Financial Documents

Fetch List of All Documents

Document retrieval begins with obtaining available document lists filtered by document type for efficient access to specific document categories.

Document Type Parameters:

  • confirms: Trade confirmation documents
  • statements: Monthly account statements
  • taxforms: Annual tax reporting documents

Document metadata includes unique file keys for document retrieval, generation dates showing when documents were created, coverage periods indicating date ranges covered by each document, and file formats with all documents provided as PDF files.

get/api/document_list

Request

  • Base URL
    https://powered-by-bamboo-sandbox.investbamboo.com
  • Auth
    none declared. Required headers: content-type, accept-language, x-client-token, x-user-id, x-subject-type

Query parameters

document_typestring required

Used to state the type of document you want to download;

  • confirms for Trade Confirmations
  • statements for Account Statement
  • taxforms for Tax Documents

Headers

content-typestring required

Acceptable content type

accept-languagestring required

Acceptable language; 'en' for English

x-client-tokenstring required

API consumer token

x-user-idstring required

Required for user authentication

x-subject-typestring required

For user request -> 'tenant'.

Response

Success

Example response

{
  "documents": [
    {
      "name": "Aug 30, 2024 Trade Confirm",
      "file_key": "2024083001"
    },
    {
      "name": "Aug 29, 2024 Trade Confirm",
      "file_key": "2024082901"
    },
    {
      "name": "Aug 28, 2024 Trade Confirm",
      "file_key": "2024082801"
    },
    {
      "name": "Aug 27, 2024 Trade Confirm",
      "file_key": "2024082701"
    },
    {
      "name": "Aug 26, 2024 Trade Confirm",
      "file_key": "2024082601"
    },
    {
      "name": "Aug 23, 2024 Trade Confirm",
      "file_key": "2024082301"
    },
    {
      "name": "Aug 19, 2024 Trade Confirm",
      "file_key": "2024081901"
    },
    {
      "name": "Aug 16, 2024 Trade Confirm",
      "file_key": "2024081601"
    },
    {
      "name": "Aug 14, 2024 Trade Confirm",
      "file_key": "2024081401"
    }
  ]
}

Changes

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