HEhellosunset
Investment Accounts

Update investment account

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

Request

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

Request body

account_type'brokerage' | 'mutual_fund' | 'etf' | 'individual_stocks' | 'individual_bonds' | 'index_fund' | 'managed_account' | '529_plan' | 'drip' | 'private_equity' | 'alternative_investment' | 'hsa' | 'msa' | 'cryptocurrency' | 'other' required
custodian_namestring required
account_numberstring
status'active' | 'inactive' | 'frozen' | 'transferred' | 'liquidated' | 'closed' | 'unknown'
balancenumber double
date_of_death_valuenumber double
transfer_status'not_started' | 'paperwork_submitted' | 'in_review' | 'transferred' | 'liquidated'
institution_contact_idstring
notesstring

Response

Account updated.

Example response

{
  "data": {
    "id": "01K9IA01AJ0T44HRYE78AN7III",
    "account_type": "brokerage",
    "custodian_name": "Charles Schwab",
    "account_number": "***3456",
    "status": "active",
    "balance": 92500,
    "holdings": [
      {
        "symbol": "AAPL",
        "name": "Apple Inc."
      }
    ],
    "transfer_status": "not_started"
  }
}

Changes

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