Retrieve an account's details - Equals Documentation

GET

accounts

{accountId}

Retrieve an account's details

curl --request GET \
  --url https://api.equalsmoney.com/v2/accounts/{accountId} \
  --header 'Authorization: <api-key>'

const options = {method: 'GET', headers: {Authorization: '<api-key>'}};

fetch('https://api.equalsmoney.com/v2/accounts/{accountId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.equalsmoney.com/v2/accounts/{accountId}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://api.equalsmoney.com/v2/accounts/{accountId}"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://api.equalsmoney.com/v2/accounts/{accountId}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "id": "F50091",
  "type": "Business",
  "status": "applicationPending",
  "termsAccepted": true,
  "correlationId": "16700261790",
  "privacyAccepted": true,
  "salesperson": "Lester Spinka",
  "accountManager": "Kerry McDermott",
  "salespersonStaffId": "775596ae-2624-40af-a9dc-9756110a4a04",
  "accountManagerStaffId": "775596ae-2624-40af-a9dc-9756110a4a04",
  "bankEntity": "BARC",
  "configurationId": "12345678901",
  "currentRiskLevel": "Low",
  "tier": "BRONZE",
  "features": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "accountId": "F50091",
    "payments": true,
    "batchPayments": true,
    "batchPaymentsApprovals": false,
    "recurringPayments": false,
    "cards": true,
    "virtualCards": "active",
    "physicalCards": "active",
    "microCorp": true,
    "sharedCardProductId": "554bab88-15af-49ca-bd53-d0bd3aeab002",
    "individualVirtualCardProductId": "78da7405-b96f-4404-8bdc-b2af36413bed",
    "individualPhysicalCardProductId": "d92913b7-2f88-490c-84d3-4293ec0b3472",
    "useBalanceName": true,
    "forwardContracts": true,
    "sourceOfBalance": "boxes",
    "cardsSharedType": "prepaid",
    "cardsIndividualType": "prepaid",
    "selfApprove": true,
    "apiIgnorePaymentApproval": true,
    "moveMoneyRequests": true,
    "subBalances": true,
    "autoCreditToFundsHeld": true,
    "dualAuthorise": true,
    "freeInternalTransfers": true,
    "expediteCardProcessingEnabled": true,
    "enforceMFAVerification": false,
    "pinForVirtualCardsEnabled": false,
    "sharedCardsEnabled": true,
    "individualCardsEnabled": true,
    "lowBalanceAlertsEnabled": false,
    "annotationsEnabled": false,
    "minimumCardOrderTopUpAmount": 0,
    "minimumCardOrderTopUpAmountReached": true,
    "statementsFrom": "2019-08-24T14:15:22Z",
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "productId": "3ef24d53-6e22-4103-a16b-d268e4f7346d",
  "primaryOwner": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "firstName": "Dolly",
    "lastName": "Parton",
    "title": "Master",
    "middleInitials": "R",
    "dob": "1946-01-19",
    "gender": "Female",
    "nationality": "US",
    "nationalities": [
      "GB"
    ],
    "countryOfResidence": "US",
    "primaryMobileNumber": "+447798121212",
    "primaryMobileDiallingCode": "+44",
    "primaryEmailAddress": "test@equalsqa.com",
    "avatar": {
      "url": "string",
      "fileName": "string"
    },
    "sendInvite": true,
    "roleId": "7382d58e-652a-4905-b7c9-bcca1e0e5391",
    "verifyEmailAddress": true,
    "verifyMobileNumber": true,
    "sub": "8e214819-5c83-429f-a976-eb127a0a8a88 or auth0|12345a6b7890c1def1234dg5",
    "hasPeopleCard": true,
    "card": {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08"
    },
    "status": "active",
    "locale": "en-GB",
    "productId": "3ef24d53-6e22-4103-a16b-d268e4f7346d",
    "avatarId": "ac572b6e-802b-4b9e-a602-0786d4441e67",
    "avatarCdnUrl": "string",
    "emailTheme": "string",
    "preferred2FAMethod": "whatsapp",
    "persona": {},
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "primaryOwnerPersonaId": "8e214819-5c83-429f-a976-eb127a0a8a88",
  "business": {
    "accountId": "F50091",
    "name": "FairFX",
    "countryOfRegistration": "United Kingdom",
    "companyType": "Limited",
    "companiesHouseId": "05539698",
    "telephoneNumber": "020 122 123",
