Get all adviser splits

GET /api/v1/adviser-split

Query parameters

  • Filter by a comma separated list of UUIDs.

  • Name to filter by

  • Type to filter by. Valid options are adviser, plan

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, name]. Negative sign to denote DESC. Defaults to 'name'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]

      Additional properties are allowed.

GET /api/v1/adviser-split
curl \
 -X GET https://api.plannrcrm.com/api/v1/adviser-split \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
  "data": [
    {
      "name": "Trainee Rate",
      "type": "adviser",
      "uuid": "251852f9-dac8-455a-8ac6-ac964d6eafc3",
      "created_at": "2024-11-20T13:24:04+00:00",
      "updated_at": "2024-11-20T13:24:04+00:00",
      "firm_percentage": 30,
      "adviser_percentage": 30
    }
  ]
}