Description: This operation retrieves a single Account Holding for the specified Account Holding ID and Account ID.<br /> Purpose: Provides access to the Account Holding information including description and market value.
Retrieves all holdings in the specified Account.
Description: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source ID.<br /> Purpose: Provides access to the Account information including description and market value.
Description: This operation retrieves a single Account for the specified Account ID.<br /> Purpose: Provides access to the Account information including description and market value.
Get a specific savings strategy for an account
Get all of the savings strategies for a specific account
Creates a holding and adds it to an existing Account.
Description: The operation creates an Account.<br /> Purpose: Allows for creation of Accounts on a Fact Finder.
Creates a savings strategy on a specific account
Description: This operation retrieves all Account Types for the specified country.<br /> Purpose: Provides access to the Account Types including id and type description.
Description: This operation retrieves all Account Types for the specified id.<br /> Purpose: Provides access to the Account Types including id and type description.
Description: This operation submits the Fact Finder data to an external system.<br /> Purpose: Allows Fact Finder data to be persisted in another system for that system's consumption and use.
Description: This operation retrieves a single Critical Illness Insurance Policy for the specified Critical Illness Insurance Policy ID.<br /> Purpose: Provides access to the Critical Illness Insurance Policy including description and policy type.
Description: This operation retrieves all Critical Illness Insurance Policies for the specified Fact Finder ID.<br /> Purpose: Provides access to the Critical Illness Insurance Policies including description and policy type.
Description: The operation creates a Critical Illness Insurance Policy.<br /> Purpose: Allows for creation of Critical Illness Insurance Policies on a Fact Finder.
Description: This operation retrieves all Critical Illness Insurance Policy Types for the specified country.<br /> Purpose: Provides access to the Critical Illness Insurance Policy Types including id and type description.
Description: This operation retrieves the Critical Illness Insurance Policy Type for the specified id.<br /> Purpose: Provides access to the Critical Illness Insurance Policy Types including id and type description.
Description: This operation retrieves a single Defined Benefit Pension for the specified Defined Benefit Pension ID.<br /> Purpose: Provides access to the Defined Benefit Pension including description and start date.
Description: This operation retrieves all Defined Benefit Pensions for the specified Fact Finder ID.<br /> Purpose: Provides access to the Defined Benefit Pensions including description and start date.
Description: The operation creates a Defined Benefit Pension.<br /> Purpose: Allows for creation of Defined Benefit Pensions on a Fact Finder.
Description: This operation retrieves Demographic information for the specified Demographic information ID.<br /> Purpose: Provides access to the Demographic information including city and state.
Description: This operation retrieves all Demographic information for the specified Fact Finder ID.<br /> Purpose: Provides access to the Demographic information including city and state.
Description: This operation retrieves a single Dependent for the specified Dependent ID.<br /> Purpose: Provides access to the Dependent including first and last name.
Description: This operation retrieves all Dependents for the specified Demographic information ID.<br /> Purpose: Provides access to the Dependents including first and last name.
Description: The operation creates a Dependent.<br /> Purpose: Allows for creation of Dependents on a Fact Finder.
Description: The operation creates Demographic information.<br /> Purpose: Allows for creation of Demographic information on a Fact Finder.
Description: This operation retrieves a single Disability Insurance Policy for the specified Disability Insurance Policy ID.<br /> Purpose: Provides access to the Disability Insurance Policy including description and policy type.
Description: This operation retrieves all Disability Insurance Policies for the specified Fact Finder ID.<br /> Purpose: Provides access to the Disability Insurance Policies including description and policy type.
Description: The operation creates a Disability Insurance Policy.<br /> Purpose: Allows for creation of Disability Insurance Policies on a Fact Finder.
Description: This operation retrieves all Disability Insurance Policy Types for the specified country.<br /> Purpose: Provides access to the Disability Insurance Policy Types including id and type description.
Description: This operation retrieves all Disability Insurance Policy Types for the specified id.<br /> Purpose: Provides access to the Disability Insurance Policy Types including id and type description.
Description: This operation retrieves a single Education Goal for the specified Education Goal ID.<br /> Purpose: Provides access to the Education Goal including description and projected cost.
Description: This operation retrieves a single Education Goal Expense for the specified Education Goal Expense ID.<br /> Purpose: Provides access to the Education Goal Expense including description and annual cost.
Description: This operation retrieves all Education Goal Expenses for the specified Education Goal ID.<br /> Purpose: Provides access to the Education Goal Expenses including description and annual cost.
Description: This operation retrieves all Education Goals for the specified Fact Finder ID.<br /> Purpose: Provides access to the Education Goals including description and projected cost.
Description: The operation creates an Education Goal Expense.<br /> Purpose: Allows for creation of Education Goal Expenses on a Fact Finder.
