Customer Lookup

The Customer Lookup API allows you to retrieve detailed customer information quickly and reliably.

To perform a lookup, you must provide the following fields:

• Customer Account Number (required)
• Customer Account Type (optional, but recommended for more accurate results)

If accountType is not provided, the lookup will return details for all matching account types.

Versions:

• /v1/customers/lookup/{accountNumber} — deprecated; does not accept a routing number and will stop resolving once release 6.5.0.0 enforces it downstream.
• /v2/customers/lookup/{accountNumber} — current version; requires a Routing Number, in line with the downstream Legal Entity Service's mandatory routing-number enforcement on its profile lookup API (release 6.5.0.0).