PUT
/api/v1/plans/{plan_uuid}/sub-accounts/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"name":"Johns ISA","policy_number":"AVF-4355432","proposal_reference":"BtMWiy0JwHtogU4","active_portfolio_uuid":"319e29c2-e938-48e9-85fc-67b1033d0c4e"}'
Request examples
{
"name": "Johns ISA",
"policy_number": "AVF-4355432",
"proposal_reference": "BtMWiy0JwHtogU4",
"active_portfolio_uuid": "319e29c2-e938-48e9-85fc-67b1033d0c4e"
}
Response examples (200)
{
"name": "John's ISA",
"uuid": "d4d57290-b415-4767-9021-7ea2977b365e",
"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": "91f1ef3d-1499-4192-b04e-629b3cf35725",
"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": "4fb19df9-e297-48db-987a-2c24847e4cc2",
"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"
}
}