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  • SymXchange
    • API Reference
      • Persistent
        • AccountService
          • Account
          • BatchAchOrig
          • Card
            • createCard
            • deleteCard
            • getCard
            • searchCard
            • updateCard
          • Comment
          • CpWorkCard
          • CredRep
          • Eft
            • createEft
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            • updateEft
          • ExternalAccount
          • ExternalLoan
            • createExternalLoan
            • deleteExternalLoan
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            • updateExternalLoan
          • FmHistoryPagedList
          • Household
          • Irs
            • createIrs
            • deleteIrs
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            • searchIrs
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          • Loan
            • createLoan
            • deleteLoan
            • getLoan
            • searchLoan
            • updateLoan
          • LoanApp
            • createLoanApp
            • deleteLoanApp
            • getLoanApp
            • searchLoanApp
            • updateLoanApp
          • Lookup
          • Name
          • Note
          • Pledge
          • Portfolio
            • createPortfolio
            • deletePortfolio
            • getPortfolio
            • searchPortfolio
            • updatePortfolio
          • Preference
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            • createShare
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            • updateShare
          • Site
          • Tracking
        • AccountsPayableService
        • BalancingService
        • BatchJobsService
        • CashLetterService
        • CheckService
        • CheckVerificationService
        • CollateralService
        • ContactEventMgmtService
        • CorpTransferService
        • CreditReportService
        • DealerService
        • EcaaService
        • ExceptionItemService
        • FileManagementService
        • FindByService
        • FinrepService
        • GeneralLedgerService
        • InformationService
        • InventoryService
        • MbraddressService
        • MemberService
        • NonAccountNameService
        • ParticipantService
        • PayeeService
        • PowerOnService
        • ProjectionService
        • ReceivedItemService
        • RemittanceService
        • TransactionsService
        • UserManagementService
        • UserService
        • WireService
          • Wire
          • WireBeneficiary
            • createWireBeneficiary
            • deleteWireBeneficiary
            • getWireBeneficiary
            • searchWireBeneficiary
            • updateWireBeneficiary
          • WireDrawdownDebit
          • WireFiToFiInfo
          • WireFmHistory
          • WireIntermedFi
          • WireOfacDetails
          • WireReceiverFiInfo
          • WireServiceMessage
          • WireUscAudit
      • v2022.01
        • AccountService
          • Account
          • BatchAchOrig
          • Card
            • createCard
            • deleteCard
            • getCard
            • searchCard
            • updateCard
          • Comment
          • CpWorkCard
          • CredRep
          • Eft
            • createEft
            • deleteEft
            • getEft
            • searchEft
            • updateEft
          • ExternalAccount
          • ExternalLoan
            • createExternalLoan
            • deleteExternalLoan
            • getExternalLoan
            • searchExternalLoan
            • updateExternalLoan
          • FmHistoryPagedList
          • Household
          • Irs
            • createIrs
            • deleteIrs
            • getIrs
            • searchIrs
            • updateIrs
          • Loan
            • createLoan
            • deleteLoan
            • getLoan
            • searchLoan
            • updateLoan
          • LoanApp
            • createLoanApp
            • deleteLoanApp
            • getLoanApp
            • searchLoanApp
            • updateLoanApp
          • Lookup
          • Name
          • Note
          • Pledge
          • Portfolio
            • createPortfolio
            • deletePortfolio
            • getPortfolio
            • searchPortfolio
            • updatePortfolio
          • Preference
          • Share
            • createShare
            • deleteShare
            • getShare
            • searchShare
            • updateShare
          • Site
          • Tracking
        • AccountsPayableService
        • BalancingService
        • BatchJobsService
        • CashLetterService
        • CashMachines
        • CheckService
        • CheckVerificationService
        • CollateralService
        • ContactEventMgmtService
        • CorpTransferService
        • CreditReportService
        • DealerService
        • EcaaService
        • EpisysInformationService
        • ExceptionItemService
        • FileManagementService
        • FindByService
        • FinrepService
        • GeneralLedgerService
        • InventoryService
        • MbraddressService
        • MemberService
        • NonAccountNameService
        • ParameterService
          • AccountDefault
          • AccountFieldName
