AdvisorConnect

The following operations are supported. For a formal definition, please review the Service XSD.

Operations:

AFMarketingReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AFMobileDownloadRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentAccreditationsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentAppointmentsByDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentAppointmentsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentBackgroundCheckRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentByDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentContactInfoRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentCrmEmailRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentDeviceRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentDropdownRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentExternalDeleteRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentExternalReactivateRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentExternalRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentExternalUpdateRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentHistoryExtendedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentHistoryRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentInvestmentFirmRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentInvestmentProviderRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentPastAppointmentsByDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentProfileRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentProspectRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentRegistrationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentStatusChangeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentStatusListRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentStatusRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentTrainingCourseCheckQuestionChoiceRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentTrainingCourseInfoRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentTrainingCourseQuestionChoiceInfoRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentTrainingCourseQuestionInfoRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentTrainingCourseSectionInfoRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgentUsernameRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AgreementRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AppointmentAvailabilityRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AttachmentDownloadByConversationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AttachmentDownloadRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AttachmentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
AuthXMLJSONJSVCSVSOAP 1.1SOAP 1.2
BillingRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
BillingRulesRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
BlockedDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
BlockedDistrictTestRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CalendarDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CalendarEventCheckInRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CalendarEventContactRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CalendarEventGPSRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CalendarEventRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CalendarRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignAddAgentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignAgentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignAssignmentTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignExtendedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignExtendedSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignHistoryRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignListGenerateLinkRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignListSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignReadyRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignRefreshRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignRemarketRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignRemoveAgentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignsNeededReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignSurveyRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignTemplateRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignTestRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignTimeZoneRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CampaignTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CarrierInsuranceSecuritiesRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CarrierRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ChangePasswordRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CommissionReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CompanyRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ConfigMasterGetMasterConfigsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ConfigPossibleAnswersRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactAppointmentAssignRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactAppointmentReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactAppointmentRequestRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactCampaignRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactDinnerReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactDinnerRequestRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactDinnerSeminarRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactFileProcessRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactFileUploadRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactHistoryExtendedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactHistoryRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactImportUploadRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactOptInRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactOrganizationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactOrganizationTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ContactTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ConversationDetailRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ConversationHeaderRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ConversationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CreateStripeCustomerRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_AccessLogRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ActivityEventTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ActivityTrackerApplicationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ActivityTrackerReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ActivityTrackerRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_AFMobileDownloadRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_AttachmentDownloadByConversationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_AttachmentDownloadRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_AttachmentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_CarrierRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactActivityRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactApplicationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactCalendarEventRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactCommunicationsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactEmailsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactHistoryRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactMessageRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactShareRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactShareRequestExtendedXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactStatusRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_ContactStatusUpdateRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_DropboxContactRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_DropboxEditorRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_DropboxRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_SourceTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRM_WebContactRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CrmEmailRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRMimageRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CRMPulseRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CurrentAgentAppointmentsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
CurrentAgentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
DinnerCampaignRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
DinnerSeminarRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
DispositionRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
districtSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
DistrictUnitsDropdownRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
DomainRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
EmailFormatRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
EmailQueueSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ErrorLogRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
EventTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ExternalAuthRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
GoogleGeocodeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
InvestmentFirmRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
LandingSiteRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListActiveCampaignRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListContactRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListCountRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListCountResetRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListCriteriaFieldRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListCriteriaRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListListCriteriaRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListNoAgentsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListStatisticsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ListUnmappedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
LogRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
MenuRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
MergeContactsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
NCESGetDropdownsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
NCESUnmatchedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
NexmoInboundAgentCRMRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
NexmoInboundRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
OptOutReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
OrganizationConfigSettingsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
OrganizationGetDropdownsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
OrganizationPlanRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
OrganizationRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
OrganizationUnmatchedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
orgGetSingleRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
PixelRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ReferredByReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
RegistrantsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
RemarketTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
RequestLogsXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ResendEmailRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
ResetPasswordRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SchoolRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
schoolSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SessionAliveRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SessionKeepRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SlotDistrictGetSearchDropdownsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SlotDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SlotDistrictSchoolRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SlotDistrictSearchRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SlotNoteApprovalRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SlotNoteRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SolicitationPolicyDocumentRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SolicitationPolicyRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SolicitationPreferenceRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SolicitationTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
StripeCardExtendedRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
StripeCardRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
StripeCustomerRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SubmittedBusinessCarrierDetailsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SubmittedBusinessCarrierReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SubmittedBusinessDetailsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SubmittedBusinessReportRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
SurveyQuestionRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
TaskRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
TemplateRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
TicketRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
TicketTypeRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
TicketTypeSubscriptionRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
TicketUserRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
UnitConfigSettingsRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
UserAdminDropdownRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
UserDistrictRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2
UserIsDistrictAdminRequestXMLJSONJSVCSVSOAP 1.1SOAP 1.2

Clients Overview

XSDS:

WSDLS: