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PATCH
Update retirement 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:
traditional_ira,
roth_ira,
401k,
403b,
457,
sep_ira,
simple_ira,
keogh,
pension,
tsp,
military_pension,
fegli,
inherited_ira,
other
custodian_name
string
required
account_number
string
status
enum<string>
Available options:
active,
inactive,
dormant,
distributed,
rolled_over,
closed,
unknown
balance
number<double>
employer_name
string
beneficiaries
object[]
distribution_options
enum<string>[]
Available options:
lump_sum,
rollover_to_inherited_ira,
periodic_payments,
five_year_rule,
life_expectancy
rmd_required
boolean
tax_treatment
enum<string>
Available options:
pre_tax,
post_tax_roth,
mixed
distribution_status
enum<string>
Available options:
not_started,
in_progress,
completed,
pending_beneficiary_docs
institution_contact_id
string
notes
string

Response

Account updated.

data
object