          • AcctLimit
          • AcctMembGrpDesc
          • AcctRelCodeDesc
          • AcctTrackingType
          • AcctTypeName
          • AcsGlobal
          • AcsService
          • ActivityFm
          • AnalysisFloat
          • AnalysisGlobal
          • AnalysisPlan
          • ApPmtTermsTablePagedList
          • ApWorkFlow
          • Atm
          • Audio
          • BatchRc
          • CardDefault
          • CardWiz
          • CashOrderVendor
          • Cdm
          • CheckOrderDefault
          • CollateralType
          • CollatrlTrackingType
          • Comment
          • ConsoleFm
          • CorpTransfer
          • CpLetter
          • CpWorkCard
          • CreditReport
          • Crs
          • CurrencyCtrl
          • DailyPost
          • DealerStatement
          • DebtRatio
          • Disclosure
          • DivIndexGlobal
          • DivIndexLocal
          • DivTable
          • DocExcpNotice
          • DocTypeDefault
          • DocumentNumber
          • EpisysDbExtract
          • EscrowAnalysis
          • EscrowType
          • ExtLoan
          • GlCategory
          • GlCode
          • GlTable
          • GlTrackingType
          • GlxLate
          • IdentIdTypeDesc
          • Imaging
          • InqDefinition
          • InsTable
          • InsType
          • Institution
          • IntIndex
          • IntType
          • InventoryCopiedFlds
          • InventoryDefault
          • InventoryFieldName
          • InventoryType
          • IrsBkupWithhold
          • IrsContriLimit
          • ItcFraud
          • ItcInstallation
          • LateChg
          • LnSegmentDefault
          • LoanAppCopiedFlds
          • LoanAppDefault
          • LoanAppDenial
          • LoanAppFieldName
          • LoanAppFormPkt
          • LoanAppMisc
          • LoanAppPrintApp
          • LoanAppReusedFlds
          • LoanAppVerForm
          • LoanAppViewApp
          • LoanAppWorkFlow
          • LoanDefault
          • LoanFieldName
          • LoanTypeIdRange
          • LookupTypeName
          • Misc
          • MoProduct
          • NameFieldName
          • Ncua5300
          • NonRegCc
          • Notice
          • OnlineBlock
          • OnlineCard
          • OnlineFee
          • OnlineFile
          • OnlineMain
          • OnlineNet
          • OnlineOutlet
          • OnlineSbAddOn
          • OnlineSba
          • OnlineSbi
          • Param360View
          • Parameter
          • PartStatement
          • PartTrackingType
          • ParticipantFieldName
          • PayCalc
          • PeriodicMtg
          • PlanDefault
          • PlanFieldName
          • PmtAppMethod
          • PositivePay
          • PreferenceDefault
          • PrivGroup
          • RegCc
          • ScreenDefinition
          • SecField
          • Security
          • ShareDefault
          • ShareFieldName
          • Statement
          • StmtMailName
          • StmtMessages
          • Stock
          • SycClient
          • SycGeneral
          • SymXClient
          • SymXDeviceMap
          • SymXGeneral
          • SymXInstance
          • SynapsysMrm
          • TcProduct
          • TellerFee
          • TellerTranFee
          • TellerTranValidate
          • Tpt
          • TrackingCode
          • UserFm
          • UserTrackingFm
          • UserTrackingType
          • Warnings
          • WdFee
          • WestUnCommCode
          • WireBfc
          • WireCorpVer
          • WireIdCode
          • WireInCmtCode
          • WireMisc
          • WireOutCmtCode
          • WireTypeCode
          • WorkFlowRepGen
          • YellowHammer
        • ParticipantService
        • PayeeService
        • PowerOnService
        • ProjectionService
        • ReceivedItemService
        • RemittanceService
        • SymXchangeVerificationService
        • TransactionsService
        • UserManagementService
        • UserService
        • WireService
          • Wire
          • WireBeneficiary
            • createWireBeneficiary
            • deleteWireBeneficiary
            • getWireBeneficiary
            • searchWireBeneficiary
            • updateWireBeneficiary
          • WireDrawdownDebit
          • WireFiToFiInfo
          • WireFmHistory
          • WireIntermedFi
          • WireOfacDetails
          • WireReceiverFiInfo
          • WireServiceMessage
          • WireUscAudit
    • Credentials
    • Device Information
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On this page
  • Portfolio Operation Types
  • createPortfolio
  • deletePortfolio
  • getPortfolio
  • searchPortfolio
  • updatePortfolio

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  1. SymXchange
  2. API Reference
  3. Persistent
  4. AccountService

Portfolio

PreviousPledgeNextcreatePortfolio

Last updated 10 months ago

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Portfolio Operation Types

Below are the operation types available in the Portfolio group of the SymXchange AccountService service.

FYI: The concept of operation types is unique to these docs. We split up the services in an attempt to make them more digestible for a human reader.

createPortfolio

deletePortfolio

getPortfolio

searchPortfolio

updatePortfolio

createPortfolio
deletePortfolio
getPortfolio
searchPortfolio
updatePortfolio