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Getting Started
My Requests

Introduction

Introduction
Making Requests
Responses
Errors
Pagination

InvestGlass Client Portal APIs

Authentication Client Portal
Documents
- Fetch documentsget
- Upload documentpost
Proposals
Securities
- Fetch securitiesget
Markets
Portfolios
- Fetch portfoliosget
Positions
- Fetch Positionsget
Transactions
Accounts
- Fetch accountsget
News
Notifications
- List notificationsget
- Read a notificaitonput

InvestGlass Member APIs

Authentication Member
- Authenticatepost
Company Contacts
Company Accounts
Company Relations
Events
Custom Securities
- Fetch securities / products for a companyget
- Add securities / products for a companypost
Custom Security
- Fetch particular securities / products for a companyget
Security Daily Price
- Fetch particular securities / products daily prices for a companyget
Call Reports
Contacts
- Fetch particular clientget
- GET contact details of a client Copyget
Client Activity Summary
- Fetch particular client activity summaryget
Employees
Company Portfolios
Company Model Portfolios
- Fetch model portfoliosget
Documents
Order placement
- postpost
Order status
Transactions
Tasks
orders > {clientOrderId}
/orders/{clientOrderId}
- getget
- deletedelete

Upload document

post https://app.investglass.com/client_portal_api/documents

Upload document to the company

Language

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