Partner APIBeta

Partner APIBeta

Getting started

Endpoint summary Authentication Base URL Data formats Enumerated types Pagination Errors Get Health

Get User Detail Get User List

Get Transaction List Get Transaction Detail

Get Trading Period List Get Trading Period Detail

List Webhook Subscriptions Create Webhook Subscription Delete Webhook Subscription

Dashboard tile on the DBP Investment account card on the DBP Enrich your core / CRM with transactional data Enrich your core / CRM with user account data Reconciliation using trading periods Monitor IRA contributions

Prod Environment

Overview

Conventions that apply to every Partner API endpoint — authentication, formats, pagination, and errors.

The InvestiFi Partner API is a RESTful service that integrates investment capabilities into your digital banking platform (DBP) or core banking system. These conventions apply to every endpoint documented here.

Introduction

Reference and integration guides for the transaction and user endpoints of the InvestiFi Partner API.

Endpoint summary

Every endpoint exposed by the Partner API, grouped by section.