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May 2025 MarketLink API Release

This release will contain 2 updates. The first update effects several URLs and how the data is sorted when the response is provided back. The data will now be sorted with Rep CRD and Firm CRD combination. This will prevent possible missed or duplicate records when paginating through the data. The second item is the addition of new fields across multiple data sets.

1. URLs updated with the sorting change.

• All RIA Reps

• RIA Reps by Date

• RIA Rep by CRD

• BD Reps by Date

2. List of the new fields along with the data set that they belong to:

Insurance Agent: Primary_PhoneExtension
RIA Firm: MainOffice_PhoneExtension
RIA Rep: Office_PhoneExtension, DirectDial_Phone, DirectDial_PhoneExtension

BD Firm: MainOffice_PhoneExtension
BD Rep: Team_URL, Branch_PhoneExtension, DirectDial_Phone, DirectDial_PhoneExtension

Trust Company: MainOffice_PhoneExtension
Trust Company Staff: MainOffice_PhoneExtension

To learn more, contact marketlinksupport@issmarketintelligence.com.