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managed data

List managed accounts

Use this endpoint to retrieve a list of all the partner-managed accounts associated with the given partner-managed member.

get/users/{user_guid}/managed_members/{member_guid}/accounts

Path parameters

member_guidstring required

The unique id for a member.

user_guidstring required

The unique identifier for a user, beginning with the prefix USR-.

Query parameters

pageinteger

Results are paginated. Specify current page.

records_per_pageinteger

This specifies the number of records to be returned on each page. Defaults to 25. The valid range is from 10 to 1000. If the value exceeds 1000, the default value of 25 will be used instead.

Response

OK

Changes

Changed in 11 of the 50 revisions of this API.9371

  • e74cd2b059b52See the full diff
    • ○

      api tag managed data added

      api-tag-added

    • ○

      api tag mx_platform removed

      api-tag-removed

    This revision also has 10 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

  • 22b9fde3dcdb2See the full diff
    • ▲

      the accounts/items/premium_amount response's property type/format changed from string/ to number/ for status 200

      response-property-type-changed

    • ▲

      the accounts/items/property_type response's property type/format changed from integer/ to string/ for status 200

      response-property-type-changed

  • 17f94e3a8ecb264See the full diff
    • ▲

      the accounts/items/premium_amount response's property type/format changed from number/ to string/ for status 200

      response-property-type-changed

    • ▲

      the accounts/items/property_type response's property type/format changed from string/ to integer/ for status 200

      response-property-type-changed

    • ○

      added the optional property accounts/items/account_number_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/apr_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/apy_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/available_balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/available_credit_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/calculated_apr to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/cash_balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/cash_surrender_value_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/credit_limit_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/currency_code_set_by to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/day_payment_is_due_set_by to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/death_benefit_set_by to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_account_number to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_account_subtype to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_account_type to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_apr to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_apy to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_available_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_cash_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_cash_surrender_value to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_credit_limit to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_currency_code to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_day_payment_is_due to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_death_benefit to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_holdings_value to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_interest_rate to the response with the 200 status

      response-optional-property-added

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      added the optional property accounts/items/feed_is_closed to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_last_payment to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_last_payment_at to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_loan_amount to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_matures_on to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_minimum_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_minimum_payment to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_name to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_nickname to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_original_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_payment_due_at to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_payoff_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_routing_number to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_started_on to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_statement_balance to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/feed_total_account_value to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/holdings_value_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/institution_guid to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/interest_rate_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/is_closed_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/last_payment_at_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/last_payment_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/loan_amount_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/matures_on_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/minimum_balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/minimum_payment_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/name_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/nickname_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/original_balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/payment_due_at_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/payoff_balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/started_on_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/statement_balance_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/subtype_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/total_account_value_set_by to the response with the 200 status

      response-optional-property-added

    • ○

      added the optional property accounts/items/type_set_by to the response with the 200 status

      response-optional-property-added

  • eb1c54a914241See the full diff
    • ○

      added the optional property accounts/items/federal_insurance_status to the response with the 200 status

      response-optional-property-added

  • 3b78d36063071See the full diff
    • ○

      added the optional property accounts/items/statement_balance to the response with the 200 status

      response-optional-property-added

  • 4ff1043cdf6f1See the full diff
    • ○

      added the optional property accounts/items/total_account_value_ugl to the response with the 200 status

      response-optional-property-added

  • bcb952b55c1911See the full diff
    • ▲

      the accounts/items/property_type response's property type/format changed from integer/ to string/ for status 200

      response-property-type-changed

    • ●

      removed the optional property accounts/items/property_type_name from the response with the 200 status

      response-optional-property-removed

  • 54a571c1c7b611See the full diff
    • ▲

      the accounts/items/property_type response's property type/format changed from integer/ to string/ for status 200

      response-property-type-changed

    • ●

      removed the optional property accounts/items/property_type_name from the response with the 200 status

      response-optional-property-removed

    This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

  • 933c00546f8211See the full diff
    • ▲

      the accounts/items/property_type response's property type/format changed from string/ to integer/ for status 200

      response-property-type-changed

    • ○

      added the optional property accounts/items/property_type_name to the response with the 200 status

      response-optional-property-added

    This revision also has 9 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

  • f38a65c5b76d11See the full diff
    • ▲

      the accounts/items/property_type response's property type/format changed from integer/ to string/ for status 200

      response-property-type-changed

    • ●

      removed the optional property accounts/items/property_type_name from the response with the 200 status

      response-optional-property-removed

    This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

Of the 50 revisions, 1 has no diff computed.