> ## Documentation Index > Fetch the complete documentation index at: https://docs.range.org/llms.txt > Use this file to discover all available pages before exploring further. # Update workspace accounts > Add, update, or remove workspace accounts in a batch. ## OpenAPI ````yaml api-reference/platform-api.json put /v2/accounts openapi: 3.0.0 info: title: Range Platform API description: >- The Range Platform API for workspace management, counterparties, and operational tooling. version: 1.7.37 contact: {} servers: - url: https://api.range.org description: Range API Server security: - Authorization: [] - Authorization: [] tags: - name: Address Information description: Get information about a crypto address. - name: Transfer Enrichments description: Attach workspace-scoped notes and categories to transfers. - name: Counterparties description: Manage external entities, their addresses, bank accounts, and documents. - name: Parties description: >- The workspace entity register: the firm itself, its clients, and its counterparties. paths: /v2/accounts: put: tags: - Accounts summary: Add or remove accounts description: >- Batch add, update, or remove accounts for the caller workspace. Remove returns 404 when the account id is not found in the workspace. operationId: updateAccounts parameters: [] requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/UpdateAccountsDto' responses: '200': description: '' content: application/json: schema: $ref: '#/components/schemas/UpdateAccountsResponseDto' components: schemas: UpdateAccountsDto: type: object properties: operations: minItems: 1 example: - action: add account: name: Treasury wallet network: solana address: BJE5MMbqXjVwjAF7oxwPYXnTXDyspzZyt4vwenNw5ruG category: Multisig group_ids: - uuid-1 - action: remove account: network: stellar address: GA5ZSEJYB37JRC5AVCIA5MOP4RHTM335X2KGX3IHOJAPP5RE34K4KZVN type: array items: $ref: '#/components/schemas/AccountOperationDto' required: - operations UpdateAccountsResponseDto: type: object properties: acknowledged: type: boolean example: true sync_batch_id: type: string example: a1b2c3d4-e5f6-7890-abcd-ef1234567890 description: >- Batch id of the transaction sync enqueued for the accounts this request added (ADR-0045). Poll it with `GET /v2/accounts/transfers/sync/status?batch_id=`. Absent when the request added no accounts, or when the sync could not be enqueued — the accounts are still created in that case. required: - acknowledged AccountOperationDto: type: object properties: action: type: string enum: - add - remove - update example: add account: $ref: '#/components/schemas/AccountDataDto' required: - action - account AccountDataDto: type: object properties: id: type: string format: uuid example: a1b2c3d4-e5f6-7890-abcd-ef1234567890 name: type: string example: Treasury wallet description: >- Omit entirely to leave the account unnamed — an empty string is rejected rather than stored, so "no name" and "named empty" can never be confused. type: type: string enum: - eoa - multisig - contract - custodian - exchange - bank - defi example: eoa default: eoa network: type: string example: eth description: >- Canonical Range network slug, e.g. eth, bnb, solana. Known aliases (ethereum, binance, …) are normalized on write. address: type: string example: BJE5MMbqXjVwjAF7oxwPYXnTXDyspzZyt4vwenNw5ruG category: type: string example: exchange group_ids: example: - uuid-1 - uuid-2 type: array items: type: string connection_id: type: string example: utila-123 description: Account connection holding this account connection_object_id: type: string example: vaults/abc/wallets/xyz description: External object ID (e.g., wallet) from the connection provider notes: type: string example: Primary treasury wallet import_notes: type: boolean example: false description: >- When true, each sync copies the provider transaction note into the user note for a provider that supplies one. Other providers leave the stored note unchanged. Omitted on update leaves the stored value. A new account defaults to false. role: type: string example: Treasury books: type: string example: house enum: - house - client description: >- Which books this account sits on (custom connections — F4 / RNG-5533). entity_id: type: string nullable: true format: uuid example: a1b2c3d4-5678-90ab-cdef-1234567890ab description: >- The register entity this account belongs to (`/v2/parties`). Must be an entity of this workspace. Omitted on a new add attaches to `self`. Omitted on an add-upsert of an existing id, or on update, leaves the stored entity. `null` on add or update moves the account to `self`. regulatory: nullable: true description: >- Account-level regulatory settings shared by every CADOC filing (custodian, ownership, staking). An object upserts them; null clears them. type: object allOf: - $ref: '#/components/schemas/AccountRegulatorySettingsDto' cadoc_5710: nullable: true description: >- CADOC 5710 (monthly reserves) registration. An object registers/updates the account for template 5710; null unregisters it. type: object allOf: - $ref: '#/components/schemas/Cadoc5710PropertiesDto' cadoc_5711: nullable: true description: >- CADOC 5711 (daily custody) registration. An object registers/updates the account for template 5711; null unregisters it. type: object allOf: - $ref: '#/components/schemas/Cadoc5711PropertiesDto' treasury_statement: type: object nullable: true properties: {} additionalProperties: false description: >- Treasury statement registration. An empty object includes this account; null unregisters it; omission preserves the selection. transfer_attribution: type: object nullable: true properties: {} additionalProperties: false description: >- Transfer attribution registration. An empty object includes this account; null unregisters