Account Endpoints
Get account details
Get details for a retirement account by account ID. The account details
include the account holder information, account balance, recent
transactions, and beneficiary information.
GET
/
accounts
/
{account_id}
Header
Path
curl --request GET \
--url https://sandbox.featherhq.com/accounts/{account_id} \
--header 'x-api-key: <x-api-key>'
{
"accountAlias": "<string>",
"acctId": "<string>",
"applicantType": "<string>",
"capabilities": {
"requested": []
},
"custInfo": {
"citizenship": "<string>",
"country_of_birth": "<string>",
"country_of_legal_res": "<string>",
"date_of_birth": "2023-12-25",
"state_of_legal_res": "<string>"
},
"derivatives": {
"requested": []
},
"description": "<string>",
"emailAddress": "jsmith@example.com",
"entities": [
{
"association": [],
"external_id": "<string>",
"name": {},
"phones": [],
"residence": {},
"type": "<string>",
"users": []
}
],
"financialData": {
"annualNetIncome": "<string>",
"liquidNetWorth": "<string>",
"netWorth": "<string>"
},
"identificationDetails": {
"id": "<string>",
"id_issuing_country": "<string>",
"id_number": "<string>"
},
"investmentExperience": {
"STOCKS": {}
},
"investmentObjectives": [
"<string>"
],
"isError": true,
"mifidCategory": "<string>",
"regulatoryDetails": {
"reg_affiliation": "<string>",
"regulatory_regulatory_control": "<string>"
},
"signatures": [
"<string>"
],
"sowList": [
"<string>"
],
"status": "<string>",
"taxResidency": [
{
"taxCountry": "<string>",
"taxId": "<string>",
"taxIdType": "<string>"
}
],
"title": "<string>",
"type": "<string>",
"users": [
"<string>"
]
}
Headers
x-api-key
string
requiredAPI Key for authentication
Path Parameters
account_id
string
requiredUnique identifier for the account
Response
200 - application/json
accountAlias
string
The account alias
acctId
string
Account ID
applicantType
string
Applicant type
capabilities
object
Requested capabilities
custInfo
object
Customer information
derivatives
object
Requested derivatives
description
string
Account description
emailAddress
string
Email address
entities
object[]
List of entities
financialData
object
Financial data
identificationDetails
object
Identification details
investmentExperience
object
Investment experience details for stocks
investmentObjectives
string[]
List of investment objectives
isError
boolean
Indicates whether there is an error
mifidCategory
string
MiFID category
regulatoryDetails
object
Regulatory details
signatures
string[]
List of signatures
sowList
string[]
List of SOWs
status
string
Account status
taxResidency
object[]
Tax residency information
title
string
Account title
type
string
Account type
users
string[]
List of users associated with the account
curl --request GET \
--url https://sandbox.featherhq.com/accounts/{account_id} \
--header 'x-api-key: <x-api-key>'
{
"accountAlias": "<string>",
"acctId": "<string>",
"applicantType": "<string>",
"capabilities": {
"requested": []
},
"custInfo": {
"citizenship": "<string>",
"country_of_birth": "<string>",
"country_of_legal_res": "<string>",
"date_of_birth": "2023-12-25",
"state_of_legal_res": "<string>"
},
"derivatives": {
"requested": []
},
"description": "<string>",
"emailAddress": "jsmith@example.com",
"entities": [
{
"association": [],
"external_id": "<string>",
"name": {},
"phones": [],
"residence": {},
"type": "<string>",
"users": []
}
],
"financialData": {
"annualNetIncome": "<string>",
"liquidNetWorth": "<string>",
"netWorth": "<string>"
},
"identificationDetails": {
"id": "<string>",
"id_issuing_country": "<string>",
"id_number": "<string>"
},
"investmentExperience": {
"STOCKS": {}
},
"investmentObjectives": [
"<string>"
],
"isError": true,
"mifidCategory": "<string>",
"regulatoryDetails": {
"reg_affiliation": "<string>",
"regulatory_regulatory_control": "<string>"
},
"signatures": [
"<string>"
],
"sowList": [
"<string>"
],
"status": "<string>",
"taxResidency": [
{
"taxCountry": "<string>",
"taxId": "<string>",
"taxIdType": "<string>"
}
],
"title": "<string>",
"type": "<string>",
"users": [
"<string>"
]
}