Others

5 endpoints · WealthSync API

POST

/pfm/api/v2/user-linked-accounts-no-pii

Get user linked accounts across multiple FI types (no PII).

docs.signcare.io/wealthsync/api/others/#post-pfm-api-v2-user-linked-accounts-no-pii

This API returns a consolidated view of all user linked accounts across multiple FI types WITHOUT PII. The response includes a summary (total FI data, bank balance, investment values, TD/RD maturity amounts) and per-FIP data with linked accounts. Useful for showing a portfolio overview without exposing personal data.

Request Body Parameters:

→ uniqueIdentifier (required): The primary identifier added at the time of subscription. It must be the exact same value used during the initial subscription and MUST never change for this user.

→ fiTypes (optional): Array of FI type strings to query. Example: ["DEPOSIT", "ETF"].

Supported values: "DEPOSIT", "TERM_DEPOSIT", "RECURRING_DEPOSIT", "SIP", "EQUITIES", "MUTUAL_FUNDS",

"ETF", "IDR", "CIS", "AIF", "INVIT", "REIT", "LIFE_INSURANCE", "GENERAL_INSURANCE", "NPS",

"GSTR1_3B", "INSURANCE_POLICIES", "EQUITIES_ETF".

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.
Content-Type
stringrequired
application/json

Body parameters

application/json

uniqueIdentifier
stringrequired
Required. Your identifier for the user, exactly as sent when the user was subscribed. Never changes for a user. Non-empty string.
minLength 1default user-12345
fiTypes
array<string>optional
Optional. FI types to include (upper case), for example DEPOSIT, ETF, MUTUAL_FUNDS, EQUITIES. Supported: DEPOSIT, TERM_DEPOSIT, RECURRING_DEPOSIT, SIP, EQUITIES, MUTUAL_FUNDS, ETF, IDR, CIS, AIF, INVIT, REIT, LIFE_INSURANCE, GENERAL_INSURANCE, NPS, GSTR1_3B, INSURANCE_POLICIES, EQUITIES_ETF.
nullabledefault ["DEPOSIT","ETF"]

