Start with Introduction, then choose self-registration or administrative registration. Continue with Proposal Selection and Plan Creation. Access Management is needed when signing in again. The later chapters cover portfolio data, changes and optional notifications.
Introduction
Choose the integration path, configure the HTTP client and understand DTOs, errors and multipart requests.
Client Registration
How to open a client account: client self-registration and administrative client registration.
Access Management
How to log in to an existing account, log out and refresh both authentication tokens.
Proposal Selection
Retrieve the active questionnaire, calculate the risk profile and select an investment proposal.
Plan Creation
Save the risk profile, complete the client data, prepare the contract and track the creation order.
Client Portfolio Position
How to retrieve the client portfolio positions: portfolio assets, profit and loss, cash account balance, cash account movements, bank documents.
Plan Modification
How to request a plan modification.
Client Data Changes
How to update client data.
Notifications
How to subscribe to notifications for different system events, such as plan creation, client change, and more.
Simulation Paths
Integration-specific keywords for supported simulation environments and order outcomes.