---
title: "Create a new BankAccount"
method: POST
path: "/bank_accounts.json"
tags: ["Bank Accounts"]
---

# Create a new BankAccount

`POST /bank_accounts.json`

Outlines the parameters and data fields used when creating a new BankAccount

## Query parameters

- `fields` string

## Headers

- `X-API-VERSION` string

## Request body

- object
  - `data` object, required
    - `account_number` string — Account number for the BankAccount. When Compliant Trust Accounting is enabled, this field is required for operating accounts and controlled trust accounts.
    - `balance` number, double — BankAccount balance.
    - `client` object
      - `id` integer — The unique identifier for the client associated with a controlled BankAccount. When Compliant Trust Accounting is enabled and creating a controlled bank account, this field is required and cannot be updated after the account is created.
    - `controlled_account` boolean — Whether this BankAccount is a controlled bank account (Controlled Money Account / Interest Bearing Deposit). When Compliant Trust Accounting is enabled, controlled bank accounts must be of type "Trust" and require bank name, client, and matter details. Client and matter cannot be updated after the account is created.
    - `currency` string, required — Currency the BankAccount is in.
    - `default_account` boolean — Whether or not the BankAccount should be the default account.
    - `domicile_branch` string — Branch where the BankAccount was opened.
    - `general_ledger_number` string — General ledger number used for the Law Society of Alberta.
    - `holder` string — BankAccount holder.
    - `institution` string — Financial institution (bank name). When Compliant Trust Accounting is enabled and the BankAccount is controlled, this field is required.
    - `matter` object
      - `id` integer — The unique identifier for the matter associated with a controlled BankAccount. When Compliant Trust Accounting is enabled and creating a controlled bank account, this field is required and the matter must belong to the same client specified in `client[id]`. This association cannot be updated after the account is created.
    - `name` string — BankAccount name.
    - `swift` string — Identification code for the financial institution.
    - `transit_number` string — Transit number for the BankAccount branch. When Compliant Trust Accounting is enabled, this field is required for operating accounts.
    - `type` 'Operating' | 'Trust', required — Type of BankAccount.

## Response `201`

Created

## Other responses

- `400` — Bad Request
- `401` — Unauthorized
- `403` — Forbidden
- `404` — Not Found
- `422` — Unprocessable Entity
- `429` — Too Many Requests

---

[API](https://skmtc.net/clio/apis/clio-api-documentation.md) · [All operations](https://skmtc.net/clio/apis/clio-api-documentation/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/clio/clio-api-documentation/revisions/73791ddd1207/schema)