GET /v1/Accounts

Return

This endpoint provides detailed information about user accounts in the system. You can access data such as balance, opening date, and the account holder's information.

Endpoint URL

https://api.wealthtechs.com/v1/Accounts

Authorization

// Authorization via JWT Token.

Authorization: Bearer <YourToken>

Learn how to get your API v1.0 Token by clicking here.

Parameters

	Type	Format	Required
CustodianId	integer($int32)		Required
Date	string($date-time)	format: yyyy-MM-dd	Required

Responses

Code	Type
200	Success
204	No Content
400	Bad Request
401	Unauthorized

Example Code

// JavaScript example using fetch() API

// Store your JWT token in a variable
let token = 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJVc2VySW5mbyI6IntcIklkXCI6OTM0LFwiSWRlbnRpdHlJZFwiOlwiNDI5NmIyMzItZGUxYy00YWZhLWFlYmItNDY5ZDYxZWU0NzJjXCIsXCJVc2VyTmFtZVwiOlwiTUFaT1o0NFwiLFwiRW1haWxcIjpcIm1hdGlhc3pvQHdlYWx0aHRlY2hzLmNvbVwiLFwiRmlyc3ROYW1lXCI6XCJNYXRpYXNcIixcIkxhc3ROYW1lXCI6XCJab3pheWFcIixcIklzQ2xpZW50VXNlclwiOmZhbHNlfSIsIm5iZiI6MTY5NDU0NDM2MiwiZXhwIjoxNjk0NjMwNzYyLCJpc3MiOiJXZWFsdGhUZWNocyIsImF1ZCI6IkFQSVVzZXJzIn0.6auZH-83ML_cDo2bqbgECvKcsvXOefbVg68xq-0di2g';

// Set your desired parameters
let custodianId = '16';
let date = '2023-01-30'; //yyyy-MM-dd

// Make the request and log the response
fetch(`https://api.wealthtechs.com/v1/Accounts?CustodianId=${custodianId}&Date=${date}`, {
  headers: new Headers({
    "Authorization": "Bearer " + token,
  }),
})
.then(response => response.json())
.then(data => console.log(data));

Example Response

[
  {
    "custdianID": "string",
    "mstrAcct": "string",
    "masterAccountName": "string",
    "businessDate": "string",
    "accountID": "string",
    "accountTitleLine1": "string",
    "accountTitleLine2": "string",
    "accountTitleLine3": "string",
    "accountStatus": "string",
    "acctRegis": "string",
    "acctType": "string",
    "txpryrTitle": "string",
    "taxpayerFirstName": "string",
    "taxpayerMiddleName": "string",
    "taxpayerLastName": "string",
    "primaryContact": "string",
    "aliasName": "string",
    "mailingAddressLine1": "string",
    "mailingAddressLine2": "string",
    "mailingAddressLine3": "string",
    "accountMailingCity": "string",
    "acctMailZip": "string",
    "acctMailingCtryCode": "string",
    "emailAddress": "string",
    "phoneNBR": "string",
    "businessPh": "string",
    "dateOpened": "string",
    "managedAccountMoneyManager": "string",
    "managedAccountInvestmentStrategy": "string",
    "currency": "string",
    "corporateTaxStatus": "string",
    "acst": "string"
  }
]