Investor References

All operations Investors can perform using the API

User

Account

Handle logging into your account, viewing it, password management, and Multi-factor authentication.

Initiate Login

/auth/login

Complete Login (with MFA code)

/auth/login/mfa

Validate MFA

/auth/mfa/validate

View Full Profile

/profile

View Profile Summary

/user/myprofile

Set Password

/auth/confirm-password

Change Password

/auth/change-password

Change Default Password

/auth/login/temp

Reset Forgotten Password

/auth/forgot-password

Wallets

View your wallets and update their labels.

View Wallets

/wallet

View Wallet (by user)

/user/:userId/wallet

View Wallet (by address)

/user/:userId/wallet/:address

Update Wallet Label

/user/:userId/wallet/:address

Portfolio

View your current holdings and past settlements.

View Current Holdings

/portfolio

View Past Settlements

/portfolio/settlement

Management

Investors

As an investor, view your information.

View Investor (by Id)

/user/:investorId

View Investor's Orderbook

/user/:investorId/orderbook

View Action Summary

profile/summary

View Investor Data Update Requests

/profile/investor/:investorId/updates

Request Investor Data Update

/profile/investor/:investorId/updates

Manage User access

/auth/access

View Investor Required input for registration (Open endpoint)

/user/form

View Investor Required complete input for update

/user/form/complete

Funds

View subscribed Funds and their information.

View Funds

/security/fund

View Fund (by Id)

/security/fund/:fundId

Instruments

View Instruments and their information.

View Instruments

/security/fund/:fundId/instrument

View Instrument (by Id)

/security/fund/:id/instrument/:instrumentId

View NAV /security/fund/:fundId/instrument/:instrumentId/nav

View Balance for Instrument

/user/instrument/:instrumentId/balance

Subscriptions

Create, view, and handle subscription orders through their lifecycle.

Create Subscription Order

/orderbook/subscription/order

View Subscription Orders

/orderbook/order

View Subscription Order (by Id)

/orderbook/order/:orderId

Confirm Subscription Order

/orderbook/subscription/order/confirm

Cancel Subscription Order

/orderbook/subscription/order/cancel

Redemptions

Create, view, and handle redemption orders through their lifecycle.

Create Redemption Order

/orderbook/redemption/order

View Redemption Orders

/orderbook/order

View Redemption Order (by Id)

/orderbook/order/:orderId

Confirm Redemption Order

/orderbook/redemption/order/confirm

Lock Redemption Order

/orderbook/redemption/order/lock

Cancel Redemption Order

/orderbook/redemption/order/cancel

Requests

Agreement Requests

View agreement requests made on your behalf.

View Full Agreement Requests

/docusign

View Full Agreement Request (by Id)

/order-request/:requestId

View Agreement Document (by Id)

/docusign/document/:documentId

View Custom Fields from Document (by Id)

/docusign/custom-fields/:orderId

View Document Envelope (by Id)

/docusign/envelop/:orderId

On-chain Transactions

Submit transactions, query data or simulate transactions from any smart contract

Submit a transaction to smart contract

transaction/submit

Query or simulate a transaction to smart contract

transaction/query

Legal Documents

Manage legal documents to be fetched and signed offline by the dealer

Get All Platform legal documents

legal-document

Get legal document details

legal-document/:id

Download document

legal-document/:id/file

General Requests

Create and view your general requests towards the KAIO Admin.

Send General Request to Admin

/request

View General Requests

/request

View General Request (by Id)

/request/:request