API Reference
  1. Administration API
  2. Individual Clients

List Individual clients

get
https://api-{tenant}.stage2.tappbank.com/org/branches/private/v1/individual

Returns a paginated list of Individual clients in the calling user's scope. Advisors see only their portfolio; Root Advisors see all clients across all branches.

Valid sort fields: createdAt, branchCreatedAt, userName, status, userID. Prefix with - for descending (e.g. sort=-createdAt).

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Query Params
integer
Defaults to 1
integer
≤ 100
Defaults to 20
string

Field to sort by. Prefix with - for descending order. Valid fields depend on the endpoint — see each endpoint's description.

string
enum
Allowed:
string

Root Advisor / HBM only — filter by branch

string

Filter by Advisor ID

string

Search by name, email, or phone

Headers
uuid

Unique device identifier — generate once per device and reuse

Response

Updated about 1 month ago

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Response
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application/json

Updated about 1 month ago

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