GET api/account/advisor?externalRef={externalRef}&date={date}

Get advisor accounts with matching external reference, date time created / updated

Request Information

URI Parameters

NameDescriptionTypeAdditional information
externalRef

External reference ('Advisor Code') of advisor account

string

None.

date

Recorded date time when the advisor account is created or updated. Format in yyyy-MM-dd

string

None.

Body Parameters

None.

Response Information

Resource Description

Collection of Advisor
NameDescriptionTypeAdditional information
AdvisorID

TPP identifier of advisor

integer

Required

BranchID

The branch ID the advisor account is linked

integer

Required

AdvisorName

The name on the advisor account

string

Required

String length: inclusive between 0 and 100

ExternalRef

An identifer of account in front office systems. Synonymous with 'Advisor Code'

string

String length: inclusive between 0 and 100

AdvisorTeamID

TPP identifier of advisor team

integer

None.

Status

The status on the advisor account

enAdvisorStatus

Required

Response Formats

application/json, text/json

Sample:
[
  {
    "AdvisorID": 110168,
    "BranchID": 1000,
    "AdvisorName": "Mr Bob Dob",
    "ExternalRef": "A111",
    "AdvisorTeamID": 1,
    "Status": 1
  },
  {
    "AdvisorID": 110169,
    "BranchID": 1000,
    "AdvisorName": "Ms Teresa Hanson",
    "ExternalRef": "A111",
    "AdvisorTeamID": 3,
    "Status": 1
  }
]

application/xml, text/xml

Sample:
<ArrayOfAdvisor xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account">
  <Advisor>
    <AdvisorID>110168</AdvisorID>
    <AdvisorName>Mr Bob Dob</AdvisorName>
    <AdvisorTeamID>1</AdvisorTeamID>
    <BranchID>1000</BranchID>
    <ExternalRef>A111</ExternalRef>
    <Status>Active</Status>
  </Advisor>
  <Advisor>
    <AdvisorID>110169</AdvisorID>
    <AdvisorName>Ms Teresa Hanson</AdvisorName>
    <AdvisorTeamID>3</AdvisorTeamID>
    <BranchID>1000</BranchID>
    <ExternalRef>A111</ExternalRef>
    <Status>Active</Status>
  </Advisor>
</ArrayOfAdvisor>