This is a preview version of the API intended for early testing and integration. Preview versions are not stable and may include breaking changes before general availability.

Demo companies

There is a demo company which allows you to test the full data collection flow like it would be a real company without having to authenticate. This means that you can start a collection, check the status and get data exactly the same way as you would for a regular company, only difference being that the collection will complete without needing valid credentials. There are a set number of usernames which will do specific things; usernames that are not listed will return a securities account.

LoginMethod	Username	Password	Effect
Username and Password	errorFailedStart@test.com	any	Returns an unexpected failure with `FAILED` status
Username and Password	errorThirdParty@test.com	any	Returns a third party error with `FAILED` status
Username and Password	errorIncorrectCredentials@test.com	any	Returns a failed collection with a `INCORRECT_CREDENTIALS` status
Username and Password	successEmptyWealth@test.com	any	Returns a `COMPLETED` status with no wealth data/accounts
Username and Password	multipleAccounts@test.com	any	Returns `COMPLETED` with two securities accounts, one with holdings and one empty
Username and Password	any	any	Logs in using a username and password, and returns `COMPLETED` with a securities account.