List Allocations

Results Explained

Attribute

Type

Description

id

string

allocation identifier

clientListID

string

input for RIA's internal list identifier

status

string

overall status of allocation list
"NEW" - Created
"ACCEPTED" - Accepted as correct syntax
"PART_COMPLETE" - Partially completed processing
"COMPLETE" - Completed processing
"REJECTED" - Rejected

allocationsRequested

number

number of allocations requested in allocation list

allocationsCompleted

number

number of allocations completed in allocation list

unallocatedNotional

number

notional value of unallocated shares

unallocatedQuantity

number

quantity of unallocated shares

comment

string

DriveWealth generated comment

createdWhen

string

date and time allocation was created

Language