Change the Account's regulated entity type (async)

Starts an async change to the Account's regulated entity type. The Account ID stays the same. Requests return 409 ResourceLocked while funds movements are non-terminal; retry after those movements complete.

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Path Params
string
required
^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Account identifier. Newly created V3 Accounts use a 22-character Wingspan ID; migrated Accounts may retain a 24-character lowercase Mongo ObjectId.

Body Params
string
enum
required

The regulated entity type backing the Account. Mutable: an Account can evolve in place (e.g., from SoleProp to LlcSCorp to SCorp). The Account.id survives, but a new entity record is provisioned at the bank partner under the stable Account ID. See POST /platform/accounts/{accountId}/change-entity-type.

Aligned with W-9 Box 3 selections. Single-member LLCs map to SoleProp per IRS disregarded-entity treatment; the Llc* variants are multi-member LLCs distinguished by elected tax classification.

date

Optional effective date; defaults to operation completion.

string
enum
Defaults to Transfer

Transfer keeps existing financial accounts when supported. Reissue opens new financial accounts and closes the old ones.

Allowed:
Headers
string
^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Select the Account for an Account-scoped operation. A direct ServiceAccount API key MUST supply this header, and the target must be within the ServiceAccount owner's or Authorization grant's Account boundary. A Person bearer may select an Account on which it has an active Stakeholder, and an Account session may select its bound Account (or a descendant only when the session explicitly includes descendants).

string
length between 1 and 255
^[\x21-\x7e]{1,255}$

Optional idempotency token for authenticated POST and PATCH requests. Reusing the same key and body returns the cached response for 24 hours, except credential operations that explicitly document a 409 because one-time secret material is never cached; reusing it with a different body returns 409 IdempotencyKeyConflict. Use 1-255 printable ASCII characters.

string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

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Bearer
JWT
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Response
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