GET api/InvestmentAccount/{id}?type={type}

Gets a list of investment account.

Request Information

URI Parameters

Name	Description	Type	Additional information
id	Organization Id.	integer	Required
type	List Type.	string	Required

Body Parameters

None.

Response Information

Resource Description

Collection of InvestmentAccount

Name	Type	Additional information
UpdateType	string	None.
InvestmentAccountId	integer	None.
InvestmentAccountName	string	None.
GlobalId	string	None.
OrganizationId	integer	None.
CreatedBy	string	None.
CreatedDate	date	None.
UpdatedBy	string	None.
UpdatedDate	date	None.
InvestmentAccountCategoryId	integer	None.
InvestmentAccountCategory	string	None.
UpdatedByName	string	None.
UnrealizedProfit	decimal number	None.
CurrentYearRealizedProfit	decimal number	None.
PreviousYearRealizedProfit	decimal number	None.
CurrentYearStartingBalanceAmount	decimal number	None.
CurrentYearStartingBalanceDate	date	None.
CurrentYearEndingBalanceAmount	decimal number	None.
CurrentYearEndingBalanceDate	date	None.
IsPreTax	boolean	None.
IsPrimary	integer	None.

Response Formats

application/json, text/json

Sample:

[
  {
    "UpdateType": "sample string 1",
    "InvestmentAccountId": 2,
    "InvestmentAccountName": "sample string 3",
    "GlobalId": "sample string 4",
    "OrganizationId": 1,
    "CreatedBy": "sample string 5",
    "CreatedDate": "2025-12-13T03:40:37.7210061+00:00",
    "UpdatedBy": "sample string 6",
    "UpdatedDate": "2025-12-13T03:40:37.7210061+00:00",
    "InvestmentAccountCategoryId": 1,
    "InvestmentAccountCategory": "sample string 7",
    "UpdatedByName": "sample string 8",
    "UnrealizedProfit": 1.0,
    "CurrentYearRealizedProfit": 1.0,
    "PreviousYearRealizedProfit": 1.0,
    "CurrentYearStartingBalanceAmount": 1.0,
    "CurrentYearStartingBalanceDate": "2025-12-13T03:40:37.7210061+00:00",
    "CurrentYearEndingBalanceAmount": 1.0,
    "CurrentYearEndingBalanceDate": "2025-12-13T03:40:37.7210061+00:00",
    "IsPreTax": true,
    "IsPrimary": 9
  },
  {
    "UpdateType": "sample string 1",
    "InvestmentAccountId": 2,
    "InvestmentAccountName": "sample string 3",
    "GlobalId": "sample string 4",
    "OrganizationId": 1,
    "CreatedBy": "sample string 5",
    "CreatedDate": "2025-12-13T03:40:37.7210061+00:00",
    "UpdatedBy": "sample string 6",
    "UpdatedDate": "2025-12-13T03:40:37.7210061+00:00",
    "InvestmentAccountCategoryId": 1,
    "InvestmentAccountCategory": "sample string 7",
    "UpdatedByName": "sample string 8",
    "UnrealizedProfit": 1.0,
    "CurrentYearRealizedProfit": 1.0,
    "PreviousYearRealizedProfit": 1.0,
    "CurrentYearStartingBalanceAmount": 1.0,
    "CurrentYearStartingBalanceDate": "2025-12-13T03:40:37.7210061+00:00",
    "CurrentYearEndingBalanceAmount": 1.0,
    "CurrentYearEndingBalanceDate": "2025-12-13T03:40:37.7210061+00:00",
    "IsPreTax": true,
    "IsPrimary": 9
  }
]

application/xml, text/xml

Sample:

<ArrayOfInvestmentAccount xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CustomersdbWebShared.Models">
  <InvestmentAccount>
    <CreatedBy>sample string 5</CreatedBy>
    <CreatedDate>2025-12-13T03:40:37.7210061+00:00</CreatedDate>
    <CurrentYearEndingBalanceAmount>1</CurrentYearEndingBalanceAmount>
    <CurrentYearEndingBalanceDate>2025-12-13T03:40:37.7210061+00:00</CurrentYearEndingBalanceDate>
    <CurrentYearRealizedProfit>1</CurrentYearRealizedProfit>
    <CurrentYearStartingBalanceAmount>1</CurrentYearStartingBalanceAmount>
    <CurrentYearStartingBalanceDate>2025-12-13T03:40:37.7210061+00:00</CurrentYearStartingBalanceDate>
    <GlobalId>sample string 4</GlobalId>
    <InvestmentAccountCategory>sample string 7</InvestmentAccountCategory>
    <InvestmentAccountCategoryId>1</InvestmentAccountCategoryId>
    <InvestmentAccountId>2</InvestmentAccountId>
    <InvestmentAccountName>sample string 3</InvestmentAccountName>
    <IsPreTax>true</IsPreTax>
    <IsPrimary>9</IsPrimary>
    <OrganizationId>1</OrganizationId>
    <PreviousYearRealizedProfit>1</PreviousYearRealizedProfit>
    <UnrealizedProfit>1</UnrealizedProfit>
    <UpdateType>sample string 1</UpdateType>
    <UpdatedBy>sample string 6</UpdatedBy>
    <UpdatedByName>sample string 8</UpdatedByName>
    <UpdatedDate>2025-12-13T03:40:37.7210061+00:00</UpdatedDate>
  </InvestmentAccount>
  <InvestmentAccount>
    <CreatedBy>sample string 5</CreatedBy>
    <CreatedDate>2025-12-13T03:40:37.7210061+00:00</CreatedDate>
    <CurrentYearEndingBalanceAmount>1</CurrentYearEndingBalanceAmount>
    <CurrentYearEndingBalanceDate>2025-12-13T03:40:37.7210061+00:00</CurrentYearEndingBalanceDate>
    <CurrentYearRealizedProfit>1</CurrentYearRealizedProfit>
    <CurrentYearStartingBalanceAmount>1</CurrentYearStartingBalanceAmount>
    <CurrentYearStartingBalanceDate>2025-12-13T03:40:37.7210061+00:00</CurrentYearStartingBalanceDate>
    <GlobalId>sample string 4</GlobalId>
    <InvestmentAccountCategory>sample string 7</InvestmentAccountCategory>
    <InvestmentAccountCategoryId>1</InvestmentAccountCategoryId>
    <InvestmentAccountId>2</InvestmentAccountId>
    <InvestmentAccountName>sample string 3</InvestmentAccountName>
    <IsPreTax>true</IsPreTax>
    <IsPrimary>9</IsPrimary>
    <OrganizationId>1</OrganizationId>
    <PreviousYearRealizedProfit>1</PreviousYearRealizedProfit>
    <UnrealizedProfit>1</UnrealizedProfit>
    <UpdateType>sample string 1</UpdateType>
    <UpdatedBy>sample string 6</UpdatedBy>
    <UpdatedByName>sample string 8</UpdatedByName>
    <UpdatedDate>2025-12-13T03:40:37.7210061+00:00</UpdatedDate>
  </InvestmentAccount>
</ArrayOfInvestmentAccount>