PUT api/InvestmentAccount
Edits an existing InvestmentAccount.
Request Information
URI Parameters
None.
Body Parameters
InvestmentAccount.
InvestmentAccount| Name | Description | 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. |
Request 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": "2025-12-12T10:49:52.9272437+00:00",
"UpdatedBy": "sample string 6",
"UpdatedDate": "2025-12-12T10:49:52.9272437+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": "2025-12-12T10:49:52.9272437+00:00",
"CurrentYearEndingBalanceAmount": 1.0,
"CurrentYearEndingBalanceDate": "2025-12-12T10:49:52.9272437+00:00",
"IsPreTax": true,
"IsPrimary": 9
}
application/xml, text/xml
Sample:
<InvestmentAccount xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CustomersdbWebShared.Models"> <CreatedBy>sample string 5</CreatedBy> <CreatedDate>2025-12-12T10:49:52.9272437+00:00</CreatedDate> <CurrentYearEndingBalanceAmount>1</CurrentYearEndingBalanceAmount> <CurrentYearEndingBalanceDate>2025-12-12T10:49:52.9272437+00:00</CurrentYearEndingBalanceDate> <CurrentYearRealizedProfit>1</CurrentYearRealizedProfit> <CurrentYearStartingBalanceAmount>1</CurrentYearStartingBalanceAmount> <CurrentYearStartingBalanceDate>2025-12-12T10:49:52.9272437+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>2025-12-12T10:49:52.9272437+00:00</UpdatedDate> </InvestmentAccount>
application/x-www-form-urlencoded
Sample:
Sample not available.
Response Information
Resource Description
InvestmentAccount| Name | Description | 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": "2025-12-12T10:49:52.9884324+00:00",
"UpdatedBy": "sample string 6",
"UpdatedDate": "2025-12-12T10:49:52.9884324+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": "2025-12-12T10:49:52.9884324+00:00",
"CurrentYearEndingBalanceAmount": 1.0,
"CurrentYearEndingBalanceDate": "2025-12-12T10:49:52.9884324+00:00",
"IsPreTax": true,
"IsPrimary": 9
}
application/xml, text/xml
Sample:
<InvestmentAccount xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CustomersdbWebShared.Models"> <CreatedBy>sample string 5</CreatedBy> <CreatedDate>2025-12-12T10:49:52.9884324+00:00</CreatedDate> <CurrentYearEndingBalanceAmount>1</CurrentYearEndingBalanceAmount> <CurrentYearEndingBalanceDate>2025-12-12T10:49:52.9884324+00:00</CurrentYearEndingBalanceDate> <CurrentYearRealizedProfit>1</CurrentYearRealizedProfit> <CurrentYearStartingBalanceAmount>1</CurrentYearStartingBalanceAmount> <CurrentYearStartingBalanceDate>2025-12-12T10:49:52.9884324+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>2025-12-12T10:49:52.9884324+00:00</UpdatedDate> </InvestmentAccount>