For AI agents: visit https://transactapi.readme.io/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.

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Guides API Reference

v1.0

Guides

v1.0Guides API Reference

TransactAPI Introduction

Welcome
Webhook Documentation
Authentication
Error Codes
Suggested Workflows
Knowledge Base

TransactAPI Developer Guide

Getting Started With APIs
Getting API Keys
Setting Up an Offering
Investor Onboarding Overview
Qualifying Investors Overview
Subscription Overview
- Creating a Trade
- Subscription or Trade Documents
Payments Overview
Ongoing Management of an Offering
- Investor Refunds and Returns
Obtaining Production Keys
Working with List Endpoints
Setting Up Encrypted Webhooks
Authorization headers
Custody Account Opening Workflow

TransactAPI Admin Guide

Welcome
Dashboard
Accounts View
Parties View
Offerings View
Trades View
Reporting View
Administrative View

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Suggested Workflows

TransactAPI Workflows

support.northcapital.com

TransactAPI Workflows

Updated about 1 year ago

What’s Next

Knowledge Base