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

Gets a list of investment account balance.

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 InvestmentAccountBalance

Name	Type	Additional information
UpdateType	string	None.
InvestmentAccountBalanceId	integer	None.
GlobalId	string	None.
OrganizationId	integer	None.
UpdatedDate	date	None.
UpdatedBy	string	None.
UpdatedByName	string	None.
CreatedDate	date	None.
CreatedBy	string	None.
CreatedByName	string	None.
BalanceAmount	decimal number	None.
BalanceDate	date	None.
BalanceNote	string	None.
InvestmentAccountId	integer	None.
InvestmentAccount	string	None.
BalanceYear	integer	None.
BalanceDescription	string	None.

Response Formats

application/json, text/json

Sample:

[
  {
    "UpdateType": "sample string 1",
    "InvestmentAccountBalanceId": 2,
    "GlobalId": "sample string 3",
    "OrganizationId": 1,
    "UpdatedDate": "2025-12-14T01:18:24.8696691+00:00",
    "UpdatedBy": "sample string 4",
    "UpdatedByName": "sample string 5",
    "CreatedDate": "2025-12-14T01:18:24.8696691+00:00",
    "CreatedBy": "sample string 6",
    "CreatedByName": "sample string 7",
    "BalanceAmount": 1.0,
    "BalanceDate": "2025-12-14T01:18:24.8696691+00:00",
    "BalanceNote": "sample string 8",
    "InvestmentAccountId": 1,
    "InvestmentAccount": "sample string 9",
    "BalanceYear": 1,
    "BalanceDescription": "sample string 10"
  },
  {
    "UpdateType": "sample string 1",
    "InvestmentAccountBalanceId": 2,
    "GlobalId": "sample string 3",
    "OrganizationId": 1,
    "UpdatedDate": "2025-12-14T01:18:24.8696691+00:00",
    "UpdatedBy": "sample string 4",
    "UpdatedByName": "sample string 5",
    "CreatedDate": "2025-12-14T01:18:24.8696691+00:00",
    "CreatedBy": "sample string 6",
    "CreatedByName": "sample string 7",
    "BalanceAmount": 1.0,
    "BalanceDate": "2025-12-14T01:18:24.8696691+00:00",
    "BalanceNote": "sample string 8",
    "InvestmentAccountId": 1,
    "InvestmentAccount": "sample string 9",
    "BalanceYear": 1,
    "BalanceDescription": "sample string 10"
  }
]

application/xml, text/xml

Sample:

<ArrayOfInvestmentAccountBalance xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CustomersdbWebShared.Models">
  <InvestmentAccountBalance>
    <BalanceAmount>1</BalanceAmount>
    <BalanceDate>2025-12-14T01:18:24.8696691+00:00</BalanceDate>
    <BalanceDescription>sample string 10</BalanceDescription>
    <BalanceNote>sample string 8</BalanceNote>
    <BalanceYear>1</BalanceYear>
    <CreatedBy>sample string 6</CreatedBy>
    <CreatedByName>sample string 7</CreatedByName>
    <CreatedDate>2025-12-14T01:18:24.8696691+00:00</CreatedDate>
    <GlobalId>sample string 3</GlobalId>
    <InvestmentAccount>sample string 9</InvestmentAccount>
    <InvestmentAccountBalanceId>2</InvestmentAccountBalanceId>
    <InvestmentAccountId>1</InvestmentAccountId>
    <OrganizationId>1</OrganizationId>
    <UpdateType>sample string 1</UpdateType>
    <UpdatedBy>sample string 4</UpdatedBy>
    <UpdatedByName>sample string 5</UpdatedByName>
    <UpdatedDate>2025-12-14T01:18:24.8696691+00:00</UpdatedDate>
  </InvestmentAccountBalance>
  <InvestmentAccountBalance>
    <BalanceAmount>1</BalanceAmount>
    <BalanceDate>2025-12-14T01:18:24.8696691+00:00</BalanceDate>
    <BalanceDescription>sample string 10</BalanceDescription>
    <BalanceNote>sample string 8</BalanceNote>
    <BalanceYear>1</BalanceYear>
    <CreatedBy>sample string 6</CreatedBy>
    <CreatedByName>sample string 7</CreatedByName>
    <CreatedDate>2025-12-14T01:18:24.8696691+00:00</CreatedDate>
    <GlobalId>sample string 3</GlobalId>
    <InvestmentAccount>sample string 9</InvestmentAccount>
    <InvestmentAccountBalanceId>2</InvestmentAccountBalanceId>
    <InvestmentAccountId>1</InvestmentAccountId>
    <OrganizationId>1</OrganizationId>
    <UpdateType>sample string 1</UpdateType>
    <UpdatedBy>sample string 4</UpdatedBy>
    <UpdatedByName>sample string 5</UpdatedByName>
    <UpdatedDate>2025-12-14T01:18:24.8696691+00:00</UpdatedDate>
  </InvestmentAccountBalance>
</ArrayOfInvestmentAccountBalance>