HEhellosunset
Bank Accounts

List bank accounts

List all bank accounts for a case with optional filtering.

get/cases/{case_id}/bank-accounts

Request

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

Query parameters

pageinteger

Page number for pagination.

per_pageinteger

Number of items per page.

account_type'checking' | 'savings' | 'cd' | 'money_market' | 'hsa' | 'trust_account' | 'estate_account' | 'joint_account'
status'open' | 'closed' | 'frozen' | 'dormant' | 'pending_closure' | 'restricted'
ownership_type'individual' | 'joint_tenants_wros' | 'tenants_in_common' | 'pod_payable_on_death' | 'tod_transfer_on_death' | 'trust' | 'estate'
sort_by'current_balance' | 'institution_name' | 'account_type' | 'created_at'
sort_order'asc' | 'desc'

Sort direction.

Response

List of bank accounts.

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"
    }
  ],
  "meta": {
    "page": 1,
    "per_page": 25,
    "total_count": 142,
    "total_pages": 6,
    "next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
    "has_more": true
  }
}

Changes

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