API Reference

list and search account servicing agents

get
https://api.sandbox.tapico.io/v1/authorising-users//servicing-agents

Get a list of account servicing agents from the source system.

e.g. Advisers, Para-planners, Wealth or Discretionary managers.

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Path Params
uuid
required

Authorising User ID.

Query Params
uuid

Only return results with the specified Account Servicer ID.

string

Filter Servicing Agent results by the source system primary entity identifier.

string

Each response payload may contain a nextCursor in the metadata, which is a pointer to the next set of results when more results are available.

Set this query parameter to access the next page of results.

integer
1 to 100
Defaults to 20

The numbers of items to return.

string
enum

Default sorting, by createdDateTime or updatedDateTime property.

Allowed:
expand
array of strings

Servicing Agent expandable fields.

expand
Headers
string
enum

Specifies the Region for the request. When specified, this must match the region that the application access token was generated for.

For more information about regions see https://docs.tapico.io/docs/regions

Allowed:
Responses

Updated 8 months ago

Language
Credentials
Bearer
jwt
URL
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Response
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application/json

Updated 8 months ago