Advisor Management

Fund transactions can include advisor details. Use the Advisor Management API to retrieve and change advisor data.

Mapping Your IDs to Corastone IDs

Endpoints

Update Advisor's Reference Data

Add Advisor Correlation ID

Remove Advisor Correlation ID

Getters

Get Advisor Details

Get Advisor History

Get Advisor Correlation IDs History

PreviousAM/FA/Inv - Get Custodian Correlation IDs History NextAM/FA/Inv - Update Advisor's Reference Data

Last updated 23 days ago

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