    "timezone": "Europe/London",
    "registeredName": "FairFX",
    "tradingName": "FairFX Group",
    "website": "https://fairfx.com",
    "industry": "Financial Services",
    "fourthLine": "FairFX",
    "logo": {
      "url": "string",
      "fileName": "string"
    },
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "personal": {
    "accountId": "F50091",
    "name": "FairFX",
    "countryOfRegistration": "United Kingdom",
    "companyType": "companyType",
    "companiesHouseId": "05539698",
    "telephoneNumber": "020 122 123",
    "timezone": "Europe/London",
    "registeredName": "FairFX",
    "tradingName": "FairFX Group",
    "website": "https://fairfx.com",
    "industry": "Financial Services",
    "logo": {
      "url": "string",
      "fileName": "string"
    },
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "addresses": [
    {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
      "type": "office",
      "nickName": "office",
      "addressLine1": "Great Building",
      "addressLine2": "Four Maple Street",
      "addressLine3": "Southwark",
      "addressContact": "Brian May",
      "city": "string",
      "postcode": "SE13UB",
      "country": "England",
      "countryCode": "GB",
      "createdAt": "2019-08-24T14:15:22Z",
      "updatedAt": "2019-08-24T14:15:22Z"
    }
  ],
  "currencies": [
    {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
      "code": "GBP",
      "name": "Pound Sterling",
      "status": {
        "enabled": true
      }
    }
  ],
  "payments": {
    "id": "string",
    "active": true,
    "maxLength": 42,
    "depositRequired": 5,
    "maxAmount": 500000,
    "accountId": "F50091"
  },
  "solutions": true,
  "maxCardsAndBudgets": {
    "maxIndividualCards": 0,
    "maxSharedCards": 0,
    "maxBudgets": 0,
    "maxIndividualCardsPerPerson": 0
  },
  "locale": "en-GB",
  "preferredLanguage": "EN",
  "details": {
    "accountId": "F50091",
    "name": "FairFX",
    "countryOfRegistration": "United Kingdom",
    "companyType": "Limited",
    "companiesHouseId": "05539698",
    "telephoneNumber": "020 122 123",
    "timezone": "Europe/London",
    "registeredName": "FairFX",
    "tradingName": "FairFX Group",
    "website": "https://fairfx.com",
    "industry": "Financial Services",
    "fourthLine": "FairFX",
    "logo": {
      "url": "string",
      "fileName": "string"
    },
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "organisationId": "5f8d2a91-3c47-4b6e-8a1d-7e9f0c2b4d6a",
  "companyId": "9b2f8c44-1e6a-4a7d-9c3b-2f1e0d5a6b7c",
  "marketId": "3ef24d53-6e22-4103-a16b-d268e4f7346d",
  "market": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "name": "UK",
    "bank": "string",
    "baseCurrencyId": "7188015d-0ba6-4f9a-a255-5c3b5aa06eca",
    "atmWithdrawalFee": 0,
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "createdAt": "2019-08-24T14:15:22Z",
  "updatedAt": "2019-08-24T14:15:22Z",
  "currencyAlignment": true,
  "accountBanks": [
    {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
      "accountId": "F50091",
      "marketBank": {
        "name": "Barclays"
      },
      "marketBankId": "b1065e35-4037-4a43-b497-2a449857cb42",
      "priority": 1,
      "type": "settlement"
    }
  ],
  "settings": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "AccountId": "F50091",
    "accountId": "F50091",
    "balanceRequests": true,
    "paymentRequests": true,
    "createRequestReason": "mandatory",
    "rejectRequestReason": "mandatory",
    "requestAttachments": "mandatory",
    "maxPendingRequestsTotal": 0,
    "maxPendingRequestsPerBudget": 0,
    "requestExpiryDays": 0,
    "maxIndividualCards": 0,
    "maxSharedCards": 0,
    "maxIndividualCardsPerPerson": 0,
    "maxBudgets": 0,
    "maxUsers": 0,
    "currencyAlignment": true,
    "marketingEmails": true,
    "onboardingEmails": true,
    "batchPaymentsVerificationOfPayee": true,
    "transactionalEmails": true,
    "securityNotifications": true,
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  }
}

