This enables you to update an existing account with new information. Please refer to the following table for fields that can be updated via this endpoint. Field | Notes ---|--- account.id | Required account.description | Optional account.ref_id | Optional account.metadata | Optional. This will overwrite any existing metadata added to the account. account.members | Optional. The only roles that can be added/removed are `FINANCIAL_ADVISOR` or `AUTHORIZED_USER.` You must always specify the full members object as we do not currently support differential member updates. set_user_disabled | Optional. Setting this to `true` will disable the account, limiting its ability to be used within the Paxos platform. #### Example Requests #### Disabling an account


{
  "set_user_disabled": true,
  "account": {
    "id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
    "description": "Account Description",
    "ref_id": "82c338f4-3cb7",
  }
}

### Adding an account member To retain the existing account members and add a new account member, the `members` field must contain the existing account members and the new member. The below example adds an `AUTHORIZED_USER` to the account. In order to add account members while leaving existing account members unaffected, clients should use the [Add Account Members](#operation/AddAccountMembers) API.


{
  "account": {
    "id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
    "members": [{
      "identity_id": "0f5d8475-33f3-4ebd-88a0-66dedc2581c1",
      "roles": ["BENEFICIAL_OWNER"]
    }, {
      "identity_id": "0d26f878-298e-4d47-81be-cdf4e982a3d3",
      "roles": ["FINANCIAL_ADVISOR"]
    }, {
      "identity_id": "012k23eb-298e-4d47-81be-cdf4e982a3d3",
      "roles": ["AUTHORIZED_USER"]
    }]
  }
}

### Removing an account member To remove an existing account member and retain other needed members, the `members` field must contain the existing account members without the account member you'd like to remove. The below example removes an `AUTHORIZED_USER` from the account. Note, this API requires the `members` array to have at least one element. In order to delete all members from an account, clients should use the [Delete Account Member](#operation/DeleteAccountMember) API.


{
  "account": {
    "id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
    "members": [{
      "identity_id": "0f5d8475-33f3-4ebd-88a0-66dedc2581c1",
      "roles": ["BENEFICIAL_OWNER"]
    }]
  }
}

### Updating an account members' roles To update an account members' roles, the `members` field must contain all the existing members with their roles along with the additional role that you'd like to add or remove. The below example adds the `FINANCIAL_ADVISOR` role to an member that is already a `BENEFICIAL_OWNER`.


{
  "account": {
    "id": "82c338f4-3cb7-4d9b-be2a-4b077c82ee3a",
    "members": [{
      "identity_id": "0f5d8475-33f3-4ebd-88a0-66dedc2581c1",
      "roles": ["BENEFICIAL_OWNER", "FINANCIAL_ADVISOR"]
    }]
  }
}

Previews

Orchestration Previews