Search results


API Endpoints

GET

Balances

/{externalId}/balances

For a given specified reporting period and portfolio view balances and other balance related characteristics.

GET

Investor Transactions

/{externalId}/transactions

Returns all the transactions data for an Investor available in the SEI system.

GET

Investor Balances

/{externalId}/balances

Returns Investor Balances information otherwise reported by a ILPA partner capital statement

Documents