Accounts

Update Account

This enables you to update an existing account with new information. Please refer to the following table for fields that can be updated via this endpoint.

FieldNotes
account.idRequired
account.descriptionOptional
account.ref_idOptional
account.metadataOptional. This will overwrite any existing metadata added to the account.
account.membersOptional. The only roles that can be added/removed are FINANCIAL_ADVISOR or AUTHORIZED_USER. You must always specify the full members object as we do not currently support differential member updates.
set_user_disabledOptional. Setting this to true will disable the account, limiting its ability to be used within the Paxos platform.

Example Requests

Disabling an account

put/identity/accounts

Request

Changes

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