List bank accounts
curl --request GET \
--url https://api.example.com/v1/cases/{case_id}/bank-accounts \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.example.com/v1/cases/{case_id}/bank-accounts"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.example.com/v1/cases/{case_id}/bank-accounts', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.example.com/v1/cases/{case_id}/bank-accounts",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.example.com/v1/cases/{case_id}/bank-accounts"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.example.com/v1/cases/{case_id}/bank-accounts")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.example.com/v1/cases/{case_id}/bank-accounts")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"data": [
{
"id": "01K6BA01AJ9T66HRYE78AN7PQR",
"institution_name": "Chase Bank",
"institution_routing_number": "021000021",
"account_type": "checking",
"account_number": "***5678",
"account_title": "John Johnson Living Trust Checking",
"ownership_type": "individual",
"status": "open",
"current_balance": 15230.5,
"available_balance": 14980.25,
"currency": "USD",
"interest_rate": 4.25,
"maturity_date": "2026-06-15",
"opened_date": "2010-03-20",
"closed_date": "2023-12-25",
"branch_name": "Springfield Main Branch",
"branch_address": {
"address1": "123 Main Street",
"address2": null,
"city": "Salt Lake City",
"state": "UT",
"zip": "84101"
},
"branch_phone": "+11112223333",
"online_access": true,
"has_overdraft_protection": false,
"is_estate_account": false,
"closure_method": null,
"instant_inheritance": {
"eligibility": "eligible",
"max_transfer_amount": 15230.5,
"active_transfer_id": null,
"transferred_amount": 0,
"evaluated_at": "2026-08-24T14:02:11Z"
},
"notes": "Need to visit branch with Letters Testamentary",
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}
],
"meta": {
"page": 1,
"per_page": 25,
"total_count": 142,
"total_pages": 6,
"next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
"has_more": true
}
}{
"error": {
"code": "not_found",
"message": "The requested resource was not found."
}
}Bank Accounts
List bank accounts
List all bank accounts for a case with optional filtering.
GET
/
cases
/
{case_id}
/
bank-accounts
List bank accounts
curl --request GET \
--url https://api.example.com/v1/cases/{case_id}/bank-accounts \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.example.com/v1/cases/{case_id}/bank-accounts"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.example.com/v1/cases/{case_id}/bank-accounts', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.example.com/v1/cases/{case_id}/bank-accounts",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.example.com/v1/cases/{case_id}/bank-accounts"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.example.com/v1/cases/{case_id}/bank-accounts")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.example.com/v1/cases/{case_id}/bank-accounts")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"data": [
{
"id": "01K6BA01AJ9T66HRYE78AN7PQR",
"institution_name": "Chase Bank",
"institution_routing_number": "021000021",
"account_type": "checking",
"account_number": "***5678",
"account_title": "John Johnson Living Trust Checking",
"ownership_type": "individual",
"status": "open",
"current_balance": 15230.5,
"available_balance": 14980.25,
"currency": "USD",
"interest_rate": 4.25,
"maturity_date": "2026-06-15",
"opened_date": "2010-03-20",
"closed_date": "2023-12-25",
"branch_name": "Springfield Main Branch",
"branch_address": {
"address1": "123 Main Street",
"address2": null,
"city": "Salt Lake City",
"state": "UT",
"zip": "84101"
},
"branch_phone": "+11112223333",
"online_access": true,
"has_overdraft_protection": false,
"is_estate_account": false,
"closure_method": null,
"instant_inheritance": {
"eligibility": "eligible",
"max_transfer_amount": 15230.5,
"active_transfer_id": null,
"transferred_amount": 0,
"evaluated_at": "2026-08-24T14:02:11Z"
},
"notes": "Need to visit branch with Letters Testamentary",
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}
],
"meta": {
"page": 1,
"per_page": 25,
"total_count": 142,
"total_pages": 6,
"next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
"has_more": true
}
}{
"error": {
"code": "not_found",
"message": "The requested resource was not found."
}
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Unique case identifier (ULID format).
Query Parameters
Page number for pagination.
Required range:
x >= 1Number of items per page.
Required range:
1 <= x <= 100Available options:
checking, savings, cd, money_market, hsa, trust_account, estate_account, joint_account Available options:
open, closed, frozen, dormant, pending_closure, restricted Available options:
individual, joint_tenants_wros, tenants_in_common, pod_payable_on_death, tod_transfer_on_death, trust, estate Available options:
current_balance, institution_name, account_type, created_at Sort direction.
Available options:
asc, desc 
