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GET
List investment accounts

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