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PATCH
/
cases
/
{case_id}
/
investment-accounts
/
{account_id}
Update investment account
curl --request PATCH \
  --url https://api.example.com/v1/cases/{case_id}/investment-accounts/{account_id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "account_type": "brokerage",
  "custodian_name": "<string>",
  "account_number": "<string>",
  "status": "active",
  "balance": 123,
  "holdings": [
    {
      "symbol": "<string>",
      "name": "<string>",
      "quantity": 123,
      "market_value": 123,
      "cost_basis": 123,
      "asset_class": "stock"
    }
  ],
  "date_of_death_value": 123,
  "transfer_status": "not_started",
  "institution_contact_id": "<string>",
  "notes": "<string>"
}
'
{
  "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

Body

application/json
​
account_type
enum<string>
required
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
​
custodian_name
string
required
​
account_number
string
​
status
enum<string>
Available options:
active,
inactive,
frozen,
transferred,
liquidated,
closed,
unknown
​
balance
number<double>
​
holdings
object[]
​
date_of_death_value
number<double>
​
transfer_status
enum<string>
Available options:
not_started,
paperwork_submitted,
in_review,
transferred,
liquidated
​
institution_contact_id
string
​
notes
string

Response

Account updated.

​
data
object