These endpoints provide access to account data. All endpoints require session authentication via X-Session-Id and X-Client-Id headers and are shared across Individual and Business Owner user types.
Endpoints
List Accounts
Returns a paginated list of accounts accessible to the authenticated user. The accounts returned depend on the user's role — for example, an Individual or Business Owner sees their own accounts, while admin roles (Advisor, Branch Manager, etc.) can see accounts belonging to their assigned clients.
Get Account
Returns the full details of a single account by its ID, including balance, account number, status, and associated profile information.
Get Account Bank Details
Returns the banking details for a specific account — including the routing number, account number, and bank name — needed for initiating transfers or sharing deposit instructions.
Get Total Balance
Returns the aggregated balance across one or more accounts. Accepts an optional list of account IDs to narrow the calculation to a specific set of accounts.
Get Account Statement
Returns a downloadable monthly statement for a specific account. Requires the account ID and the month/year for the desired statement period.