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OpenAPI Specification

openapi: 3.2.0
info:
  title: Enterprise Realtime Household Accounts 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:
- name: Household Accounts
  description: Accounts assigned to a household
paths:
  /api/v1/orgs/{orgId}/households/{householdId}/accounts:
    post:
      tags:
      - Household Accounts
      summary: Assign an account to a household
      description: Assigns a financial account to the given household. Altruist One enrollment is not yet supported; passing altruistOneTermsAccepted=true returns 400.
      operationId: assignAccountToHousehold
      parameters:
      - name: orgId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: householdId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/HouseholdAccountAddRequestV1'
        required: true
      responses:
        '201':
          description: Account assigned successfully; Location header points to the new resource
        '400':
          description: Invalid input — missing accountId, or altruistOneTermsAccepted=true (not supported)
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '401':
          description: Unauthorized — missing or invalid token
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '403':
          description: Access denied — caller does not have access to this household
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '404':
          description: Household or account not found in the organization
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '409':
          description: Account is already assigned to a different household
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '422':
          description: Account is archived
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '501':
          description: Not Implemented
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '502':
          description: Bad Gateway
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
    get:
      tags:
      - Household Accounts
      summary: List accounts in a household
      description: Returns a paginated list of financial accounts assigned to the given household. Returns an empty list when the household has no qualifying accounts. Archived accounts are excluded.
      operationId: listHouseholdAccounts
      parameters:
      - name: orgId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: householdId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: page
        in: query
        required: false
        schema:
          type: integer
          format: int32
          default: 1
      - name: size
        in: query
        required: false
        schema:
          type: integer
          format: int32
          default: 50
      responses:
        '200':
          description: Paginated list of accounts (may be empty)
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/PageResponseAccountSummaryV1'
        '400':
          description: Invalid input — page or size is out of range
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '401':
          description: Unauthorized — missing or invalid token
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '403':
          description: Access denied — caller does not have view access to this household
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '404':
          description: Household not found in the organization
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '409':
          description: Conflict
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '501':
          description: Not Implemented
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '502':
          description: Bad Gateway
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
  /api/v1/orgs/{orgId}/households/{householdId}/accounts/{accountId}:
    delete:
      tags:
      - Household Accounts
      summary: Remove an account from a household
      description: Unassigns the account from the household. The account is moved to the org's internal unassigned pool; it is not deleted or archived. The first DELETE returns 204. Repeating the DELETE on an account no longer in this household returns 404 (code 1100).
      operationId: unassignAccount
      parameters:
      - name: orgId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: householdId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: accountId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '204':
          description: Account unassigned
        '400':
          description: Bad Request
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '401':
          description: Unauthorized — missing or invalid token
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '403':
          description: Access denied — caller does not have access to this household
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '404':
          description: Household not found, or the account is not currently in this household (including a repeat DELETE after the account was already unassigned).
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '409':
          description: Conflict
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '422':
          description: Account has a manual fee allocation > 0%; reset to zero before removing
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '501':
          description: Not Implemented
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '502':
          description: Bad Gateway
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
components:
  schemas:
    HouseholdAccountAddRequestV1:
      type: object
      properties:
        accountId:
          type: string
          format: uuid
        altruistOneTermsAccepted:
          type: boolean
      required:
      - accountId
    PageResponseAccountSummaryV1:
      type: object
      properties:
        page:
          type: integer
          format: int32
        size:
          type: integer
          format: int32
        total:
          type: integer
          format: int64
        items:
          type: array
          items:
            $ref: '#/components/schemas/AccountSummaryV1'
    ErrorV1:
      type: object
      properties:
        code:
          type: integer
          format: int32
          description: '### Error Codes