Authorizations

Authorization

string

header

required

Path Parameters

accountId

string

required

The ID of the account to work with.

Example:

"F50091"

Query Parameters

personId

string<uuid>

The ID of the person to work with.

Maximum string length: 36

Example:

"775596ae-2624-40af-a9dc-9756110a4a04"

include

enum<string>

The type of embed to include. Comma separated list, url encoded.

Available options:

addresses,

currencies,

primaryOwner,

market,

settings,

maxCardsAndBudgets,

banks,

currencyAlignment,

productWithFeatures

Example:

"currencies,market"

Response

200 - application/json

string

required

The ID of the account to work with.

Example:

"F50091"

type

enum<string>

required

The type of Account.

Available options:

Business,

Personal

status

enum<string>

required

The status of Account.

Available options:

applicationPending,

active,

inactive,

suspended,

customerClosed,

equalsFullClosed,

equalsReadonlyClosed,

identityVerificationRequired

termsAccepted

boolean

required

If they've accepted our Terms and Conditions when registering.

Example:

true

privacyAccepted

boolean

required

If they've accepted our Privacy Policy when registering.

Example:

true

salesperson

string | null

required

The Salesperson's display name. Resolved from salespersonStaffId when set; otherwise the legacy free-text value. Use salespersonStaffId as the identifier.

Maximum string length: 256

Example:

"Lester Spinka"

accountManager

string | null

required

The Account Manager's display name. Resolved from accountManagerStaffId when set; otherwise the legacy free-text value. Use accountManagerStaffId as the identifier.

Maximum string length: 256

Example:

"Kerry McDermott"

primaryOwnerPersonaId

string<uuid> | null

required

The ID of the primary owner persona.

Maximum string length: 36

Example:

"8e214819-5c83-429f-a976-eb127a0a8a88"

locale

enum<string>

required

Determines customer communication language. emails, notifications, etc.

Available options:

en-GB,

es-ES,

fr-FR,

nl-NL,

de-DE,

it-IT,

pt-PT

Example:

"en-GB"

preferredLanguage

enum<string> | null

required

The preferred language for business correspondence. ISO 639-1 uppercase.

Available options:

EN,

FR,

DE,

ES,

IT,

NL,

PT

createdAt

string<date-time>

required

The date the Resource was initially created. ISO 8601 format without milliseconds.

updatedAt

string<date-time>

required

The date the Resource was last modified. ISO 8601 format without milliseconds.

correlationId

string

Example:

"16700261790"

salespersonStaffId

string<uuid> | null

The staff id of the Salesperson. Source of truth for the assignment; salesperson carries the resolved display name.

Maximum string length: 36

Example:

"775596ae-2624-40af-a9dc-9756110a4a04"

accountManagerStaffId

string<uuid> | null

The staff id of the Account Manager. Source of truth for the assignment; accountManager carries the resolved display name.

Maximum string length: 36

Example:

"775596ae-2624-40af-a9dc-9756110a4a04"

bankEntity

string | null

Name of their Bank used for outgoing payments.

Maximum string length: 256

Example:

"BARC"

configurationId

string | null

The configuration ID used for billing configuration. Links the account to a specific fee structure. Set when the account is created; afterwards modifiable by Equals staff only.

Maximum string length: 36

Example:

"12345678901"

currentRiskLevel

enum<string>

Risk level of Account, or redacted when hidden from the caller.

Available options:

Low,

Medium,

MediumHigh,

High,

Dormant,

Extreme,

redacted

tier

enum<string>

tier of Account

Available options:

BRONZE,

SILVER,

GOLD,

NotTraded

Example:

"BRONZE"

features

object

Show child attributes

productId

string<uuid>

The ID of the product to work with.

Maximum string length: 36

Example:

"3ef24d53-6e22-4103-a16b-d268e4f7346d"

primaryOwner

object

Primary owner person

Show child attributes

business

object | null

Appears if the Account type is Business.

Show child attributes

personal

object | null

Appears if the Account type is Personal.

Show child attributes

addresses

object[]

Show child attributes

currencies

object[]

Show child attributes

payments

object

Account payments

Show child attributes

solutions

boolean

If account belongs to solution client or not.

maxCardsAndBudgets

object | null

Maximum number of cards and budgets allowed for the account

Show child attributes

details

object

Option 1
Option 2

Show child attributes

organisationId

string<uuid> | null

The ID of the Organisation.

Maximum string length: 36

Example:

"5f8d2a91-3c47-4b6e-8a1d-7e9f0c2b4d6a"

companyId

string<uuid> | null

The ID of the Company.

Maximum string length: 36

Example:

"9b2f8c44-1e6a-4a7d-9c3b-2f1e0d5a6b7c"

marketId

string<uuid> | null

The ID of the market.

Maximum string length: 36

Example:

"3ef24d53-6e22-4103-a16b-d268e4f7346d"

market

object

Show child attributes

currencyAlignment

boolean

Currency alignment value for a the account.

accountBanks

object[]

