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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>'
{
  "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,
      "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
  }
}

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

case_id
string
required

Unique case identifier (ULID format).

Query Parameters

page
integer
default:1

Page number for pagination.

Required range: x >= 1
per_page
integer
default:25

Number of items per page.

Required range: 1 <= x <= 100
account_type
enum<string>
Available options:
checking,
savings,
cd,
money_market,
hsa,
trust_account,
estate_account,
joint_account
status
enum<string>
Available options:
open,
closed,
frozen,
dormant,
pending_closure,
restricted
ownership_type
enum<string>
Available options:
individual,
joint_tenants_wros,
tenants_in_common,
pod_payable_on_death,
tod_transfer_on_death,
trust,
estate
sort_by
enum<string>
default:created_at
Available options:
current_balance,
institution_name,
account_type,
created_at
sort_order
enum<string>
default:desc

Sort direction.

Available options:
asc,
desc

Response

List of bank accounts.

data
object[]
meta
object