Update Account

curl --request PUT \
  --url https://api.paxos.com/v2/identity/accounts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "account": {
    "id": "79c27a0e-46a2-4276-9769-e1ebc055fa72",
    "members": [
      {
        "identity_id": "11a3122a-0c50-4950-9934-2ad48a782b78",
        "roles": [
          "FINANCIAL_ADVISOR"
        ]
      },
      {
        "identity_id": "08ba6b70-bcc0-4e4a-a67f-1d28842dedfc",
        "roles": [
          "AUTHORIZED_USER"
        ]
      },
      {
        "identity_id": "2dedfc70-a67f-4e4a-bcc0-1d288408ba6b",
        "roles": [
          "BENEFICIAL_OWNER"
        ]
      }
    ]
  }
}'

{
  "created_at": "2014-02-20T04:22:22.222221Z",
  "id": "79c27a0e-46a2-4276-9769-e1ebc055fa72",
  "identity_id": "0acd56b7-140b-4b29-83e4-7e717f03afd9",
  "members": [
    {
      "identity_id": "11a3122a-0c50-4950-9934-2ad48a782b78",
      "roles": [
        "FINANCIAL_ADVISOR"
      ]
    },
    {
      "identity_id": "08ba6b70-bcc0-4e4a-a67f-1d28842dedfc",
      "roles": [
        "AUTHORIZED_USER"
      ]
    },
    {
      "identity_id": "2dedfc70-a67f-4e4a-bcc0-1d288408ba6b",
      "roles": [
        "BENEFICIAL_OWNER"
      ]
    }
  ],
  "summary_status": "PENDING",
  "updated_at": "2022-02-24T04:20:22.222222Z"
}

Accounts

Update Account

This enables you to update an existing account with new information. Please refer to the following table for fields that can be updated via this endpoint.

Field	Notes
account.id	Required
account.description	Optional
account.ref_id	Optional
account.metadata	Optional. This will overwrite any existing metadata added to the account.
account.members	Optional. The only roles that can be added/removed are `FINANCIAL_ADVISOR` or `AUTHORIZED_USER.` You must always specify the full members object as we do not currently support differential member updates.
set_user_disabled	Optional. Setting this to `true` will disable the account, limiting its ability to be used within the Paxos platform.

Example Requests

Disabling an account

{
"set_user_disabled": true,
"account": {
"id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
"description": "Account Description",
"ref_id": "82c338f4-3cb7"
}
}

Adding an account member

To retain the existing account members and add a new account member, the members field must contain the existing account members and the new member. The below example adds an AUTHORIZED_USER to the account.

In order to add account members while leaving existing account members unaffected, clients should use the Add Account Members API.

{
"account": {
"id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
"members": [{
"identity_id": "0f5d8475-33f3-4ebd-88a0-66dedc2581c1",
"roles": ["BENEFICIAL_OWNER"]
}, {
"identity_id": "0d26f878-298e-4d47-81be-cdf4e982a3d3",
"roles": ["FINANCIAL_ADVISOR"]
}, {
"identity_id": "012k23eb-298e-4d47-81be-cdf4e982a3d3",
"roles": ["AUTHORIZED_USER"]
}]
}
}

Removing an account member

To remove an existing account member and retain other needed members, the members field must contain the existing account members without the account member you’d like to remove. The below example removes an AUTHORIZED_USER from the account.

Note, this API requires the members array to have at least one element. In order to delete all members from an account, clients should use the Delete Account Member API.

{
"account": {
"id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
"members": [{
"identity_id": "0f5d8475-33f3-4ebd-88a0-66dedc2581c1",
"roles": ["BENEFICIAL_OWNER"]
}]
}
}

Updating an account members’ roles

To update an account members’ roles, the members field must contain all the existing members with their roles along with the additional role that you’d like to add or remove. The below example adds the FINANCIAL_ADVISOR role to an member that is already a BENEFICIAL_OWNER.

