This Postman Collection includes the following endpoints and operations:

Step	Task	API	API Endpoint/Operation
1	Create a new Investor	REST API	POST /api/v1/persons
2	Authenticate an Investor SSO	DataConnect API	<SESSIONAUTHRQ>
	Authenticate an Investor SAML SSO	DataConnect API	<SAMLAUTHRQ>
3	Retrieve Positions for an Investor	REST API	POST /api/v1/positions
4	Retrieve Transactions for an Investor	REST API	POST /api/v1/transactions
5	Retrieve Data for All Investors - Step 1	DataConnect API	<DATAGETRQ_A>
6	Retrieve Data for All Investors - Step 2	DataConnect API	<DATACLAIMRQ>

If you're looking for detailed documentation on the APIs, please refer to one of the PDF User Guides below: