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POST
cURL

How to Use

  1. Copy any of the JSON examples below.
  2. Go to the API playground by clicking on the “Try it” button.
  3. Paste the JSON into the request body field.
  4. Click “Send” button to execute the request.

Examples

Count Account Records

List All Accounts

List Accounts with Specific Fields

Get Parent Account Details

Filter By Account ID

Filter By Account Type (Bank)

Filter By Account Type (Not Consultant)

Filter By Account Name (OR Example)

Filter By Account Name and Type (AND Example)

Filter By AUM Range

Filter By Date Range

Filter By AUM Greater Than

Filter By AUM Greater Than or Equal

Filter By AUM Less Than

Filter By AUM Less Than or Equal

Filter By Created Date Range (Last 30 Days)

Filter By Name with Special Characters

Authorizations

Oauth-Token
string
header
required

Get the OAuth token by calling the /oauth2 authentication API. Use the access_token from the response to authorize your API requests.

Body

text/plain

Copy any of the JSON examples and paste it into the request body field.