Advisee Documents
The GSCS APIs allow users to download monthly statements and tax documents for advisees.
The following steps describe the workflow to pull documents via API.
Step 1 - Identify Account Owners (optional)
Note
This step is not needed for Integration partners who have an existing data feed, as they will already have a pre-existing list of accounts for a given advisor.
Use this API to identify the loginId
of the member to pull the document for.
Endpoint: Get accounts
Example Request: GET /api/v2/accounts/RL12345678
To pull an advisee document, you will need to know the loginid of the member whose document you want to pull.
This API call will return primary account owner (primaryAccountOwner), joint owners (jointOwners), authorized signatories (signatoryMembers), and any other user that can see the document (see full list in viewStatements field in the response).
Step 2 - Validate User Identity
This request returns details about the user, which you could use to validate the users identity such as email address, name and date of birth.
Endpoint: Get all users
Example Requests: GET /api/v2/users
GET /api/v2/users?loginIds=[bobsmith, smith12345]
Step 3 - Get a List of Available Documents
This request returns a list of all documents available for that user.
Endpoint: List documents to download
Example Request: GET /api/v2/downloads?loginId=[loginId]?reportType=[reportType]
GET /api/v2/downloads?loginId=[loginId]
You will need the reportId
returned in the API response URL to pull a specific document.
For household level statements, you will see household indicators returned including household ID and household name.
If a member is part of a household and is receiving statements for the household, you will see multiple statements for a given month for that member. As an example, a can receive one statement with the accounts in their household and another statement with their accounts not in the household.
Step 4 - Download the Document
This request returns the document in PDF or XML format. The format of the document depends on the document type.
Pass the reportId
for the report you are downloading in the request URL.
Endpoint: Download a user document
Example Request: GET /api/v2/downloads/{reportId}
Document Types Supported
Document | reportType |
---|---|
Billing Report | BILLING_REPORT |
Monthly Statements | MONTHLY_STATEMENT |
Trade Confirmations | TRADE_CONFIRMATION |
Form 5498 | TAX_5489 |
Form 1099 | TAX_1099 |
Form 1099R | TAX_1099R |
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