API Reference

Update Accounts

Provide a list of accounts to update. Then entire account object must be provided to the PUT request.

Editable Fields:

  • benchmarks_ids
  • fee_structures_ids
  • billing_splits_ids
  • notes
  • nickname
  • household_id To remove an account from a household, provide null in this field.
  • target_allocation_id
  • first_performance_date
  • payment_source
  • first_billable_date
  • investment_model_id
  • required_cash
  • unsupervised_securities_ids
  • buy_securities_ids
  • sell_securities_ids
  • do_not_buy_securities_ids
  • do_not_sell_securities_ids
  • required_cash_frequency
Language
Credentials
Bearer
Bearer