Financial Accounts
List financial accounts
Changed onFinancial 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.
get/v1/financial_accounts
Request
- Base URLhttps://api.slant.app
- URLhttps://api.slant.app/v1/financial_accounts
- AuthHTTP bearer
Query parameters
pageinteger
Page number
per_pageinteger
Items per page (max 100)
book_idstring
household_idstring
qstring
updated_sincestring
Headers
Authorizationstring
Response
Successful financial resource access
Example response
{
"pagination": {
"current_page": 1,
"total_pages": 10,
"total_count": 100,
"per_page": 25
}
}Changes
- info
endpoint added
- info