Account Endpoints
Get account details
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}
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
capabilities
object
Requested capabilities
investmentExperience
object
Investment experience details for stocks
description
string
Account description
acctId
string
Account ID
type
string
Account type
title
string
Account title
users
string[]
List of users associated with the account
signatures
string[]
List of signatures
taxResidency
object[]
Tax residency information
derivatives
object
Requested derivatives
custInfo
object
Customer information
emailAddress
string
Email address
identificationDetails
object
Identification details
isError
boolean
Indicates whether there is an error
regulatoryDetails
object
Regulatory details
applicantType
string
Applicant type
entities
object[]
List of entities
investmentObjectives
string[]
List of investment objectives
mifidCategory
string
MiFID category
sowList
string[]
List of SOWs
financialData
object
Financial data
status
string
Account status