get
https://api-{tenant}.stage2.tappbank.com/org/accounts/private/v1/account/export/individual-balances
Downloads an Excel (XLSX) spreadsheet of all Individual clients in the calling admin's scope with their current account balances. Scope is determined by role.
| Role | Export scope |
|---|---|
| Root Advisor | All clients, all branches |
| Head Branch Manager | All clients in managed branches |
| Branch Manager | All clients in their branch |
| Advisor | Clients in their portfolio |
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