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.

Foreign Joint Cash

Foreign Joint Cash application example.

{
  "name": "Ayrton Senna da Silva",
  "email": "ayrton@senna.com",
  "applicantIpAddress": "127.0.0.1",
  "repCode": "6YA",
  "options": false,
  "depositSource": "WIRE",
  "incomeSource": "BUSINESS",
  "applicationType": {
    "type": "joint_cash_common",
    "newAccountForeignForm": {
      "customerType": "JOINT",
      "tradeAuthorization": {
        "isTradeAuthorization": "NO"
      },
      "accountType": "CASH",
      "suitabilityProfile": {
        "timeHorizon": "LONGEST",
        "liquidityNeeds": "SOMEWHAT_IMPORTANT"
      },
      "serviceProfile": {
        "sweepInstructions": "SWEEP",
        "dividendReinvestment": "DO_NOT_REINVEST",
        "issuerDirectCommunication": "ACCEPT"
      },
      "investmentProfile": {
        "totalNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "liquidNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "annualIncomeUSD": {
          "min": 300001,
          "max": 500000
        },
        "investmentObjective": "CAPITAL_PRESERVATION",
        "investmentExperience": "EXTENSIVE",
        "riskTolerance": "LOW",
        "federalTaxBracketPercent": 5.5
      },
      "applicants": [
        {
          "identity": {
            "name": {
              "givenName": "Ayrton",
              "familyName": "Senna da Silva"
            },
            "dateOfBirth": "1960-03-21",
            "citizenshipCountry": "BRA",
            "birthCountry": "BRA"
          },
          "w_8ben": {
          	"foreignTaxIdentificationNumber": "07371412309",
          	"treatyCountry": "BRA"
          },
          "contact": {
            "homeAddress": {
              "streetAddress": [
                "85 Rua Dr Fernandes Coelho"
              ],
              "country": "BRA",
              "city": "Sao Paulo",
              "postalCode": "05423040"
            },
            "phoneNumbers": [
              {
                "phoneNumber": "+551129743000",
                "phoneNumberType": "WORK"
              }
            ],
            "emailAddresses": [
              "ayrton@senna.com"
            ],
            "mailingAddress": {
              "streetAddress": [
                "85 Rua Dr Fernandes Coelho"
              ],
              "country": "BRA",
              "city": "Sao Paulo",
              "postalCode": "2820542304077"
            }
          },
          "disclosures": {
            "isPoliticallyExposed": "NO",
            "isControlPerson": "NO",
            "isAffiliatedExchangeOrFINRA": "NO"
          },
          "numDependents": 2,
          "employment": {
            "employer": "FIA",
            "positionEmployed": "F1 Racing Driver",
            "employmentStatus": "EMPLOYED",
            "businessAddress": {
              "streetAddress": [
                "373 Van Ness Ave"
              ],
              "country": "USA",
              "city": "Torrance",
              "state": "CA",
              "postalCode": "90501"
            }
          },
          "maritalStatus": "MARRIED"
        },
        {
          "identity": {
            "name": {
              "givenName": "Alain",
              "familyName": "Prost"
            },
            "dateOfBirth": "1955-02-24",
            "citizenshipCountry": "FRA",
            "birthCountry": "FRA"
          },
          "w_8ben": {
            "foreignTaxIdentificationNumber": "999111",
            "treatyCountry": "FRA"
          },
          "contact": {
            "homeAddress": {
              "streetAddress": [
                "46 Rue de Rivoli"
              ],
              "country": "FRA",
              "city": "Paris",
              "postalCode": "75004"
            },
            "phoneNumbers": [
              {
                "phoneNumber": "980-222-3670",
                "phoneNumberType": "WORK"
              }
            ],
            "emailAddresses": [
              "alain@prost.com"
            ],
            "mailingAddress": {
              "streetAddress": [
                "46 Rue de Rivoli"
              ],
              "country": "FRA",
              "city": "Paris",
              "postalCode": "75004"
            }
          },
          "disclosures": {
            "isPoliticallyExposed": "NO",
            "isControlPerson": "NO",
            "isAffiliatedExchangeOrFINRA": "NO"
          },
          "numDependents": 2,
          "employment": {
            "employer": "FIA",
            "positionEmployed": "F1 Racing Driver",
            "employmentStatus": "EMPLOYED",
            "businessAddress": {
              "streetAddress": [
                "373 Van Ness Ave"
              ],
              "country": "USA",
              "city": "Torrance",
              "state": "CA",
              "postalCode": "90501"
            }
          },
          "maritalStatus": "MARRIED"
        }
      ]
    },
    "jointTenantsInCommonForm": {
      "participants": [
        {
          "estatePercent": 50,
          "name": "Participant 1"
        },
        {
          "estatePercent": 50,
          "name": "Participant 2"
        }
      ]
    }
  }
}