Service Guides for HoldingsIQ

Investigate use cases. Find sample scenarios. Learn how your applications can best use HoldingsIQ.

Downloading Customer Holdings


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.