Update Entities

Add, modify, or delete the attributes of an existing entity.
Custom attributes can be updated for any entity. Addepar attributes, however, can only be updated for:

  • clients (PERSON_NODE)
  • funds (FUND)
  • managed funds (MANAGED_PARTNERSHIP)
  • trusts (TRUST)
  • holding company (HOLDING_COMPANY)
  • holding account (FINANCIAL_ACCOUNT)

Returns all attributes of the updated entity.

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Query Params
boolean
Defaults to false
Body Params
date-time
string
enum
factors
object
int32
missingRecomendedAttributes
array of strings
missingRecomendedAttributes
string
enum
date-time
string
string
enum
Allowed:
Headers
string
required

Your Addepar firm ID

Responses

400

Bad Request

401

Unauthorized

404

Not Found

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Response
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