Update an adviser split

PUT /api/v1/adviser-split/{adviserSplit_uuid}
application/json

Body

Responses

  • 200 application/json
    Hide response attributes Show response 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
PUT /api/v1/adviser-split/{adviserSplit_uuid} 
curl \
 -X PUT https://api.plannrcrm.com/api/v1/adviser-split/adviserSplit_uuid \
 -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}" \
 -d '{"name":"Trainee Rate","firm_percentage":30.0,"adviser_percentage":70.0}'
Request examples 
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Trainee Rate",
  "firm_percentage": 30.0,
  "adviser_percentage": 70.0
}
Response examples (200) 
{
  "name": "Trainee Rate",
  "type": "adviser",
  "uuid": "0e2179cc-9cb7-41cc-993e-83559790ce68",
  "created_at": "2024-10-16T11:10:17+01:00",
  "updated_at": "2024-10-16T11:10:17+01:00",
  "firm_percentage": 30,
  "adviser_percentage": 30
}