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PATCH
cURL

Authorizations

X-Api-Key
string
header
required

Path Parameters

account_uuid
string<uuid>
required
client_uuid
string<uuid>
required
organization_uuid
string<uuid>
required

Body

external_id
string
holdings
object

Serializer for updating holdings data.

metadata
any | null

Store arbitrary metadata about this account in a JSON field, but should not include PII information.

customization_config
object
portfolio_config_uuid
string<uuid> | null
write-only
asset_class_settings
object[]

Response

200 - application/json
uuid
string<uuid>
required
read-only
external_id
string
required

External identifier for the account

Maximum string length: 50
holdings
object | null
required
created
string<date-time>
required
read-only
modified
string<date-time>
required
read-only
asset_class_settings
object[]
required
read-only
wash_sale_lots
object[]
required
read-only
household_wash_sale_lots
object[]
required
read-only
aum
string<decimal> | null
required
read-only
Pattern: ^-?\d{0,18}(?:\.\d{0,2})?$
net_worth
string<decimal> | null
required
read-only
Pattern: ^-?\d{0,18}(?:\.\d{0,2})?$
holdings_risk_annualized_percentage
string<decimal> | null
required
read-only
Pattern: ^-?\d{0,2}(?:\.\d{0,10})?$
is_read_only
boolean
required
read-only
is_brokerage_backed
boolean
required
read-only
is_externally_owned
boolean
required
read-only
source_brokerage_connection_account_uuid
string<uuid> | null
required
read-only
metadata
any | null

Store arbitrary metadata about this account in a JSON field, but should not include PII information.

customization_config
object | null
portfolio_config
object | null