List bank accounts with filters

get

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

Returns a paginated list of bank accounts based on optional filters such as correspondent code, master account number, bank name, status, etc. Supports advanced search and filtering to help users locate specific accounts. Refer to /v1/systemcode/list for status codes.

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Query Params

correspondent

string

The name given to a bank, broker, dealer, or financial institution that acts on behalf of another financial institution. Four Alpha numeric character. For create only, value is disregarded on update. Required if Account ID is not set.

masterAccountNo

string

Master or roll-up account. Alphanumeric master account number which can be used across the system.

accountNo

string

The alphanumeric identifier of the account.

bankOwnerName

string

The legal or authorized name of the bank account owner whether it is an individual, joint, account, or business.

bankName

string

The registered and legal name of the financial institution or bank.

achRoutingNo

string

A 9-digit, unique numeric ID assigned to each banking institution in the US and based on the location of the bank issued for the ACH transaction (to send or receive an ACH payment).

bankAccountNo

string

It is usually between eight to 12 digits in length which is the primary identifier of ownership or a bank account.

status

string

Check /v1/systemcode/list API for valid values (type = 'Status', subType = 'Bank Account'), use the 'code' value.

nickName

string

A user-defined nickname for the bank account. Optional and intended for display purposes only.

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.