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Updating accounts

Updating account profiles and transaction data

The verification and underwriting statuses of an account determine what can and can’t be updated. An account’s verification status determines whether most of the account profile can be updated. An account’s underwriting status determines whether the transaction data can be updated.

The table below shows the editing capabilities of verification statuses:

The table below shows the editing capabilities of underwriting statuses:

If you need to update information in a locked state, please reach out to Moov support so we can update and verify the new information.

Updating accounts via API

To update an account via the Moov API, use the accounts PATCH endpoint. See an example request below for updating an account with business information.

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curl -X PATCH "https://api.moov.io/accounts" \
  -H 'Authorization: Bearer {token}' \
  -H "Content-Type: application/json" \
  -H "Origin: https://api.moov.io" \
  --data-raw '{
    "profile": {
      "business": {
        "legalBusinessName": "Whole Body Fitness LLC",
        "businessType": "llc",
      }
    },
    "foreignId": "your-correlation-id",
    "capabilities": ["transfers"]
  }'\

Updating accounts via Dashboard

You can update an account profile via the Moov Dashboard:

• Navigate to accounts
• Select the individual or business account you’d like to update
• Click “edit” on the field you want to update (see image below)

If a certain field is locked and you can’t update it, this is due to the verification or underwriting status of the account.

Disconnect accounts via the Dashboard

You can disconnect accounts through the Dashboard. Disconnecting accounts removes the ability to interact with it. Once an account has been disconnected, it cannot be reconnected.

See the managing accounts Dashboard guide for more information.