Sample request body

{ "uniqueIdentifier": "user-12345", "fiTypes": [ "DEPOSIT", "ETF" ] }

Responses

200OK

summary
objectoptional
No description.
9 fields
- totalFiData
  integer (int32)optional
  No description.
  nullable
- totalFiDataSplit
  objectoptional
  No description.
  18 fields
  deposit
  integer (int32)optional
  No description.
  nullable
  termDeposit
  integer (int32)optional
  No description.
  nullable
  recurringDeposit
  integer (int32)optional
  No description.
  nullable
  sip
  integer (int32)optional
  No description.
  nullable
  equities
  integer (int32)optional
  No description.
  nullable
  mutualFunds
  integer (int32)optional
  No description.
  nullable
  etf
  integer (int32)optional
  No description.
  nullable
  idr
  integer (int32)optional
  No description.
  nullable
  cis
  integer (int32)optional
  No description.
  nullable
  aif
  integer (int32)optional
  No description.
  nullable
  invit
  integer (int32)optional
  No description.
  nullable
  reit
  integer (int32)optional
  No description.
  nullable
  lifeInsurance
  integer (int32)optional
  No description.
  nullable
  generalInsurance
  integer (int32)optional
  No description.
  nullable
  nps
  integer (int32)optional
  No description.
  nullable
  gstr1_3B
  integer (int32)optional
  No description.
  nullable
  insurancePolicies
  integer (int32)optional
  No description.
  nullable
  equitiesEtf
  integer (int32)optional
  No description.
  nullable
- totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
- currentBankBalance
  number (double)optional
  No description.
  nullable
- totalFIPs
  integer (int32)optional
  No description.
  nullable
- tdrDMaturityAmount
  number (double)optional
  No description.
  nullable
- tdrDMaturityAmountSplit
  objectoptional
  No description.
  2 fields
  termDeposit
  number (double)optional
  No description.
  nullable
  recurringDeposit
  number (double)optional
  No description.
  nullable
- currentInvestmentValue
  number (double)optional
  No description.
  nullable
- currentInvestmentValueSplit
  objectoptional
  No description.
  5 fields
  equities
  number (double)optional
  No description.
  nullable
  mutualFunds
  number (double)optional
  No description.
  nullable
  etf
  number (double)optional
  No description.
  nullable
  nps
  number (double)optional
  No description.
  nullable
  equitiesEtf
  number (double)optional
  No description.
  nullable
fipData
array<object>optional
No description.
nullable
Each item: 11 fields
- fipId
  stringoptional
  No description.
  nullable
- fipName
  stringoptional
  No description.
  nullable
- totalFiData
  integer (int32)optional
  No description.
  nullable
- totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
- currentBankBalance
  number (double)optional
  No description.
  nullable
- totalMutualFundHoldingsCount
  integer (int32)optional
  No description.
  nullable
- totalEquityHoldingsCount
  integer (int32)optional
  No description.
  nullable
- costValue
  number (double)optional
  No description.
  nullable
- currentValue
  number (double)optional
  No description.
  nullable
- tdrDMaturityAmount
  number (double)optional
  No description.
  nullable
- linkedAccounts
  array<object>optional
  No description.
  nullable
  Each item: 41 fields
  fiDataId
  stringoptional
  No description.
  nullable
  accountRefNumber
  stringoptional
  No description.
  nullable
  dataFetched
  booleanoptional
  No description.
  nullable
  lastFetchDateTime
  string (date-time)optional
  No description.
  nullable
  latestConsentPurposeText
  stringoptional
  No description.
  nullable
  latestConsentExpiryTime
  string (date-time)optional
  No description.
  nullable
  consentPurposeVersion
  stringoptional
  No description.
  nullable
  holderNominee
  stringoptional
  No description.
  nullable
  holderCkycCompliance
  booleanoptional
  No description.
  nullable
  maskedAccNumber
  stringoptional
  No description.
  nullable
  accountType
  stringoptional
  No description.
  nullable
  currentBankBalance
  number (double)optional
  No description.
  nullable
  accountBranch
  stringoptional
  No description.
  nullable
  accountCurrency
  stringoptional
  No description.
  nullable
  accountIfscCode
  stringoptional
  No description.
  nullable
  accountMicrCode
  stringoptional
  No description.
  nullable
  accountOpeningDate
  string (date-time)optional
  No description.
  nullable
  accountCurrentODLimit
  number (double)optional
  No description.
  nullable
  accountDrawingLimit
  number (double)optional
  No description.
  nullable
  accountStatus
  stringoptional
  No description.
  nullable
  accountMaturityAmount
  number (double)optional
  No description.
  nullable
  accountMaturityDate
  string (date-time)optional
  No description.
  nullable
  accountDescription
  stringoptional
  No description.
  nullable
  accountInterestRate
  number (double)optional
  No description.
  nullable
  accountPrincipalAmount
  number (double)optional
  No description.
  nullable
  accountTenureDays
  integer (int32)optional
  No description.
  nullable
  accountTenureMonths
  integer (int32)optional
  No description.
  nullable
  accountTenureYears
  integer (int32)optional
  No description.
  nullable
  accountInterestPeriodicPayoutAmount
  number (double)optional
  No description.
  nullable
  accountInterestOnMaturity
  number (double)optional
  No description.
  nullable
  currentValue
  number (double)optional
  No description.
  nullable
  mutualFundHoldingsCount
  integer (int32)optional
  No description.
  nullable
  costValue
  number (double)optional
  No description.
  nullable
  maskedFolioNo
  stringoptional
  No description.
  nullable
  amc
  stringoptional
  No description.
  nullable
  holderDematId
  stringoptional
  No description.
  nullable
  maskedDematId
  stringoptional
  No description.
  nullable
  brokerId
  stringoptional
  No description.
  nullable
  brokerName
  stringoptional
  No description.
  nullable
  equityHoldingsCount
  integer (int32)optional
  No description.
  nullable
  fiType
  stringoptional
  No description.
  nullable

