REST API for Investor Aggregation

The following pages cover the REST API endpoints necessary to support the investor aggregation use case:

• POST /api/v1/persons
• DELETE /api/v1/persons
• GET /api/v1/positions
• GET /api/v1/transactions

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In addition to these REST API endpoints there are DataConnect API operations needed to complete the workflow for investor aggregation. To get a full list of all necessary REST and DataConnect API details in one place, please go to the Investor Account Aggregation Postman Collection.

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Investor Aggregation Development Guide

If you're looking for guidance on how to use the ByAllAccounts APIs to integrate the ByAllAccounts Connect Suite into your platform, please go to Investor Aggregation Development Guide.