simulation

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Sandbox-only endpoints for advancing onboarding, transfers, and portfolio state on /v1

simulation Operations
  • put/businesses/{business_id}/simulate/internal_approve
  • put/businesses/{business_id}/simulate/internal_reject
  • put/businesses/{business_id}/simulate/custodian_submission
  • put/businesses/{business_id}/simulate/custodian_approve
  • put/businesses/{business_id}/simulate/custodian_reject
  • put/businesses/{business_id}/simulate/internal_needsinfo
  • put/businesses/{business_id}/simulate/custodian_needsinfo
  • put/businesses/{business_id}/simulate/account_open
  • put/businesses/{business_id}/simulate/account_close
  • put/businesses/{business_id}/documents/simulate_new_statement
  • put/businesses/{business_id}/transfers/simulate/created
  • put/businesses/{business_id}/transfers/{transfer_id}/simulate/completed
  • put/businesses/{business_id}/transfers/{transfer_id}/simulate/failed
  • put/businesses/{business_id}/portfolio/simulate/rebalance
  • put/businesses/{business_id}/portfolio/simulate/assets_sold
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