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2. Moov accounts

Update accounts

After you’ve created a Moov account, you can update certain information on the account profile. Some information, like account type, can’t be updated once an account has been fully created and approved.

Update 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 contact support and select submit a support ticket for technical issues so we can update and verify the new information.

Update accounts

To update an account via the Moov API, use the accounts PATCH endpoint. You can also update an account with Node SDK and Moov.js.

Some business accounts require the additional step of setting ownersProvided to true before Moov can verify an account. The examples below update a business account with this 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": {
        "ownersProvided": true,
      }
    },
    "foreignId": "your-correlation-id",
  }'\

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const moov = new Moov(credentialsObject);

const account = await moov.accounts.patch({
  "profile": {
    "business": {
      "ownersProvided": true,
    }
  },
})

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const moov = Moov(token);

const updatedAccount = {
  "accountType": "business",
  "profile": {
    "business": {
      "ownersProvided": true,
    }
  } 
};
moov.accounts.update(updatedAccount);

Update 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.