post
https://api-{tenant}.stage2.tappbank.com/org/accounts/private/v1/tba-requests
Available for users.
Recent Requests
Log in to see full request history
| Time | Status | User Agent | |
|---|---|---|---|
Retrieving recent requests… | |||
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Available to Individual, Business Owner, and Operator users for their own accounts, and to admin roles (Advisor, Root Advisor, Branch Manager, etc.) to initiate transfers on behalf of their clients.
Role-Based Access
| Role | Access |
|---|---|
| Individual | Own accounts only |
| 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.