Switch Account

Switch the active account for how you request data.

Only available for financial advisors and multi-account structures.

POST /iserver/account

Request Object:

Body Parameters

acctId: String. Required
Identifier for the unique account to retrieve information from.
Value Format: “DU1234567”

1
request_url = f"{baseUrl}/iserver/account"
2
json_content = {
3
  "acctId": "U1234567,
4
}
5
requests.post(url=request_url, json=json_content)

Response Object:

set: bool.
Confirms that the account change was set.

acctId: String.
Confirms the account switched to.

{
    "set": true,
    "acctId": "U1234567
}