Investor Trade

There are various user personas within the SEI Trade workflow. The Users API allows SEI clients to create, read, update, and delete users within the application.

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TradeUsers (v1)

Download OpenAPI specification:Download

Users within the SEI Trade application

Users

This API call creates a User in SEI Trade.

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.

Content-Type
required
string

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT
string

Email address of the user authenticated into the application to view data.

Request Body schema: application/json
userId
required
string

The Id that may be used to refer to the user.

emailAddress
required
string

The email address of the user.

firstName
string

The first name for the financial advisor, investor,manager or contact or third party

lastName
string

The last name of the user.

firm
required
string

The firm of the user

Array of objects (Role)

The role(s) associated with the user.

Responses

Request samples

Content type
application/json
{
  • "userId": "string",
  • "emailAddress": "string",
  • "firstName": "string",
  • "lastName": "string",
  • "firm": "string",
  • "userRoles": [
    ]
}

Response samples

Content type
application/json
{
  • "userId": "string",
  • "emailAddress": "string",
  • "firstName": "string",
  • "lastName": "string",
  • "firm": "string",
  • "userRoles": [
    ]
}

This API call gets a User in SEI Trade.

path Parameters
userId
required
string

The identifier of the user for which you are retrieving data.

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.

Content-Type
required
string

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT
string

Email address of the user authenticated into the application to view data.

Responses

Response samples

Content type
application/json
{
  • "userId": "string",
  • "emailAddress": "string",
  • "firstName": "string",
  • "lastName": "string",
  • "firm": "string",
  • "userRoles": [
    ]
}

This API call updates a User in SEI Trade.

path Parameters
userId
required
string

The identifier of the user for which you changing data.

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.

Content-Type
required
string

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT
string

Email address of the user authenticated into the application to view data.

Request Body schema: application/json
userId
required
string

The Id that may be used to refer to the user.

emailAddress
required
string

The email address of the user.

firstName
string

The first name for the financial advisor, investor,manager or contact or third party

lastName
string

The last name of the user.

firm
required
string

The firm of the user

Array of objects (Role)

The role(s) associated with the user.

Responses

Request samples

Content type
application/json
{
  • "userId": "string",
  • "emailAddress": "string",
  • "firstName": "string",
  • "lastName": "string",
  • "firm": "string",
  • "userRoles": [
    ]
}

Response samples

Content type
application/json
{
  • "userId": "string",
  • "emailAddress": "string",
  • "firstName": "string",
  • "lastName": "string",
  • "firm": "string",
  • "userRoles": [
    ]
}

This API call deletes a User in SEI Trade.

path Parameters
userId
required
string

Identifier of User to Delete.

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.

Content-Type
required
string

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT
string

Email address of the user authenticated into the application to view data.

Responses

Response samples

Content type
application/json
{
  • "requestType": "Delete",
  • "result": "Successfully deleted User Data for [jdoe@seic.com].",
  • "message": "string"
}
Investor Trade

Retrieve the transitions created during the investor on-boarding process for an investor. Real time notifications for investor updates are also available for subscription.

Technology Solutions

Create a crosswalk configuration to integrate your system with SEI' system. Source system information, destination system information and connection strings are stored per system. The cross walk execution is automated and the destination systems are updated post completion.

Investor Trade

The Firms and Teams API allows SEI clients to create, read, update, and delete firms as well as teams within firm for their instance of the SEI Trade application.

Investor Trade

Retrieves investor information as captured during the investor on-boarding process. Real time notifications for investor updates are also available for subscription.

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