Skip to main content
PATCH
Update investment account

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