Name | Description | Type | Additional information |
---|---|---|---|
BrandID |
Brand ID of new advisor |
integer |
Required |
LicenseeID |
Determine branch of new advisor |
integer |
None. |
BranchID |
Branch ID of new 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 |
LedgerCode |
Ledger Code |
string |
String length: inclusive between 0 and 100 |
AdvisorTeamID |
Advisor team ID of the advisor |
integer |
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. |