POST Portfolio/Summary

Request Information

URI Parameters

None.

Body Parameters

Name	Type	Additional information
ServiceUsername	string	Required
ServicePassword	string	Required
MembershipNumber	integer	Required

Request Formats

application/json, text/json

Sample:

{
  "MembershipNumber": 3,
  "ServicePassword": "sample string 2",
  "ServiceUsername": "sample string 1"
}

application/xml, text/xml

Sample:

<SummaryRequest xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <ServiceUsername>sample string 1</ServiceUsername>
  <ServicePassword>sample string 2</ServicePassword>
  <MembershipNumber>3</MembershipNumber>
</SummaryRequest>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

SummaryResponse

Name	Type	Additional information
Summaries	Collection of Summary	None.
TotalBalance	decimal number	None.
BookBalance	decimal number	None.

Response Formats

application/json, text/json

Sample:

{
  "BookBalance": 2,
  "TotalBalance": 1,
  "Summaries": [
    {
      "PendingTransaction": 13,
      "AccruedInterest": 12,
      "CurrentBalance": 11,
      "MarketValue": 10,
      "Units": 9,
      "CurrentPrice": 8,
      "RedemptionUnits": 6,
      "PurchaseUnits": 5,
      "AccountNumber": "sample string 15",
      "AccountExecutive": "sample string 14",
      "ProductCode": "sample string 7",
      "AccountStatus": "sample string 4",
      "Currency": "sample string 3",
      "AccountName": "sample string 2",
      "ProductName": "sample string 1"
    },
    {
      "PendingTransaction": 13,
      "AccruedInterest": 12,
      "CurrentBalance": 11,
      "MarketValue": 10,
      "Units": 9,
      "CurrentPrice": 8,
      "RedemptionUnits": 6,
      "PurchaseUnits": 5,
      "AccountNumber": "sample string 15",
      "AccountExecutive": "sample string 14",
      "ProductCode": "sample string 7",
      "AccountStatus": "sample string 4",
      "Currency": "sample string 3",
      "AccountName": "sample string 2",
      "ProductName": "sample string 1"
    }
  ]
}