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API Endpoints

POST

Subscription Initiation

/trade/initiation

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.

DELETE

Unsubscribe

/webhooks/{subscriptionId}

Unsubscribe from receiving real time notifications whenever investor related data changes.

POST

Subscribe

/webhooks

Subscribe to receive real-time notifications whenever Investor related data changes.

POST

Subscribe

/webhooks

Subscribe to receive real time notifications whenever transaction related data changes.

GET

Transaction

/{trackingNumber}

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

DELETE

Unsubscribe

/webhooks/{subscriptionId}

Unsubscribe from receiving real time notifications whenever transaction related data changes.

GET

Status

/status

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

GET

Documents

/documents/{trackingNumber}

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.

GET

Firms

/firms

This API call gets all Firms in SEI Trade.

GET

Document

/document/{trackingNumber}/{documentId}

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

POST

Subscribe

/documents/subscribe

Subscribe to receive real time notifications whenever document related data changes.

GET

Investor

/{trackingNumber}

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

DELETE

Unsubscribe

/documents/unsubscribe/{subscriptionId}

Unsubscribe from receiving real time notifications whenever document related data changes.

Documents