Get Account Statement

List of possible error codes:

  • [400] ACCOUNT_NOT_FOUND
  • [404] INVALID_MONTH_YEAR
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Returns the account statement for a specified month.

Role-Based Access

RoleAccess
IndividualOwn accounts only
Business OwnerOwn accounts only
AdvisorAccounts for clients in their assigned 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
Path Params
string
required

Account id

string
required

Month and year for statement

Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

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