it; omission preserves the selection. carf_uk_xml: type: object nullable: true properties: {} additionalProperties: false description: >- CARF UK XML registration. An empty object includes this account in the CARF transfer report; null unregisters it; omission preserves the selection. corridor_reconciliation: type: object nullable: true properties: {} additionalProperties: false description: >- Corridor reconciliation registration. An empty object includes this account; null unregisters it; omission preserves the selection. redemption_monitor: type: object nullable: true properties: {} additionalProperties: false description: >- Redemption monitor payout account. An empty object registers this account; null unregisters it; omission preserves the selection. At most one per workspace. full_agreement: nullable: true description: >- Manual ledger pairing for full-agreement reconciliation. An object sets the override; null clears it; omission preserves it. type: object allOf: - $ref: '#/components/schemas/FullAgreementOverrideDto' balances: type: array items: $ref: '#/components/schemas/AccountBalance' AccountRegulatorySettingsDto: type: object properties: custodian_code: type: string example: Z1234567 description: >- BCB Z-code of the custodian: Z followed by 7 digits. Maps to psavCustodiante on both filings. custodian_country: type: string example: BR description: >- ISO-3166 alpha-2 country of the custodian. Maps to psavCustodiantePais. ownership: type: string enum: - own - client - other_fi example: client description: Whose funds the account holds (W2A·A4 classification). is_staking: type: boolean example: false description: Whether the account is a staking position (W2A·A4). required: - custodian_code - custodian_country - ownership - is_staking Cadoc5710PropertiesDto: type: object properties: address_type: type: string enum: - CUSTODIA_PROPRIA_OMNIBUS - CUSTODIA_PROPRIA_SEGREGADO - SUBCUSTODIANTE_TERCEIRO - CONTRATO_TOKEN - CONTRATO_STAKING - VALIDADOR - DEPOSITO_EXCHANGE - NAO_VERIFICAVEL_ONCHAIN - '99' example: CUSTODIA_PROPRIA_SEGREGADO description: BCB Annex 6.1 code. Maps to CADOC 5710 tipoEndereco. wallet_type: type: string enum: - QUENTE - MORNA - FRIA - CUSTODIA_TERCEIRO - NAO_APLICAVEL - '99' example: FRIA description: BCB Annex 6.1 code. Maps to CADOC 5710 tipoCarteira. required: - address_type - wallet_type Cadoc5711PropertiesDto: type: object properties: client_tax_id: type: string example: '52998224725' description: >- Client CPF (11 digits) or CNPJ (14 digits), digits only, verified against the mod-11 check digits. Maps to CADOC 5711 clienteId. Requires client_tax_id_type. client_tax_id_type: type: string enum: - cpf - cnpj example: cpf description: >- Declared tax-id type. Maps to CADOC 5711 tipoCliente. Requires client_tax_id. FullAgreementOverrideDto: type: object properties: ledger_account_id: type: string format: uuid description: Ledger account on a custom connection, same client as the wallet. required: - ledger_account_id AccountBalance: type: object properties: asset: type: string example: USDC description: >- Legacy asset ticker. Prefer `symbol`/`name`; kept for backwards compatibility. symbol: type: string example: USDC description: >- Asset ticker / symbol. Always present on API responses (filled from `asset` when omitted at write time). name: type: string example: USD Coin description: >- Human-readable asset name. Always present on API responses; falls back to `symbol` when a distinct name is unavailable. amount: type: string example: '100.50' description: >- Raw quantity reported by the provider, in asset units, as a decimal string. usd: type: string nullable: true example: '100.50' description: >- USD equivalent of `amount` as a decimal string. `null` when no USD price is available (distinct from `"0"`). For fiat accounts, equals `amount`. updated_at: type: string example: '2024-01-01T00:00:00.000Z' price_updated_at: type: string nullable: true example: '2024-01-01T00:00:00.000Z' description: >- When the unit price backing `usd` was fetched at its source (CoinGecko cache, Alchemy Prices). `null` when the source reported no timestamp; absent for balances persisted before this field existed. price_source: type: string nullable: true example: coingecko description: >- Which pricing product supplied the unit price backing `usd` (`coingecko`, `alchemy`). `null` when the source is untracked; absent for balances persisted before this field existed. denom: type: string nullable: true example: '0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48' description: >- Raw on-chain denom (contract address / mint / IBC denom) this balance line was fetched under, when the source is on-chain. Absent for balances persisted before this field existed and for exchange/custodian sources, which have no on-chain denom. verified: type: boolean example: false description: >- Stored `false` when the custodian marks this asset unverified (e.g. Dfns flags a spam or impersonation token). Balance reads (account balances and `balances_usd`, tokens, concentration, treasury, connection preview) leave such an entry out, so a listed entry never carries `false`; full agreement compares the asset like any other and flags its line `unverified_by_custodian`. Absent when the source made no such claim. asset_id: type: string example: ethereum:native description: >- Custom snapshot identity (`network:denom` or a fiat ISO code). Merge and delete key on this; `denom` stays the bare contract/mint. Absent for every other balance source. required: - asset - amount - updated_at securitySchemes: Authorization: type: apiKey in: header name: X-API-KEY description: Authorization method required to allow user to access the api endpoints. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.