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Collect Account Details

post https://app.moderntreasury.com/api/counterparties//collect_account
{
  "direction": "credit",
  "fields": ["nameOnAccount", "accountType", "accountNumber", "routingNumber", "address", "ibanNumber", "swiftCode"],
  "custom_redirect": "https://google.com"
}

📘

Resending the collect email

If you are still waiting on the counterparty's account information, you may resend them the email by calling this endpoint again. If you do that, the is_resend field will be true.

🚧

Available only if organization is live

You will not be able to collect counterparty information via automated email unless your organization has gone live. If it has, you can execute this endpoint in both sandbox and live (production) environments.

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