Partner APIBeta

Partner APIBeta

Getting started

Endpoint summary Authentication Base URL Data formats Enumerated types Pagination Errors Get Health Get Disclosures Revoke Member Sessions

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 KYC Status Change Event Send Test Webhook Transaction Completed Event

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

Users

Endpoints for retrieving member account, balance, and KYC data.

Endpoints for retrieving member-level data — accounts, balances, products held, and KYC state.

Get user detail — a single member by user_account_id.
Get user list — paginated member records.

New to the API? Start with the Overview for the authentication, data format, and pagination conventions that apply across every endpoint.

Revoke Member Sessions

Requires the `manage:sessions` scope. End every InvestiFi session of one member. A Partner calls this route from their sign-out flow, to end a member's live sessions. This call must come from the Partner's Backend.

Get User Detail

Requires the `read:user` scope. Returns the user-detail payload for the given user account.