Skip to main content
GET
/
cases
/
{case_id}
/
investment-accounts
/
{account_id}
Get investment account details
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,
        "asset_class": "stock"
      }
    ],
    "beneficiaries": [
      {
        "name": "<string>",
        "relationship": "<string>",
        "percentage_share": 123,
        "designation": "primary"
      }
    ],
    "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"
  }
}

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

Response

Account details.

data
object