Example

{ "summary": { "totalFiData": 0, "totalFiDataSplit": { "deposit": 0, "termDeposit": 0, "recurringDeposit": 0, "sip": 0, "equities": 0, "mutualFunds": 0, "etf": 0, "idr": 0, "cis": 0, "aif": 0, "invit": 0, "reit": 0, "lifeInsurance": 0, "generalInsurance": 0, "nps": 0, "gstr1_3B": 0, "insurancePolicies": 0, "equitiesEtf": 0 }, "totalFiDataToBeFetched": 0, "currentBankBalance": 0, "totalFIPs": 0, "tdrDMaturityAmount": 0, "tdrDMaturityAmountSplit": { "termDeposit": 0, "recurringDeposit": 0 }, "currentInvestmentValue": 0, "currentInvestmentValueSplit": { "equities": 0, "mutualFunds": 0, "etf": 0, "nps": 0, "equitiesEtf": 0 } }, "fipData": [ { "fipId": "string", "fipName": "string", "totalFiData": 0, "totalFiDataToBeFetched": 0, "currentBankBalance": 0, "totalMutualFundHoldingsCount": 0, "totalEquityHoldingsCount": 0, "costValue": 0, "currentValue": 0, "tdrDMaturityAmount": 0, "linkedAccounts": [ { "fiDataId": "string", "accountRefNumber": "string", "dataFetched": false, "lastFetchDateTime": "2026-01-01T00:00:00Z", "latestConsentPurposeText": "string", "latestConsentExpiryTime": "2026-01-01T00:00:00Z", "consentPurposeVersion": "string", "holderNominee": "string", "holderCkycCompliance": false, "maskedAccNumber": "string", "accountType": "string", "currentBankBalance": 0, "accountBranch": "string", "accountCurrency": "string", "accountIfscCode": "string", "accountMicrCode": "string", "accountOpeningDate": "2026-01-01T00:00:00Z", "accountCurrentODLimit": 0, "accountDrawingLimit": 0, "accountStatus": "string", "accountMaturityAmount": 0, "accountMaturityDate": "2026-01-01T00:00:00Z", "accountDescription": "string", "accountInterestRate": 0, "accountPrincipalAmount": 0, "accountTenureDays": 0, "accountTenureMonths": 0, "accountTenureYears": 0, "accountInterestPeriodicPayoutAmount": 0, "accountInterestOnMaturity": 0, "currentValue": 0, "mutualFundHoldingsCount": 0, "costValue": 0, "maskedFolioNo": "string", "amc": "string", "holderDematId": "string", "maskedDematId": "string", "brokerId": "string", "brokerName": "string", "equityHoldingsCount": 0, "fiType": "string" } ] } ] }

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/user-linked-accounts-no-pii' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID' \ -H 'Content-Type: application/json' \ -d '{ "uniqueIdentifier": "user-12345", "fiTypes": [ "DEPOSIT", "ETF" ] }'

POST

/pfm/api/v2/user-linked-accounts

Get user linked accounts across multiple FI types

docs.signcare.io/wealthsync/api/others/#post-pfm-api-v2-user-linked-accounts

This API returns a consolidated view of all user linked accounts across multiple FI types WITH full PII. The response includes a summary and per-FIP data with linked accounts containing holder info (name, DOB, PAN, email, mobile, address), account details, balances, and consent status.

Request Body Parameters:

→ fiTypes (optional): Array of FI type strings to query. Example: ["DEPOSIT", "MUTUAL_FUNDS", "EQUITIES"].

Supported values: "DEPOSIT", "TERM_DEPOSIT", "RECURRING_DEPOSIT", "SIP", "EQUITIES", "MUTUAL_FUNDS",

"ETF", "IDR", "CIS", "AIF", "INVIT", "REIT", "LIFE_INSURANCE", "GENERAL_INSURANCE", "NPS",

"GSTR1_3B", "INSURANCE_POLICIES", "EQUITIES_ETF".

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.
Content-Type
stringrequired
application/json

Body parameters

application/json

uniqueIdentifier
stringrequired
Required. Your identifier for the user, exactly as sent when the user was subscribed. Never changes for a user. Non-empty string.
minLength 1default user-12345
fiTypes
array<string>optional
Optional. FI types to include (upper case), for example DEPOSIT, ETF, MUTUAL_FUNDS, EQUITIES. Supported: DEPOSIT, TERM_DEPOSIT, RECURRING_DEPOSIT, SIP, EQUITIES, MUTUAL_FUNDS, ETF, IDR, CIS, AIF, INVIT, REIT, LIFE_INSURANCE, GENERAL_INSURANCE, NPS, GSTR1_3B, INSURANCE_POLICIES, EQUITIES_ETF.
nullabledefault ["DEPOSIT","ETF"]

