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User Hash

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?

Webhook security

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
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Accreditation expiration

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?

API billing

Are we charged for hitting certain API endpoints?

Sandbox Access Token

We are trying to generate access token using sandbox client id and credentials but it responds as Client authentication fails but on the other hand when we try to generate access token using Production credentials it works. Can you please tell why its not working on sandbox?
ANSWERED

Reaccreditation not working

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?

Pending status

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.

access token fails on sandbox account

We are trying to generate access token using sandbox client id and credentials but it responds as Client authentication fails but on the other hand when we try to generate access token using Production credentials it works. Can you please tell why its not working on sandbox?

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Accreditation delays

I work with DLP capital on the investor relations team. I have a few clients that have been waiting for almost 15 business days for the letter. I was aware of maybe a few day delay, but not this long. Is there something I can tell my investor in the meantime? (Daniel Buchan)