Create an Account
POST {{baseUrl}}/v1/accounts
Submit an account application with KYC information. This will create a trading account for the end user. The account status may or may not be ACTIVE immediately and you will receive account status updates on the event API.
Request Body
{"contact"=>{"email_address"=>"john.doe@example.com", "phone_number"=>"+15556667788", "street_address"=>["20 N San Mateo Dr", "20 N San Mateo Dr"], "unit"=>"et mag", "city"=>"San Mateo", "state"=>"CA", "postal_code"=>"94401"}, "identity"=>{"given_name"=>"John", "family_name"=>"Doe", "date_of_birth"=>"1990-01-01", "tax_id"=>"666-55-4321", "tax_id_type"=>"USA_SSN", "country_of_citizenship"=>"AUS", "country_of_birth"=>"AUS", "country_of_tax_residence"=>"USA", "funding_source"=>["employment_income"]}, "disclosures"=>{"is_control_person"=>false, "is_affiliated_exchange_or_finra"=>false, "is_politically_exposed"=>false, "immediate_family_exposed"=>false}, "agreements"=>[{"agreement"=>"customer_agreement", "signed_at"=>"2019-09-11T18:09:33Z", "ip_address"=>"185.13.21.99", "revision"=>"dolor"}, {"agreement"=>"customer_agreement", "signed_at"=>"2019-09-11T18:09:33Z", "ip_address"=>"185.13.21.99", "revision"=>"in dolor quis nulla"}], "documents"=>[{"document_type"=>"identity_verification", "document_sub_type"=>"passport", "content"=>"/9j/Cg==", "mime_type"=>"image/jpeg"}, {"document_type"=>"identity_verification", "document_sub_type"=>"passport", "content"=>"/9j/Cg==", "mime_type"=>"image/jpeg"}], "trusted_contact"=>{"given_name"=>"Jane", "family_name"=>"Doe", "email_address"=>"jane.doe@example.com"}, "enabled_assets"=>["us_equity", "us_option"]}
HEADERS
Key | Datatype | Required | Description |
---|---|---|---|
Content-Type | string | ||
Accept | string |
RESPONSES
status: OK
{"id":"20fbbb71-454f-4c69-a480-01d9e9c6f72f","account_number":"452906117","status":"SUBMITTED","crypto_status":"INACTIVE","currency":"USD","last_equity":"0","created_at":"2024-03-22T15:47:57.572218Z","contact":{"email_address":"kind_carver_30481491@example.com","phone_number":"070-555-6867","street_address":["20 N San Mateo Dr"],"local_street_address":null,"city":"San Mateo","state":"CA","postal_code":"94401"},"identity":{"given_name":"Kind","family_name":"Carver","date_of_birth":"1970-01-01","tax_id_type":"USA_SSN","country_of_citizenship":"USA","country_of_birth":"USA","country_of_tax_residence":"USA","funding_source":["employment_income"],"visa_type":null,"visa_expiration_date":null,"date_of_departure_from_usa":null,"permanent_resident":null,"investment_experience_with_stocks":null,"investment_experience_with_options":null,"investment_time_horizon":null},"disclosures":{"is_control_person":false,"is_affiliated_exchange_or_finra":false,"is_affiliated_exchange_or_iiroc":false,"is_politically_exposed":false,"immediate_family_exposed":false,"is_discretionary":false},"agreements":[{"agreement":"customer_agreement","signed_at":"2024-03-22T15:46:50.404783978Z","ip_address":"127.0.0.1","revision":"21.2023.06"}],"trusted_contact":{"given_name":"Jane","family_name":"Doe","email_address":"kind_carver_30481491@example.com"},"account_type":"trading","trading_configurations":null,"enabled_assets":["us_equity"]}