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POST
Create bank account

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Headers

Content-Type
string

Content-Type must be set to application/json.

Path Parameters

businessId
string<uuid>
required

The UUID of the business.

Body

application/json

Parameters for creating a new bank account.

account_name
string
required

Display name for the bank account.

Example:

"Business Checking"

account_type
enum<string>
required

The broad category of the bank account.

Available options:
DEPOSITORY,
CREDIT,
LOAN,
BROKERAGE,
INVESTMENT
Example:

"DEPOSITORY"

account_subtype
enum<string>
required

The specific subtype of the bank account.

Available options:
_401A,
_401K,
_403B,
_457B,
_529,
BROKERAGE,
CASH_ISA,
CRYPTO_EXCHANGE,
EDUCATION_SAVINGS_ACCOUNT,
EBT,
FIXED_ANNUITY,
GIC,
HEALTH_REIMBURSEMENT_ARRANGEMENT,
HSA,
ISA,
IRA,
LIF,
LIFE_INSURANCE,
LIRA,
LRIF,
LRSP,
NON_CUSTODIAL_WALLET,
NON_TAXABLE_BROKERAGE_ACCOUNT,
OTHER,
OTHER_INSURANCE,
OTHER_ANNUITY,
PRIF,
RDSP,
RESP,
RLIF,
RRIF,
PENSION,
PROFIT_SHARING_PLAN,
RETIREMENT,
ROTH,
ROTH_401K,
RRSP,
SEP_IRA,
SIMPLE_IRA,
SIPP,
STOCK_PLAN,
THRIFT_SAVINGS_PLAN,
TFSA,
TRUST,
UGMA,
UTMA,
VARIABLE_ANNUITY,
CREDIT_CARD,
PAYPAL,
CD,
CHECKING,
SAVINGS,
MONEY_MARKET,
PREPAID,
AUTO,
BUSINESS,
COMMERCIAL,
CONSTRUCTION,
CONSUMER,
HOME_EQUITY,
LOAN,
MORTGAGE,
OVERDRAFT,
LINE_OF_CREDIT,
STUDENT,
CASH_MANAGEMENT,
KEOGH,
MUTUAL_FUND,
RECURRING,
REWARDS,
SAFE_DEPOSIT,
SARSEP,
PAYROLL,
NULL,
ENUM_UNKNOWN
Example:

"CHECKING"

notes
string | null

Free-form notes about the bank account.

financial_institution_name
string | null

Name of the financial institution. Used when no financial_institution_id is provided.

financial_institution_id
string<uuid> | null

ID of an existing financial institution to associate with the bank account.

Response

201 - application/json

Bank account successfully created.

data
object
required

A bank account belonging to a business. Bank accounts are the top-level container that groups one or more external accounts (connected financial accounts) under a single logical account.