            | Code   | Description                         |

            |--------|-------------------------------------|

            | **0xx** | **Unknown or Unexpected**          |

            | 0    | Unknown error                         |

            | 40   | Unknown authentication error          |

            | **1xx** | **General**                        |

            | 101  | Invalid input                         |

            | 104  | Not found                             |

            | 140  | Access Denied                         |

            | 141  | Unauthorized                          |

            | 150  | Not implemented                       |

            | **10xx** | **Household**                     |

            | 1000 | Household not found                   |

            | 1001 | Duplicate contact                     |

            | 1002 | Household contact not found           |

            | 1003 | Household contact already exists      |

            | **11xx** | **Account**                       |

            | 1100 | Account not found                     |

            | 1110 | Invalid account group                 |

            | **12xx** | **User**                          |

            | 1200 | User not found                        |

            | 1201 | User profile not found                |

            | **13xx** | **Transfer**                      |

            | 1300 | Transfer not found                    |

            | 1301 | Transfer not supported                |

            | 1302 | Duplicate transfer                    |

            | 1303 | Funding account not found             |

            | 1304 | Duplicate funding account             |

            | **14xx** | **Client Agreement**              |

            | 1400 | Client Agreement not found            |

            | 1401 | Invalid Client Agreement file         |

            | 1402 | Client Agreement could not be updated |

            | **15xx** | **Trusted Contact**               |

            | 1500 | Trusted Contact not found             |

            | **17xx** | **Cash Set Aside**                |

            | 1700 | Cash set aside not found              |

            | 1701 | Cash set aside invalid amount         |

            | 1702 | Cash set aside invalid date           |

            | 1703 | Cash set aside upstream error         |

            | 1704 | Cash set aside cannot be cancelled    |

            | 1705 | Cash set aside invalid account        |

            | **18xx** | **Cash Settings**                 |

            | 1800 | Cash settings not found               |

            '
        message:
          type: string
        requestId:
          type: string
    AccountSummaryV1:
      type: object
      properties:
        id:
          type: string
          format: uuid
        accountNumber:
          type: string
        registrationType:
          type: string
        sourceType:
          type: string
          enum:
          - Altruist
          - Custodian
          - Plaid
        financialInstitutionName:
          type: string
        status:
          type: string
          enum:
          - Active
          - Pending
          - Closed
          - Suspended
          - PendingClosure
          - Restricted
          - Archived
        householdId:
          type: string
          format: uuid
        repCode:
          type: string
        name:
          type: string
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/assignaccountportfolio-1.md
  - https://developer.altruist.com/reference/assignaccounttohousehold.md
  - https://developer.altruist.com/reference/associatedrafttobundle.md
  - https://developer.altruist.com/reference/batchdeletebeneficiaries.md
  - https://developer.altruist.com/reference/cancelacattransfer.md
  - https://developer.altruist.com/reference/cancelcashsetaside.md
  - https://developer.altruist.com/reference/cancelcashtransfer-1.md
  - https://developer.altruist.com/reference/cancelscheduledtransfer-1.md
  - https://developer.altruist.com/reference/checkdrafteligibility.md
  - https://developer.altruist.com/reference/createaccountgroup.md
  - https://developer.altruist.com/reference/createbanklink.md
  - https://developer.altruist.com/reference/createbeneficiary.md
  - https://developer.altruist.com/reference/createbundle.md
  - https://developer.altruist.com/reference/createcashsetaside.md
  - https://developer.altruist.com/reference/createcashtransfer-1.md
  - https://developer.altruist.com/reference/createdraftinbundle.md
  - https://developer.altruist.com/reference/createfundingaccount-1.md
  - https://developer.altruist.com/reference/createhousehold.md
  - https://developer.altruist.com/reference/createhouseholdcontact.md
  - https://developer.altruist.com/reference/createinvite.md
  - https://developer.altruist.com/reference/createlinktoken.md
  - https://developer.altruist.com/reference/createplaidfundingaccount.md
  - https://developer.altruist.com/reference/createscheduledtransfer-1.md
