API

Introduction

This is the InvestGlass API, where, if you are a registered user, call the functions you and your company already is used to. We at InvestGlass are starting our journey as API providers to offer our customers a smoother and more interoperable service. InvestGlass API provides methods for retrieving data from financial institutions on behalf of clients, advisors, and other users. This documentation includes detailed explanations of API endpoints and common data definitions. Please note that this documentation does not list all API endpoints. Additionally, you may not have access to all of the listed endpoints depending on the services you’ve purchased from InvestGlass.

Making Requests

The base URL for all InvestGlass API requests is https://app.investglass.com/api/v1. The API is built on RESTful principles with resource-oriented URL endpoints. HTTP status codes are used to indicate any API errors and all responses are returned in JSON format. All requests must be made over an HTTPS connection to ensure secure transmission of data. Following a RESTful structure, requests should hit API endpoints using the appropriate HTTP method, which will depend on the desired action.

Method Description

GET Use the GET method to retrieve information about your users, their accounts, and any associated financial data. This will always be a read-only request, so queried objects will never be modified by a GET request.

POST Use a POST method to update an object, such as a new user or connection. Request parameters should be given in JSON format. The response body will typically return the newly created resource.

PUT Use a PUT method to create a new object, such as a new user or connection. Request parameters should be given in JSON format. The response body will typically return the newly created resource.

DELETE Use a DELETE method to delete an object, such as deleting one of your users. Successful DELETE requests will typically return an empty response.

How to connect InvestGlass with Zapier?

InvestGlass API can be connected with different methods. Out of the box we have a bridge to Zapier. I.e. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Zapier is based in the US which might not be compliant for your company. If this is the case please contact us to find an alternative bridge solution.

If you can use Zapier, please contact the InvestGlass team for more explanation and an invitation to the InvestGlass bridge into Zapier.

Updated on: 30/07/2022