FSC Wealth Management API

Use Financial Services Cloud Wealth Management API to access wealth management features. This integration API allows you to manage beneficiaries and update customer profiles.

Add BeneficiaryPOST
Update Account InformationPATCH
Delete BeneficiaryDELETE
Process RMD RequestPOST
Send ACATS RequestPOST
Retrieve Investment Account DetailsGET
Retrieve Standing InstructionGET
Add Standing InstructionPOST
Cancel Standing InstructionPATCH
Update Customer DetailsPATCH