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Nexus API

Aggregate member

Use this endpoint to create a new aggregation job, which is the process that gathers updated account, transaction, and holding data for a given member. If you've set the use_cases field when creating the member, then the member's use_case must be set to PFM, otherwise a 403 will return. The response will include important information about the member's aggregation including the is_being_aggregated and connection_status fields. The aggregation can take some time to finish; you can use the the read member endpoint and track the status and completion of the aggregation as it progresses.

GET
/members/{member_guid}/aggregate

Path Parameters

FieldRequiredType

member_guid

The unique identifier for the member. Defined by MX.

Required
String

Request Body

FieldRequiredType

include_holdings

When set to false, the aggregation will not gather holdings data. Defaults to true.

Optional
Boolean

include_transactions

When set to false, the aggregation will not gather transactions data. Defaults to true.

Optional
Boolean
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