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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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