Account certificates

For reporting or declarative purposes, your Wallets or the ones of your end users might require some official documents.

The Treezor API now natively provides 3 documents for financial auditors and tax services:

• Balance Certificate – Document proving the current balance of the account.
• Closure Certificate – Document proving the account was closed.
• Domiciliation Certificate – Document proving the domiciliation of the account.

Each document is available in JSON or PDF format. The PDFs use the configured template for its rendering.

As PDF

Here is an example of how to retrieve an Account Certificate as PDF. This is for Account Closure, but all certificates work the same.

CURL

curl -X GET {baseUrl}/core-connect/certificates/walletClosure/{walletId}/computed' \
	--header 'Authorization: Bearer {accessToken}' \
	--header 'Content-Type: application/json'

Returns an object containing a URL to download the PDF.

JSON

{
    "link": "https://xxx.s3.eu-west-3.amazonaws.com/tmp/xxx.pdf",
    "expireIn": 300
}

The PDF must be downloaded within 5 minutes, after which it expires.

As JSON

Here are a few examples of how to retrieve an Account Certificate as JSON.

Wallet balance certificate

CURL

curl -X GET {baseUrl}/core-connect/certificates/walletBalance/{walletId}/raw' \
	--header 'Authorization: Bearer {accessToken}' \
	--header 'Content-Type: application/json'

Returns the JSON version of the certificate.

JSON

{
  "user": {
    "userTypeId": 1,
    "title": "MX",
    "firstname": "Alex",
    "lastname": "Oak",
    "birthday": "1989-09-03",
    "placeOfBirth": "Paris",
    "birthCountry": "France",
    "legalName": "Tree Company",
    "legalRegistrationNumber": "34567",
    "legalRegistrationDate": "2021-09-23"
  },
  "wallet": {
    "walletStatus": "VALIDATED",
    "bic": "TRZOFR21XXX",
    "iban": "FR7616798000010000101039007",
    "createdDate": "2021-09-23 16:33:50"
  },
  "balance": {
    "currentBalance": 638.98,
    "calculationDate": "2021-09-23 16:33:50"
  },
  "certificateDate": "2025-06-02T13:07:58+00:00"
}

You can use the wallet.balance_certificate Template to customize the certificate.

Wallet closure certificate

CURL

curl -X GET {baseUrl}/core-connect/certificates/walletClosure/{walletId}/raw' \
	--header 'Authorization: Bearer {accessToken}' \
	--header 'Content-Type: application/json'

Returns the JSON version of the certificate.

JSON

{
  "user": {
    "userTypeId": 1,
    "title": "MX",
    "firstname": "Alex",
    "lastname": "Oak",
    "birthday": "1989-09-03",
    "placeOfBirth": "Paris",
    "birthCountry": "France",
    "legalName": "Tree Company",
    "legalRegistrationNumber": "34567",
    "legalRegistrationDate": "2021-09-23"
  },
  "wallet": {
    "walletStatus": "CANCELED",
    "bic": "TRZOFR21XXX",
    "iban": "FR7630006000011234567890189",
    "modifiedDate": "2025-09-23 15:31:53"
  },
  "modifiedDate": "2025-09-23T15:31:53.777Z",
  "certificateDate": "2025-06-02T13:07:58+00:00"
}

You can use the wallet.closure_certificate Template to customize the certificate.

Wallet domiciliation certificate

CURL

curl -X GET {baseUrl}/core-connect/certificates/walletDomiciliation/{walletId}/raw' \
	--header 'Authorization: Bearer {accessToken}' \
	--header 'Content-Type: application/json'

Returns the JSON version of the certificate.

JSON

{
  "user": {
    "userTypeId": 1,
    "title": "MX",
    "firstname": "Alex",
    "lastname": "Oak",
    "birthday": "1989-09-03",
    "placeOfBirth": "Paris",
    "birthCountry": "France",
    "legalName": "Tree Company",
    "legalRegistrationNumber": "34567",
    "legalRegistrationDate": "2021-09-23"
  },
  "wallet": {
    "walletStatus": "VALIDATED",
    "bic": "TRZOFR21XXX",
    "iban": "FR7616798000010000101039007",
    "createdDate": "2021-09-23 16:33:50"
  },
  "certificateDate": "2025-06-02T13:07:58+00:00"
}

You can use the wallet.domiciliation_certificate Template to customize the certificate.

Endpoints

Endpoint	Scope
/core-connect/certificates/walletBalance/{walletId}/computed Request a PDF Balance Certificate for a given Wallet	read_write
/core-connect/certificates/walletBalance/{walletId}/raw Request a JSON Balance Certificate for a given Wallet	read_write
/core-connect/certificates/walletClosure/{walletId}/computed Request a PDF Closure Certificate for a given Wallet	read_write
/core-connect/certificates/walletClosure/{walletId}/raw Request a JSON Closure Certificate for a given Wallet	read_write
/core-connect/certificates/walletDomiciliation/{walletId}/computed Request a PDF Domiciliation Certificate for a given Wallet	read_write
/core-connect/certificates/walletDomiciliation/{walletId}/raw Request a JSON Domiciliation Certificate for a given Wallet	read_write