PAS Web Service

PAS

Click here for a complete list of operations.

createTransfer

Create Many to Many Transfer

Test

The test form is only available for requests from the local machine.

SOAP 1.1

The following is a sample SOAP 1.1 request and response. The placeholders shown need to be replaced with actual values.

POST /pas.asmx HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://sdda.schwabrt.com/createTransfer"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <createTransfer xmlns="http://sdda.schwabrt.com/">
      <sessionID>string</sessionID>
      <transfer_dto>
        <SourceNumber>int</SourceNumber>
        <SourceID>int</SourceID>
        <SourceDescription>string</SourceDescription>
        <ElectionPercentPrecision>unsignedByte</ElectionPercentPrecision>
        <TranType>NoTransaction or PercentToPercent or DollarToDollar or DollarToPercent</TranType>
        <Funds>
          <TransferFundDTO>
            <FundNumber>int</FundNumber>
            <FundID>int</FundID>
            <FundCode>string</FundCode>
            <FundDescription>string</FundDescription>
            <IPMID>int</IPMID>
            <ElectionPercentage>double</ElectionPercentage>
            <Balance>double</Balance>
            <TransferAvailableBalance>double</TransferAvailableBalance>
            <PCRALiquidAmount>double</PCRALiquidAmount>
            <OKToSell>boolean</OKToSell>
            <OKToPurchase>boolean</OKToPurchase>
            <CompetingFund>boolean</CompetingFund>
            <SourceCompetingFund>boolean</SourceCompetingFund>
            <MaxPurchasePercent>int</MaxPurchasePercent>
            <MaxSalePercent>int</MaxSalePercent>
            <FundLink>string</FundLink>
            <Ticker>string</Ticker>
            <SecurityType>string</SecurityType>
            <Cusip>string</Cusip>
            <IsStockFund>boolean</IsStockFund>
            <FundLiquidityNumber>int</FundLiquidityNumber>
            <SpecialIndicator>string</SpecialIndicator>
            <RedemptionFeePercent>double</RedemptionFeePercent>
            <RedemptionFeeTerm>int</RedemptionFeeTerm>
            <RedemptionFeeMessage>string</RedemptionFeeMessage>
            <Vendor>int</Vendor>
            <ExcessiveTradingHasPolicy>boolean</ExcessiveTradingHasPolicy>
            <ExcessiveTradingThreshold>double</ExcessiveTradingThreshold>
            <ExcessiveTradingPeriod>int</ExcessiveTradingPeriod>
            <ExcessiveTradingBlocked>boolean</ExcessiveTradingBlocked>
            <ExcessiveTradingBlockedDate>dateTime</ExcessiveTradingBlockedDate>
            <ExcessiveTradingMessage>string</ExcessiveTradingMessage>
            <Is22c2blocked>boolean</Is22c2blocked>
            <Is22c2Message>string</Is22c2Message>
            <FromAmount>double</FromAmount>
            <ToAmount>double</ToAmount>
            <PendingFromAmount>double</PendingFromAmount>
            <PendingToAmount>double</PendingToAmount>
            <InvestProspectusURL>string</InvestProspectusURL>
            <InvestFactSheetURL>string</InvestFactSheetURL>
            <InvestWebsiteURL>string</InvestWebsiteURL>
            <IsValidMStarTicker>boolean</IsValidMStarTicker>
            <IsProspectus>boolean</IsProspectus>
            <IsSchwabFactSheet>boolean</IsSchwabFactSheet>
          </TransferFundDTO>
          <TransferFundDTO>
            <FundNumber>int</FundNumber>
            <FundID>int</FundID>
            <FundCode>string</FundCode>
            <FundDescription>string</FundDescription>
            <IPMID>int</IPMID>
            <ElectionPercentage>double</ElectionPercentage>
            <Balance>double</Balance>
            <TransferAvailableBalance>double</TransferAvailableBalance>
            <PCRALiquidAmount>double</PCRALiquidAmount>
            <OKToSell>boolean</OKToSell>
            <OKToPurchase>boolean</OKToPurchase>
            <CompetingFund>boolean</CompetingFund>
            <SourceCompetingFund>boolean</SourceCompetingFund>
            <MaxPurchasePercent>int</MaxPurchasePercent>
            <MaxSalePercent>int</MaxSalePercent>
            <FundLink>string</FundLink>
            <Ticker>string</Ticker>
            <SecurityType>string</SecurityType>
            <Cusip>string</Cusip>
            <IsStockFund>boolean</IsStockFund>
            <FundLiquidityNumber>int</FundLiquidityNumber>
            <SpecialIndicator>string</SpecialIndicator>
            <RedemptionFeePercent>double</RedemptionFeePercent>
            <RedemptionFeeTerm>int</RedemptionFeeTerm>
            <RedemptionFeeMessage>string</RedemptionFeeMessage>
            <Vendor>int</Vendor>
            <ExcessiveTradingHasPolicy>boolean</ExcessiveTradingHasPolicy>
            <ExcessiveTradingThreshold>double</ExcessiveTradingThreshold>
            <ExcessiveTradingPeriod>int</ExcessiveTradingPeriod>
            <ExcessiveTradingBlocked>boolean</ExcessiveTradingBlocked>
            <ExcessiveTradingBlockedDate>dateTime</ExcessiveTradingBlockedDate>
            <ExcessiveTradingMessage>string</ExcessiveTradingMessage>
            <Is22c2blocked>boolean</Is22c2blocked>
            <Is22c2Message>string</Is22c2Message>
            <FromAmount>double</FromAmount>
            <ToAmount>double</ToAmount>
            <PendingFromAmount>double</PendingFromAmount>
            <PendingToAmount>double</PendingToAmount>
            <InvestProspectusURL>string</InvestProspectusURL>
            <InvestFactSheetURL>string</InvestFactSheetURL>
            <InvestWebsiteURL>string</InvestWebsiteURL>
            <IsValidMStarTicker>boolean</IsValidMStarTicker>
            <IsProspectus>boolean</IsProspectus>
            <IsSchwabFactSheet>boolean</IsSchwabFactSheet>
          </TransferFundDTO>
        </Funds>
        <redemptionfee>double</redemptionfee>
        <redemptionfeestate>int</redemptionfeestate>
        <liquidityfee>double</liquidityfee>
      </transfer_dto>
    </createTransfer>
  </soap:Body>
</soap:Envelope>

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <createTransferResponse xmlns="http://sdda.schwabrt.com/">
      <createTransferResult>
        <confirm>string</confirm>
        <PSR_Number>long</PSR_Number>
        <errors>
          <TransferErrorDTO>
            <fundNumber>int</fundNumber>
            <errorMessage>string</errorMessage>
          </TransferErrorDTO>
          <TransferErrorDTO>
            <fundNumber>int</fundNumber>
            <errorMessage>string</errorMessage>
          </TransferErrorDTO>
        </errors>
      </createTransferResult>
    </createTransferResponse>
  </soap:Body>
</soap:Envelope>