Roth IRA

Roth IRA application example.

{
  "name": "George Washington",
  "email": "gwashington@usa.gov",
  "applicantIpAddress": "127.0.0.1",
  "repCode": "REP",
  "options": false,
  "applicationType": {
    "type": "roth_ira",
    "newAccountIraForm": {
      "customerType": "IRA",
      "tradeAuthorization": {
        "isTradeAuthorization": "NO",
        "agentName": "Tradier"
      },
      "accountType": "CASH",
      "suitabilityProfile": {
        "timeHorizon": "LONGEST"
      },
      "investmentProfile": {
        "totalNetWorthUSD": {
          "min": 100001,
          "max": 200000
        },
        "liquidNetWorthUSD": {
          "min": 100001,
          "max": 200000
        },
        "annualIncomeUSD": {
          "min": 100001,
          "max": 200000
        },
        "investmentObjective": "INCOME",
        "riskTolerance": "LOW",
        "investmentExperience": "NONE",
        "federalTaxBracketPercent": "28"
      },
      "applicants": [{
        "identity": {
          "name": {
            "prefix": "Mr.",
            "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": [
            "gwashington@usa.gov"
          ]
        },
        "disclosures": {
          "isPoliticallyExposed": "NO",
          "isControlPerson": "NO",
          "isAffiliatedExchangeOrFINRA": "NO"
        },
        "numDependents": 0,
        "employment": {
          "employer": "United States Government",
          "positionEmployed": "President",
          "businessAddress": {
            "streetAddress": [
              "1600 Pennsylvania Ave"
            ],
            "country": "USA",
            "city": "Washington",
            "state": "DC",
            "postalCode": 20500
          }
        },
        "maritalStatus": "SINGLE"
      }]
    },
    "retirementAccountBeneficiariesForm": {
      "beneficiaries": [{
        "name": {
          "givenName": "Martha",
          "familyName": "Washington"
        },
        "address": {
          "streetAddress": [
            "1600 Pennsylvania Ave"
          ],
          "country": "USA",
          "city": "Washington",
          "state": "DC",
          "postalCode": "20500"
        },
        "dateOfBirth": "1731-06-02",
        "socialSecurityNumber": "124-45-6789",
        "sharePercent": 100,
        "relationship": "SPOUSE",
        "beneficiaryType": "PRIMARY"
      }]
    },
    "iraSepRolloverAgreementForm": {
      "typeIRA": "ROTH_IRA"
    }
  }
}