v66

latestOpenAPI 3.1.0Apache 2.0raw.githubusercontent.com2026-08-042174421.1 MB
Account Holder

Get a list of individual or business account holders

Get a list of individual or business account holders and their KYC or KYB evaluation status.

get/v1/account_holders

Query parameters

external_idstring uuid

If applicable, represents the external_id associated with the account_holder.

limitinteger

The number of account_holders to limit the response to.

first_namestring

(Individual Account Holders only) The first name of the account holder. The query is case insensitive and supports partial matches.

last_namestring

(Individual Account Holders only) The last name of the account holder. The query is case insensitive and supports partial matches.

legal_business_namestring

(Business Account Holders only) The legal business name of the account holder. The query is case insensitive and supports partial matches.

phone_numberstring

Phone number of the account holder. The query must be an exact match.

emailstring

Email address of the account holder. The query must be an exact match, case insensitive.

ending_beforestring

A cursor representing an item's token before which a page of results should end. Used to retrieve the previous page of results before this item.

starting_afterstring

A cursor representing an item's token after which a page of results should begin. Used to retrieve the next page of results after this item.

beginstring date-time

Date string in RFC 3339 format. Only entries created after the specified time will be included. UTC time zone.

endstring date-time

Date string in RFC 3339 format. Only entries created before the specified time will be included. UTC time zone.

Response

OK

has_moreboolean required

Whether there are more accounts to be retrieved.

Example response

{
  "data": [
    {
      "beneficial_owner_individuals": [
        {
          "address": {
            "address1": "123 Old Forest Way",
            "city": "Omaha",
            "country": "USA",
            "postal_code": "68022",
            "state": "NE"
          },
          "dob": "1991-03-08 08:00:00",
          "email": "tom@middle-earth.com",
          "first_name": "Tom",
          "last_name": "Bombadil",
          "phone_number": "+15555555555"
        }
      ],
      "business_entity": {
        "address": {
          "address1": "123 Old Forest Way",
          "city": "Omaha",
          "country": "USA",
          "postal_code": "68022",
          "state": "NE"
        },
        "government_id": "114-123-1513",
        "legal_business_name": "Acme, Inc.",
        "phone_numbers": [
          "+15555555555"
        ]
      },
      "control_person": {
        "address": {
          "address1": "123 Old Forest Way",
          "city": "Omaha",
          "country": "USA",
          "postal_code": "68022",
          "state": "NE"
        },
        "dob": "1991-03-08 08:00:00",
        "email": "tom@middle-earth.com",
        "first_name": "Tom",
        "last_name": "Bombadil",
        "phone_number": "+15555555555"
      },
      "email": "+15555555555",
      "individual": {
        "address": {
          "address1": "123 Old Forest Way",
          "city": "Omaha",
          "country": "USA",
          "postal_code": "68022",
          "state": "NE"
        },
        "dob": "1991-03-08 08:00:00",
        "email": "tom@middle-earth.com",
        "first_name": "Tom",
        "last_name": "Bombadil",
        "phone_number": "+15555555555"
      },
      "phone_number": "+15555555555"
    }
  ]
}