner": "", "fieldsToNull": [] }, "frozen": { "status": "", "effectiveDate": "", "notes": "", "fieldsToNull": [] }, "finra": { "rule5130": "", "rule5130Percent": "", "rule5131": "", "rule5131Percent": "", "rule5131CompanyName": "A", "rule51305131ExemptedStatus": "", "fieldsToNull": [] }, "erisa": { "type": "", "percent": "", "benefitPlanEmployee": "", "benefitPlanIndividual": "", "fieldsToNull": [] }, "pooledInvestment": { "pooledInvestmentFundCert": "", "percentEquityInterest": "", "entityPassiveInvestment": "", "fieldsToNull": [] }, "cftcNfa": { "nfaId": "", "commodityTradingAdvisor": "", "operator": "", "otherDescription": "", "cftcCertification": "", "cftcCertificationNotAcquiringSecOffered": "", "cftcCertAccreditedInvestor": "", "rule413Exempt": "", "noActionLetter1238": "", "rule45Required": "", "rule45NotRequired": "", "noActionLetter1237": "", "interpretiveGuidance": "", "charitableFoundation": "", "rule310Exempt": "", "otherExemptionDesc": "", "notEngaged": "", "fieldsToNull": [] }, "insurance": { "investorIsInsuranceCo": "", "noAssets": "", "assets": "", "percentAssets": "", "fieldsToNull": [] }, "placementAgent": { "placementAgent": "", "placementAgentName": "", "placementAgentPayment": "", "fieldsToNull": [] }, "registeredFundAck": "", "registeredFundAffiliatedPerson": "", "registedFundName": "", "regDBadActor": "", "regDDesc": "", "fatca": { "fatcaPreexisting": "", "excludeFatca": "", "fieldsToNull": [] }, "formPf": { "beneOwnerType": "", "beneOwnerName": "", "fieldsToNull": [] }, "aifmd": { "investorType": "", "reverseSolicitCert": "", "fieldsToNull": [] }, "cpoPqr": { "securityLendingCollateral": "", "distribution": "", "investorType": "", "cpoExempt": "", "regExemptCpo": "", "fieldsToNull": [] }, "usGovtEntity": { "usGovtEntityStatus": "", "usGovtEntityName": "", "usGovtEntitySubstantial": "", "fieldsToNull": [] }, "payToPlayRep": "", "usBankHoldingCo": "", "investorGovtEntityAffiliation": "", "currency": { "base": "INR", "preferredSettlement": "INR", "dispositionMethod": "First In First Out", "fieldsToNull": [] }, "custody": "EXTERNAL", "accountClassification": { "type": "Common/Collective Funds", "subType": "Agent for Corporation", "accountType": "Individual Custodial", "accountSubType": "Self-Employed SEP", "fieldsToNull": null }, "initialFundingMethod": "Cash and Securities", "investmentCapacity": "Execution-Only", "accountStatus": "Pending Funding", "reporting": { "frequency": "Monthly", "dueDate": "19th Business Day", "packageName": "Fixed Income", "period": "Quarter/Year", "fieldsToNull": [] }, "billing": { "dueBy": "18th Business Day", "deliveryMethod": "Individual Invoice", "calculationId": "FLAT_15", "calculationMethod": "Arrears", "frequency": "Monthly", "calculationDate": "Last Day of Quarter", "prorateIndividualTransactions": "Yes", "quarter": "30/360", "fieldsToNull": [] }, "reconciliation": { "type": "Margin & Unsup Securities", "frequency": "Daily and Month End Recon", "accessLevel": "Autofeed & Web", "fieldsToNull": [] }, "repatriateIncome": "Yes", "deliverVsPayment": { "account": "Contact By Hold Mail", "fieldsToNull": [] }, "multiCurrencyAccount": "Yes", "directedBroker": "yES", "systemIdentifier": [{ "name": "System1", "value": "12345", "fieldsToNull": [] }], "fieldsToNull": [] }
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH Content-type: application/json
Content-Type: application/json Status: 202 Accepted requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{ "data": { "jobStatusQueryKey": "string" } }
Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...
Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...
