| Name | Description | Type | Additional information |
|---|---|---|---|
| BranchID |
Branch ID of the advisor |
integer |
None. |
| AdvisorTeamID |
Advisor team ID of the advisor |
integer |
None. |
| AdvisorName |
Advisor account name |
string |
String length: inclusive between 0 and 100 |
| ExternalRef |
External reference. An identifier of account in front office systems. Synonymous with 'Advisor Code' |
string |
String length: inclusive between 0 and 100 |
| Status |
Status can be set to Suspended to trigger account closure |
enAdvisorStatus |
None. |
| Persons |
List of persons associated with the advisor account. Required for persons that are to access via TPP portal, or if persons are to receive contracts / statements |
Collection of AdvisorPersonLink |
None. |