get
https://api-{tenant}.stage2.tappbank.com/org/external-accounts/private/v1/account
Retrieves a paginated list of external bank accounts with filtering and search capabilities
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Returns a paginated list of external bank accounts linked via Plaid.
This endpoint is shared across Individual and Business Owner user types at the same URL:
GET /external-accounts/private/v1/account
Role-Based Access
| Role | Accounts Returned |
|---|---|
| Individual | Own linked external accounts only |
| Business Owner | Own linked external accounts only |
| Advisor | External accounts for clients in their assigned portfolio |
| Root Advisor | All external accounts organization-wide |
| Branch Manager | All external accounts within their branch |
| Head Branch Manager | External accounts across branches under their management |
| Super Advisor | All external accounts organization-wide |
Admin roles can use filter[userId] to scope results to a specific client.