Discussions

Hi, I am currently developing an app using InvestReady and I recieve a webhook from your app with userHash. I need to get user's email so as I understood I need to get list of Synced Users via https://api.sandbox.investready.com/api/wl/user/list.json by sending my app's Private Key as access_token. But it seems that "Advanced API Integration Permission Required" even for sandbox usage. Can you unlock it for me? Thanks, Dmitrii Pokidov

Hi, What is the recommended way to secure the webhook integration? The only way I can think of is the ACL based on IP filter. Is there anything else I can use? If it's IP filtering only, then what are the possible IPs that webhook messages are being sent from (both sandbox and production)? Regards, Oleg K

Hi, the user hash in the webhook body, and the user hash retrieved from the user profile endpoint is different. they are very similar but have different lengths. Is this by design? how are we supposed to verify user hashes?

How can i update the accreditation status of users in the sandbox?

Are we charged for hitting certain API endpoints?

When an investor's accreditation expires, I believe they get an email to update some documents in the platform. When this happens will there be a webhook call to my connected application with the new accreditation info including the new expiration date? And if so what will be the format? Is there a way to test this on the sandbox?

We have some scenarios where we want our investors to be accredited again to enroll for a different product. Right now if they have an active accreditation then we get this error 'This email is already taken'. Is there a way to allow an investor to reaccedit in this way? If not how would you suggest we fix this problem using your API?

Hi, While working on sandbox environment, I am not able to get any response from webhook, so It would be more helpful, if you send me then sample response of Webhook so that I can handle that response in my webhook api.

Hi, Do you have a sandboxing environment wherein I can test the Verification Webhook? Currently the docs specify only this: "InvestReady then process the request; contact IRS, runs credit report, verify 3rd party credentials (bared lawyer, etc) or whatever verification action is needed. When it’s complete InvestReady will submit a webhook to the originating portal. The webhook signals the portal to request the latest information for said user." Doc URL : https://apidocs.investready.com/docs/decoding-question-sets However, I could not find any specific documentation related to the request format or your sandboxing environment. Can you please help?

I see investor on the list that joined 2 weeks ago and his status is Pending. What does that mean? How long can it be in that state? What are the flow and the SLAs? Thanks.