Investor Wire Instructions

Treasury Services

Retrieve wire instructions associate with an investor for money movement.

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Investors Wire Instructions (v1)

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Retrieve wire instructions associate with an investor for money movement.

wireInstructions

Returns all the information related to an investor identified by investor's externalId that is required to perform money movement

path Parameters
investorExternalId
required
string

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.

query Parameters
type
string

Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'.

active
boolean

Designates whether the wire instruction is active ("true") or inactive ("false").

lastModifiedSince
string

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

createdSince
string

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

productExternalId
string

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

investorAlternateId
string

Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

fundInvestorExternalId
string

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.

validateRequest
string
limit
string

Number of records per page. Many responses have a maximum of 50 records per page.

header Parameters
Authorization
required
string

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey
required
string

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Responses

Response samples

Content type
application/json
{
  • "data": [
    ],
  • "paging": {
    }
}