Inputs (Array of Accounts to update)

Name	Type	Description	Mandatory	Available from version	Additional information

Name	Type	Description	Mandatory	Available from version	Additional information
BrickId	Guid	This is the unique id of the account that should be updated	Yes
OwnerAccountLabel	string	This is the label/title of the account.
AccountStatus	int?	1=Open 2=Closed 4=Hidden (hidden on customer front end) The value given here will be used to update the database
AllocationProfile	Guid?	This is the unique id of an allocation profile record.
ExternalReference	string	The value given here will be used to update the database
RequestReference	string	An external reference that's provided by the requester. Can be used to map the returned BrickId on requesters side.
InsuranceOwner	Guid?	Only available if addon Insurance Accounts is enabled.		2.07
Insured	Guid?	Only available if addon Insurance Accounts is enabled.		2.07
InsurancePayer	Guid?	Only available if addon Insurance Accounts is enabled.		2.07
ContactLegalEntity	Guid?			2.07
CustomFields	Object[]	Array of CustomFields		2.09	CustomFields[]
FirstPaymentAge	Integer	The age of the person when the first payout should start		2.09
FirstPaymentDate	DateTime	First date for payout		2.09
PaymentIntervalKey	String	Interval for payouts		2.09
PaymentLength	Integer	Number of total payouts		2.09
Payouts	Integer	Number of payouts that has been processed		2.09
PayoutsLeft	Integer	Remaining number of payouts		2.09
HighWaterMark	Decimal	High water mark for account		2.12
ResellerNo	string	Customer number of the reseller that is to be accosiated with the account		2.14
DecisionMaker	Guid	DecisionMaker for account. DecisionMaker is a reference to a LegalEntity in BFS		2.19	Decision Maker
LockedStatusKey	String	Must be one of these values: Open, LockedAdmin, LockedPartner, LockedFront		2.23
IBAN	string	The International bank account number.		2.30
IsSubjectToContinuousInvestmentAdvice	bool	A flag that marks an account where continuous investment advice is given. This is used when reporting K-Factor values for securities firms among other things. The K-Factor Reporting App is available in our Marketplace.		2.36
CounterpartyAccountType	CounterpartyAccountType?	CounterpartyAccountType is an enum, which can be: Intermediary or Issuer. To be able to update CounterpartyAccountType on the account, the account type needs to be CounterpartyAccount.		2.38
CustodianBrickId	Guid?	This is the unique id of an custodian.		2.41
DiscountGroupId	Guid?	This is the id of a discount group if the account belongs to such Fee Management
MustCover	bool	If set to true the account will not be allowed to go into negative balance. This can be read about here and in the GUI it is called Prevent Overdraft.		in development
RemovePositionOnSettlement	bool	If set to true the external counterparty account will be zeroed out when settling, which means that there will be automatic transactions created when the settlement action is triggered which will remove the shares and the cash from the counterparty account. How to work with internal and external counterparties Only used on account type: CounterpartyAccount.		in development

Outputs

Name	Type	Description	Available from version

Name	Type	Description	Available from version
Entities	Array	All accounts in the request is returned along with each accounts BrickId, OwnerAccountLabel, AccountStatus,AllocationProfile,ExternalReference,RequestReference and array of Errors per account

Code examples

C# - Update an account title

 //Update an account with the UpdateAccount method
var client = new BFSServiceReference.bfsapiSoapClient();
var credentials = new BFSServiceReference.Credentials()
{
    UserName = bfsusername, //Username of administrative user in your instance of BFS
    Password = bfspassword, //Password of the administrative user in your instance of BFS
};
var response = client.UpdateAccounts(new BFSServiceReference.UpdateAccountsRequest()
{
    Credentials = credentials,
    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS
    Fields = new UpdateAccountFields()
    {
      OwnerAccountLabel  = true,      
    },
    Entities = new []
    {
      new UpdateAccount()
      {
          BrickId = bnuseraccountid,
          OwnerAccountLabel = "Test2",         
      },
    },
    
});
foreach (var c in response.Entities)
{
    Console.WriteLine(c.BrickId + "," + c.OwnerAccountLabel + "," + response.Message);
}

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BFS API

UpdateAccounts

Inputs (Array of Accounts to update)

Outputs

Code examples

C# - Update an account title

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