AM/FA/Inv - Get Security Details

Details

/external/v1/securities

Synopsis

Get Security Details

get

This route is used to retrieve the details of securities given a set of search filters. This endpoint is paginated, up to 10 records can be retrieved per call. This endpoint can be called by applications with access to scope "readIssuance".

Required scopes
This endpoint requires the following scopes:
  • : readIssuance
Authorizations
OAuth2clientCredentialsRequired
Token URL:
Query parameters
pageSizenumberOptional

The number of rows being retrieved. Must be a positive integer.

offsetnumberOptional

The offset (i.e. row start index). Must be a positive integer (or 0).

securityStatusFilterstringOptional

The comma delimited list of statuses to filter the security records. Up to 14 entries can be provided.Available values: deleted, preSync, active, closed, completed, bust_in_progress, busted, cancel_in_progress, canceled, refund_in_progress, retired, approved_revert_to_active, paused, archived

Example: active,closed
securityTypeFilterstringOptional

The comma delimited list of security types to filter the security records. Up to 8 entries can be provided.Available values: equity, lpUnits, llcUnits, spcUnits, convertible, lpInterest, llcUnitShares, cash

Example: equity,llcUnitShares
securityIdsFilterstringOptional

The comma delimited list of security ids to filter the security records. Up to 10 records can be provided. Each record should not exceed 12 characters.

Example: USCCWSF01I00,USCCWSF01I01
securityCorrelationIdsFilterstringOptional

The comma delimited list of security correlation ids to filter the security records. Up to 10 records can be provided. Each record should not exceed 100 characters. Any entry on this list that could contain commas should be withing "" like so: "this is , the correlation id".

Example: 1234,5678,7890
securityCorrelationOrgIdstring · max: 12Optional

The organization identifier linked to the correlation ids provided in the "securityCorrelationIdsFilter" property. If not provided the organization id will be inferred from the access token.

Responses
200

Successfully retrieved the Issuance details

application/json
get
/external/v1/securities

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