Introduction
Reference and integration guides for the transaction and user endpoints of the InvestiFi Partner API.
Welcome to the InvestiFi Partner API. This documentation provides the technical specifications and integration patterns required to programmatically read user investment accounts and transaction activity within your platform.
Read the Overview once, then jump to the endpoints or guides you need.
Getting started
- Review the Overview. Familiarize yourself with the authentication protocol, base URL conventions, and data formatting rules.
- Explore the endpoints. Use the Endpoint summary to locate the operations for retrieving transaction activity, trading periods, and user account information.
- Implement integration patterns. Visit the Guides section for recipes covering dashboard synchronization, CRM enrichment, and reconciliation.