List client accounts

get

https://wealth-rest-api.softwarealgo.com/v1/account/list

List client including the primary or first owner minimal details. The primary or the first phone number and email of the owner is included.

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Query Params

correspondent

string

branch

string

accountNo

string

accountName

string

masterAccountNo

string

rep

string

status

string

broker

string

fromCreatedDate.year

int32

Year of date. Must be from 1 to 9999, or 0 if specifying a date without
a year.

fromCreatedDate.month

int32

Month of year. Must be from 1 to 12, or 0 if specifying a year without a
month and day.

fromCreatedDate.day

int32

Day of month. Must be from 1 to 31 and valid for the year and month, or 0
if specifying a year by itself or a year and month where the day is not
significant.

toCreatedDate.year

int32

Year of date. Must be from 1 to 9999, or 0 if specifying a date without
a year.

toCreatedDate.month

int32

Month of year. Must be from 1 to 12, or 0 if specifying a year without a
month and day.

toCreatedDate.day

int32

Day of month. Must be from 1 to 31 and valid for the year and month, or 0
if specifying a year by itself or a year and month where the day is not
significant.

pagination.pageSize

int64

Number of records to return per page. Used to control the size of each paginated response.

pagination.pageNo

int64

Zero-based index of the page to retrieve. For example, page_no = 0 returns the first page.

pagination.sortName

string

Name of the field to sort by. Leave empty for default sorting behavior.

pagination.sortDirection

string

Sorting order for the results. Acceptable values are 'asc' for ascending and 'desc' for descending.

pagination.filterNames

array of strings

List of field names to apply filters on. Must correspond to valid queryable fields.

pagination.filterNames

pagination.filterValues

array of strings

List of values corresponding to each filter name. The position of each value must match the position of its filter name.

pagination.filterValues

Response

200A successful response.