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Launching into Production

A guide to launch your service into production

All of the links and associated REST API calls are set to work with our UAT/TEST environment. You should do all development and testing in this environment. When you have completed development work and are ready for production, your application will need to pass a series of certification tests to ensure your application meets all technology, regulatory and broker-dealer requirements. Once you have passed certification we will give you a new production referral code for tracking your users, and access to a production set of REST API calls and widgets.