> ## Documentation Index
> Fetch the complete documentation index at: https://getequity.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> This section provides endpoints to manage customer data and retrieve customer information

> [!NOTE]
>
> **Direct model.** Customers are the end users you have traded on behalf of as a regulated entity. They are attribution records, not accounts — see the [Direct integration guide](https://getequity.io/docs/api-reference/investments/direct.md). If GetEquity holds accounts for your users instead, you want [Members](https://getequity.io/docs/api-reference/endpoint/Members/members.md).

A customer record is created the first time you pass a `customer` object on a trade. There is no endpoint to create one directly — they appear here once they have traded.

Two endpoints to interact with customer data:

**Get Customers:** Retrieve a list of all customers who have traded with the organization associated with the provided secret key.

**Search Customers:** Search for specific customers based on specified criteria.


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