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Portfolio Manager
Account Web Services
When I call POST /customer, will this method automatically register the customer account in Portfolio Manager?
Can multiple custom fields be created at once using the customFieldList attribute?
Will the primaryBusinessType attribute that we must set during the creation of a customer's account affect the type of the properties that clients can create?
How is the "CustomFieldList" defined and used?
When I create a Portfolio Manager account on behalf of a customer, will they be automatically notified?
How do I create a new customer account and add a property to that customer account in the web services?
What is the customer account creation process in the web services?
How do you delete a customer in the test environment?
What's the difference between "account" services and "customer" services?
As a data exchange provider, will my customers also need to apply for LIVE access for their individual accounts?
A customer list is available through the "GET /customer/list" service, but could customer lists be made available as a downloadable report through the web services GUI tab in the new Portfolio Manager?
The only service that obtains a customer’s Portfolio Manager username is “GET /customer/(customerId)”. Could a customer username be included in “GET /customer/list” and/or “GET /connect/account/pending/list”?
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