Service Requests
Create & Manage Proposals
Service Requests APIs let firms initiate and track common account‑level service requests from within integrated advisor workflows, aligned to the Envestnet Enterprise servicing experience.
Supported Activities
Using the Envestnet Enterprise Servicing API, advisors and sponsors can submit and track common account actions via Service Requests APIs—improving operational efficiency while preserving a consistent Enterprise experience.
Summary of Support
Within the Envestnet Enterprise servicing experience, supported advisor-initiated account actions include raising cash, terminating accounts, setting up/modifying/ending Systematic Withdrawal Plans (SWP), placing trade holds, and submitting one-time contributions. Dollar Cost Averaging (DCA) and Invest Contributions requests are available for retrieval only (create/modify not supported).
Getting Started
To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials. Please contact your Account Manager to discuss your business needs. Our Integrations Team can schedule a discovery session to review requirements and confirm supported service request workflows and capabilities.