WSO Reference API

IHS Markit API

POST v1/Portfolios/{id}/BankAccounts

Description

Add a new Portfolio bank account

Base Url

https://services.wsoweb.com/

Rest Call Syntax

POST Reference/v1/Portfolios/{id}/BankAccounts

Execute API

POST Reference/v1/Portfolios/{id}/BankAccounts

Verb

Description

Base Url

URL

URI parameters

Enable

Authentication

Username:

Password:

Show Password

Response Format

Content-Type:

Headers

Add header

Type

Parameter
Delete

Body

Samples:

PortfolioBankAccountAdd

Name

Description

Type

Additional Information

AccountName

Gets or sets the name of the Portfolio bank account.

string

AccountNumber

Gets or sets the name of the Portfolio bank account.

string

BankId

Gets or sets the name of the Portfolio bank account.

integer

CurrencyTypeId

Gets or sets the name of the Portfolio bank account.

integer

IBAN

Gets or sets the name of the Portfolio bank account.

string

Limitations

There are no limitations specified.

Request Information

Parameters

Name

Description

Type

Additional Information

PortfolioId

integer

Required

Request body formats

application/json, text/json

Sample:

{
  "accountNumber": "sample string 1",
  "accountName": "sample string 2",
  "iban": "sample string 3",
  "currencyTypeId": 4,
  "bankId": 5
}

application/xml, text/xml

Sample:

<PortfolioBankAccountAdd xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
  <AccountName>sample string 2</AccountName>
  <AccountNumber>sample string 1</AccountNumber>
  <BankId>5</BankId>
  <CurrencyTypeId>4</CurrencyTypeId>
  <IBAN>sample string 3</IBAN>
</PortfolioBankAccountAdd>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

PortfolioBankAccount

Name

Description

Type

Additional Information

AccountNumber

Gets or sets the account number of the portfolioBankAccount

string

AddDate

Gets or sets the date that a record was added to the system.

date

AddId

Gets or sets the UserId of the user who added the record.

string

AddNode

Gets or sets the name of the machine where the record was added from.

string

Bank

The Hateoas BankRouteLinks to dividend operations

Link

BankAccount

Gets or sets the Id of the portfolio of the portfolioBankAccount

string

BankId

Gets or sets the bank route of the portfolioBankAccount

integer

CurrencyTypeId

Gets or sets the currency type of the portfolioBankAccount

integer

IBAN

Gets or sets the IBAN of the portfolioBankAccount

string

The unique ID for this object.

integer

IsDeleted

Gets or sets the isDeleted of the portfolioBankAccount

boolean

LastChangeDate

Gets or sets the date when the record was last changed.

date

LastChangeId

Gets or sets the UserId of the user who last changed this record.

string

LastChangeNode

Gets or sets the name of the machine where the record was last changed from.

string

Links

The Hateoas links to dividend operations

Collection of Link

PortfolioId

Gets or sets the Id of the portfolio of the portfolioBankAccount.

integer

Udfs

Link to Udfs

Link

Response Body Formats

application/json, text/json

Sample:

{
  "id": 1,
  "portfolioId": 2,
  "bankAccount": "sample string 3",
  "accountNumber": "sample string 4",
  "bankId": 5,
  "iban": "sample string 6",
  "currencyTypeId": 7,
  "isDeleted": true,
  "addDate": "2024-11-23T01:37:37.6872927-06:00",
  "addId": "sample string 11",
  "addNode": "sample string 12",
  "lastChangeDate": "2024-11-23T01:37:37.6872927-06:00",
  "lastChangeId": "sample string 14",
  "lastChangeNode": "sample string 15",
  "links": [
    {
      "verb": "sample string 1",
      "rel": "sample string 2",
      "uri": "http://webapihelppage3.com"
    },
    {
      "verb": "sample string 1",
      "rel": "sample string 2",
      "uri": "http://webapihelppage3.com"
    }
  ],
  "udfs": {
    "verb": "sample string 1",
    "rel": "sample string 2",
    "uri": "http://webapihelppage3.com"
  },
  "bank": {
    "verb": "sample string 1",
    "rel": "sample string 2",
    "uri": "http://webapihelppage3.com"
  }
}

application/xml, text/xml

Sample:

<PortfolioBankAccount xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
  <AccountNumber>sample string 4</AccountNumber>
  <AddDate>2024-11-23T01:37:37.6872927-06:00</AddDate>
  <AddId>sample string 11</AddId>
  <AddNode>sample string 12</AddNode>
  <Bank>
    <Rel>sample string 2</Rel>
    <Uri>http://webapihelppage3.com/</Uri>
    <Verb>sample string 1</Verb>
  </Bank>
  <BankAccount>sample string 3</BankAccount>
  <BankId>5</BankId>
  <CurrencyTypeId>7</CurrencyTypeId>
  <IBAN>sample string 6</IBAN>
  <Id>1</Id>
  <IsDeleted>true</IsDeleted>
  <LastChangeDate>2024-11-23T01:37:37.6872927-06:00</LastChangeDate>
  <LastChangeId>sample string 14</LastChangeId>
  <LastChangeNode>sample string 15</LastChangeNode>
  <Links>
    <Link>
      <Rel>sample string 2</Rel>
      <Uri>http://webapihelppage3.com/</Uri>
      <Verb>sample string 1</Verb>
    </Link>
    <Link>
      <Rel>sample string 2</Rel>
      <Uri>http://webapihelppage3.com/</Uri>
      <Verb>sample string 1</Verb>
    </Link>
  </Links>
  <PortfolioId>2</PortfolioId>
  <Udfs>
    <Rel>sample string 2</Rel>
    <Uri>http://webapihelppage3.com/</Uri>
    <Verb>sample string 1</Verb>
  </Udfs>
</PortfolioBankAccount>

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