https://api.vertalo.com/docs/custodian/ Recent content in 5 Custodian Actions on Vertalo API Primer Hugo -- gohugo.io en Copyright © {year} Vertalo Inc., a SeriesX Company. All rights reserved. Tue, 28 Jan 2020 00:34:39 +0900 https://api.vertalo.com/docs/custodian/overview/ Tue, 28 Jan 2020 00:39:09 +0900 https://api.vertalo.com/docs/custodian/overview/ Custodian actions may be utilized by different parties depending on the requirements of their integration with the Vertalo platform. For instance, registered/qualified custodians may need to interact with an issuer’s cap tables in order to request the transfer of holdings from an investor into an omnibus account in the name of the custodian. The same applies for registered/qualified BD/ATS’s where the BD/ATS is permitted to hold an investor’s securities in street-name for the purpose of trading. https://api.vertalo.com/docs/custodian/bulk-deposit/ Tue, 28 Jan 2020 00:39:09 +0900 https://api.vertalo.com/docs/custodian/bulk-deposit/ Request: mutation { bulkDeposit ( input : { securityId: "" idempotencyId: "" deposit: [ { idempotencyId: "" depositAddressId: "" investorId: "" externalInvestorId: "" date: "" holdings: [ { id: "" amount: "" } ] signature: { status: "" signature: "" date: "" } investorInformation: { name: "" taxId: "" email: "" address: [ { lineOne: "" lineTwo: "" lineThree: "" lineFour: "" city: "" province: "" postalCode: "" country: "" } ] data: { field1: "" field2: "" } parties: [ { firstName: "" lastName: "" taxId: "" email: "" address: [ { lineOne: "" lineTwo: "" lineThree: "" lineFour: "" city: "" province: "" postalCode: "" country: "" } ] } ] } tags: [ { id: "" data: { field1: "" field2: "" } } ] fee: { currency: "" amount: "" } } ] } ) { id accountId securityId requestId type status createdOn executedOn requestByRequestId { data } } } Numeric field Usage deposit. https://api.vertalo.com/docs/custodian/all-requests/ Tue, 28 Jan 2020 00:39:09 +0900 https://api.vertalo.com/docs/custodian/all-requests/ Request: query { allRequests { nodes { id accountId data type createdOn stagedTransfersByRequestId { nodes { id accountId securityId type status webhookId data createdOn executedOn } } } } } In this example, the query returns ALL requests submitted by the custodian using the bulkDeposit mutation documented in this chapter. Standard GraphQL conditions/filters may be applied to this type of query in order limit the size of the result set. See the Appendix for more details.