GET /api/v1/adviser-split
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[name] string

    Name to filter by

  • filter[type] string

    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]
      Hide data attributes Show data attributes object
      • uuid string

        The UUID of the resource.

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was updated.

      • name string

        The name of the adviser split

      • firm_percentage integer

        The percentage held by the firm on a charge

      • adviser_percentage integer

        The percentage held by the selling adviser on a charge

      • type string

        Whether this adviser split is for an adviser or a plan charge
GET /api/v1/adviser-split 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/adviser-split' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "Trainee Rate",
      "type": "adviser",
      "uuid": "c3cd543e-8b84-45e1-bcb0-801b8bb68e4c",
      "created_at": "2025-12-24T11:03:00+00:00",
      "updated_at": "2025-12-24T11:03:00+00:00",
      "firm_percentage": 30,
      "adviser_percentage": 30
    }
  ]
}