API Reference

Filter Account records

post
https://api.bridgeft.com/v2/account-management/accounts/filter

Filter accounts

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Query Params
integer

Number of items to return per page

integer

Current page number

Body Params
integer

Unique ID for this account object

string

Populated from custodian data but can be modified by users

integer

ID of the owning firm

date | null

Date of account inception, if applicable. May differ from opening date.

date | null

Date the account was closed, if applicable

string
enum

Status of the account object. It can be funded, papered, closed or slate. Funded account is considered active account, Papered or Closed account is inactive, and Stale is unknown

Allowed:
string

Account number

string
enum

Custodian the account data comes from. APX=Apex Fintech Solutions, AXO=Axos Advisory Services, DST=DST Systems, FPR=Fidelity 401k/403b, IBK=Interactive Brokers, NFS=Fidelity Investments, PER=Pershing, PTA=Pontera, SWB=Charles Schwab, EGB=Eaglebrook, MLT=Millenium Trust, TIA=TIAA Financial Services

string

City of the account-holder

string

Zip code of the account-holder

string

Type of account. Example, IRA Roth, 401k, etc.

boolean | null

True if this account is tax deferrable. This data is typically provided by the financial institution

boolean | null

True if this account is taxable. This data is typically provided by the financial insitution

string
enum

C=billed at the custodian D=billed directly

Allowed:
string

Advisor code for this account object

integer

Household Id this account belongs to

Responses

Updated 4 days ago

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Updated 4 days ago