Assign investment entity to another client

Asynchronously assign an Investment Entity to a different client within the same firm.
This endpoint initiates a background job to move the Investment Entity and all of its associated data
(profile, contacts, subscriptions, investments, documents, assessments, portal access).

The operation will be blocked if the Investment Entity has a pending profile conflict or an unfinished document request.
If the Investment Entity is already assigned to the target client, the request will return an error.

This process is asynchronous, and the result of the async request will contain a new Investment Entity ID. You can find a complete guide to the workflow in our Long request operations.

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Path Params
string
required

The ID of the Firm object

string
required

The Anduin ID or Tracking ID of the Investment Entity object

Body Params
string
required

Anduin ID or Tracking Id of the Client

Responses

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