Get Auto-Payment

Returns full details for a specific auto-payment including preview of the next scheduled payment.

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Returns details for a specific scheduled auto-payment.

Business Owner only — Operator users do not have a Get Auto-Payment endpoint.

Role-Based Access

RoleAccess
Business OwnerOwn auto-payments only
AdvisorAuto-payments for clients in their assigned portfolio
Root AdvisorAny auto-payment organization-wide
Branch ManagerAny auto-payment within their branch
Head Branch ManagerAny auto-payment across branches under their management
Super AdvisorAny auto-payment organization-wide
Path Params
string
required
Headers
uuid
Response

Language
Credentials
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Response
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