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Account Web Services
- 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”?
- 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?
- Could you explain the difference between "account" services and "customer" services?
- How do you delete a customer in the test environment?
- Can you explain the customer account creation process in the web services?
- I am trying to add customField to a connection request. How do I do this?
- When I call POST /customer, will this method automatically register the customer account in Portfolio Manager?
- How do I create a new customer account and add a property to that customer account in the web services?
- When I create a Portfolio Manager account on behalf of a customer, will they be automatically notified?
- 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?
- Can multiple custom fields be created at once using the customFieldList attribute?