Asset exclusions

An asset exclusion leaves some or all of the value of chosen securities out of the balance that fees are billed on. The console shows asset exclusions on the Asset Exclusion tab of the Billing page.

weight is the percent of the value of each security to leave out, from 0 to 100. level sets the accounts the asset exclusion applies to: Firm for each account of your firm that is assigned no asset exclusion or is assigned this one, including accounts opened later, and Account for the accounts it is assigned to. You assign an asset exclusion to an account in the console; the operations of this tag do not assign accounts. Each asset exclusion lists its accounts and securities in full. Each security's riskAllocation is from 0 to 100.

📄️List asset exclusions

Returns your firm's asset exclusions in the order they were created, each with the accounts and the securities it applies to.

📄️Create an asset exclusion

Creates an asset exclusion for the securities in `securities`, and returns it. Send the ID of a security in AdviceCloud for each security. An asset exclusion with `level` `Account` applies to no account until you assign it to accounts in the console.

📄️Get an asset exclusion

Returns the asset exclusion with the given ID, with the accounts and the securities it applies to. If your firm has no asset exclusion with that ID, the response is `404`.

📄️Update an asset exclusion

Replaces the name, the scope, the weight and the securities of the asset exclusion with the given ID with the ones in the request body. Securities you leave out are removed from the asset exclusion. The accounts assigned the asset exclusion keep it. If your firm has no asset exclusion with that ID, the response is `404` and nothing changes.

📄️Delete an asset exclusion

Deletes the asset exclusion with the given ID, and removes it from each account it is assigned to. Returns `200` with `deleted: true`. If your firm has no asset exclusion with that ID, the response is `404`.