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American Estate and Trust API v3
Accounts
List user accounts
get
Create user account
post
Update account
patch
Close account
patch
Delete account
del
Get account
get
List accounts
get
List account fees
get
Accept terms
post
Create account review
post
Get account reviews
get
ACH Pulls
List account ach pulls
get
Create an ACH Pull
post
Get ACH Pull
get
Assets
List account assets
get
Get account asset
get
List assets
get
List asset value change reviews
get
Create asset value change review
post
Update asset value change review
patch
List asset histories
get
List account asset histories
get
List asset histories for an asset
get
Bank Accounts
List user banks
get
Create user bank
post
Create user bank-plaid
post
Get bank
get
Delete bank
del
Beneficiaries
List beneficiaries
get
List account beneficiaries
get
List primary beneficiary reviews
get
Create primary beneficiary review
post
List contingent beneficiary reviews
get
Create contingent beneficiary review
post
Update primary beneficiary review
patch
Update contingent beneficiary review
patch
Billpays
List account billpays
get
Get billpay
get
Update billpay
patch
Charged Fees
List account charged fees
get
List account paid fees
get
List charged fees
get
Get charged fee
get
List paid fees
get
Companies
Get company
get
Get plaid keys
get
Store plaid keys
post
Delete plaid keys
del
List child companies
get
Crypto
Create cryptocurrency order
post
Deals
Get deal
get
Update deal
patch
Delete deal
del
List deals
get
Create deal
post
List deals for account
get
Submit deal for review
post
List deal assets
get
List deal investments
get
List deal transactions
get
List deal investors
get
Validate deal payment details
post
Pay deal investors
post
List deal notes
get
List deal documents
get
Create deal document
post
Documents
List account documents
get
Create account document
post
List documents
get
Download document
get
Fungible Assets
List fungible assets
get
Get fungible asset
get
Get minute price data
get
Get day price data
get
Investments
List account investments
get
Create account investments
post
List pending account investments
get
Get investment
get
Update investment
patch
Delete investment
del
Create investment review
post
Cancel investment
del
Create investment document
post
List investment notes
get
Invoices
List invoices
get
List account invoices
get
Get invoice
get
Ledgers
List ledgers
get
List account ledgers
get
Get ledger
get
Download account ledgers
get
Notes
List notes
get
List account notes
get
Notifications
List notifications
get
List account notifications
get
List users notifications
get
Delete notifications
del
Mark notifications as read
patch
Mark all notifications as read
patch
Get notification
get
Partners
Create partner direct rollover
post
Payments
List payments
get
List account payments
get
Get payment
get
Phone Numbers
List users phone numbers
get
Create user phone number
post
Get phone number
get
Delete phone number
del
Reviews
Update review
patch
List review notes
get
Create review document
post
Signing Requests
List Signing Requests for all accounts
get
Get Signing Request
get
Update Signing Request
patch
Delete Signing Request
del
List account Signing Requests
get
Create account Signing Request
post
List asset Signing Requests
get
Create Signing Request document to be signed
post
Create Signing Request supporting document
post
List Signing Request notes
get
Statistics
List statistics
get
Transfers
List transfers
get
Create deposit
post
Create withdrawal
post
List deposit queue
get
Create deposit queue
post
List account transfers
get
Create account transfer
post
Get transfer
get
Update transfer
patch
Delete transfer
del
List transfer in notes
get
List custodians
get
Get custodian
get
Submit transfer
patch
List transfer documents
get
Create transfer document
post
List internal transfers
get
Create internal transfer
post
Get internal transfer
get
List internal transfers
get
Get internal transfer
get
Users
Create user
post
Get user
get
Update user
patch
Accept user terms
post
Create user review
post
List address change reviews
get
Create address change review
post
List contact info change reviews
get
Create contact info change review
post
Vendors
List trust vendors
get
Create trust vendor
post
Get vendor
get
Update vendor
patch
Delete Vendor
del
Send funds
post
Webhooks
List all webhook events
get
List webhook subscriptions
get
Create webhook subscription
post
Get webhook subscription
get
Delete webhook subscription
del
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