Set up an organisation: apply, members, roles and API keys
Apply for a Finmind account for your organisation, add members with roles, read reports and create API keys.
Apply
Open For institutions and choose Request a quote, or go straight to the application form at /institutions/apply. Pick the type of your organisation: pension fund, investment fund, asset manager, insurer, bank, broker, state body, corporate treasury or other. A Finmind administrator reviews the application. For a pension fund, a bank or an insurer two administrators approve, and they cannot be the same person. When it is approved, Finmind invites the owner by email.
Advanced and Basic
- Advanced is a contract. Seats and term are agreed with you, and Advanced switches on when a Finmind administrator records the contract. It opens every institutional feature for the organisation's type. The application page asks you to request a quote; there is no card checkout.
- Basic is a free evaluation for 14 days after approval, with the basic features for your type. Nothing is charged for it.
An organisation's plans never open personal features, and a personal plan never opens an organisation's. The two sets of data never mix.
Members and roles
The roles are owner, admin, analyst, viewer and billing. Every role can look at the organisation. The owner edits the organisation's details and can transfer ownership; the owner, admin and billing roles edit billing; the owner and admin manage members, read the audit log and see the setup. The billing role is not a seat.
Owners and admins always need two-factor sign-in; the organisation can require it for all members. When the seat limit is reached, Finmind refuses a new member until a seat is free.
Invite a member
- Step 1: Open Members.In the organisation's workspace choose Members.
- Step 2: Send the invitation.The owner or an admin enters the email address and the role.
- Step 3: The invitee gets a link.It works once and lasts seven days.
- Step 4: They accept.The invitee signs in to a Finmind account whose verified email address matches the invited one, or registers first.
Reports
An organisation can generate a holdings and valuation statement, a performance report, a limit-check report, a transactions report, a payouts calendar and an audit log extract, as PDF or XLSX. A report can be made on request or on a schedule (monthly, quarterly or on a weekday) and is mailed as a sign-in link, never as an attachment. Every download is checked against membership and role, and recorded.
API keys
Open API keys in the workspace. Creating and revoking a key asks you to prove it is you. A key starts with fm_org_, lasts 90 days unless you pick another length up to 365 days, and an organisation can hold up to 20 working keys. The scopes you can give a key include market:read, portfolios:read and portfolios:import; reports:read and limits:read exist but have no endpoint yet.
Send the key in a header, Authorization: Api-Key YOUR_KEY. The default rate is 120 requests a minute for all the keys of an organisation together, and a contract can raise it to at most 6,000. A key identifies the organisation, never a person.
Who at Finmind can see your data
Finmind staff read an organisation's data only with a time-boxed access grant that an owner or admin approves, for at most 72 hours (24 by default). Every read is recorded. A sysadmin has an emergency route that lasts four hours, and the owners and admins are told at once.
Source: the Finmind institutions pages, organisation workspace and API key rules, read on 8 November 2026.