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Accounts ​

Returns the account information of a specific client profile

Private Client SA ​

Get list of account information

js
invsy.api.privateClient.pbsa.accounts.list().then((res) => {
    return res.result;
})
invsy.api.privateClient.pbsa.accounts.list().then((res) => {
    return res.result;
})

Private Client UK ​

Get list of account information

js
invsy.api.privateClient.pbuk.accounts.list().then((res) => {
    return res.result;
})
invsy.api.privateClient.pbuk.accounts.list().then((res) => {
    return res.result;
})

Wealth and Investment SA ​

Get list of account information

js
invsy.api.privateClient.wisa.accounts.list().then(res => {
    return res.result
})
invsy.api.privateClient.wisa.accounts.list().then(res => {
    return res.result
})

Account performance ​

Get the performance information about an account

js
(async function getAccountPerformance() {
    try {
        const accountsResponse = await invsy.api.privateClient.wisa.accounts.list();
        const account = accountsResponse.result.WiOnlineAccounts[0];
        const performanceResponse = await invsy.api.privateClient.wisa.accounts.performance(
            account.ProductAccountNumber,
            '2023-10-09',
            '2023-11-09',
            account.AccountTypeDescription
        );
        return performanceResponse.result;
    } catch (error) {
        // Handle any errors that might occur during the API calls
        console.error('An error occurred:', error);
        throw error; // Rethrow the error to be handled by the caller
    }
})()
(async function getAccountPerformance() {
    try {
        const accountsResponse = await invsy.api.privateClient.wisa.accounts.list();
        const account = accountsResponse.result.WiOnlineAccounts[0];
        const performanceResponse = await invsy.api.privateClient.wisa.accounts.performance(
            account.ProductAccountNumber,
            '2023-10-09',
            '2023-11-09',
            account.AccountTypeDescription
        );
        return performanceResponse.result;
    } catch (error) {
        // Handle any errors that might occur during the API calls
        console.error('An error occurred:', error);
        throw error; // Rethrow the error to be handled by the caller
    }
})()

Wealth and Investment UK ​

Get list of account information

js
invsy.api.privateClient.wiuk.accounts.list('2022-09-20','GBP').then(res => {
    return res.result
})
invsy.api.privateClient.wiuk.accounts.list('2022-09-20','GBP').then(res => {
    return res.result
})