Description: The operation creates an Education Goal.<br /> Purpose: Allows for creation of Education Goals on a Fact Finder.
Description: This operation retrieves a single Expense for the specified Expense ID.<br /> Purpose: Provides access to the Expense including description and Expense type.
Description: This operation retrieves all Expenses for the specified Fact Finder ID.<br /> Purpose: Provides access to the Expenses including description and Expense type.
Description: The operation creates an Expense.<br /> Purpose: Allows for creation of Expenses on a Fact Finder.
Description: This operation retrieves all Expense Types for the specified country.<br /> Purpose: Provides access to the Expense Types including id and type description.
Description: This operation retrieves all Expense Types for the specified country.<br /> Purpose: Provides access to the Expense Types including id and type description.
Description: This operation retrieves all Fact Finder Modules for the specified Fact Finder ID.<br /> Purpose: Provides access to the Fact Finder Modules including description and policy type.
Description: This operation retrieves a single Fact Finder Module for the specified Fact Finder Module ID.<br /> Purpose: Provides access to the Fact Finder Module including description and policy type.
Description: This operation retrieves all Fact Finders for the specified householdId, or if null, all households associated with the user.<br /> Purpose: Provides access to the Fact Finder including status.
Description: This operation retrieves a single Fact Finder for the specified Fact Finder ID.<br /> Purpose: Provides access to the Fact Finder including status.
Description: The operation retrieves Snapshots of a Fact Finder.<br /> Purpose: Allows for advisors to view all Snapshots taken of a Fact Finder.
Description: The operation creates a completely empty draft Fact Finder.<br /> Requirements: A householdId and list of modules must be provided.<br /> Purpose: Stages a Fact Finder for population.
Description: The operation creates a new Populated Fact Finder.<br /> Requirements: A householdId and list of modules must be provided.<br /> Purpose: Creation of a Fact Finder.
Description: The operation creates a Snapshot of a Fact Finder.<br /> Purpose: Allows for advisors to compare the current fact finder to a snapshot prior to acceptance.
Description: This operation retrieves information statistics for the current service.<br /> Purpose: Provides access to Service Information.
Description: This operation retrieves all Filing Status Types for the specified country.<br /> Purpose: Provides access to the Filing Status Types including id and type description.
Description: This operation retrieves all Filing Status Type for the specified id.<br /> Purpose: Provides access to the Filing Status Types including id and type description.
Description: This operation retrieves all Frequency Types for the specified country and entity.<br /> Purpose: Provides access to the Frequency Types including id and type description.
Description: This operation retrieves the Frequency Type for the specified id.<br /> Purpose: Provides access to the Frequency Types including id and type description.
Description: This operation retrieves a single Income for the specified Income ID.<br /> Purpose: Provides access to the Income including annual amount and start date.
Description: This operation retrieves all Incomes for the specified Fact Finder ID.<br /> Purpose: Provides access to the Incomes including annual amount and start date.
Description: The operation creates an Income.<br /> Purpose: Allows for creation of Incomes on a Fact Finder.
Description: This operation retrieves all Income Types for the specified country.<br /> Purpose: Provides access to the Income Types including id and type description.
Description: This operation retrieves the Income Type for the specified id.<br /> Purpose: Provides access to the Income Types including id and type description.
Description: This operation retrieves a single Liability for the specified Liability ID.<br /> Purpose: Provides access to the Liability including owner and type.
Description: This operation retrieves all Liabilities for the specified Fact Finder ID.<br /> Purpose: Provides access to the Liabilities including owner and type.
Description: The operation creates a Liability.<br /> Purpose: Allows for creation of Liabilities on a Fact Finder.
Description: This operation retrieves all Liability Types for the specified country.<br /> Purpose: Provides access to the Liability Types including id and type description.
Description: This operation retrieves the Liability Type for the specified id.<br /> Purpose: Provides access to the Liability Types including id and type description.
Description: This operation retrieves a single Life Insurance Policy for the specified Life Insurance Policy ID.<br /> Purpose: Provides access to the Life Insurance Policy including description and policy type.
Description: This operation retrieves all Life Insurance Policies for the specified Fact Finder ID.<br /> Purpose: Provides access to the Life Insurance Policies including description and policy type.
Description: Get a specific subaccount for an existing Life Insurance Policy.<br /> Purpose: Provides access to the Life Insurance Policy subaccount.
Description: Get all the subaccounts for an existing Life Insurance Policy.<br /> Purpose: Provides access to all the Life Insurance Policy subaccounts.
Description: The operation creates a Life Insurance Policy.<br /> Purpose: Allows for creation of Life Insurance Policies on a Fact Finder.
Description: Creates a subaccount and adds it to an existing Life Insurance Policy.<br /> Purpose: Allows for creation of subaccount on a Life Insurance Policy.
