Generate tokens to use APIs
It is easy to register for API Services and generate tokens.
From the Quick Links menu, click API Services.
Complete the request for authorization form and click Submit.
Activation is automatic and should be instantaneous. Once you have been authorized to use the Digital Advisor APIs, you can generate tokens to use when making programmatic API calls. You can also use these tokens to execute “try it out” from within the API Catalog. When obtained programmatically, tokens always come in sets of two: An Access Token and a Refresh Token. The Access Token must be passed to successfully use all APIs (except for one - the Refresh Token is used to programmatically obtain a new set of tokens).
On the Main API Services page, click Generate Token to view and download the access token and refresh token to invoke APIs.
The portal gives you multiple ways to save one or both tokens in the set. You can copy them to clipboard, download them as a text file, or view them as plain text.
|You should download and save the access token and refresh token for later use. Access tokens expire one hour after generation and refresh tokens should be regenerated, manually, every 7 days and installed in the application. To do this, you do not need to log in to the application. However, after 90 days, you need to log in to the application to obtain a new access and refresh token.|