Flex Web Service

The Flex Web Service lets you access your pre-configured flex queries via HTTPS protocol without logging into Advisor Portal. This feature lets you write automated client software in your preferred language, which can request previously defined Flex queries.

To enable flex web service

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Reporting > Flex Web Service.

  2. Click the toggle button to enable or disable Flex Web Service.

  3. Once enabled a new token will appear to initiate Flex Query Requests.

  4. Click Generate A New Token to invalidate the prior token. Select the amount of time for expiration and a valid IP address (optional).

  5. Click the x button to return to the Account Settings screen.