Service Guides for HoldingsIQ

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Downloading Customer Holdings

Overview

Downloading a complete set of customer holdings gives you the ability to populate the holdings into another application, such as a reporting system, or maintain a local cache of holdings. The process to download a set of customer holdings consists of the following steps:

  1. Populate/stage the holdings data.
  2. Retrieve the status of a holdings snapshot (optional, but recommended).
  3. Download the customer holdings.