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
}
}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
}
}Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Unique case identifier (ULID format).
Page number for pagination.
x >= 1Number of items per page.
1 <= x <= 100brokerage, mutual_fund, etf, individual_stocks, individual_bonds, index_fund, managed_account, 529_plan, drip, private_equity, alternative_investment, hsa, msa, cryptocurrency, other not_started, paperwork_submitted, in_review, transferred, liquidated