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Getting Started

Introduction
Idempotent requests
Events via SQS
Errors
Enumerations

Authentication APIs

Auth
- Create Session Tokenpost
- Create Authentication Tokenpost

Core APIs

Users
Entities
Accounts
Instruments
Orders
Positions
- List Account Positionsget
Transactions
- Retrieve Account Transaction Summaryget
- List Account Transactionsget
Exchanges
Commission Schedules
- List Commission Schedulesget
Supported Countries
- List Supported Countriesget
Correspondent Reports
- Retrieve Correspondent Reportsget
Performance
- Retrieve Account Performanceget

Account Management APIs

Violations
- List Account Violationsget
- Retrieve Account Violations Summaryget
Statements
Beneficiaries
Physical Documents

Money Movement APIs

Linked Bank Accounts
Virtual Bank Accounts
- Retrieve Account Virtual Bank Accountget
Deposits
Withdrawals
Asset Transfer
Settlements
Subscriptions

Market Data APIs

Quotes
- Retrieve Quote (referential feed)get
- Retrieve Quote (consolidated feed)get
Charts
- Retrieve Chartget
Depth of Book
- Retrieve Depth of Bookpost

Advisor APIs

Trade Allocations
Advisor Reports
Funds
Portfolios
AutoPilot

Events

Account Events
Allocation Events
Asset Transfer Events
Cancel Rebill Events
Corporate Actions
Deposit Events
Instrument Events
KYC Events
Linked Bank Account Events
Order Events
Position Events
Settlement Events
Statement Events
Transaction Events
User Events
Violation Events
Withdrawal Events
Document Events
Entity events

Create Fund

post deprecated

https://bo-api.drivewealth.io/back-office/managed/funds

Creates a Fund.

Body Params

userID

string

required

The unique identifier of the registered investment advisors account.

name

string

required

A name given to the Fund by the RIA.

clientFundID

string

required

An advisor created identifier for a specific allocation.

description

string

required

A short description for the Fund.

holdings

array of objects

required

An array of objects that hold the type of securities in a Fund.

holdings*

triggers

array of objects

required

An array of objects that hold information on when to trigger a rebalance in a Fund.

triggers*

Response

Updated about 2 months ago

Retrieve Beginning Of Day (BOD) by Advisor

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application/json

Updated about 2 months ago

Retrieve Beginning Of Day (BOD) by Advisor

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