Get Account

Available for admins and users. Not allowed if user is not an account owner. Available for admins with one of permissions: 'view_accounts', 'view_user_reports', 'initiate_execute_user_transfers'

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Returns full details for a specific account including balance, available balance, and account settings.

Role-Based Access

RoleAccess
IndividualOwn accounts only
Business OwnerOwn accounts only
OperatorOwn accounts only
AdvisorAny account belonging to a client in their portfolio
Root AdvisorAny account organization-wide
Branch ManagerAny account within their branch
Head Branch ManagerAny account across branches under their management
Super AdvisorAny account organization-wide

Admin roles require one of the following permissions: view_accounts, view_user_reports, or initiate_execute_user_transfers.

A 404 is returned if the account does not exist or is outside the caller's scope.

Path Params
string
required

Account id

Responses

Language
Credentials
URL
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Response
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application/json