Sample request body

{ "uniqueIdentifier": "user-12345", "fiTypes": [ "DEPOSIT", "ETF" ] }

Responses

200OK

summary
objectoptional
No description.
9 fields
- totalFiData
  integer (int32)optional
  No description.
  nullable
- totalFiDataSplit
  objectoptional
  No description.
  18 fields
  deposit
  integer (int32)optional
  No description.
  nullable
  termDeposit
  integer (int32)optional
  No description.
  nullable
  recurringDeposit
  integer (int32)optional
  No description.
  nullable
  sip
  integer (int32)optional
  No description.
  nullable
  equities
  integer (int32)optional
  No description.
  nullable
  mutualFunds
  integer (int32)optional
  No description.
  nullable
  etf
  integer (int32)optional
  No description.
  nullable
  idr
  integer (int32)optional
  No description.
  nullable
  cis
  integer (int32)optional
  No description.
  nullable
  aif
  integer (int32)optional
  No description.
  nullable
  invit
  integer (int32)optional
  No description.
  nullable
  reit
  integer (int32)optional
  No description.
  nullable
  lifeInsurance
  integer (int32)optional
  No description.
  nullable
  generalInsurance
  integer (int32)optional
  No description.
  nullable
  nps
  integer (int32)optional
  No description.
  nullable
  gstr1_3B
  integer (int32)optional
  No description.
  nullable
  insurancePolicies
  integer (int32)optional
  No description.
  nullable
  equitiesEtf
  integer (int32)optional
  No description.
  nullable
- totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
- currentBankBalance
  number (double)optional
  No description.
  nullable
- totalFIPs
  integer (int32)optional
  No description.
  nullable
- tdrDMaturityAmount
  number (double)optional
  No description.
  nullable
- tdrDMaturityAmountSplit
  objectoptional
  No description.
  2 fields
  termDeposit
  number (double)optional
  No description.
  nullable
  recurringDeposit
  number (double)optional
  No description.
  nullable
- currentInvestmentValue
  number (double)optional
  No description.
  nullable
- currentInvestmentValueSplit
  objectoptional
  No description.
  5 fields
  equities
  number (double)optional
  No description.
  nullable
  mutualFunds
  number (double)optional
  No description.
  nullable
  etf
  number (double)optional
  No description.
  nullable
  nps
  number (double)optional
  No description.
  nullable
  equitiesEtf
  number (double)optional
  No description.
  nullable
fipData
array<object>optional
No description.
nullable
Each item: 11 fields
- fipId
  stringoptional
  No description.
  nullable
- fipName
  stringoptional
  No description.
  nullable
- totalFiData
  integer (int32)optional
  No description.
  nullable
- totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
- currentBankBalance
  number (double)optional
  No description.
  nullable
- totalMutualFundHoldingsCount
  integer (int32)optional
  No description.
  nullable
- totalEquityHoldingsCount
  integer (int32)optional
  No description.
  nullable
- costValue
  number (double)optional
  No description.
  nullable
- currentValue
  number (double)optional
  No description.
  nullable
- tdrDMaturityAmount
  number (double)optional
  No description.
  nullable
- linkedAccounts
  array<object>optional
  No description.
  nullable
  Each item: 47 fields
  fiDataId
  stringoptional
  No description.
  nullable
  accountRefNumber
  stringoptional
  No description.
  nullable
  dataFetched
  booleanoptional
  No description.
  nullable
  lastFetchDateTime
  string (date-time)optional
  No description.
  nullable
  latestConsentPurposeText
  stringoptional
  No description.
  nullable
  latestConsentExpiryTime
  string (date-time)optional
  No description.
  nullable
  consentPurposeVersion
  stringoptional
  No description.
  nullable
  holderName
  stringoptional
  No description.
  nullable
  holderDob
  string (date-time)optional
  No description.
  nullable
  holderMobile
  stringoptional
  No description.
  nullable
  holderEmail
  stringoptional
  No description.
  nullable
  holderPan
  stringoptional
  No description.
  nullable
  holderNominee
  stringoptional
  No description.
  nullable
  holderCkycCompliance
  booleanoptional
  No description.
  nullable
  holderAddress
  stringoptional
  No description.
  nullable
  holderLandline
  stringoptional
  No description.
  nullable
  maskedAccNumber
  stringoptional
  No description.
  nullable
  accountType
  stringoptional
  No description.
  nullable
  currentBankBalance
  number (double)optional
  No description.
  nullable
  accountBranch
  stringoptional
  No description.
  nullable
  accountCurrency
  stringoptional
  No description.
  nullable
  accountIfscCode
  stringoptional
  No description.
  nullable
  accountMicrCode
  stringoptional
  No description.
  nullable
  accountOpeningDate
  string (date-time)optional
  No description.
  nullable
  accountCurrentODLimit
  number (double)optional
  No description.
  nullable
  accountDrawingLimit
  number (double)optional
  No description.
  nullable
  accountStatus
  stringoptional
  No description.
  nullable
  accountMaturityAmount
  number (double)optional
  No description.
  nullable
  accountMaturityDate
  string (date-time)optional
  No description.
  nullable
  accountDescription
  stringoptional
  No description.
  nullable
  accountInterestRate
  number (double)optional
  No description.
  nullable
  accountPrincipalAmount
  number (double)optional
  No description.
  nullable
  accountTenureDays
  integer (int32)optional
  No description.
  nullable
  accountTenureMonths
  integer (int32)optional
  No description.
  nullable
  accountTenureYears
  integer (int32)optional
  No description.
  nullable
  accountInterestPeriodicPayoutAmount
  number (double)optional
  No description.
  nullable
  accountInterestOnMaturity
  number (double)optional
  No description.
  nullable
  currentValue
  number (double)optional
  No description.
  nullable
  mutualFundHoldingsCount
  integer (int32)optional
  No description.
  nullable
  maskedFolioNo
  stringoptional
  No description.
  nullable
  amc
  stringoptional
  No description.
  nullable
  holderDematId
  stringoptional
  No description.
  nullable
  maskedDematId
  stringoptional
  No description.
  nullable
  brokerId
  stringoptional
  No description.
  nullable
  brokerName
  stringoptional
  No description.
  nullable
  equityHoldingsCount
  integer (int32)optional
  No description.
  nullable
  fiType
  stringoptional
  No description.
  nullable

