Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get Account Permission Details

Description

This request returns the detailed permission setups on the account.

Request URL

Response Data Fields

Response Example 1: Get permissons with providing loginId

HTTP/1.1 200 OK
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Location: https://api.uat.foliofn.com/restapi/account/RA1234ABCD/roles?loginid=userloginid
Link: ; rel="GET"; type="application/json""
Content-Type: application/json
Transfer-Encoding: chunked
Date: Nov, 11 Feb 2016 18:23:54 GMT

[
   {
      "accountAccessPermissions":[
         "VIEW_ACCOUNT_SUMMARY",
         "VIEW_ACCOUNT_HOLDINGS",
         "VIEW_ACCOUNT_PERFORMANCE",
         "VIEW_ACCOUNT_SUMMARY",
         "VIEW_ACCOUNT_STATISTICS",
         "VIEW_FOLIO_SUMMARY",
         "VIEW_FOLIO_HOLDINGS",
         "VIEW_FOLIO_PERFORMANCE",
         "VIEW_FOLIO_STATISTICS",
         "VIEW_ACCOUNT_ORDER_STATUS",
         "VIEW_TAX_INFORMATION",
         "VIEW_FOLIO_TRANSACTION_HISTORY",
         "VIEW_FOLIO_ORDER_STATUS",
         "VIEW_FOLIO_TAX_INFORMATION",
         "VIEW_PROFILE_PAGE",
         "DEPOSIT_AND_WITHDRAW_MONEY",
         "CREATE_MODIFY_AND_DELETE_EFT_BANKLINK",
         "SET_UP_CHECK_WRITING",
         "CREATE_MODIFY_AND_DELETE_AUTO_BUY_AND_SELL_INSTRUCTIONS",
         "ADD_NEW_SECURITIES_TO_A_FOLIO",
         "SELL_FOLIO_SECURITIES",
         "SELL_ALL_FOLIO_SECURITIES",
         "BUY_AND_SELL_SECURITY_THROUGH_DIRECT_TRADES",
         "MODIFY_AND_CANCEL_ORDERS",
         "CREATE_RENAME_AND_CLOSE_FOLIOS",
         "CHANGE_CASH_DISTRIBUTION_PREFERENCE",
         "VIEW_TRADE_CONFIRMATIONS",
         "GRANT_CHANGE_AND_DELETE_ACCESS",
         "VOTE_PROXY_STATEMENTS_AND_CORPORATE_ACTIONS",
         "VIEW_ACCOUNT_STATEMENTS",
         "VIEW_RESTRICTED_ACCOUNT_ALERTS",
         "VIEW_CORPORATE_ACTION_ALERTS",
         "VIEW_CHANGE_IRA_BENEFICIARY_ALERTS",
         "VIEW_ORDER_CANCELLATION_ALERTS",
         "VIEW_EFT_ALERTS",
         "CHANGE_PROFILE_PAGE",
         "MODIFY_ACCOUNT_SETTINGS",
         "VIEW_MESSAGE_CENTER",
         "VIEW_IFA"
      ],
      "accountNumber":"RE1986500F",
      "loginId":"folioapi1"
   }
]

Response Example 2: Get permissons WITHOUT providing loginId

HTTP/1.1 200 OK
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Location: https://api.uat.foliofn.com/restapi/account/RA1234ABCD/roles
Link: ; rel="GET"; type="application/json""
Content-Type: application/json
Transfer-Encoding: chunked
Date: Nov, 11 Feb 2016 18:23:54 GMT
[
   {
      "accountAccessPermissions":[
         "VIEW_ACCOUNT_SUMMARY",
         "VIEW_ACCOUNT_HOLDINGS",
         "VIEW_ACCOUNT_PERFORMANCE",
         "VIEW_ACCOUNT_SUMMARY",
         "VIEW_ACCOUNT_STATISTICS",
         "VIEW_FOLIO_SUMMARY",
         "VIEW_FOLIO_HOLDINGS",
         "VIEW_FOLIO_PERFORMANCE",
         "VIEW_FOLIO_STATISTICS",
         "VIEW_ACCOUNT_ORDER_STATUS",
         "VIEW_TAX_INFORMATION",
         "VIEW_FOLIO_TRANSACTION_HISTORY",
         "VIEW_FOLIO_ORDER_STATUS",
         "VIEW_FOLIO_TAX_INFORMATION",
         "VIEW_PROFILE_PAGE",
         "DEPOSIT_AND_WITHDRAW_MONEY",
         "CREATE_MODIFY_AND_DELETE_EFT_BANKLINK",
         "SET_UP_CHECK_WRITING",
         "CREATE_MODIFY_AND_DELETE_AUTO_BUY_AND_SELL_INSTRUCTIONS",
         "ADD_NEW_SECURITIES_TO_A_FOLIO",
         "SELL_FOLIO_SECURITIES",
         "SELL_ALL_FOLIO_SECURITIES",
         "BUY_AND_SELL_SECURITY_THROUGH_DIRECT_TRADES",
         "MODIFY_AND_CANCEL_ORDERS",
         "CREATE_RENAME_AND_CLOSE_FOLIOS",
         "CHANGE_CASH_DISTRIBUTION_PREFERENCE",
         "VIEW_TRADE_CONFIRMATIONS",
         "GRANT_CHANGE_AND_DELETE_ACCESS",
         "VOTE_PROXY_STATEMENTS_AND_CORPORATE_ACTIONS",
         "VIEW_ACCOUNT_STATEMENTS",
         "VIEW_RESTRICTED_ACCOUNT_ALERTS",
         "VIEW_CORPORATE_ACTION_ALERTS",
         "VIEW_CHANGE_IRA_BENEFICIARY_ALERTS",
         "VIEW_ORDER_CANCELLATION_ALERTS",
         "VIEW_EFT_ALERTS",
         "CHANGE_PROFILE_PAGE",
         "MODIFY_ACCOUNT_SETTINGS",
         "VIEW_MESSAGE_CENTER",
         "VIEW_IFA"
      ],
      "accountNumber":"RE1986500F",
      "loginId":"folioapi1"
   },
   {
      "accountAccessPermissions":[
         "VIEW_ACCOUNT_SUMMARY",
         "VIEW_ACCOUNT_HOLDINGS",
         "VIEW_ACCOUNT_PERFORMANCE",
         "VIEW_ACCOUNT_SUMMARY",
         "VIEW_ACCOUNT_STATISTICS",
         "VIEW_FOLIO_SUMMARY",
         "VIEW_FOLIO_HOLDINGS",
         "VIEW_FOLIO_PERFORMANCE",
         "VIEW_FOLIO_STATISTICS",
         "VIEW_ACCOUNT_ORDER_STATUS",
         "VIEW_TAX_INFORMATION",
         "VIEW_FOLIO_TRANSACTION_HISTORY",
         "VIEW_FOLIO_ORDER_STATUS",
         "VIEW_FOLIO_TAX_INFORMATION",
         "VIEW_PROFILE_PAGE",
         "VIEW_MESSAGE_CENTER",
         "VIEW_IFA"
      ],
      "accountNumber":"RE1986500F",
      "loginId":"axiunt5iym"
   }
]

Change Log

12/02/2016

1. New documentation.