HEhellosunset
Bank Accounts

Update bank account

Partially update a bank account.

patch/cases/{case_id}/bank-accounts/{account_id}

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Request body

institution_namestring required
institution_routing_numberstring
account_type'checking' | 'savings' | 'cd' | 'money_market' | 'hsa' | 'trust_account' | 'estate_account' | 'joint_account' required
account_numberstring

Full account number.

account_titlestring
ownership_type'individual' | 'joint_tenants_wros' | 'tenants_in_common' | 'pod_payable_on_death' | 'tod_transfer_on_death' | 'trust' | 'estate'
status'open' | 'closed' | 'frozen' | 'dormant' | 'pending_closure' | 'restricted'
current_balancenumber double
available_balancenumber double
currencystring
interest_ratenumber double
maturity_datestring date
opened_datestring date
closed_datestring date
branch_namestring
branch_phonestring
online_accessboolean
has_overdraft_protectionboolean
is_estate_accountboolean
closure_method'transfer_to_estate' | 'instant_inheritance' | 'check_mailed' | 'transfer_to_beneficiary' | 'pending'
notesstring

Example request

{
  "branch_address": {
    "address1": "123 Main Street",
    "city": "Salt Lake City",
    "state": "UT",
    "zip": "84101"
  }
}

Response

Bank account updated.

Example response

{
  "data": {
    "id": "01K6BA01AJ9T66HRYE78AN7PQR",
    "institution_name": "Chase Bank",
    "institution_routing_number": "021000021",
    "account_type": "checking",
    "account_number": "***5678",
    "account_title": "John Johnson Living Trust Checking",
    "ownership_type": "individual",
    "status": "open",
    "current_balance": 15230.5,
    "available_balance": 14980.25,
    "currency": "USD",
    "interest_rate": 4.25,
    "maturity_date": "2026-06-15",
    "opened_date": "2010-03-20",
    "branch_name": "Springfield Main Branch",
    "branch_address": {
      "address1": "123 Main Street",
      "city": "Salt Lake City",
      "state": "UT",
      "zip": "84101"
    },
    "branch_phone": "+11112223333",
    "online_access": true,
    "instant_inheritance": {
      "eligibility": "eligible",
      "max_transfer_amount": 15230.5,
      "evaluated_at": "2026-08-24T14:02:11Z"
    },
    "notes": "Need to visit branch with Letters Testamentary"
  }
}

Changes

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