Asset

This API is for the Asset resource of Advisor API v2 on the wealth.com platform. It allows connected systems to programmatically add, update, retrieve, list, and delete assets within a top account.

The V2 Asset API uses the same asset request and response objects as the Advisor API Asset resource, with V2 top-account-scoped paths and Bearer token authentication.

Shared Asset Model

Use the Advisor API Asset page as the canonical reference for asset fields, examples, and supported values:

The differences for V2 are the URL path and authentication header. Asset ownership and beneficiary contact references must point to contacts that exist in the same top account.

GETadvisor-api.wealth.com/v2/top-accounts/{wid}/assets

List Assets

The List Assets call expects a top account wid in the URL. It returns all assets for the specified top account.

Request

GET
advisor-api.wealth.com/v2/top-accounts/{wid}/assets
  curl --location --request GET 'https://advisor-api.wealth.com/v2/top-accounts/786bb91c-35ec-49bb-bc28-1d2930d7db6a/assets' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer xxxxxxxxxxxxx'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Assets retrieved successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Top account not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

The response object is the same as the Advisor API List Assets response object.

POSTadvisor-api.wealth.com/v2/top-accounts/{wid}/assets

Add Asset

The Add Asset call expects a top account wid in the URL and a JSON request body with an assets array. Each entry has the shared asset properties plus any properties required for its asset_type.

Request

POST
advisor-api.wealth.com/v2/top-accounts/{wid}/assets
  curl --location 'https://advisor-api.wealth.com/v2/top-accounts/786bb91c-35ec-49bb-bc28-1d2930d7db6a/assets' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer xxxxxxxxxxxxx' \
    --data-raw '{
        "assets": [
            {
                "asset_type": "Cash",
                "external_id": "top-account-cash-01",
                "name": "Top account cash sample",
                "estimated_value": 25000,
                "as_of_date": "2026-04-27T00:00:00Z",
                "currency_code": "USD"
            }
        ]
    }'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Assets created successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters or invalid asset payload
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

The request and response objects are the same as the Advisor API Add Asset request and response objects.

GETadvisor-api.wealth.com/v2/top-accounts/{wid}/assets/{asset_id}

Get Asset

The Get Asset call expects a top account wid and asset asset_id in the URL.

Request

GET
advisor-api.wealth.com/v2/top-accounts/{wid}/assets/{asset_id}
  curl --location --request GET 'https://advisor-api.wealth.com/v2/top-accounts/786bb91c-35ec-49bb-bc28-1d2930d7db6a/assets/BywaJOaAIkOnJhp35u0qvA' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer xxxxxxxxxxxxx'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Asset retrieved successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Top account or asset not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

The response object is the same as the single asset object from the Advisor API List Assets response object.

PUTadvisor-api.wealth.com/v2/top-accounts/{wid}/assets/{asset_id}

Update Asset

The Update Asset call expects a top account wid and asset asset_id in the URL. The request body has the same shape as a single entry in the Add Asset assets array.

Request

PUT
advisor-api.wealth.com/v2/top-accounts/{wid}/assets/{asset_id}
  curl --location --request PUT 'https://advisor-api.wealth.com/v2/top-accounts/786bb91c-35ec-49bb-bc28-1d2930d7db6a/assets/BywaJOaAIkOnJhp35u0qvA' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer xxxxxxxxxxxxx' \
    --data-raw '{
        "asset_type": "Cash",
        "external_id": "top-account-cash-01",
        "name": "Updated top account cash sample",
        "estimated_value": 26000,
        "as_of_date": "2026-05-01T00:00:00Z",
        "currency_code": "USD"
    }'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Asset updated successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters or invalid asset payload
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Top account or asset not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    422
    Type
    Description
    Unprocessable Entity - Request could not be processed
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

The request and response objects are the same as the Advisor API Update Asset request and response objects.

DELETEadvisor-api.wealth.com/v2/top-accounts/{wid}/assets/{asset_id}

Delete Asset

The Delete Asset call expects a top account wid and asset asset_id in the URL.

Request

DELETE
advisor-api.wealth.com/v2/top-accounts/{wid}/assets/{asset_id}
  curl --location --request DELETE 'https://advisor-api.wealth.com/v2/top-accounts/786bb91c-35ec-49bb-bc28-1d2930d7db6a/assets/BywaJOaAIkOnJhp35u0qvA' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer xxxxxxxxxxxxx'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Asset deleted successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Top account or asset not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

The response object is the same as the Advisor API Delete Asset response object.