Many integrations require a daily pull of account and balance data. This is to update a vendors system with all new accounts, and updated balance information from the previous days activity. These are the most common endpoints for this type of batch pull process.
Authentication. Need to get OAuth Token: http://forum.riadevelopers.com/post/authentication-oauth-8168261?highlight=oauth&trail=15
Requires client_id and client_secret.
Daily pull of Households,Accounts,Positions,Transactions.
1. Current user (use to validate which database you are currently logged into): /Authorization/User
2. Households Documentation: /Portfolio/Clients?hasValue=true
3. Accounts Documentation: /Portfolio/Accounts?hasValue=true
4. Positions Documentation: /Portfolio/Assets?hasValue=true
5. Transactions Documentation: /Portfolio/Transactions?startDate=1/18/2017
6. Tax Lots Documentation: /Reporting/Extracts/UnrealizedTaxLots
Optimization Tip: The $select parameter can be added to reduce the returned payload. If you only need an accounts Id and value, use /Portfolio/Accounts?hasValue=true&$select=Id,Value