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Getting started
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Financial Personality
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Financial Circumstances and Goals - Risk Capacity
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Knowledge & Experience
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Suitable Risk Level
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Sustainability
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Secure Lifetime Income
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Mapped investments & Portfolios
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Portfolio Risk Calculator
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Integrations & Technical Information
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Frequently Asked Questions
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Latest Updates and Changes
API Changelog v4.11
- The instrumentResponses/assessments endpoint now uses a new "assessment_ref" property instead of an “assesment_id” property. A specific assessment can now be identified from the assessment_ref string rather than an ID mapping lookup. See below for an example:

- The following unused fields have been removed from the instruments and instrumentResponsesAssesment endpoint:
instruments endpoint:
assessments object: "id" field
question_groups object: "id" field
instrumentResponses/assessments endpoint
"assessment_id" field