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

Webhooks

Subscribe to event notifications instead of polling.

Webhook subscriptions let you receive event notifications at your own endpoint instead of polling. Currently supported event types: kyc.

List webhook subscriptions — your active subscriptions.
Create webhook subscription — register a delivery URL for an event type.
Delete webhook subscription — remove a subscription by id.

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

Get Trading Period Detail

Returns the trading-period detail for the given id, including per-product totals.

List Webhook Subscriptions

Returns the financial institution's active webhook subscriptions. Disabled (unsubscribed) subscriptions are hidden, so a subscription a partner has deleted does not reappear in the list.