members

Refresh all members (alias for aggregate all member)

This is an alias for 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/refresh

Request

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

Query parameters

include_holdingsboolean

When set to false, the aggregation will not gather holdings data, but will gather transaction and account data. Defaults to true.

include_transactionsboolean

When set to false, the aggregation will not gather transaction data, but will include account and holdings data. Defaults to true.

Response

OK

Changes

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