Update an adviser split

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

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

adviserSplit_uuid string Required

application/json

Body

name string

The name of the adviser split
firm_percentage number

The percentage held by the firm on a charge
adviser_percentage number

The percentage held by the selling adviser on a charge

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 \
 --request PUT 'https://api.plannrcrm.com/api/v1/adviser-split/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Trainee Rate","firm_percentage":30.0,"adviser_percentage":70.0}'

Request examples

# Headers
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": "bb3b5630-8ca1-4f74-9cb6-ec5a573c9db2",
  "created_at": "2025-06-26T11:37:10+01:00",
  "updated_at": "2025-06-26T11:37:10+01:00",
  "firm_percentage": 30,
  "adviser_percentage": 30
}