Traditional IRA application example.
{
"name": "George Washington",
"email": "gwashington@usa.gov",
"applicantIpAddress": "127.0.0.1",
"repCode": "REP",
"options": false,
"applicationType": {
"type": "traditional_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": "TRADITIONAL_IRA"
}
}
}