API Explorer

Create Billable Portfolio

post
https://{firm}.addepar.com/api/v1/billable_portfolios
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Body Params
int32

The entity id associated with this portfolio. Mutually exclusive with group_id.

int32

The group id associated with this portfolio. Mutually exclusive with entity_id.

int32

Unique ID of the billable portfolio

int32

The payout rule to associate with this portfolio. Optional.

int32

Id of the fee schedule that is associated with this billable portfolio.

Headers
string
required

Your Addepar firm ID

Responses

400

Bad Request

401

Unauthorized

404

Not Found

Updated 2 days ago

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Updated 2 days ago

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