get
https://api-{tenant}.stage2.tappbank.com/org/accounts/private/v1/transactions
Returns a paginated transaction history for the authenticated user's accounts. Use filter[accountId] to scope results to a specific account.
Role-based access:
| Role | Transactions returned |
|---|---|
| Individual / Business Owner | Own account transactions only |
| Advisor | Transactions for clients in their assigned portfolio |
| Branch Manager | Transactions for all clients within their branch |
| Head Branch Manager | Transactions across branches under their management |
| Root Advisor | All transactions organization-wide |
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Returns a paginated transaction history for the authenticated user's accounts.
This endpoint is shared across Individual and Business Owner user types at the same URL:
GET /accounts/private/v1/transactions
Role-Based Access
| Role | Transactions Returned |
|---|---|
| Individual | Own account transactions only |
| Business Owner | Own account transactions only |
| Advisor | Transactions for clients in their assigned portfolio |
| Root Advisor | All transactions organization-wide |
| Branch Manager | Transactions for all clients within their branch |
| Head Branch Manager | Transactions across branches under their management |
| Super Advisor | All transactions organization-wide |
Use filter[accountId] to scope results to a specific account.
