Create financial account
Financial terms and values; no custodian data or attachments. Numbers are masked. Imported annuity terms and parties are read-only except notes. Values use dollars; balances use cents. Party arrays replace submitted roles or accessible annuity parties. Only advisor valuations can be edited.
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Body
checking, savings, investment, insurance, unknown Authorized household placement.
not_applicable, hsa, traditional_401k, roth_401k, traditional_ira, roth_ira, education_fivetwonine, sep_ira, simple_ira, solo_401k, traditional_403b, roth_403b, traditional_four_five_seven, roth_four_five_seven, pension_plan, profit_sharing_plan, rollover_ira, ugma, utma, non_deductible_ira, beneficiary_ira, traditional_401a, coverdell_esa, inherited_ira, unknown, other Money in integer cents.
Replaces this role; omit to preserve existing people.
Optional book context; must match the household.
Response
Successful financial resource access
checking, savings, investment, insurance, unknown not_applicable, hsa, traditional_401k, roth_401k, traditional_ira, roth_ira, education_fivetwonine, sep_ira, simple_ira, solo_401k, traditional_403b, roth_403b, traditional_four_five_seven, roth_four_five_seven, pension_plan, profit_sharing_plan, rollover_ira, ugma, utma, non_deductible_ira, beneficiary_ira, traditional_401a, coverdell_esa, inherited_ira, unknown, other Masked account number; the full number is never returned.
Money in integer cents.
Replaces this role; omit to preserve existing people.