  - https://developer.altruist.com/reference/createtransfer-1.md
  - https://developer.altruist.com/reference/createuser.md
  - https://developer.altruist.com/reference/deleteaccountportfolio-1.md
  - https://developer.altruist.com/reference/deletebanklink.md
  - https://developer.altruist.com/reference/deletebeneficiary.md
  - https://developer.altruist.com/reference/deletebundle.md
  - https://developer.altruist.com/reference/deleteclientagreement-1.md
  - https://developer.altruist.com/reference/deletehousehold.md
  - https://developer.altruist.com/reference/deletetransfer-1.md
  - https://developer.altruist.com/reference/deletetrustedcontact-1.md
  - https://developer.altruist.com/reference/downloadclientagreementfile-1.md
  - https://developer.altruist.com/reference/getacattransfer.md
  - https://developer.altruist.com/reference/getaccount.md
  - https://developer.altruist.com/reference/getaccountcashsettings.md
  - https://developer.altruist.com/reference/getaccountgroup.md
  - https://developer.altruist.com/reference/getaccountgroups.md
  - https://developer.altruist.com/reference/getaccountportfolio-1.md
  - https://developer.altruist.com/reference/getaggregatedtransactions-1.md
  - https://developer.altruist.com/reference/getaggregatedtransactions_1.md
  - https://developer.altruist.com/reference/getallfundingaccounts-1.md
  - https://developer.altruist.com/reference/getallhouseholdsbyorgid.md
  - https://developer.altruist.com/reference/getalltransfers-1.md
  - https://developer.altruist.com/reference/getbanklink.md
  - https://developer.altruist.com/reference/getbeneficiary.md
  - https://developer.altruist.com/reference/getbundle.md
  - https://developer.altruist.com/reference/getcashsetaside.md
  - https://developer.altruist.com/reference/getcashsummary-1.md
  - https://developer.altruist.com/reference/getclientagreementdetails-1.md
  - https://developer.altruist.com/reference/getcontributionlimitforyear-1.md
  - https://developer.altruist.com/reference/getcontributionlimits-1.md
  - https://developer.altruist.com/reference/getfundingaccount-1.md
  - https://developer.altruist.com/reference/gethouseholdbyid.md
  - https://developer.altruist.com/reference/gethouseholdcontact.md
  - https://developer.altruist.com/reference/gethouseholdcontacts.md
  - https://developer.altruist.com/reference/getinvite.md
  - https://developer.altruist.com/reference/getinvitestatus.md
  - https://developer.altruist.com/reference/getmmasettings.md
  - https://developer.altruist.com/reference/getmodel-1.md
  - https://developer.altruist.com/reference/getpointsofcontact.md
  - https://developer.altruist.com/reference/getportfolio-1.md
  - https://developer.altruist.com/reference/getportfolios-1.md
  - https://developer.altruist.com/reference/getportfolios_1-1.md
  - https://developer.altruist.com/reference/getsecurities-1.md
  - https://developer.altruist.com/reference/gettimeweightedreturnsforresourcegroup-1.md
  - https://developer.altruist.com/reference/gettransferbyid-1.md
  - https://developer.altruist.com/reference/gettrustedcontact-1.md
  - https://developer.altruist.com/reference/getuserprofilebyuserid.md
  - https://developer.altruist.com/reference/getweightedmodelsforportfolio-1.md
  - https://developer.altruist.com/reference/initiateacattransfer.md
  - https://developer.altruist.com/reference/listacattransfers.md
  - https://developer.altruist.com/reference/listaccounts.md
  - https://developer.altruist.com/reference/listbanklinks.md
  - https://developer.altruist.com/reference/listbanklinksbyfundingaccount.md
  - https://developer.altruist.com/reference/listbeneficiaries.md
  - https://developer.altruist.com/reference/listbundles.md
  - https://developer.altruist.com/reference/listcashsetasides.md
  - https://developer.altruist.com/reference/listcashtransfers-1.md
  - https://developer.altruist.com/reference/listdraftsinbundle.md
  - https://developer.altruist.com/reference/listfundingeligibleaccounts.md
  - https://developer.altruist.com/reference/listhouseholdaccounts.md
  - https://developer.altruist.com/reference/listscheduledtransfers-1.md
  - https://developer.altruist.com/reference/removedraftfrombundle.md
  - https://developer.altruist.com/reference/resendacatconfirmation.md
  - https://developer.altruist.com/reference/setallocations.md
  - https://developer.altruist.com/reference/unassignaccount.md
  - https://developer.altruist.com/reference/updateaccount.md
  - https://developer.altruist.com/reference/updatebeneficiary.md
  - https://developer.altruist.com/reference/updateclientagreement-1.md
  - https://developer.altruist.com/reference/updatedraftinbundle.md
  - https://developer.altruist.com/reference/updatefundingaccount-1.md
  - https://developer.altruist.com/reference/updatehousehold.md
  - https://developer.altruist.com/reference/updatetransfer-1.md
  - https://developer.altruist.com/reference/updatetrustedcontact-1.md
  - https://developer.altruist.com/reference/updateuserprofile.md
  - https://developer.altruist.com/reference/validatecashsetaside.md
  merge:
    pages: 98
    deduped: 228
    conflicts_kept_first: 0