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Help Center

General Questions

General Questions

How do I assign API permissions to a user in TransactAPI?

What are the different User Permissions in TransactAPI and what do they do?

Going Live (Production)

In the Pre-Live Certification checklist it specifies a returns process, can we get more detail around what is expected?

How do we go live (get production keys)?

Uploading Documents

What is needed as a payload for the `userfile0` parameter?

System Notifications

Is there some place where I can monitor the current status of TransactAPI?

How do I get notifications for API upgrades / maintenance?

How do I view what an error code means?

User Access

How do I set up Google Authenticator for my 2 Factor Authentication (2FA)?

Can I reset 2 Factor Authentication (2FA) in TransactAPI?

Can I add new users to the TransactAPI admin panel?

How Do I Unlock a User in TransactAPI

How do I access the new Reporting Module in TransactAPI?

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North Capital Private Securities

WHY USE ESCROW FOR REGULATION D?

Which offering exemption should you choose?

Information on Crowdfunding Technology & Compliance

What are some things I should consider when doing real estate due diligence?

Why would I need an API for alternative investments?

Where can I submit my OBA (Outside Business Activity)?

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Developer Keys

Is there a limit to the number of API calls I can make?

How can we rotate out our API keys?

Workflows

TransactAPI Workflows

Which IP address should be sent in createdIpAddress?

API Error Messages

What are all possible API error codes?

Webhooks

How do I set up webhooks and/or email notifications for certain events?

How can I authenticate that a webhook is from the TransactAPI server?

How can I encrypt webhook events?

Billing

How do I update my payment method for my invoices from North Capital?

Security

What security measures does North Capital take to protect investor data?