Update an Account - Treasury Prime Developer Documentation

Introduction

Account

Account Opening

Account Product
Account Application
Additional Person
Business Application
Deposit
KYC
KYC Product
Person Application

Cards

Card
Digital Wallet Tokens
MarqetaJS
Card Auth Loop Endpoint
Card Event
Card Product

Payments

ACH
Book Transfer
Check Issuing
Check Deposit
Counterparty
FedNow
Manual Hold
Incoming ACH
Incoming Wire
Invoice Account Number
Network Transfer
Wire

Testing

Simulation Endpoint

Utilities

Document
File
Routing Number
Search
Webhook

PATCH

account

{id}

curl --request PATCH \
  --url https://api.treasuryprime.com/account/{id} \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '{
  "lock": {
    "additional_context": "ach_123453254 is disputed by customer.",
    "reason": "transactions_being_investigated_ACH"
  },
  "locked": true
}'

{
  "account_number": "64141601",
  "account_type": "checking",
  "address": {
    "city": "San Francisco",
    "postal_code": "94104",
    "state": "CA",
    "street_line_1": "1 Market St",
    "street_line_2": "Suite 42"
  },
  "available_balance": "86753.09",
  "bank_id": "bank_treasuryprime",
  "business_ids": [],
  "created_at": "2017-11-02T11:55:14Z",
  "currency": "USD",
  "current_balance": "86753.09",
  "funded": true,
  "id": "acct_1029384756",
  "lock": {
    "additional_context": "ach_123453254 is disputed by customer.",
    "reason": "transactions_being_investigated_ACH"
  },
  "locked": true,
  "name": "George Washington",
  "org_id": "org_1gwmpv3payf",
  "person_ids": [
    "owner_01d6y044p21s"
  ],
  "primary_person_id": "owner_01d6y044p21s",
  "routing_number": "021001208",
  "status": "open",
  "tags": null,
  "updated_at": "2017-11-02T11:55:14Z",
  "userdata": null
}

Authorizations

Authorization

string

header

required

Basic authentication header of the form Basic <encoded-value>, where <encoded-value> is the base64-encoded string username:password.

Path Parameters

string

required

Unique identifier for object

Body

application/json

The account to update

lock

object

Object containing details pertaining to placing a lock on an account

locked

boolean

true if the account should be locked

mailing_address

object

Mailing address of the account

physical_address

object

Physical address of the account

status

string

Updated status of the account. One of: close_pending. Cannot be passed with locked set to true

Response

200 - application/json

The account updated

account_number

string

Bank account number. Filterable.

account_product_id

string

Account Product used to create the account

account_type

string

One of checking or savings

additional_account_numbers

string[]

Invoice account numbers associated with the account

address

object

deprecated

Address associated with the account

available_balance

string

Available funds in this account. If not available, the value will be null

bank_id

string

ID of the bank with which the account is associated

business_ids

string[]

Array of IDs of Business objects representing all businesses that own this account. Always empty for personal accounts

currency

string

Three-letter ISO currency code in lowercase, indicating the currency denominating the account. Currently only USD is supported

current_balance

string

Last known account balance, with two-decimal precision. Note that some accounts may not support this field; if not available, the value will be null

funded

boolean

true if the account has ever been funded with an amount greater than $0, false otherwise

string

Unique identifier for object

interest_rate

any

lock

object

Details related to account lock (returned only when locked is true).

locked

boolean

true if the account is in a locked state, false otherwise

mailing_address

object

Mailing address associated with the account

name

string

deprecated

Name of the person or company that owns the bank account

org_id

string

ID of the organization with which the account is associated. Filterable.

person_ids

string[]

Array of IDs of Person objects representing all people who own this account

physical_address

object

Physical address associated with the account

primary_person_id

string

ID of the Person indicating the primary account holder

routing_number

string

ABA routing transit number associated with the account

status

string

The status of the account. One of open, closed, or close_pending

tags

string[]

Array of tags associated with this account. Filterable.

userdata

object

Arbitrary user data that can be attached to the object

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Fetch an Account List Average Balances

curl --request PATCH \
  --url https://api.treasuryprime.com/account/{id} \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '{
  "lock": {
    "additional_context": "ach_123453254 is disputed by customer.",
    "reason": "transactions_being_investigated_ACH"
  },
  "locked": true
}'

{
  "account_number": "64141601",
  "account_type": "checking",
  "address": {
    "city": "San Francisco",
    "postal_code": "94104",
    "state": "CA",
    "street_line_1": "1 Market St",
    "street_line_2": "Suite 42"
  },
  "available_balance": "86753.09",
  "bank_id": "bank_treasuryprime",
  "business_ids": [],
  "created_at": "2017-11-02T11:55:14Z",
  "currency": "USD",
  "current_balance": "86753.09",
  "funded": true,
  "id": "acct_1029384756",
  "lock": {
    "additional_context": "ach_123453254 is disputed by customer.",
    "reason": "transactions_being_investigated_ACH"
  },
  "locked": true,
  "name": "George Washington",
  "org_id": "org_1gwmpv3payf",
  "person_ids": [
    "owner_01d6y044p21s"
  ],
  "primary_person_id": "owner_01d6y044p21s",
  "routing_number": "021001208",
  "status": "open",
  "tags": null,
  "updated_at": "2017-11-02T11:55:14Z",
  "userdata": null
}