Jump to Content
Guides
API Reference
v1.0
Log In
Guides
Log In
v1.0
Guides
API Reference
Search
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
Onboarding Individuals
Onboarding a Joint Party
Onboarding an Entity Party
Qualifying Investors Overview
KYC/AML Verification
Suitability Verification
Accredited Investor Verification
Subscription Overview
Creating a Trade
Subscription or Trade Documents
Payments Overview
ACH Payments
Credit Card Payments
Wire, Check, and IRA Payments
Ongoing Management of an Offering
Investor Refunds and Returns
Obtaining Production Keys
Working with List Endpoints
Setting Up Encrypted Webhooks
TransactAPI Admin Guide
Welcome
Dashboard
Secondary Trades Directory
Accounts Directory
Parties Directory
Offerings Directory
Trades Directory
Administrative Directory
Accounts View
Bulk Action
Add Account
Archived Accounts
Account ID
Parties View
KYC/AML General Information
Bulk Action
Entities
Add New Individual Party
Add New Entity Party
Archived Parties/Entities
Party ID
Offerings View
Add New Offering
View Issuers
View DirectInvest Buttons
Archived Offerings
Bulk Actions
Offering ID
Trades View
View Return Requests
Archived Trades
Create Trade
Trade Review
Bulk Upload Trades
Bulk Action
Trades Table Hyperlinks
Trade ID
Trade Statuses
Payment Statuses
Reporting View
Administrative View
Update Webhook Auth Key
Client User
ATS Webhook
API Documentation
KYC/AML Testing Information
OFAC/SDN Testing Information
Powered by
Suggest
The majority of offering actions occur by selecting a specific Offering ID. From here, view and edit offering information, cancel or close offers, view/edit/upload offering documents, and much more.
