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GET
/
wealth
/
accounts
/
{account_id}
/
external-accounts
List external accounts
curl --request GET \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/external-accounts \
  --header 'Authorization: Basic <encoded-value>'
{
  "external_accounts": [
    {
      "external_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "name": "Chase Checking",
      "account_type": "checking",
      "is_asset": true,
      "balance": "<string>",
      "currency": "USD",
      "institution": "<string>",
      "interest_rate": "0.065",
      "interest_rate_type": "fixed",
      "minimum_payment": "<string>",
      "payment_due_day": 16,
      "maturity_date": "2023-12-25",
      "original_loan_amount": "<string>",
      "credit_limit": "<string>",
      "property_value": "<string>",
      "appreciation_rate": "<string>",
      "contribution_limit": "<string>",
      "employer_match": "<string>",
      "vesting_schedule": {},
      "notes": "<string>",
      "status": "active",
      "created_at": "2023-11-07T05:31:56Z",
      "updated_at": "2023-11-07T05:31:56Z"
    }
  ],
  "total_count": 123
}

Documentation Index

Fetch the complete documentation index at: https://docs.bluumfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

​
Authorization
string
header
required

HTTP Basic Authentication using the API Key as username and API Secret as password.

Path Parameters

​
account_id
string<uuid>
required

The investor account ID

Query Parameters

​
status
enum<string>

Filter by account status

Available options:
active,
archived
​
is_asset
boolean

Filter by asset (true) or liability (false)

​
account_type
enum<string>

Filter by account type

Available options:
checking,
savings,
investment,
brokerage,
retirement_401k,
retirement_ira_traditional,
retirement_ira_roth,
retirement_403b,
retirement_457b,
retirement_pension,
retirement,
hsa,
fsa,
plan_529,
utma_ugma,
trust,
real_estate,
vehicle,
business_equity,
collectibles,
crypto,
other_asset,
mortgage,
home_equity_loan,
home_equity_loc,
auto_loan,
student_loan,
personal_loan,
loan,
credit_card,
medical_debt,
tax_debt,
other_liability

Response

External accounts retrieved successfully

​
external_accounts
object[]
​
total_count
integer