View Holdings

The GS Advisor Solutions holdings APIs allow advisors to view account holdings by various methods. This guide will provide instruction on how to use these end points.

Get Holdings - Account or Advisee

Use the following APIs to view advisee or account level holdings.

Advisee Level

This end point is used for pulling holdings for all accounts that belong to an advisee by passing in their GSAS loginId in the ownerId query parameter.

End Point: Get Holdings

Example Request: GET /api/v2/holdings?ownerId=testclient

Account Level

This end point can also be used for pulling holdings for all accounts that belong to an advisee by passing in one more more account numbers in the accountNumbers query parameter.

End Point: Get Holdings

Example Request: GET /api/v2/holdings?accountNumbers="RM1234xxx,.."

Get Holdings - Advisor

This end point is used for pulling holdings for all accounts managed by an advisor.

End Point: Get Holdings for an Advisor

Example Request:GET /api/v2/holdings/advisors/{loginId}

Get Holdings - Ticker

This end point is used for pulling holdings of a specific ticker within accounts managed by an advisor.

End Point: Get Holdings of a Specific Ticker

Example Request: GET /api/v2/holdings/advisor/tickers/{ticker}