Investment Lot
An externally held customer securities lot with actual acquisition cash cost, explicit unknown tax basis and signed custody reconciliation.
OBJECTThe Investment Lot objectAn externally held customer securities lot with actual acquisition cash cost, explicit unknown tax basis and signed custody reconciliation.GETList all investment lots
/investment-lots · Verified bound customer with customer scope must supply an authorized account_id; verified staff/service with payments:investments:read or payments:investments:write may read the custody inventoryGETGet an investment lot by ID/investment-lots/{id} · Verified owner with customer scope and account access, or staff/service with payments:investments:read or payments:investments:write, reads original custody identity, actual cost, current reservation, signed observations and actual disposal evidencePOSTRetain signed actual custody units, values and explicit unknowns for reconciliation/investment-lots/{id}/observations · Only the exact configured service with payments:investments:bridge supplies signed actual custodian units, optional values/tax basis/income and as-of date bound to the original settlement and beneficial account