Altruist

Altruist Accounts API

The accounts API from Altruist — 2 operation(s) for accounts.

Documentation GitHub OpenAPI

Operations 2

GET /api/v1/accounts/{household_id} Get a list of accounts for a given household/household #

GET /v2/accounts Get a list of accounts for a given household/household #

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/altruist/refs/heads/main/openapi/altruist-accounts-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  version: 0.0.2
  title: Altruist Open Accounts API
  description: A RESTFul API for accessing information from the Altruist Platform. Intended for partners that integrate with the Altruist Platform to access information that is maintained on the platform
  license:
    name: MIT
servers:
- url: https://openapi.altruist.com/altruist-open-api/
security:
- Authorization:
  - households:read
  - accounts:read
  - positions:read
  - cost_basis:read
  - transactions:read
tags:
- name: Accounts
paths:
  /api/v1/accounts/{household_id}:
    get:
      summary: Get a list of accounts for a given household/household
      description: Get accounts for a given household/household. Returns a list of account ID-s associated with a given household/household.
      operationId: listAccounts
      tags:
      - Accounts
      parameters:
      - name: household_id
        in: path
        description: ID of the household
        required: true
        schema:
          type: string
        example: f2e7d7530b68dee392284b2ce9c49075d63478502ea4c9de74c41ce6b8d2c5f0
      - name: page
        in: query
        description: desired page number, defaults to 0
        required: false
        schema:
          type: integer
          format: int32
        example: 1
      - name: page_size
        in: query
        description: desired number of entries per page, defaults to 100, max value is 1000
        required: false
        schema:
          type: integer
          format: int32
        example: 25
      - name: X-API-Request-ID
        in: header
        description: household-provided request id
        required: false
        schema:
          type: string
        example: 2f047e95
      responses:
        '200':
          description: A successful response for /accounts request
          content:
            application/json:
              schema:
                type: object
                properties:
                  paging:
                    $ref: '#/components/schemas/Pagination'
                    description: paging information for response
                  data:
                    $ref: '#/components/schemas/Accounts'
                    description: a list of account ID-s
              examples:
                first:
                  value:
                    paging:
                      page: 1
                      page_size: 25
                      total_pages: 3
                    data:
                      household_id: f2e7d7530b68dee392284b2ce9c49075d63478502ea4c9de74c41ce6b8d2c5f0
                      accounts:
                      - id: c87d1cd9511f5ab47d2eb9b55afb0bf6a23346e6af9b8b7e709a19389b93e989
                        rep_code: 3AAABC
                        account_type: INDIVIDUAL
                        account_name: Self-directed IRA
                        status: ACTIVE
                        date_open: 2019/01/15
                        date_closed: null
                        as_of_date: 2022/08/15
                        account_balance: 603698
                      - id: c87d1cd9511f5ab47d2eb9b55afb0bf6a23346e6af9b8b7e709a19389b93e989
                        rep_code: 3AAABC
                        account_type: INDIVIDUAL
                        account_name: Roth IRA
                        status: ACTIVE
                        date_open: 2018/05/03
                        date_closed: null
                        as_of_date: 2022/08/15
                        account_balance: 12478.36
        '400':
          description: Bad request error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: bad_request
                    message: invalid or missing user id
        '401':
          description: Unauthorized error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: unauthorized
                    message: user is not authorized
        '403':
          description: Forbidden error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: forbidden
                    message: User is forbidden to access this resource
        '404':
          description: Not found error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: resource_not_found
                    message: Household not found
        '500':
          description: Internal error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: internal_error
                    message: unable to connect to the data source
      security:
      - Authorization:
        - accounts:read
  /v2/accounts:
    get:
      summary: Get a list of accounts for a given household/household
      description: Get accounts for a given household/household. Returns a list of account ID-s associated with a given household/household.
      operationId: listAccountsV2
      tags:
      - Accounts
      parameters:
      - name: household_id
        in: query
        description: ID of the household
        required: true
        schema:
          type: string
        example: f2e7d7530b68dee392284b2ce9c49075d63478502ea4c9de74c41ce6b8d2c5f0
      - name: page
        in: query
        description: desired page number, defaults to 0
        required: false
        schema:
          type: integer
          format: int32
        example: 1
      - name: page_size
        in: query
        description: desired number of entries per page, defaults to 100, max value is 1000
        required: false
        schema:
          type: integer
          format: int32
        example: 25
      responses:
        '200':
          description: A successful response for /accounts request
          content:
            application/json:
              schema:
                type: object
                properties:
                  paging:
                    $ref: '#/components/schemas/Pagination'
                    description: paging information for response
                  data:
                    $ref: '#/components/schemas/Accounts'
                    description: a list of account ID-s
