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Adaptek Api
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Schema
Checked 7h ago · Updated 1w ago
Details
Filter operations
AdvisorAlertPreferences
2
AdvisorAvailabilities
3
Advisors
13
get
Returns an advisor
put
Updates an existing advisor
put
Assigns advisor from holding area to a holding company
get
Returns an advisor by the portal id if there is a default user
get
Returns an advisor id by the portal id if there is a default user
get
/v1/Advisors/authorized
get
Returns a list of active advisors for an FMO for search list
put
Grants or Revokes an Agents App Access from their affiliation to Ascentium, GA, GAB, GI, GLB or GS. Intended only for use by PHP and Home Office integration. Used when someone affiliates with a one of the companies passed in via the Body of the request.
get
Returns a list of authorized Portal users with data for the logged-in portal user
get
Returns a list of gradient advisors with a count of active vaults and total active vaults
get
Returns the advisor that is coded with this portal Id with extra information related to agent Holding company and Fmo
get
Returns the advisor with company and fmo details
put
/Advisors/changePortalUserAgent
AdvisorUserInvitations
1
Agencies
2
AgencyImages
3
ApplicationOutputs
2
Applications
3
ASBAgencyUsers
4
Assets
2
Branding
13
CaseCentralToKonnexMeData
1
Ceres
1
ClientReviewReport
3
CRS
1
EmailClientStatusUpdate
1
ExternalFmoAgencyUsers
4
Files
6
FireLight
4
Fmos
2
Folders
9
GDrive
29
Incomes
1
InsuranceAccounts
2
InternalMigration
6
InvestmentAccounts
2
Leads
6
Liabilities
1
People
9
PeopleFTK
3
PersonElectronicContacts
1
PersonEmailAddresses
2
PersonInformationRequests
1
PersonMerge
1
PersonNotes
1
PersonPhoneNumbers
1
PersonPhysicalAddresses
1
PersonSocialSecurity
2
Registration
6
SalesForce
16
TalkDesk
5
TextNotificationConsumers
2
TextNotificationHistories
2
UserEmails
3
UserRoles
1
Users
13
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
Advisors
put
/Advisors/changePortalUserAgent
Request body
AdaptekApiApplicationAdvisorsCommandsUpdateUserLinkedAdvisorUpdateUserLinkedAdvisorCommand
required
advisorId
integer
userId
integer
verifiedEmail
string
nullable
Response
The advisor was assigned successfully
Changes