Entities

Update Entity

patch/entities/{entity-id}

Request

Path parameters

entity-idinteger required

Unique identifier of the entity

Query parameters

allow_new_investment_typesboolean

Headers

Addepar-Firmstring required

Your Addepar firm ID

Request body

createdAtstring date-time
currencyFactor'USD' | 'EUR' | 'GBP' | 'GBX' | 'AED' | 'AFN' | 'ALL' | 'AMD' | 'ANG' | 'AOA' | 'ARS' | 'ATS' | 'AUD' | 'AWG' | 'AZN' | 'BAM' | 'BBD' | 'BDT' | 'BEF' | 'BGN' | 'BHD' | 'BIF' | 'BMD' | 'BND' | 'BOB' | 'BOV' | 'BRL' | 'BSD' | 'BTC' | 'BTN' | 'BWP' | 'BYN' | 'BYR' | 'BZD' | 'CAD' | 'CDF' | 'CHF' | 'CLF' | 'CLP' | 'CNH' | 'CNY' | 'COP' | 'CRC' | 'CUC' | 'CUP' | 'CYP' | 'CVE' | 'CZK' | 'DEM' | 'DJF' | 'DKK' | 'DOP' | 'DZD' | 'EEK' | 'EGP' | 'ERN' | 'ESP' | 'ETB' | 'ETH' | 'FIM' | 'FJD' | 'FKP' | 'FRF' | 'GEL' | 'GGP' | 'GHC' | 'GHS' | 'GIP' | 'GMD' | 'GNF' | 'GRD' | 'GTQ' | 'GYD' | 'HKD' | 'HNL' | 'HRK' | 'HTG' | 'HUF' | 'IDR' | 'IEP' | 'ILS' | 'IMP' | 'INR' | 'IQD' | 'IRR' | 'ISK' | 'ITL' | 'JEP' | 'JMD' | 'JOD' | 'JPY' | 'KES' | 'KGS' | 'KHR' | 'KMF' | 'KPW' | 'KRW' | 'KWD' | 'KYD' | 'KZT' | 'LAK' | 'LBP' | 'LKR' | 'LRD' | 'LSL' | 'LTC' | 'LTL' | 'LVL' | 'LUF' | 'LYD' | 'MAD' | 'MDL' | 'MGA' | 'MKD' | 'MMK' | 'MNT' | 'MOP' | 'MRO' | 'MRU' | 'MTL' | 'MUR' | 'MVQ' | 'MVR' | 'MWK' | 'MXN' | 'MXP' | 'MXV' | 'MYR' | 'MZN' | 'NAD' | 'NGN' | 'NIO' | 'NLG' | 'NOK' | 'NPR' | 'NZD' | 'OMR' | 'PAB' | 'PEN' | 'PGK' | 'PHP' | 'PKR' | 'PLN' | 'PTE' | 'PYG' | 'QAR' | 'RON' | 'RSD' | 'RUB' | 'RWF' | 'SAR' | 'SBD' | 'SCR' | 'SDG' | 'SEK' | 'SGD' | 'SHP' | 'SIT' | 'SKK' | 'SLL' | 'SOS' | 'SRD' | 'STD' | 'SVC' | 'SYP' | 'SZL' | 'THB' | 'TJS' | 'TMT' | 'TND' | 'TOP' | 'TRL' | 'TRY' | 'TTD' | 'TVD' | 'TWD' | 'TZS' | 'UAH' | 'UGX' | 'UYI' | 'UYU' | 'UZS' | 'VEB' | 'VEF' | 'VND' | 'VUV' | 'WST' | 'XAF' | 'XAG' | 'XAU' | 'XCD' | 'XEU' | 'XOF' | 'XPD' | 'XRH' | 'XRI' | 'XRP' | 'XPF' | 'XPT' | 'YER' | 'YUD' | 'ZAR' | 'ZMK' | 'ZMW' | 'ZWD' | 'ZWL'
factorsobject
idinteger
missingRecomendedAttributesstring[]
modelType'ACCOUNT_CONTEXT' | 'ANNUITY' | 'ART' | 'BOND' | 'CAR' | 'CASH' | 'CASH_IN_TRANSIT' | 'CERTIFICATE_OF_DEPOSIT' | 'CLOSED_END_FUND' | 'CMO' | 'COLLECTIBLE' | 'CONVERTIBLE_NOTE' | 'DIGITAL_ASSET' | 'ETF' | 'ETN' | 'FINANCIAL_ACCOUNT' | 'FORWARD_CONTRACT' | 'FUND' | 'FUTURES_CONTRACT' | 'GENERIC_ASSET' | 'GENERIC_COMPANY_GRAPH_NODE' | 'HEDGE_FUND' | 'HISTORICAL_SEGMENT' | 'HOLDING_COMPANY' | 'HOUSEHOLD' | 'LOAN' | 'MANAGED_PARTNERSHIP' | 'MANAGER' | 'MASTER_LIMITED_PARTNERSHIP' | 'MONEY_MARKET_FUND' | 'MUTUAL_FUND' | 'OPTION' | 'PERSON_NODE' | 'PREFERRED_STOCK' | 'PRIVATE_EQUITY_FUND' | 'PRIVATE_INVESTMENT' | 'PROMISSORY_NOTE' | 'PROSPECT' | 'REAL_ESTATE' | 'REIT' | 'SHADOW_NODE' | 'SLEEVE' | 'STOCK' | 'STRUCTURED_PRODUCT' | 'TRUST' | 'UIT' | 'UNKNOWN_SECURITY' | 'VEHICLE' | 'VENTURE_CAPITAL' | 'WARRANT'
modifiedAtstring date-time
originalNamestring
ownershipType'Share Based' | 'Percent Based' | 'Value Based'

Response

OK

Changes

No recorded changes to this operation across all 1 revision of this API.