Contact → Search
AI-generatedSummary
Search and retrieve investment advisor contact records filtered by firm name, organization CRD numbers, contact IDs, or update date, with control over the number of contacts returned and output detail level.
Inputs
- Firm Name — Filter contacts by their firm's business name (partial, case-insensitive).
- Organization CRDs — Comma-separated list of firm CRD numbers to include contacts from.
- Contact IDs — Comma-separated list of specific contact IDs to include.
- Updated On or After — Return only contacts updated on or after this date (YYYY-MM-DD), useful for incremental syncs.
- Maximum Contacts (required) — Maximum number of contact records to return (minimum 1).
- Output (required) — Select the detail level of returned records: Raw (all fields), Selected Fields (choose specific fields), or Simplified (default compact set).
- Fields to Include — When Output is 'Selected Fields', specify which contact fields to return (e.g., email, phone, firm name).
- Authentication (required) — Authentication method to use (API key or OAuth2).
Output shape
a list of contact records
Returns an array of contact items shaped according to the Output setting: raw JSON from the API, a simplified subset of useful fields, or only selected fields as specified. Supports filtering parameters for targeted search and incremental updates. Pagination and error handling are managed internally.
Examples
Example 1: Search up to 15 contacts from firms named 'Morgan Stanley', returning simplified fields.
Set 'Firm Name' to 'Morgan Stanley', 'Maximum Contacts' to 15, and 'Output' to 'Simplified'.
Example 2: Retrieve specific contacts by IDs, returning raw data including all API fields.
Enter contact IDs in 'Contact IDs', set 'Output' to 'Raw'.