API Update — September 15, 2026
September 15, 2026
BFF (1.0.27) — View API
New endpoints:
GET /v2/SearchInvestorAccountsByPortfolioValue/{labelId}— A list of investor accounts with associated portfolio value and the investor account groups they are in.
Modified endpoints:
GET /SearchInvestorAccountsByPortfolioValue/{labelId}— summary changed
Report (1.0.28)
New endpoints:
GET /v2/SearchInvestorAccountsByPortfolioValue/{labelId}— A list of investor accounts with associated portfolio value and the investor account groups they are in.
New schemas:
InvestorAccountGroupPortfolioValueItemInvestorAccountPortfolioValueItemInvestorAccountSearchByPortfolioValueV2Item