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Get a sub account

GET /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}

Personal access token & O auth2

Path parameters

• plan_uuid string Required
• uuid string Required

Responses

• 200 application/json
  Hide response attributes Show response attributes object

  • uuid string

    UUID of the sub account

  • created_at string

    The timestamp of when the resource was created.

  • updated_at string

    The timestamp of when the resource was created.

  • name string

    Descriptive name of the sub account

  • policy_number string

    Provider reference of the sub account

  • latest_valuation object

    The latest valuation of the sub account

    Hide latest_valuation attributes Show latest_valuation attributes object

    • uuid string
    • created_at string
    • updated_at string
    • valued_at string
    • value object
      Hide value attributes Show value attributes object

      • amount object
        Hide amount attributes Show amount attributes object

        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object

        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object

        • example string
        • description string
    • sub_account string
  • is_main_account boolean

    Denotes if the sub account a main account of the plan

  • active_portfolio object

    The active portfolio of the sub account

    Hide active_portfolio attributes Show active_portfolio attributes object

    • uuid string
    • created_at string
    • updated_at string
    • is_proposed boolean
    • proposed_at string
    • name string
  • statistics object

    The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

    Hide statistics attribute Show statistics attribute object

    • recent_growth integer

GET /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "name": "John's ISA",
  "uuid": "6d3be292-4c2a-47e7-ac2d-e68311b8e729",
  "created_at": "2025-08-11T17:07:46+01:00",
  "statistics": {
    "recent_growth": 100
  },
  "updated_at": "2025-08-11T17:07:46+01:00",
  "policy_number": "AVI-4837",
  "is_main_account": false,
  "active_portfolio": {
    "name": "Risky Portfolio",
    "uuid": "93dd2852-4d17-4826-b506-20a4a319f3a3",
    "created_at": "2025-08-11T17:07:46+01:00",
    "updated_at": "2025-08-11T17:07:46+01:00",
    "is_proposed": true,
    "proposed_at": "2025-08-11T00:00:00+01:00"
  },
  "latest_valuation": {
    "uuid": "38599b4e-749e-4621-aa86-f614fab110a2",
    "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": "2025-08-11T17:07:46+01:00",
    "created_at": "2025-08-11T17:07:46+01:00",
    "updated_at": "2025-08-11T17:07:46+01:00",
    "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
  }
}