Export investor client references as CSV

GET/portfolio/tables/investors/client-references

portfolio:read portfolio_table_export_investor_referencesRead-only

Queues a CSV of investor name + client reference so users know which references to use when building import files. Advisor-scoped.

Responses

202

{
  "audit_guid": "string"
}

Examples

curl https://your-org-domain/kong/core/api/v2/portfolio/tables/investors/client-references\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"