{
  "opencollection": "1.0.0",
  "info": {
    "name": "Broadridge Wealth Management API",
    "version": "1.0.0"
  },
  "request": {
    "auth": {
      "type": "oauth2",
      "flow": "client_credentials",
      "accessTokenUrl": "https://auth.broadridge.example.com/oauth/token",
      "credentials": {
        "clientId": "{{clientId}}",
        "clientSecret": "{{clientSecret}}"
      }
    }
  },
  "items": [
    {
      "info": {
        "name": "Accounts",
        "type": "folder"
      },
      "items": [
        {
          "info": {
            "name": "List accounts",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.broadridge.example.com/wealth/v1/accounts",
            "params": [
              {
                "name": "accountType",
                "value": "",
                "type": "query",
                "description": "Filter by account type"
              },
              {
                "name": "status",
                "value": "",
                "type": "query"
              },
              {
                "name": "repId",
                "value": "",
                "type": "query",
                "description": "Filter by registered representative ID"
              },
              {
                "name": "page",
                "value": "",
                "type": "query"
              },
              {
                "name": "pageSize",
                "value": "",
                "type": "query"
              }
            ]
          },
          "docs": "Retrieve a list of accounts associated with the authenticated advisor or broker."
        },
        {
          "info": {
            "name": "Get account details",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber",
            "params": [
              {
                "name": "accountNumber",
                "value": "",
                "type": "path",
                "description": "Account number"
              }
            ]
          },
          "docs": "Retrieve full details for a specific account including balance and registration information."
        },
        {
          "info": {
            "name": "Get account balances",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/balances",
            "params": [
              {
                "name": "accountNumber",
                "value": "",
                "type": "path"
              },
              {
                "name": "asOfDate",
                "value": "",
                "type": "query",
                "description": "Get balances as of a specific date"
              }
            ]
          },
          "docs": "Retrieve current and as-of-date balance information for an account."
        }
      ]
    },
    {
      "info": {
        "name": "Positions",
        "type": "folder"
      },
      "items": [
        {
          "info": {
            "name": "Get account positions",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/positions",
            "params": [
              {
                "name": "accountNumber",
                "value": "",
                "type": "path"
              },
              {
                "name": "asOfDate",
                "value": "",
                "type": "query"
              },
              {
                "name": "assetClass",
                "value": "",
                "type": "query"
              }
            ]
          },
          "docs": "Retrieve all securities holdings/positions in an account."
        }
      ]
    },
    {
      "info": {
        "name": "Transactions",
        "type": "folder"
      },
      "items": [
        {
          "info": {
            "name": "Get account transactions",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/transactions",
            "params": [
              {
                "name": "accountNumber",
                "value": "",
                "type": "path"
              },
              {
                "name": "fromDate",
                "value": "",
                "type": "query"
              },
              {
                "name": "toDate",
                "value": "",
                "type": "query"
              },
              {
                "name": "transactionType",
                "value": "",
                "type": "query"
              },
              {
                "name": "page",
                "value": "",
                "type": "query"
              },
              {
                "name": "pageSize",
                "value": "",
                "type": "query"
              }
            ]
          },
          "docs": "Retrieve transaction history for an account within a date range."
        }
      ]
    },
    {
      "info": {
        "name": "Performance",
        "type": "folder"
      },
      "items": [
        {
          "info": {
            "name": "Get account performance",
            "type": "http"
          },
          "http": {
            "method": "GET",
            "url": "https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/performance",
            "params": [
              {
                "name": "accountNumber",
                "value": "",
                "type": "path"
              },
              {
                "name": "fromDate",
                "value": "",
                "type": "query"
              },
              {
                "name": "toDate",
                "value": "",
                "type": "query"
              },
              {
                "name": "benchmark",
                "value": "",
                "type": "query",
                "description": "Benchmark ticker symbol for comparison"
              }
            ]
          },
          "docs": "Retrieve time-weighted return and performance metrics for an account."
        }
      ]
    }
  ],
  "bundled": true
}