broadridge

Best-in-class API components meet expert support to create the ideal wealth management operations environment. Optimize productivity, client experiences, and more.

4 APIs 0 Features

Fortune 1000

APIs

Broadridge Wealth Management API

The Broadridge Wealth Management API provides access to account activity, balances, positions, and transaction data for wealth management platforms. REST APIs enable broker-deal...

Broadridge Fund Data Distribution (Galaxia) API

The Broadridge Galaxia Fund Data API enables access to and distribution of global fund data for regulatory reporting and investor communications. APIs provide fund data dissemin...

Broadridge Investor Communications API

The Broadridge Investor Communications API provides access to proxy distribution, shareholder vote management, and corporate action communications. APIs support electronic proxy...

Broadridge Post-Trade Processing API

The Broadridge Post-Trade Processing API provides access to trade settlement, reconciliation, and regulatory reporting functions. APIs and SFTP interfaces enable post-trade proc...

Collections

Broadridge Wealth Management API

OPEN

Pricing Plans

Broadridge Plans Pricing

1 plans

PLANS

Rate Limits

Broadridge Rate Limits

3 limits

RATE LIMITS

FinOps

Broadridge Finops

FINOPS

Semantic Vocabularies

Broadridge Context

0 classes · 4 properties

JSON-LD

Press

Broadridge Transforming Financial Literacy in Ireland ...

2026-05-25

The Broadridge Newsroom

2026-05-25

Broadridge Deploys Agentic AI at Institutional Scale Across ...

2026-05-25

Press Hub

2026-05-25

Governor Hochul Announces $78 Million Investment by ...

2026-05-25

Resources

Sources

opencollection: 1.0.0
info:
  name: Broadridge Wealth Management API
  version: 1.0.0
request:
  auth:
    type: oauth2
    flow: client_credentials
    accessTokenUrl: https://auth.broadridge.example.com/oauth/token
    credentials:
      clientId: '{{clientId}}'
      clientSecret: '{{clientSecret}}'
items:
- info:
    name: Accounts
    type: folder
  items:
  - info:
      name: List accounts
      type: http
    http:
      method: GET
      url: https://api.broadridge.example.com/wealth/v1/accounts
      params:
      - name: accountType
        value: ''
        type: query
        description: Filter by account type
      - name: status
        value: ''
        type: query
      - name: repId
        value: ''
        type: query
        description: Filter by registered representative ID
      - name: page
        value: ''
        type: query
      - name: pageSize
        value: ''
        type: query
    docs: Retrieve a list of accounts associated with the authenticated advisor or broker.
  - info:
      name: Get account details
      type: http
    http:
      method: GET
      url: https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber
      params:
      - name: accountNumber
        value: ''
        type: path
        description: Account number
    docs: Retrieve full details for a specific account including balance and registration information.
  - info:
      name: Get account balances
      type: http
    http:
      method: GET
      url: https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/balances
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: asOfDate
        value: ''
        type: query
        description: Get balances as of a specific date
    docs: Retrieve current and as-of-date balance information for an account.
- info:
    name: Positions
    type: folder
  items:
  - info:
      name: Get account positions
      type: http
    http:
      method: GET
      url: https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/positions
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: asOfDate
        value: ''
        type: query
      - name: assetClass
        value: ''
        type: query
    docs: Retrieve all securities holdings/positions in an account.
- info:
    name: Transactions
    type: folder
  items:
  - info:
      name: Get account transactions
      type: http
    http:
      method: GET
      url: https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/transactions
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: fromDate
        value: ''
        type: query
      - name: toDate
        value: ''
        type: query
      - name: transactionType
        value: ''
        type: query
      - name: page
        value: ''
        type: query
      - name: pageSize
        value: ''
        type: query
    docs: Retrieve transaction history for an account within a date range.
- info:
    name: Performance
    type: folder
  items:
  - info:
      name: Get account performance
      type: http
    http:
      method: GET
      url: https://api.broadridge.example.com/wealth/v1/accounts/:accountNumber/performance
      params:
      - name: accountNumber
        value: ''
        type: path
      - name: fromDate
        value: ''
        type: query
      - name: toDate
        value: ''
        type: query
      - name: benchmark
        value: ''
        type: query
        description: Benchmark ticker symbol for comparison
    docs: Retrieve time-weighted return and performance metrics for an account.
bundled: true