List Account Statements

Returns the available monthly statement files for the Business Owner's accounts. Each file can be downloaded via the file endpoint.

Recent Requests
Log in to see full request history
TimeStatusUser Agent
Retrieving recent requests…
LoadingLoading…

Returns available monthly statement files for the authenticated user's accounts.

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
Query Params
integer
Defaults to 1
integer
Defaults to 20
Headers
uuid
Response

Language
Credentials
URL
LoadingLoading…
Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json