Example

{ "summary": { "totalFiData": 0, "totalFiDataSplit": { "deposit": 0, "termDeposit": 0, "recurringDeposit": 0, "sip": 0, "equities": 0, "mutualFunds": 0, "etf": 0, "idr": 0, "cis": 0, "aif": 0, "invit": 0, "reit": 0, "lifeInsurance": 0, "generalInsurance": 0, "nps": 0, "gstr1_3B": 0, "insurancePolicies": 0, "equitiesEtf": 0 }, "totalFiDataToBeFetched": 0, "currentBankBalance": 0, "totalFIPs": 0, "tdrDMaturityAmount": 0, "tdrDMaturityAmountSplit": { "termDeposit": 0, "recurringDeposit": 0 }, "currentInvestmentValue": 0, "currentInvestmentValueSplit": { "equities": 0, "mutualFunds": 0, "etf": 0, "nps": 0, "equitiesEtf": 0 } }, "fipData": [ { "fipId": "string", "fipName": "string", "totalFiData": 0, "totalFiDataToBeFetched": 0, "currentBankBalance": 0, "totalMutualFundHoldingsCount": 0, "totalEquityHoldingsCount": 0, "costValue": 0, "currentValue": 0, "tdrDMaturityAmount": 0, "linkedAccounts": [ { "fiDataId": "string", "accountRefNumber": "string", "dataFetched": false, "lastFetchDateTime": "2026-01-01T00:00:00Z", "latestConsentPurposeText": "string", "latestConsentExpiryTime": "2026-01-01T00:00:00Z", "consentPurposeVersion": "string", "holderName": "string", "holderDob": "2026-01-01T00:00:00Z", "holderMobile": "string", "holderEmail": "string", "holderPan": "string", "holderNominee": "string", "holderCkycCompliance": false, "holderAddress": "string", "holderLandline": "string", "maskedAccNumber": "string", "accountType": "string", "currentBankBalance": 0, "accountBranch": "string", "accountCurrency": "string", "accountIfscCode": "string", "accountMicrCode": "string", "accountOpeningDate": "2026-01-01T00:00:00Z", "accountCurrentODLimit": 0, "accountDrawingLimit": 0, "accountStatus": "string", "accountMaturityAmount": 0, "accountMaturityDate": "2026-01-01T00:00:00Z", "accountDescription": "string", "accountInterestRate": 0, "accountPrincipalAmount": 0, "accountTenureDays": 0, "accountTenureMonths": 0, "accountTenureYears": 0, "accountInterestPeriodicPayoutAmount": 0, "accountInterestOnMaturity": 0, "currentValue": 0, "mutualFundHoldingsCount": 0, "maskedFolioNo": "string", "amc": "string", "holderDematId": "string", "maskedDematId": "string", "brokerId": "string", "brokerName": "string", "equityHoldingsCount": 0, "fiType": "string" } ] } ] }

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/user-linked-accounts' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID' \ -H 'Content-Type: application/json' \ -d '{ "uniqueIdentifier": "user-12345", "fiTypes": [ "DEPOSIT", "ETF" ] }'

POST

/pfm/api/v2/user-details

Get user details - all FI types

docs.signcare.io/wealthsync/api/others/#post-pfm-api-v2-user-details

This API returns the user's subscription status and a comprehensive summary across ALL FI types. The response includes subscription dates and per-FI-type breakdowns (Deposit, Term Deposit, Recurring Deposit, Equities, Mutual Funds, General Insurance, Life Insurance, NPS) with data counts, last fetch dates, and current balances/values.

