Get Account Overview

Use the Get Account Overview endpoint to retrieve the combined response data from several other endpoints. Best practice is to use this endpoint to retrieve the data for a customer's landing page or other similar display.

Data sets returned by Get Account Overview:

  • General account information (balance, status, application date)
  • Cardholder profile data
  • Posted transactions
  • Pending card authorizations
  • Pending fees (generally because of insufficient funds)
  • Savings interest data, applicable only if an associated savings account exists; otherwise, a unary savings_interest element is returned.



Transactions created by Program API endpoints (such as Create Payment, Create Adjustment, and Create Account Transfer) are not present in this endpoint's response for several seconds after creation.

Get Account Overview response, primary and secondary accounts
Open Recipe

Status codes

See Global Response Statuses for status codes that are common across endpoints.

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