Changelog
2026-04-01
Collections API
- Collections are now a top-level
/collectionsresource (breaking) — collection endpoints no longer live under the product namespace.POST /wealth/collectionbecomesPOST /collections(shared across products), and the wealth data is read fromGET /collections/{collectionId}/wealth/data. See the migration guide for the full endpoint mapping. - Typed request parameters (breaking) — the untyped
inputmap, together with the top-levelconsentsandfilterarrays, is replaced by a single typedparametersarray on InitiateCollectionRequest. Each entry carries atypediscriminator and its own named fields, for example UsernamePasswordParameter forUSERNAME_AND_PASSWORD. - GET /collections has been added, returning all collections for the authenticated user within the client scope, filterable with
latestandstatusIn. - Removed endpoints (breaking) —
DELETE /wealth/collection/{collectionId}andPOST /wealth/collection/{collectionId}/add-contact-form-inputare no longer part of the API. Contact form values are supplied as a CollectionInput toPOST /collections/{collectionId}/supplement-info.
Changes made to CollectionStatus
The following statuses have been added. No statuses have been removed.
TWO_FACTOR_METHOD_SELECTION_TIMEOUT— returned when the user did not choose a two-factor method in time.AUTHENTICATION_ERROR— returned when authentication fails for a reason other than incorrect credentials.LOGIN_METHOD_NOT_APPLICABLE— returned when the requestedloginMethodcannot be used for the company.
Changes made to financial products
- The
French.-prefixed schema names have been dropped:French.AccountInformationis now AccountInformation,French.Insuranceis now Insurance,French.FrenchHoldingis now FrenchHolding andFrench.PayoutDetailis now FrenchPayoutDetail. The fields they contain are unchanged. - New field
hasExclusiveOwnershipin AccountInformation. This flag indicates whether the current user is the sole owner and proprietor of the account.