Request Body Parameters:

→ filterCdslNsdlForMF (optional): Set to true to filter out CDSL/NSDL for mutual fund data. Default: false.

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.
Content-Type
stringrequired
application/json

Body parameters

application/json

uniqueIdentifier
stringrequired
Required. Your identifier for the user, exactly as sent when the user was subscribed. Never changes for a user. Non-empty string.
minLength 1default user-12345
filterCdslNsdlForMF
booleanoptional
Optional. Set to true to filter out CDSL/NSDL data for mutual funds. JSON boolean. Default: false.

Sample request body

{ "uniqueIdentifier": "user-12345" }

Responses

200OK

subscriptionStatus
stringoptional
No description.
nullable
subscriptionStartDate
stringoptional
No description.
nullable
subscriptionEndDate
stringoptional
No description.
nullable
fiDatas
objectoptional
No description.
8 fields
- deposit
  objectoptional
  No description.
  4 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
- termDeposit
  objectoptional
  No description.
  4 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
- recurringDeposit
  objectoptional
  No description.
  4 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
- equities
  objectoptional
  No description.
  7 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
  currentValue
  number (double)optional
  No description.
  nullable
  totalHoldings
  integer (int32)optional
  No description.
  nullable
  totalBrokers
  integer (int32)optional
  No description.
  nullable
- mutualFunds
  objectoptional
  No description.
  6 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
  costValue
  number (double)optional
  No description.
  nullable
  dataSourceDetails
  array<object>optional
  No description.
  nullable
  Each item: 2 fields
  dataResourceType
  stringoptional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
- generalInsurance
  objectoptional
  No description.
  4 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
- lifeInsurance
  objectoptional
  No description.
  4 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable
- nps
  objectoptional
  No description.
  4 fields
  totalFiData
  integer (int32)optional
  No description.
  nullable
  totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
  lastFetchDate
  string (date-time)optional
  No description.
  nullable
  currentBalance
  number (double)optional
  No description.
  nullable

Example

{ "subscriptionStatus": "string", "subscriptionStartDate": "string", "subscriptionEndDate": "string", "fiDatas": { "deposit": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0 }, "termDeposit": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0 }, "recurringDeposit": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0 }, "equities": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0, "currentValue": 0, "totalHoldings": 0, "totalBrokers": 0 }, "mutualFunds": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0, "costValue": 0, "dataSourceDetails": [ { "dataResourceType": "string", "lastFetchDate": "2026-01-01T00:00:00Z" } ] }, "generalInsurance": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0 }, "lifeInsurance": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0 }, "nps": { "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "2026-01-01T00:00:00Z", "currentBalance": 0 } } }

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/user-details' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID' \ -H 'Content-Type: application/json' \ -d '{ "uniqueIdentifier": "user-12345" }'

POST

/pfm/api/v2/mutualfunds

Get list of all mutual funds

docs.signcare.io/wealthsync/api/others/#post-pfm-api-v2-mutualfunds

This API returns the master list of all mutual fund schemes available in the Wealthsync database. Each scheme includes code, AMC name, scheme name, structure, type, category, NAV name, launch/closure dates, ISIN, and logo URL.

This is a reference/lookup API and does not require any request body parameters.

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.

Responses

200OK

Example

[ { "code": 0, "amc": "string", "schemeName": "string", "schemeStructure": "string", "schemeType": "string", "schemeCategory": "string", "shcemeNavName": "string", "launchDate": "2026-01-01T00:00:00Z", "closureDate": "2026-01-01T00:00:00Z", "isin": "string", "logo": "string" } ]

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/mutualfunds' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID'

POST

/pfm/api/v2/brokers

Get list of brokers

docs.signcare.io/wealthsync/api/others/#post-pfm-api-v2-brokers

This API returns the master list of all brokers available in the Wealthsync database. Each broker includes broker name, broker ID, logo URL, brand name, SEBI registration numbers, and ARNs.

This is a reference/lookup API and does not require any request body parameters.

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.

Responses

200OK

Example

[ { "brokerName": "string", "brokerId": 0, "logo": "string", "brandName": "string", "sebiRegistrationNumbers": [ "string" ], "arns": [ "string" ] } ]

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/brokers' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID'