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API Reference
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API Reference
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Custodial Account Statuses
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Newline Platform API
Getting Started
Auth
Generate an authentication token
post
Customers
Overview of Customer Types
Get a list of Customers
get
Create a new Customer
post
Get a single Customer
get
Adjust Customer Data
put
Archive a Customer
del
Customer Statuses
Pools
List Pools
get
Get a single Pool
get
Products
List Products
get
Get a single Product
get
Customer Products
List Customer Products
get
Onboard Customer onto a Product
post
Get a single Customer Product
get
Customer Product Statuses
Custodial Accounts
List Custodial Accounts
get
Get a single Custodial Account
get
Custodial Account Statuses
List Custodial Account Closing Balances
get
Get a single Custodial Account Closing Balance
get
Synthetic Accounts
List Synthetic Account Types
get
Get a Single Synthetic Account Type
get
List Synthetic Accounts
get
Create a New Synthetic Account
post
Get a single Synthetic Account
get
Update the Synthetic Account metadata
put
Archive a Synthetic Account
del
Synthetic Account Categories
Synthetic Account Statuses
List Synthetic Account Closing Balances
get
Get a single Synthetic Account Closing Balance
get
Transfers
List Transfers
get
Initiate a Transfer
post
Get a single Transfer
get
Cancel a Transfer
put
Transfer Statuses
Transactions
List Transactions
get
Get a single Transaction
get
Approve or deny a transaction
put
List Transaction Events
get
Get a single Transaction Event
get
List Synthetic Line Items
get
Get a single Synthetic Line Item
get
List Custodial Line Items
get
Get a single Custodial Line Item
get
Transaction Statuses and Types
Virtual Reference Numbers
List Virtual Reference Numbers
get
Create a new Virtual Reference Number
post
Get a single Virtual Reference Number
get
Edit a Virtual Reference Number
put
Archive a single Virtual Reference Number
del
Lock a single Virtual Reference Number
put
Unlock a single Virtual Reference Number
put
Virtual Reference Number Statuses
Returns
List Returns
get
Create a new Return
post
Get a single Return
get
Combined Transfers
List Combined Transfers
get
Create a new Combined Transfer
post
Get a single Combined Transfer
get
Sandbox
Simulate a Transaction
post
Custodial Account Statuses
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