---
title: "List financial accounts"
method: GET
path: "/v1/financial_accounts"
tags: ["Financial Accounts"]
---

# List financial accounts

`GET /v1/financial_accounts`

## Request

- Base URL: `https://api.slant.app`
- URL: `https://api.slant.app/v1/financial_accounts`
- Auth: HTTP bearer

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.

## Query parameters

- `page` integer
- `per_page` integer
- `book_id` string
- `household_id` string
- `q` string
- `updated_since` string

## Headers

- `Authorization` string

## Response `200`

Successful financial resource access

- object
  - `data` object[], required
    - `name` string
    - `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_label` string, nullable
    - `account_number` string, nullable: Masked account number; the full number is never returned.
    - `institution_name` string, nullable
    - `balance_in_cents` integer, nullable: Money in integer cents.
    - `notes` string, nullable
    - `owner_ids` string[]: Replaces this role; omit to preserve existing people.
    - `custom_fields` object
    - `id` string, required
    - `created_at` string, date-time
    - `updated_at` string, date-time
    - `book_id` string
    - `household_id` string
    - `balance_as_of` string, date-time, nullable
  - `pagination` Pagination, required
    - `current_page` integer
    - `total_pages` integer
    - `total_count` integer
    - `per_page` integer

## Other responses

- `400`: Bad Request - malformed JSON, invalid filters, or missing required book context
- `401`: Unauthorized - missing or invalid token
- `403`: Access denied. Policy and membership failures may have an empty body. A read-only personal token cannot perform writes.
- `429`: An hourly API rate limit was exceeded. Wait Retry-After seconds before retrying.

## Changes

- **2026-11-03** `173c41bf6be9`: 1 info
  - endpoint added

[Operation history](https://skmtc.dev/slant/apis/slant-public-api-v1/changes/v1/financial_accounts/get.md)

---

[API](https://skmtc.dev/slant/apis/slant-public-api-v1.md) - [All operations](https://skmtc.dev/slant/apis/slant-public-api-v1/llms.txt) - [OpenAPI document](https://skmtc.dev/slant/apis/slant-public-api-v1/revisions/173c41bf6be9?raw)