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GET
Get financial account

Authorizations

Authorization
string
header
required

OAuth 2.0 Bearer Token from Clerk authentication

Headers

Authorization
string

Path Parameters

id
string
required

Response

Successful financial resource access

id
string
required
name
string
account_type
enum<string>
Available options:
checking,
savings,
investment,
insurance,
unknown
tax_advantaged_type
enum<string>
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
other_tax_advantaged_type_label
string | null
account_number
string | null

Masked account number; the full number is never returned.

institution_name
string | null
balance_in_cents
integer | null

Money in integer cents.

notes
string | null
owner_ids
string[]

Replaces this role; omit to preserve existing people.

custom_fields
object
created_at
string<date-time>
updated_at
string<date-time>
book_id
string
household_id
string
balance_as_of
string<date-time> | null