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Retrieve one visible managed account by merchant reference or bank account reference.

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Endpoint

POST /v3/onboarding/managed_accounts/detail

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Authentication and target

A user-scoped owner credential is required. The selected managed account must be visible through the user’s active Master Account relationship. This route does not become accessible merely by adding account-targeting headers. Do not send X-ISPB or X-Account-Number. This user-only management route rejects account-targeting headers. The account selector documented below belongs in the JSON request body.

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Request body

Send exactly one selector:

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Success data

A managed_account with reference, holder document/name, document type, model, account and compliance statuses, compliance session, trading name, notification email, timestamps, optional bank account, and optional linked account.

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Behavior and validation

This is a synchronous read. Bank account references can be absent before opening completes.

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Errors

Every call can fail for missing or invalid signature headers, an expired timestamp, nonce replay, an invalid body hash or signature, insufficient permission, or a downstream service error. Endpoint-specific errors include:
  • invalid_parameter when neither or both selectors are sent.
  • invalid_user when the owner lacks an active Master context.
  • permission_denied when the account is outside the owner’s relationship.
  • not_found when no visible account matches.

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Example request

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Example response