post
https://api-{tenant}.stage2.tappbank.com/org/accounts/private/v1/tba-requests/preview
Calculates the fee and final amounts for a Transfer Between Accounts (TBA) — an internal transfer between the user's own accounts (e.g. Checking to Savings or vice versa).
Always call this endpoint before submitting a TBA transfer. Display the returned fee breakdown to the user so they can confirm before the transfer is created.
Recent Requests
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| Time | Status | User Agent | |
|---|---|---|---|
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Available to Individual, Business Owner, and Operator users for their own accounts, and to admin roles (Advisor, Root Advisor, Branch Manager, etc.) to initiate transfers on behalf of their clients.
Role-Based Access
| Role | Access |
|---|---|
| Individual | Own accounts only |
| Business Owner | Own accounts only |
| Operator | Own accounts only |
| Advisor | Accounts for clients in their assigned portfolio |
| Root Advisor | Any client account organization-wide |
| Branch Manager | Any client account within their branch |
| Head Branch Manager | Any client account across branches under their management |
| Super Advisor | Any client account organization-wide |
Admin roles require the initiate_execute_user_transfers permission.