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Update an account

Update an account. Live accounts will replicate a name change to its sibling account. Test accounts name updates are disallowed (name property must match the current account name).

Path Parameters
idstringrequired

The account's unique identifier

Parameters
namestringrequired

The account name.

beneficiarystring

The account beneficiary. Leading and trailing spaces are removed.

bundle_portfolio_idstring

The bundle portfolio unique identifier.

handlestring^[a-z0-9-_]+$

handle is a client defined URL-friendly string that identifies the account.

The handle is unique per organisation and account type.

external_pages_visibilityenum

Either hidden or public. Controls the visibility of external pages such as sustainability and analytics pages. Default is hidden

Enum:
  • public
  • hidden
Returns

Returns: Account object

idstringrequired

The Account's unique identifier

namestringrequired

The Account's name

organisation_idstringrequired

The unique identifier of the organisation this account belongs to

handlestring^[a-z0-9-_]+$required

handle is a client defined URL-friendly string that identifies the account.

The handle is unique per organisation and account type.

currencyenumrequired

The account's currency.

ISO 4217 3 character currency code.

Note: Lune does not support all currency codes.

Enum:
  • GBP
  • EUR
  • USD
  • SEK
  • CHF
  • PLN
  • DKK
  • NOK
  • BGN
  • INR
  • SGD
  • AED
  • AUD
  • HUF
  • ISK
  • CZK
  • CAD
typeenumrequired

The account's type.

Enum:
  • live
  • test
logostringrequired

The account logo

beneficiarystringrequired

Retirement beneficiary

This is the name that appears on future retirements that are made in this account. If none is present, the organisation beneficiary will be used instead.

bundle_portfolio_idstringrequired

Bundle portfolio id tied to the account.

external_pages_visibilityenumrequired

Enum to control the visibility of external pages such as sustainability and analytics pages.

Enum:
  • public
  • hidden
  • PUT /accounts/{id}
    • curl 'https://api.lune.co/v1/accounts/ljmkOq7vXd239gAE9WALWQ8ZGVD5ExNz' \
  -H 'Authorization: Bearer <API_KEY>' \
  -H 'Content-Type: application/json' \
  -X PUT \
  -d '{
    "name": "ACME",
    "beneficiary": "ACME Inc"
  }'
  • Response
    • {
  "id": "ljmkOq7vXd239gAE9WALWQ8ZGVD5ExNz",
  "name": "ACME",
  "beneficiary": "ACME Inc",
  "currency": "USD",
  "type": "live",
  "organisation_id": "VndoQ0PZjGMzvYOZGwqy6kbgN1eOJx9B",
  "logo": null,
  "bundle_portfolio_id": null
}