> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# List financial accounts

> 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.



## OpenAPI

````yaml /api-reference/openapi.yaml get /v1/financial_accounts
openapi: 3.0.1
info:
  title: Slant Public API V1
  version: v1
  description: Public API for creating and managing resources in Slant
  contact:
    name: Slant API Support
    email: api@slant.com
servers:
  - url: https://api.slant.app
security:
  - bearer: []
paths:
  /v1/financial_accounts:
    get:
      tags:
        - Financial Accounts
      summary: List financial accounts
      description: >-
        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.
      parameters:
        - name: Authorization
          in: header
          schema:
            type: string
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PerPage'
        - name: book_id
          in: query
          required: false
          schema:
            type: string
        - name: household_id
          in: query
          required: false
          schema:
            type: string
        - name: q
          in: query
          required: false
          schema:
            type: string
        - name: updated_since
          in: query
          required: false
          schema:
            type: string
      responses:
        '200':
          description: Successful financial resource access
          content:
            application/json:
              schema:
                type: object
                required:
                  - data
                  - pagination
                properties:
                  data:
                    type: array
                    items:
                      type: object
                      required:
                        - id
                      additionalProperties: false
                      properties:
                        name:
                          type: string
                          nullable: false
                        account_type:
                          type: string
                          nullable: false
                          enum:
                            - checking
                            - savings
                            - investment
                            - insurance
                            - unknown
                        tax_advantaged_type:
                          type: string
                          nullable: false
                          enum:
                            - 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:
                          type: string
                          nullable: true
                        account_number:
                          type: string
                          nullable: true
                          description: >-
                            Masked account number; the full number is never
                            returned.
                        institution_name:
                          type: string
                          nullable: true
                        balance_in_cents:
                          type: integer
                          nullable: true
                          description: Money in integer cents.
                        notes:
                          type: string
                          nullable: true
                        owner_ids:
                          type: array
                          nullable: false
                          items:
                            type: string
                          description: >-
                            Replaces this role; omit to preserve existing
                            people.
                        custom_fields:
                          type: object
                          nullable: false
                        id:
                          type: string
                        created_at:
                          type: string
                          format: date-time
                        updated_at:
                          type: string
                          format: date-time
                        book_id:
                          type: string
                        household_id:
                          type: string
                        balance_as_of:
                          type: string
                          format: date-time
                          nullable: true
                  pagination:
                    $ref: '#/components/schemas/Pagination'
        '400':
          $ref: '#/components/responses/BadRequest'
        '403':
          $ref: '#/components/responses/Forbidden'
      security:
        - bearer: []
components:
  parameters:
    Page:
      name: page
      in: query
      schema:
        type: integer
      description: Page number
      required: false
      example: 1
    PerPage:
      name: per_page
      in: query
      schema:
        type: integer
      description: Items per page (max 100)
      required: false
      example: 25
  schemas:
    Pagination:
      type: object
      properties:
        current_page:
          type: integer
          example: 1
        total_pages:
          type: integer
          example: 10
        total_count:
          type: integer
          example: 100
        per_page:
          type: integer
          example: 25
    Error:
      type: object
      required:
        - error
        - detail
      properties:
        error:
          type: string
          description: Error code
        detail:
          type: string
          description: Human-readable error description
  responses:
    BadRequest:
      description: Bad Request - invalid JSON
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
          examples:
            invalid_json:
              value:
                error: invalid_json
                detail: Request body must be valid JSON
    Forbidden:
      description: Forbidden - client not found or user not linked
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
          examples:
            client_not_found:
              value:
                error: client_not_found
                detail: Invalid or inactive client
            user_not_linked:
              value:
                error: user_not_linked
                detail: No matching user for provided token
            principal_book_missing:
              value:
                error: principal_book_missing
                detail: User must have a principal book
            not_authorized:
              value:
                error: not_authorized
                detail: You are not permitted to perform this action
  securitySchemes:
    bearer:
      type: http
      scheme: bearer
      bearerFormat: OAuth
      description: OAuth 2.0 Bearer Token from Clerk authentication

````

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