Accounts

Update account relationship

Changed on Sep 29, 2026

Update account relationship. This is a full replacement of the mutable fields relationship_type, ownership_percentage, and legal_roles; any of these omitted from the request body is cleared, so resend legal_roles on every update to preserve it. customer_id should not be modified.

put/accounts/{account_id}/relationships/{relationship_id}

Request

Base URL
https://api-sandbox.synctera.com/v0
URL
https://api-sandbox.synctera.com/v0/accounts/{account_id}/relationships/{relationship_id}
Auth
HTTP bearer

Path parameters

relationship_idstring uuid required

Example:1a582c51-e4ff-4e57-9558-08cab6b963aa

Relationship ID of the account associate with the account entity

account_idstring uuid required

Example:57826c51-e4ff-4e57-9558-08cab6b963c7

Unique identifier for the account.

Request body

business_idstring uuid

Business associated with the current account. One of business_id or customer_id must be specified.

created_atstring date-time

Date and time when this association was created.

customer_idstring uuid

Personal customer associated with the current account. One of customer_id or business_id must be specified.

deleted_atstring date-time

Date and time when this association was deleted.

idstring uuid

ID of account relationship

legal_rolesAccountLegalRole[]

Legal roles the related party holds on the account. Reporting labels only; carry no permissions. A PRIMARY_ACCOUNT_HOLDER (or its deprecated alias ACCOUNT_HOLDER) may hold any combination; an AUTHORIZED_SIGNER may only hold ESCROW_AGENT. If a primary holder is a CUSTODIAN, the account must also have a BENEFICIARY relationship.

ownership_percentagenumber double

The ownership percentage of the related party.

person_idstring uuid

Person associated with the current account. This attribute is deprecated and will be removed in a future API version. Use customer_id instead.

Relationship type

updated_atstring date-time

Date and time when this association was last updated.

Example request

{
  "ownership_percentage": 35.75
}

Response

Updated account relationship

account_idstring uuid

Account ID