HEhellosunset
Investment Accounts

List investment accounts

get/cases/{case_id}/investment-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'brokerage' | 'mutual_fund' | 'etf' | 'individual_stocks' | 'individual_bonds' | 'index_fund' | 'managed_account' | '529_plan' | 'drip' | 'private_equity' | 'alternative_investment' | 'hsa' | 'msa' | 'cryptocurrency' | 'other'
transfer_status'not_started' | 'paperwork_submitted' | 'in_review' | 'transferred' | 'liquidated'

Response

List of investment accounts.

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"
    }
  ],
  "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.