Show child attributes

settings

object

Show child attributes

⌘I

Retrieve an account's details

curl --request GET \
  --url https://api.equalsmoney.com/v2/accounts/{accountId} \
  --header 'Authorization: <api-key>'

const options = {method: 'GET', headers: {Authorization: '<api-key>'}};

fetch('https://api.equalsmoney.com/v2/accounts/{accountId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.equalsmoney.com/v2/accounts/{accountId}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://api.equalsmoney.com/v2/accounts/{accountId}"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://api.equalsmoney.com/v2/accounts/{accountId}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "id": "F50091",
  "type": "Business",
  "status": "applicationPending",
  "termsAccepted": true,
  "correlationId": "16700261790",
  "privacyAccepted": true,
  "salesperson": "Lester Spinka",
  "accountManager": "Kerry McDermott",
  "salespersonStaffId": "775596ae-2624-40af-a9dc-9756110a4a04",
  "accountManagerStaffId": "775596ae-2624-40af-a9dc-9756110a4a04",
  "bankEntity": "BARC",
  "configurationId": "12345678901",
  "currentRiskLevel": "Low",
  "tier": "BRONZE",
  "features": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "accountId": "F50091",
    "payments": true,
    "batchPayments": true,
    "batchPaymentsApprovals": false,
    "recurringPayments": false,
    "cards": true,
    "virtualCards": "active",
    "physicalCards": "active",
    "microCorp": true,
    "sharedCardProductId": "554bab88-15af-49ca-bd53-d0bd3aeab002",
    "individualVirtualCardProductId": "78da7405-b96f-4404-8bdc-b2af36413bed",
    "individualPhysicalCardProductId": "d92913b7-2f88-490c-84d3-4293ec0b3472",
    "useBalanceName": true,
    "forwardContracts": true,
    "sourceOfBalance": "boxes",
    "cardsSharedType": "prepaid",
    "cardsIndividualType": "prepaid",
    "selfApprove": true,
    "apiIgnorePaymentApproval": true,
    "moveMoneyRequests": true,
    "subBalances": true,
    "autoCreditToFundsHeld": true,
    "dualAuthorise": true,
    "freeInternalTransfers": true,
    "expediteCardProcessingEnabled": true,
    "enforceMFAVerification": false,
    "pinForVirtualCardsEnabled": false,
    "sharedCardsEnabled": true,
    "individualCardsEnabled": true,
    "lowBalanceAlertsEnabled": false,
    "annotationsEnabled": false,
    "minimumCardOrderTopUpAmount": 0,
    "minimumCardOrderTopUpAmountReached": true,
    "statementsFrom": "2019-08-24T14:15:22Z",
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "productId": "3ef24d53-6e22-4103-a16b-d268e4f7346d",
  "primaryOwner": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "firstName": "Dolly",
    "lastName": "Parton",
    "title": "Master",
    "middleInitials": "R",
    "dob": "1946-01-19",
    "gender": "Female",
    "nationality": "US",
    "nationalities": [
      "GB"
    ],
    "countryOfResidence": "US",
    "primaryMobileNumber": "+447798121212",
    "primaryMobileDiallingCode": "+44",
    "primaryEmailAddress": "test@equalsqa.com",
    "avatar": {
      "url": "string",
      "fileName": "string"
    },
    "sendInvite": true,
    "roleId": "7382d58e-652a-4905-b7c9-bcca1e0e5391",
    "verifyEmailAddress": true,
    "verifyMobileNumber": true,
    "sub": "8e214819-5c83-429f-a976-eb127a0a8a88 or auth0|12345a6b7890c1def1234dg5",
    "hasPeopleCard": true,
    "card": {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08"
    },
    "status": "active",
    "locale": "en-GB",
    "productId": "3ef24d53-6e22-4103-a16b-d268e4f7346d",
    "avatarId": "ac572b6e-802b-4b9e-a602-0786d4441e67",
    "avatarCdnUrl": "string",
    "emailTheme": "string",
    "preferred2FAMethod": "whatsapp",
    "persona": {},
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "primaryOwnerPersonaId": "8e214819-5c83-429f-a976-eb127a0a8a88",
  "business": {
    "accountId": "F50091",
    "name": "FairFX",
    "countryOfRegistration": "United Kingdom",
    "companyType": "Limited",
    "companiesHouseId": "05539698",
    "telephoneNumber": "020 122 123",
    "timezone": "Europe/London",
    "registeredName": "FairFX",
    "tradingName": "FairFX Group",
    "website": "https://fairfx.com",
    "industry": "Financial Services",
    "fourthLine": "FairFX",
    "logo": {
      "url": "string",
      "fileName": "string"
    },
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "personal": {
    "accountId": "F50091",
    "name": "FairFX",
    "countryOfRegistration": "United Kingdom",
    "companyType": "companyType",
    "companiesHouseId": "05539698",
    "telephoneNumber": "020 122 123",
    "timezone": "Europe/London",
    "registeredName": "FairFX",
    "tradingName": "FairFX Group",
    "website": "https://fairfx.com",
    "industry": "Financial Services",
    "logo": {
      "url": "string",
      "fileName": "string"
    },
    "createdAt": "2019-08-24T14:15:22Z",
    "updatedAt": "2019-08-24T14:15:22Z"
  },
  "addresses": [
    {
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