PUT
/
v1
/
source-of-funds
/
:userId
curl -X PUT https://api.zquence.com/v1/source-of-funds/usr_01HX3ZAB... \
  -H "x-api-key: $ZQUENCE_PUBLIC_KEY" \
  -H "x-api-secret: $ZQUENCE_SECRET_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "bankStatement": {
      "institution": "Chase",
      "accountLast4": "1234",
      "fileIds": ["file_01HX3ZK..."]
    }
  }'

{
  "id": "sof_01HX3ZV...",
  "userId": "usr_01HX3ZAB...",
  "status": "draft",
  "bankStatement": {
    "institution": "Chase",
    "accountLast4": "1234",
    "fileIds": ["file_01HX3ZK..."]
  },
  "updatedAt": "2026-04-22T11:15:00.000Z"
}
Only the document groups you send are modified. Sibling groups are preserved - you can PATCH bankStatement without touching salary.

​
Path parameters

​
userId
string
required

​
Body

Any subset of the supported document type keys. Each group has its own shape (see guide):
​
bankStatement
object
​
salary
object
​
taxReturn
object
​
saleOfProperty
object
​
saleOfAsset
object
​
inheritance
object
​
gift
object
​
loan
object
​
investmentIncome
object
​
businessIncome
object

​
Returns

The updated SoF record. 
curl -X PUT https://api.zquence.com/v1/source-of-funds/usr_01HX3ZAB... \
  -H "x-api-key: $ZQUENCE_PUBLIC_KEY" \
  -H "x-api-secret: $ZQUENCE_SECRET_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "bankStatement": {
      "institution": "Chase",
      "accountLast4": "1234",
      "fileIds": ["file_01HX3ZK..."]
    }
  }'

{
  "id": "sof_01HX3ZV...",
  "userId": "usr_01HX3ZAB...",
  "status": "draft",
  "bankStatement": {
    "institution": "Chase",
    "accountLast4": "1234",
    "fileIds": ["file_01HX3ZK..."]
  },
  "updatedAt": "2026-04-22T11:15:00.000Z"
}