October 18, 2021

Custody#

Updated account statements#

Updated account statements are now available, including a new CSV format. You can view and download statements in Cloud under the Statements tab.

Integrators can access new account statements using the following endpoints:

Use GET /v2/accounts/:account-id/account-statements?filter[month]=MM&filter[year]=YYYY&filter[format]=pdf to retrieve a PDF version of the account statement.

Use GET /v2/accounts/:account-id/account-statements?filter[month]=MM&filter[year]=YYYY&filter[format]=csv to retrieve a CSV version of the account statement.

Account statements