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GET
/
cases
/
{case_id}
/
investment-accounts
List investment accounts
curl --request GET \
  --url https://api.example.com/v1/cases/{case_id}/investment-accounts \
  --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"
    }
  ],
  "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:
brokerage,
mutual_fund,
etf,
individual_stocks,
individual_bonds,
index_fund,
managed_account,
529_plan,
drip,
private_equity,
alternative_investment,
hsa,
msa,
cryptocurrency,
other
transfer_status
enum<string>
Available options:
not_started,
paperwork_submitted,
in_review,
transferred,
liquidated

Response

List of investment accounts.

data
object[]
meta
object