Create a Cash Account

POST

/v1/cashAccount

Create a new cash account inside the specified portfolio.

Request

Authorization

API Key

Add parameter in header

Authorization

Example:

Authorization: ********************

Body Params application/json-patch+json

Example

{
    "accountName": "High Interest Savings",
    "portfolioId": 123,
    "currencyCode": "AUD"
}

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location '/v1/cashAccount' \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json-patch+json' \
--data '{
    "accountName": "High Interest Savings",
    "portfolioId": 123,
    "currencyCode": "AUD"
}'

Responses

🟢200OK

Success

This response does not have a body.

Modified at 2026-05-06 04:19:50

Get all Cash Accounts

Update a Cash Account