{
"account": {
"id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
"members": [{
"identity_id": "0f5d8475-33f3-4ebd-88a0-66dedc2581c1",
"roles": ["BENEFICIAL_OWNER", "FINANCIAL_ADVISOR"]
}]
}
}

PUT

identity

accounts

Update Account

curl --request PUT \
  --url https://api.paxos.com/v2/identity/accounts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "account": {
    "id": "79c27a0e-46a2-4276-9769-e1ebc055fa72",
    "members": [
      {
        "identity_id": "11a3122a-0c50-4950-9934-2ad48a782b78",
        "roles": [
          "FINANCIAL_ADVISOR"
        ]
      },
      {
        "identity_id": "08ba6b70-bcc0-4e4a-a67f-1d28842dedfc",
        "roles": [
          "AUTHORIZED_USER"
        ]
      },
      {
        "identity_id": "2dedfc70-a67f-4e4a-bcc0-1d288408ba6b",
        "roles": [
          "BENEFICIAL_OWNER"
        ]
      }
    ]
  }
}'

{
  "created_at": "2014-02-20T04:22:22.222221Z",
  "id": "79c27a0e-46a2-4276-9769-e1ebc055fa72",
  "identity_id": "0acd56b7-140b-4b29-83e4-7e717f03afd9",
  "members": [
    {
      "identity_id": "11a3122a-0c50-4950-9934-2ad48a782b78",
      "roles": [
        "FINANCIAL_ADVISOR"
      ]
    },
    {
      "identity_id": "08ba6b70-bcc0-4e4a-a67f-1d28842dedfc",
      "roles": [
        "AUTHORIZED_USER"
      ]
    },
    {
      "identity_id": "2dedfc70-a67f-4e4a-bcc0-1d288408ba6b",
      "roles": [
        "BENEFICIAL_OWNER"
      ]
    }
  ],
  "summary_status": "PENDING",
  "updated_at": "2022-02-24T04:20:22.222222Z"
}

OAuth Scope

identity:write_account

Authorizations

Authorization

string

header

required

Paxos APIs use OAuth 2 with the client credentials grant flow.

Token URLs:

Production: https://oauth.paxos.com/oauth2/token
Sandbox: https://oauth.sandbox.paxos.com/oauth2/token

Learn more in the API credentials guide →

Body

application/json

account

object

required

Show child attributes

set_user_disabled

boolean

true if the account is required to be disabled by the API user.

Response

200 - application/json

A successful response.

string

The id used for all other interactions with this account.

identity_id

string

The primary identity associated with the account.

description

string

A free-text description of the account.

admin_disabled

boolean

true if the account has been disabled by a Paxos admin.

user_disabled

boolean

true if the account has been disabled by the API user.

metadata

object

API User-facing metadata.

Show child attributes

ref_id

string

A user-facing ID to prevent duplicate account creation. Unique for all accounts created by the same API user.

members

object[]

Additional Identities with varying types of access to this account.

Show child attributes

created_at

string<date-time>

The time this account was created.

summary_status

enum<string>

Available options:

PENDING,

ERROR,

APPROVED,

DENIED,

DISABLED

updated_at

string<date-time>

The time this account was updated.

profile_id

string

The ID of the profile created for the account when create_profile=true. The Profile type is NORMAL. The field is omitted when the account has no associated Profile.

type

enum<string>

Available options:

BROKERAGE,

TRADITIONAL_IRA,

ROTH_IRA,

SEP_IRA,

FINANCIAL_ADVISOR

Get account Overview

API Documentation

Deposits and Withdrawals

Identity

Profiles

Sandbox

Settlements

Orchestrations / Conversions

Taxes

Trading

Rewards

Events

API Credentials

Websockets

Webhooks

Problems

Update Account

Example Requests

Disabling an account

Adding an account member

Removing an account member

Updating an account members’ roles

Authorizations

Body

Response