Investor Setup

• 1 Introduction
• Welcome!
• Roles
• Accounts & Users
• Multi-Tenancy
• Getting Going
• The Object Model
• Partner Integrations
• GraphQL/PostGraphile
• The Internal Blockchain
• 2 Issuer Actions
• Overview
• Asset Configuration
• Create an Asset
• Create a Round
• Create a Tranche (Debt)
• Create an Allocation
• Invite Broker to Round
• Investor Setup
• Setup Customer Information
• Assign a Wallet Address
• Primary Issuance
• Create a Distribution
• Record a Payment
• Update a Distribution
• Request Distribution Issuance
• Request Direct Issuance
• Tokenization
• Initialize a Token
• Deploy a Contract
• Mint Tokens
• Document Upload
• Create a Security Document
• Create a Holding Document
• Example Upload Code
• 3 Broker Actions
• Overview
• Create an Issuer
• Accept Issuer Invitation
• Create a Delegate
• 4 ATS Actions
• Overview
• Create an Investor
• Batch Transfer
• Useful Queries
• 5 Custodian Actions
• Overview
• Bulk Deposit
• Querying Requests
• 6 Access via API Key
• Overview
• Authentication
• Calling GraphQL
• 7 Coding Examples
• Overview
• Python
• PHP
• Appendix
• Legacy API Calls
• Overview
• Issue Distributions
• Conditions & Filters
• Error Codes
• Introspection
• VSP Overview