Create managed account

Use this endpoint to create a partner-managed account.

post/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-.

Request body

Example request

{
  "account": {
    "account_number": "5366",
    "apr": 1,
    "apy": 1,
    "available_balance": 1000,
    "available_credit": 1000,
    "balance": 1000,
    "cash_surrender_value": 1000,
    "credit_limit": 100,
    "currency_code": "USD",
    "day_payment_is_due": 20,
    "death_benefit": 1000,
    "id": "1040434698",
    "interest_rate": 1,
    "last_payment": 100,
    "last_payment_at": "2015-10-13T17:57:37.000Z",
    "loan_amount": 1000,
    "matures_on": "2015-10-13T17:57:37.000Z",
    "metadata": "some metadata",
    "minimum_balance": 100,
    "minimum_payment": 10,
    "name": "Test account 2",
    "nickname": "Swiss Account",
    "original_balance": 10,
    "payment_due_at": "2015-10-13T17:57:37.000Z",
    "payoff_balance": 10,
    "routing_number": "68899990000000",
    "started_on": "2015-10-13T17:57:37.000Z",
    "subtype": "NONE",
    "type": "SAVINGS"
  }
}

Response

Changes

Changed in 11 of the 50 revisions of this API.11372

Nov 5, 2025e74cd2b059b523See the full diff
- ▲
  the request property account/id became required
  request-property-became-required
- ▲
  removed the success response with the status 202
  response-success-status-removed
- ○
  api tag managed data added
  api-tag-added
- ○
  api tag mx_platform removed
  api-tag-removed
- ○
  added the success response with the status 200
  response-success-status-added
This revision also has 10 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Jun 24, 202522b9fde3dcdb2See the full diff
- ▲
  the account/premium_amount response's property type/format changed from string/ to number/ for status 202
  response-property-type-changed
- ▲
  the account/property_type response's property type/format changed from integer/ to string/ for status 202
  response-property-type-changed
Jun 24, 202517f94e3a8ecb264See the full diff
- ▲
  the account/premium_amount response's property type/format changed from number/ to string/ for status 202
  response-property-type-changed
- ▲
  the account/property_type response's property type/format changed from string/ to integer/ for status 202
  response-property-type-changed
- ○
  added the optional property account/account_number_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/apr_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/apy_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/available_balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/available_credit_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/calculated_apr to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/cash_balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/cash_surrender_value_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/credit_limit_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/currency_code_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/day_payment_is_due_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/death_benefit_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_account_number to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_account_subtype to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_account_type to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_apr to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_apy to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_available_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_cash_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_cash_surrender_value to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_credit_limit to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_currency_code to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_day_payment_is_due to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_death_benefit to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_holdings_value to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_interest_rate to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_is_closed to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_last_payment to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_last_payment_at to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_loan_amount to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_matures_on to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_minimum_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_minimum_payment to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_name to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_nickname to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_original_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_payment_due_at to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_payoff_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_routing_number to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_started_on to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_statement_balance to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/feed_total_account_value to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/holdings_value_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/institution_guid to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/interest_rate_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/is_closed_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/last_payment_at_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/last_payment_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/loan_amount_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/matures_on_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/minimum_balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/minimum_payment_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/name_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/nickname_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/original_balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/payment_due_at_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/payoff_balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/started_on_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/statement_balance_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/subtype_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/total_account_value_set_by to the response with the 202 status
  response-optional-property-added
- ○
  added the optional property account/type_set_by to the response with the 202 status
  response-optional-property-added
Oct 25, 2024eb1c54a914241See the full diff
- ○
  added the optional property account/federal_insurance_status to the response with the 202 status
  response-optional-property-added
Aug 13, 20243b78d36063071See the full diff
- ○
  added the optional property account/statement_balance to the response with the 202 status
  response-optional-property-added
Jul 11, 20244ff1043cdf6f1See the full diff
- ○
  added the optional property account/total_account_value_ugl to the response with the 202 status
  response-optional-property-added
May 7, 2024bcb952b55c1911See the full diff
- ▲
  the account/property_type response's property type/format changed from integer/ to string/ for status 202
  response-property-type-changed
- ●
  removed the optional property account/property_type_name from the response with the 202 status
  response-optional-property-removed
Feb 13, 202454a571c1c7b611See the full diff
- ▲
  the account/property_type response's property type/format changed from integer/ to string/ for status 202
  response-property-type-changed
- ●
  removed the optional property account/property_type_name from the response with the 202 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
Dec 11, 2023933c00546f8211See the full diff
- ▲
  the account/property_type response's property type/format changed from string/ to integer/ for status 202
  response-property-type-changed
- ○
  added the optional property account/property_type_name to the response with the 202 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
Nov 29, 2023f38a65c5b76d11See the full diff
- ▲
  the account/property_type response's property type/format changed from integer/ to string/ for status 202
  response-property-type-changed
- ●
  removed the optional property account/property_type_name from the response with the 202 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.

Full history (11 revisions)