Skip to main content
POST
cURL

Authorizations

X-Api-Key
string
header
required

Path Parameters

organization_uuid
string<uuid>
required

Body

external_id
string
required
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

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

External identifier for the client

Maximum string length: 50
created
string<date-time>
required
read-only
modified
string<date-time>
required
read-only
accounts
object[]
required
read-only
household
object | null
required

Read-only nested serializer for household in client responses.

holdings_risk_annualized_percentage
string<decimal> | null
required
read-only
Pattern: ^-?\d{0,2}(?:\.\d{0,10})?$
metadata
any | null

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