get https://app.investglass.com/portal_auth/me
The endpoint retrieves the user's information from the client portal. The response returns a JSON object containing the user's details, client information, and advisor details. Below is the JSON schema for the response:
{
"user": {
"id": "number",
"country_id": "string or null",
"website": "string or null",
"member_id": "string or null",
"member_type": "string or null",
"last_login_at": "string or null",
"created_at": "string",
"updated_at": "string",
"reference_currency_id": "number",
"username": "string",
"tos_accepted": "boolean",
"email": "string",
"remember_created_at": "string or null",
"role": "string",
"relationship_manager_id": "string or null",
"phone_home": "string or null",
"phone_office": "string or null",
"fax": "string or null",
"address_1_street": "string or null",
"address_1_zipcode": "string or null",
"address_1_country_id": "string or null",
"address_2_street": "string or null",
"address_2_zipcode": "string or null",
"address_2_country_id": "string or null",
"address_office_street": "string or null",
"address_office_zipcode": "string or null",
"address_office_country_id": "string or null",
"professional_group_id": "string or null",
"avatar_uid": "string or null",
"company_name": "string or null",
"years_of_service": "string or null",
"education": "string or null",
"insider_in_companies": "string or null",
"title": "string or null",
"first_name": "string or null",
"last_name": "string or null",
"phone_mobile": "string or null",
"investglass_id": "string",
"is_professional": "boolean",
"licensed_items_ids": "array",
"allowed_funds": "number",
"funds_global_coverage": "string or null",
"time_zone": "string",
"time_format": "string",
"date_format": "string",
"marketing_accepted": "boolean",
"marketing_accepted_at": "string or null",
"tos_accepted_at": "string or null",
"landing_page": "number",
"executable_code": "string or null",
"calendly_profile": "string or null",
"col_state": "array",
"sort_state": "array",
"daynamic_col": "array",
"filter_state": "object",
"personalized_description": "string or null",
"availability_id": "string or null",
"book_meeting": "boolean",
"otp_verification_at": "string or null",
"otp_browser": "string or null",
"failed_attempts": "number",
"unlock_token": "string or null",
"locked_at": "string or null",
"password_changed_at": "string",
"creator_id": "number",
"last_modifier_id": "number",
"skype_id": "string or null",
"location": "string or null",
"date_of_birth": "string or null",
"date_of_work_anniversary": "string or null",
"portfolio_monitoring_col_state": "string",
"portfolio_monitoring_sort_state": "string",
"portfolio_monitoring_dynamic_col": "string",
"portfolio_monitoring_filter_state": "string",
"otp_required_for_login": "string or null",
"otp_backup_codes": "string or null",
"avatar": "string",
"client": {
"id": "number",
"user_id": "number",
"company_id": "number",
"relationship_manager_id": "number",
"created_at": "string",
"updated_at": "string",
"deleted_at": "string or null",
"not_solicited": "boolean",
"pseudonym": "string",
"external_id": "string or null",
"portfolio_manager_id": "string or null",
"relationship_manager_assistant_id": "string or null",
"research_budget": "string or null",
"hot_since": "string or null",
"last_contacted": "string",
"to_do": "string or null",
"mandatory_kyc_fields_present": "boolean",
"portfolio_snapshot_frequency": "string or null",
"username_only": "boolean",
"compliance_status": "number",
"compliance_notes": "string or null",
"compliance_log": "string",
"external_id_check_status": "object",
"pipelines": "object",
"shared_folder_ids": "array",
"creator_id": "number",
"last_modifier_id": "number",
"pipelines_forecasted_values": "object",
"resource_pipelines": [
{
"days": "string",
"name": "string",
"stage": "string",
"status": "string",
"updated_at": "string",
"description": "string",
"probability": "string",
"forecasted_value": "string or null",
"last_modifier_id": "number",
"only_business_days": "string or null",
"trigger_contact_report": "string or null"
}
],
"relationship_manager2_id": "number",
"audience_email": "boolean",
"sumsub_applicant_id": "string or null",
"sumsub_inspection_id": "string or null",
"sumsub_external_user_id": "string or null",
"audit_trail_audiences": ["string"],
"client_status": "number",
"freeze_rationale": "object",
"resource_pipelines_locked": "array",
"contact_has_permission_access": "boolean",
"signature_recipients": "object",
"signature_recipients_signing_order": "boolean",
"tag_list": "array",
"visibility_tag_list": "array"
},
"advisor": {
"id": "number",
"name": "string",
"phone_mobile": "string",
"phone_home": "string",
"phone_office": "string",
"email": "string",
"avatar": "string",
"public_agenda": "string or null"
}
},
"verification": "null"
}