Adviser

Client Annual Review Export

The same pack as a file. PDF for the client, CSV for the adviser.

Streamed straight back under adviser auth — deliberately NOT the tmp_exports download-by-id flow, whose ids act as unauthenticated bearer capabilities and would put a client's whole financial year behind a guessable URL.

get/api/adviser/clients/{user_id}/annual-review/export

Request

  • Base URL: https://api.earmarkiq.app (the document declares no server; this is the origin it was published from)
  • URL: https://api.earmarkiq.app/api/adviser/clients/{user_id}/annual-review/export
  • Auth: HTTP bearer

Path parameters

user_idstring uuid required

Query parameters

formatstring
as_ofstring date nullable

Response

Successful Response

unknown required

Changes

No recorded changes to this operation across all 2 revisions of this API.