TA – Customers API
Transfer Agency – Customers API
Extracts Customer Information File (CIF) level static data. CIF, also known as customer, investor, client, is the entity profile that captures the customer’s identification information across various unitholder accounts for same customer.
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Why use these APIs?
Our Transfer Agency APIs enables you to access all the key data you require for your daily transfer agency processes.
Key Features
- Real-time information
- Integration with Existing Systems
- Increased Automation
Transfer Agency – Customers API
This API returns static data for the Customer level which is the umbrella ID under which all Unitholders for the customer exist.