Branch Manager

Branch Managers manage Advisors within their branch and control the transfer approval workflow — they can require client transfer requests to pass through their sign-off before executing, a key compliance and oversight control.

Capabilities

• Create and manage Advisor accounts within the branch
• View Individual and Business Owner client portfolios within the branch
• View client accounts and balances
• View client transfer requests (but not completed transfers or auto-payments)
• Configure approval settings — require Branch Manager sign-off on transfer requests before they execute
• View client and system reports

Branch Managers do not see completed transfers or auto-payments in their view — only pending transfer requests. Transfers and auto-payments are visible to Head Branch Managers and Advisors.

Daily Workflow

flowchart TD
    A["Authenticate<br/>POST /entrypoint/org/v1/sessions"]
    B["View branch Advisors<br/>GET /branches/private/v1/advisor"]
    C{"Daily tasks"}
    C --> D["Review pending transfer requests<br/>from branch clients"]
    C --> E["Approve or reject<br/>transfer requests"]
    C --> F["Configure approval settings<br/>if needed"]
    C --> G["View client portfolios<br/>and reports"]

    A --> B --> C

Authentication

Use your organization's clientId and clientSecret to create a session. See Authentication for the full flow. Include X-Session-Id and X-Client-Id on every request.

Managing Advisors

Branch Managers can create and manage Advisor accounts within their branch.

List Advisors in branch:

GET /branches/private/v1/advisor

• Auth: Branch Manager access token

GET /branches/private/v1/advisor?filter[branchID]=eq:<branch-uuid>&page[number]=1&page[size]=20
X-Session-Id: <sessionId>
X-Client-Id:  <clientId>

Approval Settings

The most distinctive capability of the Branch Manager role. Approval settings control whether client transfer requests require Branch Manager sign-off before funds move.

Get current approval settings:

GET /branches/private/v1/approval-settings

• Auth: Branch Manager access token

Response:

{
  "data": {
    "branchId": "b7f2c890-...",
    "isBmApprovalRequired": false
  }
}

Enable or disable approval requirement:

PUT /branches/private/v1/approval-settings

• Auth: Branch Manager access token

{
  "is_bm_approval_required": true
}

When is_bm_approval_required is true:

flowchart LR
    A["Client initiates\ntransfer request"] --> B["Status: pending_approval"]
    B --> C["Branch Manager\nreviews request"]
    C -->|Approves| D["Transfer executes"]
    C -->|Rejects| E["Request declined"]

When is_bm_approval_required is false:

Client transfer requests execute immediately without Branch Manager review.

Access Summary