Documentation IndexFetch the complete documentation index at: /llms.txtUse this file to discover all available pages before exploring further.
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
cURL
curl --request GET \ --url https://api.example.com/v1/cases/{case_id}/investment-accounts/{account_id} \ --header 'Authorization: Bearer <token>'
{ "data": { "id": "01K9IA01AJ0T44HRYE78AN7III", "case_id": "<string>", "account_type": "brokerage", "custodian_name": "Charles Schwab", "account_number": "***3456", "status": "active", "balance": 92500, "holdings": [ { "symbol": "AAPL", "name": "Apple Inc.", "quantity": 123, "market_value": 123, "cost_basis": 123 } ], "beneficiaries": [ { "name": "<string>", "relationship": "<string>", "percentage_share": 123 } ], "date_of_death_value": 123, "transfer_status": "not_started", "institution_contact_id": "<string>", "notes": "<string>", "created_at": "2023-11-07T05:31:56Z", "updated_at": "2023-11-07T05:31:56Z" } }
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Bearer <token>
<token>
Unique case identifier (ULID format).
Account details.
Show child attributes