{ "opencollection": "1.0.0", "info": { "name": "Broadridge Wealth Management Accounts API", "version": "1.0.0" }, "request": { "auth": { "type": "oauth2", "flow": "client_credentials", "accessTokenUrl": "https://auth.broadridge.example.com/oauth/token", "credentials": { "clientId": "{{clientId}}", "clientSecret": "{{clientSecret}}" } } }, "items": [ { "info": { "name": "Accounts", "type": "folder" }, "items": [ { "info": { "name": "List accounts", "type": "http" }, "http": { "method": "GET", "url": "https://api.broadridge.example.com/wealth/v1/accounts", "params": [ { "name": "accountType", "value": "", "type": "query", "description": "Filter by account type" }, { "name": "status", "value": "", "type": "query" }, { "name": "repId", "value": "", "type": "query", "description": "Filter by registered representative ID" }, { "name": "page", "value": "", "type": "query" }, { "name": "pageSize", "value": "", "type": "query" } ] }, "docs": "Retrieve a list of accounts associated with the authenticated advisor or broker." }, { "info": { "name": "Get account details", "type": "http" }, "http": { "method": "GET", "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber", "params": [ { "name": "accountNumber", "value": "", "type": "path", "description": "Account number" } ] }, "docs": "Retrieve full details for a specific account including balance and registration information." }, { "info": { "name": "Get account balances", "type": "http" }, "http": { "method": "GET", "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/balances", "params": [ { "name": "accountNumber", "value": "", "type": "path" }, { "name": "asOfDate", "value": "", "type": "query", "description": "Get balances as of a specific date" } ] }, "docs": "Retrieve current and as-of-date balance information for an account." } ] } ], "bundled": true }