WealthAccess is a portfolio data integration that imports household, account, and holdings data with automatic syncing.
| Attribute |
Value |
| Integration Type |
Portfolio Data Import |
| Authentication |
API Token + HMAC-SHA256 Signature |
| Data Flow |
WealthAccess → RightCapital (inbound only) |
| Developer |
Yan Hu |
| Cron Owner |
yan.hu |
| WealthAccess ClassificationId |
RightCapital Type |
| 5, 7, 97, 98, 99, 101, 120 |
Investment |
| 4 (Banking) |
Bank |
| 13, 14 (Mortgage, HELOC) |
Loan |
| Purpose |
Endpoint |
| List investors |
GET /api/v2/advisor/investors |
| Get accounts |
GET /api/v2/advisor/investors/{id}/accounts |
| Get holdings |
GET /api/v2/advisor/investors/{id}/holdings |
HMAC-SHA256 signature-based authentication with client ID and secret.
Holdings matched by CUSIP as primary identifier.
| Component |
Path |
| Connector |
retail-api/app/Integrations/WealthAccess/Connector.php |
| Integrator |
retail-api/app/Integrations/WealthAccess/Integrator.php |
| Config |
retail-api/app/Integrations/WealthAccess/Config.php |
| Models |
retail-api/app/Integrations/WealthAccess/Models/ |
- Inbound only (no sync back to WealthAccess)
- Limited to Investment, Bank, and Loan accounts