The Finvera API allows to search and retrieve information of insurance and advisory professionals.

A full report of an individual is accessed by Finvera ID, CRD, or NPN while compact representations of reports are searched by name and location.

Authentication

To access Finvera API, an API key is required in the HTTPS Authorization header.

curl --location --request GET 'https://api.finvera.com/id/v1.0/identity/search/?first_name=james&last_name=smith&state=CA' \
--header 'Content-Type: application/json' \
--header 'Authorization: API_KEY'

HTTP Status code

Status

Description

200 - OK

Everything worked as expected.

400 - Bad Request

The request was unacceptable, often due to missing a required parameter.

401 - Unauthorized

No valid API key provided.

403 - Forbidden

The API key doesn't have permissions to perform the request.

404 - Not Found

The requested resource doesn't exist.

429 - Too Many Requests

Too many requests hit the API too quickly.

500 - Server Error

Something went wrong on Finvera server.

Date format

All dates are strings in the ISO format YYYY-MM-DD.