members

Aggregate all members

This endpoint will kick off a new aggregation job for each member which belongs to the user. If you've set the use_cases field when creating the member, then the member's use_case must be set to PFM, otherwise a 403 will return. The response will include important information about the members' aggregations including the is_being_aggregated and connection_status fields. Aggregations can take some time to finish; you can use the the read member or list members endpoints to track the status and completion of each individual aggregation as it progresses.

get/members/aggregate

Request

  • Base URL
    http://{baseurl}
  • URL
    http://{baseurl}/members/aggregate
  • Auth
    HTTP basic

Request body

include_holdingsboolean

When set to false, the aggregation will not gather holdings data. Defaults to true.

include_transactionsboolean

When set to false, the aggregation will not gather transactions data. Defaults to true.

Response

OK

Changes

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