POST api/PMS/{version}/InvestorAccount/Create

Request Information

URI Parameters

NameDescriptionTypeAdditional information
version

string

Required

Body Parameters

CreateInvestorAccountRequest
NameDescriptionTypeAdditional information
Code

string

None.

Description

string

None.

PortfolioId

integer

None.

InstitutionId

integer

None.

CurrencyId

integer

None.

IsPrimary

boolean

None.

CalendarCode

integer

None.

CountryId

integer

None.

AssetClassId

integer

None.

SubAssetClassId

integer

None.

IBAN

string

None.

SWIFT

string

None.

IsCashAutoAdjusted

boolean

None.

CostMethodEquities

integer

None.

CostMethodFutures

integer

None.

CostMethodFunds

integer

None.

CostMethodFixedIncome

integer

None.

CostMethodOptions

integer

None.

EquitiesCashAccountId

integer

None.

FixedIncomeCashAccountId

integer

None.

FundsCashAccountId

integer

None.

FuturesCashAccountId

integer

None.

OptionsCashAccountId

integer

None.

ComputePerformanceOnCash

boolean

None.

DefaultBrokerId

integer

None.

Request Formats

application/json, text/json

Sample:
{
  "Code": "sample string 1",
  "Description": "sample string 2",
  "PortfolioId": 3,
  "InstitutionId": 4,
  "CurrencyId": 5,
  "IsPrimary": true,
  "CalendarCode": 7,
  "CountryId": 8,
  "AssetClassId": 1,
  "SubAssetClassId": 1,
  "IBAN": "sample string 9",
  "SWIFT": "sample string 10",
  "IsCashAutoAdjusted": true,
  "CostMethodEquities": 12,
  "CostMethodFutures": 13,
  "CostMethodFunds": 14,
  "CostMethodFixedIncome": 15,
  "CostMethodOptions": 16,
  "EquitiesCashAccountId": 1,
  "FixedIncomeCashAccountId": 1,
  "FundsCashAccountId": 1,
  "FuturesCashAccountId": 1,
  "OptionsCashAccountId": 1,
  "ComputePerformanceOnCash": true,
  "DefaultBrokerId": 1
}

application/xml, text/xml

Sample:
<CreateInvestorAccountRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/ApiLMD.Models.ClassModel.Integration">
  <AssetClassId>1</AssetClassId>
  <CalendarCode>7</CalendarCode>
  <Code>sample string 1</Code>
  <ComputePerformanceOnCash>true</ComputePerformanceOnCash>
  <CostMethodEquities>12</CostMethodEquities>
  <CostMethodFixedIncome>15</CostMethodFixedIncome>
  <CostMethodFunds>14</CostMethodFunds>
  <CostMethodFutures>13</CostMethodFutures>
  <CostMethodOptions>16</CostMethodOptions>
  <CountryId>8</CountryId>
  <CurrencyId>5</CurrencyId>
  <DefaultBrokerId>1</DefaultBrokerId>
  <Description>sample string 2</Description>
  <EquitiesCashAccountId>1</EquitiesCashAccountId>
  <FixedIncomeCashAccountId>1</FixedIncomeCashAccountId>
  <FundsCashAccountId>1</FundsCashAccountId>
  <FuturesCashAccountId>1</FuturesCashAccountId>
  <IBAN>sample string 9</IBAN>
  <InstitutionId>4</InstitutionId>
  <IsCashAutoAdjusted>true</IsCashAutoAdjusted>
  <IsPrimary>true</IsPrimary>
  <OptionsCashAccountId>1</OptionsCashAccountId>
  <PortfolioId>3</PortfolioId>
  <SWIFT>sample string 10</SWIFT>
  <SubAssetClassId>1</SubAssetClassId>
</CreateInvestorAccountRequest>

application/x-www-form-urlencoded

Sample:

Failed to generate the sample for media type 'application/x-www-form-urlencoded'. Cannot use formatter 'JQueryMvcFormUrlEncodedFormatter' to write type 'CreateInvestorAccountRequest'.

Response Information

Resource Description

IHttpActionResult

None.

Response Formats

application/json, text/json, application/xml, text/xml

Sample:

Sample not available.