post
https://api-{tenant}.stage2.tappbank.com/org/accounts/private/v1/auto-payment
Sets up a recurring scheduled payment. Choose a period (weekly, biweekly, monthly, or one-time) and a stop condition (end date, cancel manually, or limit reached).
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Schedules a recurring automatic payment. Call Preview Auto-Payment first to confirm fees.
This endpoint is shared across Business Owner and Operator user types at the same URL:
POST /accounts/private/v1/auto-payment
Role-Based Access
| Role | Access |
|---|---|
| Business Owner | Own accounts only |
| Operator | Own accounts only |
| Advisor | Accounts for clients in their assigned portfolio |
| Root Advisor | Any client account organization-wide |
| Branch Manager | Any client account within their branch |
| Head Branch Manager | Any client account across branches under their management |
| Super Advisor | Any client account organization-wide |
Admin roles require the initiate_execute_user_transfers permission.