Participant APIs | REST

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Download Open API Specification

Update Auto Transfer to Investment setting

https://api.wealthcare.com/participant/services/participant/accounts/hsainvestments/autotransfersetup/{tpaId}/{employerId}/{participantId}

Update the Auto Transfer to Investment settings for a specific participant, allowing for adjustments to their investment preferences.

Request

  • tpaId string Required

    A unique identifier used to identify your admin instance. This value is system generated when the admin instance was created.

  • employerId string Required

    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

  • participantId string Required

    Unique identifier for the participant user whose feature information is being retrieved.

  • decrypt integer <int32>

    Indicate if the URI parameters are encrypted or not. Use 1 for encrypted, 0 for decrypted (default is 0). This affects how the API interprets the incoming identifiers.

  • TpaId string
  • EmployerId string
  • ParticipantId string
  • FlexAcctId string
  • TransferAmountsAbove number <double>
  • MinAutoTransferAmount number <double>
  • IsAcctAutoTransferEnabled boolean

Response

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