Accounts

Get account by id

get

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequiredExample: account_01j1xgme5qeqq97gpdztd7e4a6

Query parameters

includestringOptionalExample: accountManager,accountIntegrations,accountSettings,apiKeys,assets,dataRooms,individuals,investorAccounts,invites,issuers,legalEntities,offerings,pages,sites,trades,users

Responses

200

200

application/json

idstringRequiredExample: entityprefix_01j1xgme5qeqq97gpdztd7e4a6

__entitystringOptionalExample: Entity

createdAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

updatedAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

deletedAtone of · nullableRequiredExample: 2026-03-27T15:47:09.540Z

string · date-timeOptional

or

string · date-timeOptional

namestringRequiredExample: Dalmore

statusstring · enumRequiredExample: LIVEPossible values:

managedBystring · enum · nullableRequiredExample: DALMOREPossible values:

platformstring · enumRequiredExample: IMPORTPossible values:

onboardingReviewerIdstring · nullableRequiredExample: user_01j1xgme5mfrasd02hmfwsy13a

onboardingReviewAtstring · date-time · nullableRequired

allowPendingComplianceReviewbooleanRequiredExample: false

401

401

application/json

403

403

application/json

404

404

application/json

500

500

application/json

get

/clients/api/v1/accounts/{id}

HTTPcURLJavaScriptPython

GET /clients/api/v1/accounts/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "name": "Dalmore",
  "status": "LIVE",
  "managedBy": "DALMORE",
  "platform": "IMPORT",
  "onboardingReviewerId": "user_01j1xgme5mfrasd02hmfwsy13a",
  "onboardingReviewAt": "2026-04-03T19:53:37.629Z",
  "allowPendingComplianceReview": false
}

Get accounts

get

Authorizations

api_key

X-API-KEYstringRequired

Query parameters

pagenumber · nullableOptionalDefault: 1

limitnumber · nullableOptionalDefault: 10

searchstring · max: 50Optional

statusstring · enumOptionalPossible values:

platformstring · enumOptionalExample: IMPORTPossible values:

managedBystring · enumOptionalExample: DALMOREPossible values:

fromstring · nullableOptionalExample: MM/DD/YYYY

tostring · nullableOptionalExample: MM/DD/YYYY

includestringOptionalExample: accountManager,accountIntegrations,accountSettings,apiKeys,assets,dataRooms,individuals,investorAccounts,invites,issuers,legalEntities,offerings,pages,sites,trades,users

Responses

200

200

application/json

401

401

application/json

403

403

application/json

500

500

application/json

get

/clients/api/v1/accounts

HTTPcURLJavaScriptPython

GET /clients/api/v1/accounts HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "items": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-03-27T15:47:09.539Z",
      "updatedAt": "2026-03-27T15:47:09.539Z",
      "deletedAt": "2026-03-27T15:47:09.540Z",
      "name": "Dalmore",
      "status": "LIVE",
      "managedBy": "DALMORE",
      "platform": "IMPORT",
      "onboardingReviewerId": "user_01j1xgme5mfrasd02hmfwsy13a",
      "onboardingReviewAt": "2026-04-03T19:53:37.629Z",
      "allowPendingComplianceReview": false
    }
  ],
  "meta": {
    "itemCount": 1,
    "totalItems": 10,
    "itemsPerPage": 1,
    "totalPages": 10,
    "currentPage": 1
  }
}