Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get Contra Firms

This request allows retrieving a list of Brokerage firms for initiating a transfer.

Request URL

Syntax GET /restapi/utils/contrafirms?acateligible={char}
Example URL https://testapi.foliofn.com/restapi/utils/contrafirms?acateligible=Y

Query Parameters

Name Required? Values Description
acateligible No Y/N An optional indicator to specify if firm participates in the ACAT program.
If not provided, both ACAT eligible and Non-ACAT eligible firms will be returned.
"Y" for only ACAT eligible firms,
"N" for only Non-ACAT eligible firms.

Response Data Fields

The response is a list of the object which defines the following fields (see response example).

Field Type Description
dtcNumber String The DTC number associated to the firm.
name String The name of the firm.
phoneNumber String The phone number of firm.
primaryAddress String The primary address of the firm.

Request Example


POST http://testapi.foliofn.com/restapi/utils/contrafirms HTTP/1.1
Content-Type: application/json
{}

Response Example


HTTP/1.1 200 OK
Date: XXX
Location: http://testapi.foliofn.com/restapi/utils/contrafirms
Content-Type: application/json

[{
  "dtcNumber" : "235", 
  "name" : "American Capital Partners, LLC"
  "phoneNumber" : "1234567890"
  "primaryAddress" : {
    "city" : "city",
    "line1" : "firm address 1",
    "line2" : "firm address 2",
    "state" : "VA",
    "zipcode" : "12345"  
} , {
  "dtcNumber" : "216", 
  "name" : "American Express"
  "phoneNumber" : "1234567890"
  "primaryAddress" : {
    "city" : "city",
    "line1" : "firm address 1",
    "line2" : "firm address 2",
    "state" : "VA",
    "zipcode" : "12345"
} , {
  ...
} , {
  "dtcNumber" : "0065", 
  "name" : "Zions Direct, Inc."
  "phoneNumber" : "1234567890"
  "primaryAddress" : {
    "city" : "city",
    "line1" : "firm address 1",
    "line2" : "firm address 2",
    "state" : "VA",
    "zipcode" : "12345"
}]

Notes

This list includes firms that do participate in ACATS (Automated Customer Account Transfer Service), as well as firms that do not. If a firm returns a DTC number of '0000', then based on our experiences they do not participate in ACATS. If you would like to initiate a transfer to one of these firms, you will need to upload an Account Transfer Request form through Upload Transfer Documents or Upload Account Documents. These transfers will be processed as Non-ACATS transfers, and typically take 3-6 weeks.

Change Log

05/12/2017

  1. Added new query parameter

03/03/2017

  1. Added Notes Section

12/09/2016

  1. Removed columns from response field table

11/26/2016

  1. Added new fields

11/20/2016

  1. New documentation

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