The following operations are supported. For a formal definition, please review the Service XSD.
| AdditionalGetContributionCashFlowRequest | JSON | XML | JSV | CSV |
|---|---|---|---|---|
| AdditionalGetIncomeCashFlowRequest | JSON | XML | JSV | CSV |
| AddUser | JSON | XML | JSV | CSV |
| AssignRole | JSON | XML | JSV | CSV |
| AssignRoles | JSON | XML | JSV | CSV |
| Authenticate | JSON | XML | JSV | CSV |
| CalculateCustomPortfolioStats | JSON | XML | JSV | CSV |
| CalculateFee | JSON | XML | JSV | CSV |
| CalculateOptimalPortfolio | JSON | XML | JSV | CSV |
| CalculatePortfolioAa | JSON | XML | JSV | CSV |
| CalculatePortfolioStatsBasedOnAa | JSON | XML | JSV | CSV |
| CalculatePostRetirement | JSON | XML | JSV | CSV |
| CalculateProjectedReturns | JSON | XML | JSV | CSV |
| CalculateProjectedReturnsV2 | JSON | XML | JSV | CSV |
| CalculateSustainableIncome | JSON | XML | JSV | CSV |
| ChangePartner | JSON | XML | JSV | CSV |
| ChangePartnerM | JSON | XML | JSV | CSV |
| ClientSignProposalsV2 | JSON | XML | JSV | CSV |
| ConvertSessionToToken | JSON | XML | JSV | CSV |
| CreateClientProposalsV2 | JSON | XML | JSV | CSV |
| CreateOrUpdateClient | JSON | XML | JSV | CSV |
| CreateOrUpdateClientV2 | JSON | XML | JSV | CSV |
| CreateOrUpdateCustomPortfolio | JSON | XML | JSV | CSV |
| CreateOrUpdateRetirementGoal | JSON | XML | JSV | CSV |
| CreateOrUpdateRetirementGoalResults | JSON | XML | JSV | CSV |
| CreatePostRetirementClient | JSON | XML | JSV | CSV |
| CreateUser | JSON | XML | JSV | CSV |
| DeleteClientGoalsV2 | JSON | XML | JSV | CSV |
| DeleteClientV2 | JSON | XML | JSV | CSV |
| DeleteProposalsV2 | JSON | XML | JSV | CSV |
| DeleteUser | JSON | XML | JSV | CSV |
| DownloadProposalPlan | JSON | XML | JSV | CSV |
| GenerateReport | JSON | XML | JSV | CSV |
| GetAccessToken | JSON | XML | JSV | CSV |
| GetAnimationData | JSON | XML | JSV | CSV |
| GetAuthenticatedClientProposalsV2 | JSON | XML | JSV | CSV |
| GetClient | JSON | XML | JSV | CSV |
| GetClientDocuments | JSON | XML | JSV | CSV |
| GetClientGoals | JSON | XML | JSV | CSV |
| GetClientGoalsV2 | JSON | XML | JSV | CSV |
| GetClientProposalPlanV2 | JSON | XML | JSV | CSV |
| GetClientProposalsV2 | JSON | XML | JSV | CSV |
| GetClients | JSON | XML | JSV | CSV |
| GetClientsV2 | JSON | XML | JSV | CSV |
| GetClientV2 | JSON | XML | JSV | CSV |
| GetContributionCashFlowRequest | JSON | XML | JSV | CSV |
| GetCustomPortfolio | JSON | XML | JSV | CSV |
| GetCustomPortfolios | JSON | XML | JSV | CSV |
| GetDemoAnimationData | JSON | XML | JSV | CSV |
| GetGoalRiskProfile | JSON | XML | JSV | CSV |
| GetGoalTypes | JSON | XML | JSV | CSV |
| GetHistorical | JSON | XML | JSV | CSV |
| GetHistoricalCashFlow | JSON | XML | JSV | CSV |
| GetIncomeCashFlowRequest | JSON | XML | JSV | CSV |
| GetInvestmentAccounts | JSON | XML | JSV | CSV |
| GetMddData | JSON | XML | JSV | CSV |
| GetMultiplePartnerCapitalMarketAssumptions | JSON | XML | JSV | CSV |
