Overview
Applications

Open and update various types of accounts.

ACH Profiles

Create, update, and verify account ACH profiles.

Transactions

Manage deposit and withdrawal transactions on an account.

Documents

Fetch statements, tax documents and trade confirmations for customers.

Webhooks

Manage and test evented webhooks.

Virtual Accounts

Create and update paper trading accounts.

Reference

Examples, response types, property details and explanations.

Individual Cash with Options

Individual Cash application with options example.

{
  "name": "George Washington",
  "email": "george@whitehouse.gov",
  "applicantIpAddress": "127.0.0.1",
  "repCode": "REP",
  "options": true,
  "applicationType": {
    "type": "individual_cash",
    "newAccountForm": {
      "customerType": "INDIVIDUAL",
      "tradeAuthorization": {
        "isTradeAuthorization": "NO",
        "agentName": "US Secret Service"
      },
      "accountType": "CASH",
      "investmentProfile": {
        "totalNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "liquidNetWorthUSD": {
          "min": 100001,
          "max": 200000
        },
        "annualIncomeUSD": {
          "min": 100001,
          "max": 200000
        },
        "investmentObjective": "GROWTH",
        "riskTolerance": "MEDIUM",
        "investmentExperience": "NONE",
        "federalTaxBracketPercent": "33",
        "stockExperience": null,
        "optionExperience": null
      },
      "applicants": [{
        "identity": {
          "name": {
            "givenName": "George",
            "familyName": "Washington"
          },
          "dateOfBirth": "1732-02-22",
          "citizenshipCountry": "USA",
          "socialSecurityNumber": "123-45-6789"
        },
        "contact": {
          "homeAddress": {
            "streetAddress": [
              "1600 Pennsylvania Ave"
            ],
            "country": "USA",
            "city": "Washington",
            "state": "DC",
            "postalCode": 20500
          },
          "phoneNumbers": [{
            "phoneNumber": "555-123-4567",
            "phoneNumberType": "HOME"
          }],
          "emailAddresses": [
            "george@whitehouse.gov"
          ]
        },
        "disclosures": {
          "isPoliticallyExposed": "YES",
          "isControlPerson": "YES",
          "isAffiliatedExchangeOrFINRA": "YES",
          "companySymbols": [
            "A",
            "B",
            "C"
          ],
          "firmName": "Firm LTDA",
          "politicalExposureDetail": {
            "politicalOrganization": "None",
            "immediateFamily": [
              "Mary Poppins",
              "John Doe"
            ]
          }
        },
        "employment": {
          "employmentStatus": "EMPLOYED",
          "employer": "USA",
          "businessAddress": {
            "streetAddress": [
              "1600 Pennsylvania Ave"
            ],
            "city": "Washington",
            "state": "DC",
            "postalCode": "20500",
            "country": "USA"
          }
        },
        "maritalStatus": "MARRIED"
      }]
    },
    "trustedContactForm": {
      "givenName": "Paul",
      "familyName": "Revere",
      "emailAddress": "prevere@onebyland.org",
      "phoneNumber": {
        "phoneNumber": "508-555-1234",
        "phoneNumberType": "HOME"
      }
    },
    "optionAgreementForm": {
      "riskStandardOptions": "1776-07-04",
      "optionApproval": 2,
      "uncoveredOptionWriters": "1776-07-04"
    }
  }
}