Account Endpoints
Get account status
Get the status of a retirement account by account ID. The account status can be one of the following:
A
: Abandoned - The account has been abandoned.N
: New - The account is not yet open.O
: Open - The account is currently open.C
: Closed - The account has been closed.P
: Pending - The account is not yet open and is pending approval.R
: Rejected - The account has been rejected and is not open.
GET
/
accounts
/
account_status
/
{account_id}
Headers
API Key for authentication
Path Parameters
Unique identifier for the account
Response
200 - application/json
Unique identifier for the account
Enum representing the status of retirement accounts (e.g., IRA).
Available options:
A
, N
, O
, C
, P
, R
Additional account state information (e.g., Incomplete Application, Under Review)
Available options:
IncompleteApplication
, DocumentsRequired
, UnderReview
, PendingApproval