Content

Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.

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Returns all the transaction related attributes for a tracking number returned post subscription process.

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Returns all the relevant statuses that a transaction goes through post being created via the initiation API.

Returns a list of all available documents for a transaction identified by a particular tracking number and returns API links to retrieve each document individually.

This API call gets all Firms in SEI Trade.

Returns a particular document identified by a particular tracking number and document identifier

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Returns all the investor related attributes available from the on-boarding process and documentation.