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Portfolio – Add

This test verifies adding a new portfolio. The required attributes for a new portfolio are submitted, and followed by server validatation of the request.

This test is mandatory for all Interview responses.

 

 

  1. To test Portfolio – Add:
  1. Select SenderComp that matches assigned Margin API login.
  2. Click Start Test.
  1. Submit a request to add a portfolio.
  2. Receive and process response.
  3. Click Refresh to review results.