Description: This operation retrieves all Life Insurance Policy Types for the specified country.<br /> Purpose: Provides access to the Life Insurance Policy Types including id and type description.
Description: This operation retrieves the Life Insurance Policy Type for the specified id.<br /> Purpose: Provides access to the Life Insurance Policy Types including id and type description.
Description: This operation retrieves a single Lifestyle Asset for the specified Lifestyle Asset ID.<br /> Purpose: Provides access to the Lifestyle Asset including description and market value.
Description: This operation retrieves all Lifestyle Assets for the specified Fact Finder ID.<br /> Purpose: Provides access to the Lifestyle Assets including description and market value.
Description: The operation creates a Lifestyle Asset.<br /> Purpose: Allows for creation of Lifestyle Assets on a Fact Finder.
Description: This operation retrieves all Lifestyle Asset Types for the specified country.<br /> Purpose: Provides access to the Lifestyle Asset Types including id and type description.
Description: This operation retrieves the Lifestyle Asset Type for the specified id.<br /> Purpose: Provides access to the Lifestyle Asset Types including id and type description.
Description: This operation retrieves a single Long Term Care Insurance Policy for the specified Long Term Care Insurance Policy ID.<br /> Purpose: Provides access to the Long Term Care Insurance Policy including description and premium.
Description: This operation retrieves all Long Term Care Insurance Policies for the specified Fact Finder ID.<br /> Purpose: Provides access to the Long Term Care Insurance Policies including description and premium.
Description: The operation creates a Long Term Care Insurance Policy.<br /> Purpose: Allows for creation of Long Term Care Insurance Policies on a Fact Finder.
Description: This operation retrieves a single Major Purchase for the specified Major Purchase ID.<br /> Purpose: Provides access to the Major Purchase including description and amount.
Description: This operation retrieves all Major Purchases for the specified Fact Finder ID.<br /> Purpose: Provides access to the Major Purchases including description and amount.
Description: This operation retrieves all Major Purchase Goal Types for the specified country.<br /> Purpose: Provides access to the Major Purchase Goal Types including id and type description.
Description: This operation retrieves the Major Purchase Goal Type for the specified id.<br /> Purpose: Provides access to the Major Purchase Goal Types including id and type description.
Description: This operation retrieves all current Accounts for the specified Fact Finder ID, as well as all of the holdings and savings strategies belonging to those accounts.<br /> Purpose: Provides access to the Accounts in a Fact Finder as well as any sub-entities belonging to them.
Description: This operation retrieves owner values for the fact finder based on demographics data Purpose: Provides the list of valid options for owner, student, beneficiary, etc.
Description: This operation retrieves all relationship types relevant to demographics.<br /> Purpose: Provides a list of relationship types organized by whether or not they can be defined as children.
Description: This operation retrieves all current Incomes for the specified Fact Finder ID.<br /> Purpose: Provides access to the Incomes in a Fact Finder, filtered by Incomes that are current.
Description: This operation retrieves all current Liabilities for the specified Fact Finder ID.<br /> Purpose: Provides access to the Liabilities in a Fact Finder, filtered by Liabilities that are current.
Description: This operation retrieves all life insurance policies, including subaccounts if available, for the specified Fact Finder ID.<br /> Purpose: Provides access to the Life Insurance Policies in a Fact Finder.
Description: This operation retrieves all future Defined Benefit Pensions for the specified Fact Finder ID.<br /> Purpose: Provides access to the Pensions in a Fact Finder, filtered by Pensions that are in the future.
Description: This operation retrieves a single Real Estate Asset for the specified Real Estate Asset ID.<br /> Purpose: Provides access to the Real Estate Asset including description and market value.
Description: This operation retrieves all Real Estate Assets for the specified Fact Finder ID.<br /> Purpose: Provides access to the Real Estate Assets including description and market value.
Description: This operation retrieves a single Retirement Goal for the specified Retirement Goal ID.<br /> Purpose: Provides access to the Retirement Goal including retirement date.
Description: This operation retrieves a single Retirement Goal Expense for the specified Retirement Goal Expense ID.<br /> Purpose: Provides access to the Retirement Goal Expense including description and amount.
Description: This operation retrieves all Retirement Goal Expenses for the specified Retirement Goal ID.<br /> Purpose: Provides access to the Retirement Goal Expenses including description and amount.
Description: This operation retrieves all Retirement Goals for the specified Fact Finder ID.<br /> Purpose: Provides access to the Retirement Goals including retirement date.
Description: This operation retrieves all States and Provinces for the specified country.<br /> Purpose: Provides access to the States and Provinces.
Description: This operation retrieves the States and Provinces for the specified id.<br /> Purpose: Provides access to the States and Provinces.
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