Altruist Account Draft Bundles API

Multi-account draft bundle management

Operations 10

GET /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles List bundles #
POST /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles Create bundle #
GET /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId} Get bundle #
DELETE /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId} Delete bundle #
GET /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId}/drafts List drafts in bundle #
POST /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId}/drafts Create draft in bundle #
PUT /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId}/drafts/{draftId} Associate draft to bundle #
DELETE /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId}/drafts/{draftId} Remove draft from bundle #
PATCH /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId}/drafts/{draftId} Update draft in bundle #
GET /api/v1/orgs/{orgId}/households/{householdId}/accounts/draftBundles/{accountDraftBundleId}/drafts/{draftId}/eligibility Check draft eligibility #

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OpenAPI Specification

altruist-account-draft-bundles-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Enterprise Realtime Account Draft Bundles API
  description: The Enterprise Realtime API service acts as the public API layer for advisor infrastructure, enabling partner-developers to programmatically perform advisor actions.
  version: v1
servers:
- url: https://integrations.altruist.com
  description: API Server
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/altruist/refs/heads/main/openapi/altruist-account-draft-bundles-api-openapi.yml