Financial Accounts
Get 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.
GET
Get financial account
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Headers
Path Parameters
Response
Successful financial resource access
Available options:
checking, savings, investment, insurance, unknown Available options:
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.