List All Allocation Groups

Retrieves a list of all of the advisor’s allocation groups. This describes the name of the allocation group, number of subaccounts within the group, and the method in use for the group.

GET /iserver/account/allocation/group

Request Object

No params or body content should be sent.

1
request_url = f"{baseUrl}/iserver/account/allocation/group" 
2
requests.get(url=request_url)

Response Object

data: Array of objects.
Contains object pairs for each allocation groups
[{
allocation_method: String.
Uses the Allocation Method Code to represent which method is implemented.

size: int.
Represents the total number of sub-accounts within the group.

name: String.
The name set for the given allocation group.
}]

{
  "data": [
    {
      "allocation_method": "N",
      "size": 10,
      "name": "Group_1_NetLiq"
    }
  ]
}