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 private key of the respective environment and sent over to your organization’s email on file.

Note

Staging client keys will be signed using the staging private key, and the production client keys will be signed with the production private 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.

Note

At this point you will receive your staging clientId and clientSecret.

Completed Integration on Staging Environment

Create Your First Customer

Learn how to create Customers via the API

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.

Note

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.

Note

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.