Individual Margin application example.
{
"name": "George Washington",
"email": "george@whitehouse.gov",
"applicantIpAddress": "127.0.0.1",
"repCode": "REP",
"options": false,
"applicationType": {
"type": "individual_margin",
"newAccountForm": {
"customerType": "INDIVIDUAL",
"tradeAuthorization": {
"isTradeAuthorization": "NO",
"agentName": "US Secret Service"
},
"accountType": "MARGIN",
"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"
}
}
}
}