| GetPartnerCapitalMarketAssumptions | JSON | XML | JSV | CSV |
| GetPartnerFee | JSON | XML | JSV | CSV |
| GetPartnerSettings | JSON | XML | JSV | CSV |
| GetPartnersM | JSON | XML | JSV | CSV |
| GetPdf | JSON | XML | JSV | CSV |
| GetPortfolio | JSON | XML | JSV | CSV |
| GetPortfolioFee | JSON | XML | JSV | CSV |
| GetPortfolios | JSON | XML | JSV | CSV |
| GetPortfoliosGivenRisk | JSON | XML | JSV | CSV |
| GetPortfoliosM | JSON | XML | JSV | CSV |
| GetPowerpointReport | JSON | XML | JSV | CSV |
| GetProjection | JSON | XML | JSV | CSV |
| GetProjectionStats | JSON | XML | JSV | CSV |
| GetProposals | JSON | XML | JSV | CSV |
| GetProposalsAuditV2 | JSON | XML | JSV | CSV |
| GetProposalsV2 | JSON | XML | JSV | CSV |
| GetRaTaxInfo | JSON | XML | JSV | CSV |
| GetReportData | JSON | XML | JSV | CSV |
| GetRetirementGoal | JSON | XML | JSV | CSV |
| GetRiskAbility | JSON | XML | JSV | CSV |
| GetRiskNeed | JSON | XML | JSV | CSV |
| GetRiskProfiles | JSON | XML | JSV | CSV |
| GetRiskTolerance | JSON | XML | JSV | CSV |
| GetSavedProjection | JSON | XML | JSV | CSV |
| GetSelectedPartner | JSON | XML | JSV | CSV |
| GetSigningStatus | JSON | XML | JSV | CSV |
| GetStreamReport | JSON | XML | JSV | CSV |
| GetTaxInfo | JSON | XML | JSV | CSV |
| GetTestReport | JSON | XML | JSV | CSV |
| GetThemesM | JSON | XML | JSV | CSV |
| GetUserApiKeys | JSON | XML | JSV | CSV |
| GetUserInfo | JSON | XML | JSV | CSV |
| GetUserMessages | JSON | XML | JSV | CSV |
| GetUsers | JSON | XML | JSV | CSV |
| GetUserSignature | JSON | XML | JSV | CSV |
| Hello | JSON | XML | JSV | CSV |
| PostAnimation | JSON | XML | JSV | CSV |
| PostWelcomeEndTour | JSON | XML | JSV | CSV |
| ProduceTestFullReport | JSON | XML | JSV | CSV |
| RunMsSimulation | JSON | XML | JSV | CSV |
| SavePartnerFee | JSON | XML | JSV | CSV |
| SavePortfolioFee | JSON | XML | JSV | CSV |
| SaveProjection | JSON | XML | JSV | CSV |
| SendFeedback | JSON | XML | JSV | CSV |
| SendLivingAnnuitySignatureRequest | JSON | XML | JSV | CSV |
| SendMailTemplate | JSON | XML | JSV | CSV |
| SendQuickErrorMailTemplate | JSON | XML | JSV | CSV |
| SendTempPostmarkMailTemplate | JSON | XML | JSV | CSV |
| SessionInfo | JSON | XML | JSV | CSV |
| ShowWelcomeTour | JSON | XML | JSV | CSV |
| TestHello | JSON | XML | JSV | CSV |
| UnAssignAllPermissions | JSON | XML | JSV | CSV |
| UnAssignRole | JSON | XML | JSV | CSV |
| UnAssignRoles | JSON | XML | JSV | CSV |
| UpdatePartnerCapitalMarketAssumptions | JSON | XML | JSV | CSV |
| UpdatePartnerDefaultSettings | JSON | XML | JSV | CSV |
| UpdatePartnerSettings | JSON | XML | JSV | CSV |
| UpdatePlanStatus | JSON | XML | JSV | CSV |
| UpdatePortfolioStatsBasedOnAa | JSON | XML | JSV | CSV |
| UpdateProposalStatusV2 | JSON | XML | JSV | CSV |
| UpdateThemeM | JSON | XML | JSV | CSV |
| UpdateUserPassword | JSON | XML | JSV | CSV |
| UpdateUserSignature | JSON | XML | JSV | CSV |