              examples:
                first:
                  value:
                    paging:
                      page: 1
                      page_size: 25
                      total_pages: 3
                    data:
                      household_id: f2e7d7530b68dee392284b2ce9c49075d63478502ea4c9de74c41ce6b8d2c5f0
                      accounts:
                      - id: c87d1cd9511f5ab47d2eb9b55afb0bf6a23346e6af9b8b7e709a19389b93e989
                        rep_code: 3AAABC
                        account_type: INDIVIDUAL
                        account_name: Self-directed IRA
                        status: ACTIVE
                        date_open: 2019/01/15
                        date_closed: null
                        as_of_date: 2022/08/15
                        account_balance: 603698
                      - id: c87d1cd9511f5ab47d2eb9b55afb0bf6a23346e6af9b8b7e709a19389b93e989
                        rep_code: 3AAABC
                        account_type: INDIVIDUAL
                        account_name: Roth IRA
                        status: ACTIVE
                        date_open: 2018/05/03
                        date_closed: null
                        as_of_date: 2022/08/15
                        account_balance: 12478.36
        '400':
          description: Bad request error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: bad_request
                    message: invalid or missing user id
        '401':
          description: Unauthorized error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: unauthorized
                    message: user is not authorized
        '403':
          description: Forbidden error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: forbidden
                    message: User is forbidden to access this resource
        '404':
          description: Not found error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: resource_not_found
                    message: Household not found
        '500':
          description: Internal error response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                first:
                  value:
                    error_type: internal_error
                    message: unable to connect to the data source
      security:
      - Authorization:
        - accounts:read
components:
  schemas:
    Error:
      type: object
      required:
      - error_type
      - message
      properties:
        error_type:
          type: string
          description: Describes the type or source of error
          enum:
          - internal_error
          - bad_request
          - dependency_unavailable
          - resource_not_found
          - resource_already_exists
          - unauthorized
          example: unauthorized
        message:
          type: string
          description: Error message corresponding to the error code
          example: User is not authorized
    Pagination:
      type: object
      description: Description of a paginated response
      properties:
        page:
          type: integer
          format: int32
          description: Desired page number, default is 0
          default: 0
          example: 1
        page_size:
          type: integer
          format: int32
          description: Page size, default is 100 items
          default: 100
          example: 25
        total_pages:
          type: integer
          format: int32
          description: Total number of pages
          default: 1
          example: 3
      required:
      - page
      - page_size
      - total_pages
    Account:
      type: object
      description: A description of an investment Account
      required:
      - id
      - rep_code
      - account_number
      - account_type
      - account_name
      - as_of_date
      - account_balance
      properties:
        id:
          type: string
          example: 114233218302b48cdc8164ea4bb55adb730437535e0853e9c9801d366c61214f
          description: the id has length of 64 lower-case alphanumeric chars
        rep_code:
          type: string
          example: 3AAABC
        account_number:
          type: string
          example: 3AA08867
        account_type:
          type: string
          example: INDIVIDUAL
        account_name:
          type: string
          example: Self-directed IRA
        status:
          type: string
          example: ACTIVE
        date_open:
          type: string
          example: 2020/09/18
        date_closed:
          type: string
          example: 2020/11/25
        as_of_date:
          type: string
          example: 2021/03/11
        account_balance:
          type: number
          example: 5607.65
    Accounts:
      type: object
      description: A description of Accounts associated with a given Household/Household
      properties:
        household_id:
          type: string
          description: An ID of the Household/Household
          example: f2e7d7530b68dee392284b2ce9c49075d63478502ea4c9de74c41ce6b8d2c5f0
        accounts:
          type: array
          description: A list of Accounts
          items:
            $ref: '#/components/schemas/Account'
  securitySchemes:
    Authorization:
      type: http
      scheme: bearer
      description: Access Token
x-provenance:
  method: searched
  source: https://developer.altruist.com/reference
  harvested: '2026-10-13'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://developer.altruist.com/reference/accountsv1.md
  - https://developer.altruist.com/reference/accountsv2.md
  - https://developer.altruist.com/reference/costbasisv1.md
  - https://developer.altruist.com/reference/costbasisv2.md
  - https://developer.altruist.com/reference/disabledatafeedbyid.md
  - https://developer.altruist.com/reference/enabledatafeed.md
  - https://developer.altruist.com/reference/getdatafeedbyid.md
  - https://developer.altruist.com/reference/getdatafeeds.md
  - https://developer.altruist.com/reference/householdsv1.md
  - https://developer.altruist.com/reference/householdsv2.md
  - https://developer.altruist.com/reference/positionsv1.md
  - https://developer.altruist.com/reference/positionsv2.md
  - https://developer.altruist.com/reference/requesthistoricaldatafile.md
  - https://developer.altruist.com/reference/transactionsv2.md
  merge:
    pages: 14
    deduped: 45
    conflicts_kept_first: 0