InvestiFiPartner APIBeta
Prod Environment

Investment account card on the DBP

Show one card per product the member holds, with its value and KYC state.

Goal. Show one card per product the member holds, with its value and KYC state.

Endpoint. Get user detail — one call, then iterate accounts.

Flow.

  1. Call Get user detail.
  2. Render one card per entry in accounts. Map product to a display name.
  3. Show current_market_value on each card.
  4. Gate on kyc_status:
    • approved → show value normally.
    • pending → show a "Verification in progress" state. Note kyc_approved_at is absent here.

Notes. Only products the member holds appear in accounts — render exactly what's returned, don't assume all four. The roth_ira sample under Get user detail is the pending case: value present, no kyc_approved_at.