#Described below is a sample request with a sample payload representing the required fields you would need in a POST request to create the investor. curl - X POST\ https: //api.seic.com/v1/investors \ -H 'appkey: gsedgaerhDSHGRSH'\ - H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ - H 'content-type: application/json'\ - d ' [{ "externalId": "InvestorABCDEFG1", "investorStatus": "US", "name": { "fullName": "Kondal Investor Dec29" } }] #Described below is a sample request with a sample payload representing all the fields you can pass in a POST request to create the investor. curl - X POST\ https: //api.seic.com/v1/investors \ -H 'appkey: gsedgaerhDSHGRSH'\ - H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ - H 'content-type: application/json'\ - d '{ "externalId": "InvestorABCDEFG1", "classification": "Entity", "investorStatus": "US", "alternateId": "", "qualifiedPurchaser": "", "accreditedInvestor": "", "slots": "", "receiptPpmCountryIsoCode": "US", "signatureSubdocCountryIsoCode": "", "active": "true", "investorMasterExternalId": "", "canadianCertification": "", "name": { "fullName": "Kondal Investor Dec29", "abbreviatedLine1": "Test Abb1", "abbreviatedLine2": "Test line2", "fieldsToNull": [] }, "address": [{ "type": "", "attention1": "", "attention2": "", "addressLine1": "", "addressLine2": "", "addressLine3": "", "addressLine4": "", "city": "", "stateCode": "", "postalCode": "", "countryIsoCode": "", "fieldsToNull": [] }], "pii": { "primaryTaxId": "", "secondaryTaxId": "", "foreignTaxId": "", "dob": "1/31/1950", "birthCountryIsoCode": "", "fieldsToNull": [] }, "tax": { "taxType": "C-Corp", "subscriberType": "Estate", "taxStatus": "US Taxable", "legalFormOfEntity": "LLC", "citizenshipCountryIsoCode": "IN", "domicileCountryIsoCode": "", "organizedUnderLawsOf": "", "fieldsToNull": null }, "principalPlaceOfBusiness": { "countryIsoCode": "", "stateCode": "", "fieldsToNull": [] }, "eligibility": { "employeeEligible": "", "friendsFamily": "", "generalPartner": "", "limitedPartner": "", "partner": "", "fieldsToNull": [] }, "frozen": { "status": "", "effectiveDate": "", "notes": "", "fieldsToNull": [] }, "finra": { "rule5130": "", "rule5130Percent": "", "rule5131": "", "rule5131Percent": "", "rule5131CompanyName": "A", "rule51305131ExemptedStatus": "", "fieldsToNull": [] }, "erisa": { "type": "", "percent": "", "benefitPlanEmployee": "", "benefitPlanIndividual": "", "fieldsToNull": [] }, "pooledInvestment": { "pooledInvestmentFundCert": "", "percentEquityInterest": "", "entityPassiveInvestment": "", "fieldsToNull": [] }, "cftcNfa": { "nfaId": "", "commodityTradingAdvisor": "", "operator": "", "otherDescription": "", "cftcCertification": "", "cftcCertificationNotAcquiringSecOffered": "", "cftcCertAccreditedInvestor": "", "rule413Exempt": "", "noActionLetter1238": "", "rule45Required": "", "rule45NotRequired": "", "noActionLetter1237": "", "interpretiveGuidance": "", "charitableFoundation": "", "rule310Exempt": "", "otherExemptionDesc": "", "notEngaged": "", "fieldsToNull": [] }, "insurance": { "investorIsInsuranceCo": "", "noAssets": "", "assets": "", "percentAssets": "", "fieldsToNull": [] }, "placementAgent": { "placementAgent": "", "placementAgentName": "", "placementAgentPayment": "", "fieldsToNull": [] }, "registeredFundAck": "", "registeredFundAffiliatedPerson": "", "registedFundName": "", "regDBadActor": "", "regDDesc": "", "fatca": { "fatcaPreexisting": "", "excludeFatca": "", "fieldsToNull": [] }, "formPf": { "beneOwnerType": "", "beneOwnerName": "", "fieldsToNull": [] }, "aifmd": { "investorType": "", "reverseSolicitCert": "", "fieldsToNull": [] }, "cpoPqr": { "securityLendingCollateral": "", "distribution": "", "investorType": "", "cpoExempt": "", "regExemptCpo": "", "fieldsToNull": [] }, "usGovtEntity": { "usGovtEntityStatus": "", "usGovtEntityName": "", "usGovtEntitySubstantial": "", "fieldsToNull": [] }, "payToPlayRep": "", "usBankHoldingCo": "", "investorGovtEntityAffiliation": "", "currency": { "base": "INR", "preferredSettlement": "INR", "dispositionMethod": "First In First Out", "fieldsToNull": [] }, "custody": "EXTERNAL", "accountClassification": { "type": "Common/Collective Funds", "subType": "Agent for Corporation", "accountType": "Individual Custodial", "accountSubType": "Self-Employed SEP", "fieldsToNull": null }, "initialFundingMethod": "Cash and Securities", "investmentCapacity": "Execution-Only", "accountStatus": "Pending Funding", "reporting": { "frequency": "Monthly", "dueDate": "19th Business Day", "packageName": "Fixed Income", "period": "Quarter/Year", "fieldsToNull": [] }, "billing": { "dueBy": "18th Business Day", "deliveryMethod": "Individual Invoice", "calculationId": "FLAT_15", "calculationMethod": "Arrears", "frequency": "Monthly", "calculationDate": "Last Day of Quarter", "prorateIndividualTransactions": "Yes", "quarter": "30/360", "fieldsToNull": [] }, "reconciliation": { "type": "Margin & Unsup Securities", "frequency": "Daily and Month End Recon", "accessLevel": "Autofeed & Web", "fieldsToNull": [] }, "repatriateIncome": "Yes", "deliverVsPayment": { "account": "Contact By Hold Mail", "fieldsToNull": [] }, "multiCurrencyAccount": "Yes", "directedBroker": "yES", "systemIdentifier": [{ "name": "System1", "value": "12345", "fieldsToNull": [] }], "fieldsToNull": [] }
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH Content-type: application/json
Content-Type: application/json Status: 202 Accepted requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{ "data": { "jobStatusQueryKey": "string" } }
Investors
POST
/investors
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
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 |
|
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
string |
-
CodeDescription
-
202
Accepted-The request has been accepted for processing, but the processing may not be complete.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
Authorization |
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. |
content-type |
Valid value is application/json. This defines the content type of the request payload accepted by the API. |
Request Body
Working...