Organizations
An organization is a partner that has successfully requested access to our API and has been fully onboarded.
Getting Client Id and Client Secret
After you submit your staging and production public key, we will send over your clientId and clientSecret.
The client keys will be signed with the public key of the respective environment and sent over to your organization’s email on file.
Staging client keys will be signed using the staging public key, and the production client keys will be signed with the production public key
Steps to Production
In order to get access to our Production environment. You must complete the following steps:
Already Requested API Access
Refer to Get Started.
At this point you will receive your staging clientId and clientSecret.
Completed Integration on Staging Environment
Give us the Green Light
Simply send an email to engineering.support@pipevest.com once you are
ready, stating that you would like to be move to Production.
At this point you will receive your production clientId and clientSecret.
Default Investment Types
During onboarding, you may specify your default Investment Types. When a Customer is created for your organization, they will automatically have access to these default Investment Types.
At the moment, only INTERNATIONAL_STOCKS is currently available for trade.
Learn More
Update Organization Details
If you need to update your organization’s details, reach out to engineering.support@pipevest.com and we will guide you through that process.
Organizations
An organization is a partner that has successfully requested access to our API and has been fully onboarded.
Getting Client Id and Client Secret
After you submit your staging and production public key, we will send over your clientId and clientSecret.
The client keys will be signed with the public key of the respective environment and sent over to your organization’s email on file.
Staging client keys will be signed using the staging public key, and the production client keys will be signed with the production public key
Steps to Production
In order to get access to our Production environment. You must complete the following steps:
Already Requested API Access
Refer to Get Started.
At this point you will receive your staging clientId and clientSecret.
Completed Integration on Staging Environment
Give us the Green Light
Simply send an email to engineering.support@pipevest.com once you are
ready, stating that you would like to be move to Production.
At this point you will receive your production clientId and clientSecret.
Default Investment Types
During onboarding, you may specify your default Investment Types. When a Customer is created for your organization, they will automatically have access to these default Investment Types.
At the moment, only INTERNATIONAL_STOCKS is currently available for trade.
Learn More
Update Organization Details
If you need to update your organization’s details, reach out to engineering.support@pipevest.com and we will guide you through that process.