Query parameters
-
Comma separated list of relationships to include in the response. Valid relationships are [latest_valuation].
-
Filter by a comma separated list of UUIDs.
-
Field to sort by. Valid fields are [created_at, name]. Negative sign to denote DESC. Defaults to 'name'.
-
Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/plans/{plan_uuid}/sub-accounts
curl \
--request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts' \
--header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
"data": [
{
"name": "John's ISA",
"uuid": "37a73d20-e93d-498c-8e13-2c633e5d46d3",
"created_at": "2025-08-07T13:41:43+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-08-07T13:41:43+01:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": {
"name": "Risky Portfolio",
"uuid": "b834c5f0-b154-423b-9e92-0aef8e17ddcc",
"created_at": "2025-08-07T13:41:43+01:00",
"updated_at": "2025-08-07T13:41:43+01:00",
"is_proposed": true,
"proposed_at": "2025-08-07T00:00:00+01:00"
},
"latest_valuation": {
"uuid": "f682fa48-7e53-46b7-875a-7ae46592b57a",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"valued_at": "2025-08-07T13:41:43+01:00",
"created_at": "2025-08-07T13:41:43+01:00",
"updated_at": "2025-08-07T13:41:43+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
}
]
}