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advice_session

[BETA] Start a new advice session for an existing investor.

Choose the advice_type to set the regulatory track for the session:

  • mifid — MiFID II investment advice: a full, personalised suitability assessment (purpose, risk, knowledge & experience, financial situation, sustainability) before a recommendation is given.

  • order_execution — order execution only: the investor places trades without a suitability assessment or personal recommendation.

post/v2/advice_session

Request

  • Base URL: https://api.test.deepalpha.dev
  • URL: https://api.test.deepalpha.dev/v2/advice_session
  • Auth: one of:
    • OAuth 2 (client credentials, token URL /v1/auth/token)
    • HTTP bearer

Request body

advice_type'mifid' | 'order_execution' required
advisor_idstring required
external_statusstring nullable
investor_idstring required
namestring required
session_idstring nullable
survey_status'waiting_for_investor' | 'reminder_sent' | 'complete' | 'notification_error' | 'null' nullable
survey_status_messageobject nullable

Response

Successful response

Changes

No recorded changes to this operation across all 1 revision of this API.