Nexus API
Refresh member (alias for aggregate member)
This is an alias for members/aggregate. 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.
Detailed information on the aggregation process from start to finish can be found in the guide.
Path Parameters
| Field | Required | Type |
|---|---|---|
member_guid The unique identifier for the member. Defined by MX. | Required | String |
Query Parameters
| Field | Required | Type |
|---|---|---|
include_holdings When set to | Optional | Boolean |
include_transactions When set to | Optional | Boolean |