SLslant
Financial Accounts

Update financial account

Changed on

Financial terms and values; no custodian data or attachments. Numbers are masked. Imported annuity terms and parties are read-only except notes. Values use dollars; balances use cents. Party arrays replace submitted roles or accessible annuity parties. Only advisor valuations can be edited.

patch/v1/financial_accounts/{id}

Request

  • Base URL
    https://api.slant.app
  • URL
    https://api.slant.app/v1/financial_accounts/{id}
  • Auth
    HTTP bearer

Headers

Authorizationstring
Idempotency-Keystring

Request body

namestring
account_type'checking' | 'savings' | 'investment' | 'insurance' | 'unknown' | 'cd' | 'money_market' | 'cash' | 'annuity'
tax_advantaged_type'not_applicable' | 'hsa' | 'traditional_401k' | 'roth_401k' | 'traditional_ira' | 'roth_ira' | 'education_fivetwonine' | 'sep_ira' | 'simple_ira' | 'solo_401k' | 'traditional_403b' | 'roth_403b' | 'traditional_four_five_seven' | 'roth_four_five_seven' | 'pension_plan' | 'profit_sharing_plan' | 'rollover_ira' | 'ugma' | 'utma' | 'non_deductible_ira' | 'beneficiary_ira' | 'traditional_401a' | 'coverdell_esa' | 'inherited_ira' | 'unknown' | 'other'
other_tax_advantaged_type_labelstring nullable
account_numberstring nullable
institution_namestring nullable
balance_in_centsinteger nullable

Money in integer cents.

notesstring nullable
owner_idsstring[]

Replaces this role; omit to preserve existing people.

custom_fieldsobject
book_idstring

Optional book context; must match the household.

Response

Successful financial resource access

namestring
account_type'checking' | 'savings' | 'investment' | 'insurance' | 'unknown' | 'cd' | 'money_market' | 'cash' | 'annuity'
tax_advantaged_type'not_applicable' | 'hsa' | 'traditional_401k' | 'roth_401k' | 'traditional_ira' | 'roth_ira' | 'education_fivetwonine' | 'sep_ira' | 'simple_ira' | 'solo_401k' | 'traditional_403b' | 'roth_403b' | 'traditional_four_five_seven' | 'roth_four_five_seven' | 'pension_plan' | 'profit_sharing_plan' | 'rollover_ira' | 'ugma' | 'utma' | 'non_deductible_ira' | 'beneficiary_ira' | 'traditional_401a' | 'coverdell_esa' | 'inherited_ira' | 'unknown' | 'other'
other_tax_advantaged_type_labelstring nullable
account_numberstring nullable

Masked account number; the full number is never returned.

institution_namestring nullable
balance_in_centsinteger nullable

Money in integer cents.

notesstring nullable
owner_idsstring[]

Replaces this role; omit to preserve existing people.

custom_fieldsobject
idstring required
created_atstring date-time
updated_atstring date-time
book_idstring
household_idstring
balance_as_ofstring date-time nullable

Changes