| Route | Methods | Path Parameters |
|---|
| / | GET | |
| /account_contacts/create | POST | |
| /account_contacts/delete | POST | |
| /account_contacts/read | GET | |
| /account_contacts/update | POST | |
| /accounts/contacts_screenings_summary | GET | |
| /accounts/create | POST | |
| /accounts/ibkr/account_email | POST | |
| /accounts/ibkr/active_bank_instructions | POST | |
| /accounts/ibkr/business_and_occupation | GET | |
| /accounts/ibkr/change_financial_information | POST | |
| /accounts/ibkr/clp_capability | POST | |
| /accounts/ibkr/deposit | POST | |
| /accounts/ibkr/details | GET | |
| /accounts/ibkr/documents | POST | |
| /accounts/ibkr/fee_template | POST | |
| /accounts/ibkr/financial_ranges | GET | |
| /accounts/ibkr/forms | POST | |
| /accounts/ibkr/instructions | GET | |
| /accounts/ibkr/pending_tasks | GET | |
| /accounts/ibkr/portfolio-analyst | GET, POST | |
| /accounts/ibkr/product_country_bundles | GET | |
| /accounts/ibkr/registration_tasks | GET | |
| /accounts/ibkr/sso/accounts | GET | |
| /accounts/ibkr/sso/create | POST | |
| /accounts/ibkr/sso/initialize | POST | |
| /accounts/ibkr/sso/logout | POST | |
| /accounts/ibkr/statements | POST | |
| /accounts/ibkr/statements/available | GET | |
| /accounts/ibkr/trading_permissions | POST | |
| /accounts/ibkr/transfer_position_externally | POST | |
| /accounts/ibkr/transfer_position_internally | POST | |
| /accounts/ibkr/wire_instructions | POST | |
| /accounts/ibkr/withdraw | POST | |
| /accounts/ibkr/withdrawable_cash | POST | |
| /accounts/instructions | GET | |
| /accounts/read | GET | |
| /accounts/send_to_ibkr | POST | |
| /accounts/update | POST | |
| /accounts/with-metadata | GET | |
| /accounts/with_metadata | GET | |
| /actions/run_screening_process | GET | |
| /actions/send_unfunded_emails | GET | |
| /actions/update_pending_alias | PATCH | |
| /advisor_changes/create | POST | |
| /advisor_changes/read | GET | |
| /advisors/create | POST | |
| /advisors/read | GET | |
| /applications/create | POST | |
| /applications/read | GET | |
| /applications/update | POST | |
| /contacts/create | POST | |
| /contacts/documents | GET | |
| /contacts/documents | POST | |
| /contacts/documents | PATCH | |
| /contacts/documents | DELETE | |
| /contacts/read | GET | |
| /contacts/screening | GET | |
| /contacts/screening | POST | |
| /contacts/update | POST | |
| /docs | GET | |
| /document_review_responsibles/create | POST | |
| /document_review_responsibles/delete | POST | |
| /document_review_responsibles/read | GET | |
| /document_review_responsibles/upsert | POST | |
| /documents/get_document_data | GET | |
| /documents/read | GET | |
| /email/send_email/application_link | POST | |
| /email/send_email/credentials | POST | |
| /email/send_email/email_confirmation | POST | |
| /email/send_email/funding_notification | POST | |
| /email/send_email/lead_reminder | POST | |
| /email/send_email/missing_documents | POST | |
| /email/send_email/task_reminder | POST | |
| /email/send_email/trade_ticket | POST | |
| /email/send_email/transfer_instructions | POST | |
| /email/send_email/welcome | POST | |
| /etl/clients | GET | |
| /etl/market_data | GET | |
| /fee_template_requests/create | POST | |
| /fee_template_requests/read | GET | |
| /fee_template_requests/update | POST | |
| /flagged_deposits/create | POST | |
| /flagged_deposits/read | GET | |
| /investment_proposals/create/assets | POST | |
| /investment_proposals/create/risk | POST | |
| /investment_proposals/read | GET | |
| /management_type_requests/create | POST | |
| /management_type_requests/read | GET | |
| /reporting/brokerage_commissions | GET | |
| /reporting/clients | GET | |
| /reporting/clients/fees | GET | |
| /reporting/clients/fees/monthly | GET | |
| /reporting/deposits_withdrawals | GET | |
| /reporting/deposits_withdrawals/monthly | GET | |
| /reporting/ending_balances_from_statements | GET | |
| /reporting/ibkr_details | GET | |
| /reporting/management_commissions | GET | |
| /reporting/nav | GET | |
| /reporting/nav/monthly | GET | |
| /reporting/open_positions | GET | |
| /reporting/proposals_equity | GET | |
| /reporting/rtd | GET | |
| /reporting/stocks | GET | |
| /reporting/trades | GET | |
| /reporting/ust_bonds | GET | |
| /risk_profiles/create | POST | |
| /risk_profiles/list | GET | |
| /risk_profiles/read | GET | |
| /token | POST | |
| /trade_tickets/generate | POST | |
| /trade_tickets/list | GET | |
| /trade_tickets/read | GET | |
| /users/create | POST | |
| /users/login | POST | |
| /users/read | GET | |
| /users/update | POST | |