No, you will need to create separate accounts to run web services in the live environment and the test environment. Please see below for details on each type of account and its intended use:
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Test environment account |
Live environment account |
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Account Creation Process |
Set up a new Portfolio Manager account via the Test User Interface. Request access to the Test API environment via “Account Settings” > “Software Development.” All requests for Test API access will be granted immediately with no further need for review. |
Set up a new Portfolio Manager account via the Live/Production User Interface. Request access to the Live API environment via “Account Settings” > “Software Development.” All requests for Live API access will go through a review process before access is granted. |
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What you can do with the account |
Run web services calls in the test environment to build your integration with Portfolio Manager to exchange data for your customers. You can also access and interact with your Test account(s) via the Portfolio Manager Test User Interface. |
Once the account has been approved for live access, you may use the account to exchange data with customers in Portfolio Manager. You can also use the account’s credentials to access Portfolio Manager via the Graphical User Interface (GUI). |
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What you cannot do with the account |
A test environment account cannot access Portfolio Manager, and data that is submitted to the test environment will not appear in Portfolio Manager. |
The live environment should not be used to test web services. All testing must take place in the test environment. |