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 URLhttps://powered-by-bamboo-sandbox.investbamboo.com
- Authnone 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.