---
title: "List investment accounts"
method: GET
path: "/cases/{case_id}/investment-accounts"
tags: ["Investment Accounts"]
---

# List investment accounts

`GET /cases/{case_id}/investment-accounts`

## Request

- Base URL: `https://api.example.com/v1`
- URL: `https://api.example.com/v1/cases/{case_id}/investment-accounts`
- Auth: none declared

## Query parameters

- `page` integer
- `per_page` integer
- `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 `200`

List of investment accounts.

- object
  - `data` InvestmentAccount[]
    - `id` string
    - `case_id` string
    - `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'
    - `custodian_name` string: Brokerage or platform holding the account.
    - `account_number` string, nullable: Masked in responses (last 4 digits only).
    - `status` 'active' | 'inactive' | 'frozen' | 'transferred' | 'liquidated' | 'closed' | 'unknown'
    - `balance` number, double, nullable: Total account value.
    - `holdings` object[]: Individual holdings within the account.
      - `symbol` string
      - `name` string
      - `quantity` number, double
      - `market_value` number, double
      - `cost_basis` number, double, nullable
      - `asset_class` 'stock' | 'bond' | 'mutual_fund' | 'etf' | 'option' | 'cryptocurrency' | 'cash' | 'other'
    - `beneficiaries` object[]
      - `name` string
      - `relationship` string
      - `percentage_share` number, double
      - `designation` 'primary' | 'contingent' | 'tod'
    - `date_of_death_value` number, double, nullable: Account value on the date of death (for stepped-up cost basis).
    - `transfer_status` 'not_started' | 'paperwork_submitted' | 'in_review' | 'transferred' | 'liquidated'
    - `institution_contact_id` string, nullable
    - `notes` string, nullable
    - `created_at` string, date-time
    - `updated_at` string, date-time
  - `meta` PaginationMeta
    - `page` integer
    - `per_page` integer
    - `total_count` integer
    - `total_pages` integer
    - `next_cursor` string, nullable: Opaque cursor for fetching the next page. Pass as the `cursor` query parameter. Null when on the last page.
    - `has_more` boolean: Whether more results exist beyond this page.

## Other responses

- `403`: Insufficient permissions for this case or resource.
- `404`: Resource not found.

---

[API](https://skmtc.dev/hellosunset/apis/sunset-api.md) - [All operations](https://skmtc.dev/hellosunset/apis/sunset-api/llms.txt) - [OpenAPI document](https://skmtc.dev/hellosunset/apis/sunset-api/revisions/f128e5526efe?raw)