Create Fund

Creates a Fund.

Body Params
string
required

The unique identifier of the registered investment advisors account.

string
required

A name given to the Fund by the RIA.

string
required

An advisor created identifier for a specific allocation.

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

Language
Credentials
Bearer
JWT
URL
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Response
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application/json