List an account's transactions with running balance

GET/accounts/{id}/transactions

Path parameters

idstringRequired

Returns

200 OK

accountobjectRequired

Account as the service returns it: one balance, one product, one or more owners and numbers.

23 child attributes

certificateobject or nullOptional

CertificateTerms are a certificate account's contract.

8 child attributes

at_maturitystringRequired

Rollover or pay_out

grace_daysintegerRequired

maturedbooleanRequired

maturity_datestring · dateRequired

A business date, YYYY-MM-DD

penalty_daysintegerRequired

renewalsintegerRequired

rollover_product_codestringOptional

term_monthsintegerRequired

closed_atstring · date-time or nullOptional

currency_codestringRequired

customer_idstringRequired

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

default_account_numberstringRequired

default_account_number_idstringRequired

Example acno_2tVh8nqLxq4GbDe0K1F6S9zRcWm

descriptionstringRequired

idstringRequired

interest_planbooleanRequired

ledger_account_idstringRequired

Example lacc_2tVh8nqLxq4GbDe0K1F6S9zRcWm

now_eligibility_idstringOptional

opened_atstring · date-timeRequired

ownersarray of stringsRequired

ownershipobjectRequired

Ownership is how an account is titled, apart from who its owners are.

11 child attributes

beneficiariesarray of objectsOptional

5 child attributes

customer_idstringOptional

The customer record carrying the beneficiary's TIN (required for utma and custodial)

Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm

date_of_birthstringOptional

namestringRequired

relationshipstringOptional

share_bpsintegerRequired

custodianstringOptional

decedentstringOptional

fiduciarystringOptional

firmstringOptional

ira_typestringOptional

survivorshipbooleanOptional

tax_reportingstringOptional

Derived: how the interest is reported

trust_namestringOptional

trusteesarray of stringsOptional

typestringRequired

Individual, joint, pod, trust, estate, utma, iolta, hsa, ira, custodial

ownership_recorded_atstring · date-time or nullOptional

ownership_revisionintegerOptional

Zero means unknown legacy chronology

product_codestringRequired

product_versionintegerRequired

routing_numberstringRequired

statement_cyclestringRequired

statusstringRequired

status_reasonstringOptional

typestringRequired

closing_amountintegerRequired

currency_codestringRequired

linesarray of objectsRequired

7 child attributes

balance_amountintegerRequired

credit_amountintegerRequired

datestringRequired

debit_amountintegerRequired

descriptionstringRequired

journal_idstringRequired

Example jrnl_2tVh8nqLxq4GbDe0K1F6S9zRcWm

kindstringRequired

opening_amountintegerRequired

Errors

Every error is a problem document with a stable code. See Errors.

400401403404409412413422424429500503