{ "description": "

This API allows you to submit, cancel, or view details for journal requests. Using this API, you can move money or securities within an account or between accounts at Pershing.\nYou can also submit a journal request to adjust previously-executed asset movement transactions. Adjustment types include fee, check deposit, and retirement account contribution or distribution source code

Using this API, you can manage periodic instructions to purchase, redeem, or exchange one or more mutual funds on a regular schedule in retail and retirement accounts.

Key inputs include:\n- Firm, office and advisor numbers\n- Account and registration types\n- Information about account holders, such as name, address, citizenship and Social Security number\n

For detailed documentation on this API, click the **Documentation** link above.\n\nBefore using this API, click the **Subscribe** link above to subscribe to the API.

**The Intraday Holdings and Intraday Activities operations in this API provide different sets of quotes for Mutual Fund net asset value (NAV) valuations, depending on whether your firm has an existing NASDAQ agreement on file. If your firm has not confirmed that it has a separate NASDAQ agreement allowing for the transmission of 'real time' mutual fund NAVs (defined as same day NAV valuations), then this API will return previous day NAV quotations. In order to receive the 'real time' same day mutual fund NAVs, Pershing will need to validate your existing NASDAQ agreement and configure your firm's API entitlements to receive the 'real time' NAV quotes. Firms using this service are required to proactively notify Pershing if the NASDAQ agreement put in place for 'real time' data should lapse.**

" }