Endpoint Parameters
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Request parameters
Name Type Origin Description AccountName String Body Account name AccountTemplate String Body Account template AdvisoryAccountId Integer Body Identifier for Advisory Accounts ClientEntityType ClientEntityType Body Client Entity Type - enum ClientKey ClientKey Route Currency String Body Currency of the client's account IsGuaranteeNoteAccount Boolean Body Boolean for Allowing Guarantee Notes IsMainAccount Boolean Body Boolean for Main Account ManagementType ManagementType Body Management Type - enum PartnerTaxEnvironment PartnerTaxEnvironment Body Partner Tax Environment - enum SecuritiesAccountTemplate String Body Securities Account Template SortOrder Integer Body Sort Order -
Response Parameters
View Response CodesThere are no response parameters
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Request Example
Request URL
POST /partnerintegration/v1/advisoryaccounts/{ClientKey}
Request Body
[ { "AccountName": "AccName0", "AccountTemplate": "AccTemplate0", "ClientEntityType": "Individual", "Currency": "USD", "IsGuaranteeNoteAccount": true, "IsMainAccount": true, "ManagementType": "Discretionary", "PartnerTaxEnvironment": "FreeCash", "SecuritiesAccountTemplate": "10", "SortOrder": 1 } ]