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PATCH
/
cases
/
{case_id}
/
bank-accounts
/
{account_id}
Update bank account
curl --request PATCH \
  --url https://api.example.com/v1/cases/{case_id}/bank-accounts/{account_id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "institution_name": "<string>",
  "account_type": "checking",
  "institution_routing_number": "<string>",
  "account_number": "<string>",
  "account_title": "<string>",
  "ownership_type": "individual",
  "status": "open",
  "current_balance": 123,
  "available_balance": 123,
  "currency": "<string>",
  "interest_rate": 123,
  "maturity_date": "2023-12-25",
  "opened_date": "2023-12-25",
  "closed_date": "2023-12-25",
  "branch_name": "<string>",
  "branch_address": {
    "address1": "123 Main Street",
    "address2": null,
    "city": "Salt Lake City",
    "state": "UT",
    "zip": "84101"
  },
  "branch_phone": "<string>",
  "online_access": true,
  "has_overdraft_protection": true,
  "is_estate_account": true,
  "closure_method": "transfer_to_estate",
  "notes": "<string>"
}
'
{
  "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"
  }
}

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).

​
account_id
string
required

Bank account identifier.

Body

application/json
​
institution_name
string
required
​
account_type
enum<string>
required
Available options:
checking,
savings,
cd,
money_market,
hsa,
trust_account,
estate_account,
joint_account
​
institution_routing_number
string
​
account_number
string

Full account number.

​
account_title
string
​
ownership_type
enum<string>
Available options:
individual,
joint_tenants_wros,
tenants_in_common,
pod_payable_on_death,
tod_transfer_on_death,
trust,
estate
​
status
enum<string>
Available options:
open,
closed,
frozen,
dormant,
pending_closure,
restricted
​
current_balance
number<double>
​
available_balance
number<double>
​
currency
string
​
interest_rate
number<double>
​
maturity_date
string<date>
​
opened_date
string<date>
​
closed_date
string<date>
​
branch_name
string
​
branch_address
object
​
branch_phone
string
​
online_access
boolean
​
has_overdraft_protection
boolean
​
is_estate_account
boolean
​
closure_method
enum<string>
Available options:
transfer_to_estate,
check_mailed,
transfer_to_beneficiary,
pending
​
notes
string

Response

Bank account updated.

​
data
object