Create Partner Subaccount Request

### Create a subaccount request for a user. **Available to:** Organization administrators **Environments:** Production **[Rate Limit](/overview/core-concepts/rate-limits):** 250 requests per hour, 30-second back-off, counts all requests Use this endpoint to submit a new subaccount request for a user in your organization. <Warning>**Warning:** This endpoint returns **HTTP 200** for successes **and** business errors. Always check the `errorText` field in the response body to determine whether the request succeeded or failed.</Warning> <Info>Requests with `firstName` and `lastName` fields exceeding a combined 60 characters are rejected, despite each field individually allowing up to 64 characters.</Info> **US vs Non-US Requirements** - **US citizens**: Require a valid `taxIdentifier` (Social Security Number, exactly 9 digits). The `nationalId` field is optional. - **Non-US citizens**: Require a valid `nationalId` (2-64 alphanumeric characters). The `taxIdentifier` field is optional. **`requestId` for Uploading Documents** A successful request returns a unique `requestId`. Use this value: - As the `subAccountRequestId` when uploading the user's required documents with `submitpartnersubaccountdocument` - As the `subAccountRequestId` when tracking the progress of a subaccount request with `getpartnersubaccountrequeststatus` **Optional: Attach Previously Uploaded Documents** If you have already uploaded the user's required documents via the `submitcustomerapplicationdocument` endpoint, you can link them to the subaccount request by providing all three `documentId` fields (partial sets are rejected): - `pOAFormDocId` - `governmentDocId` - `addressDocId` If you provide all three document IDs, the documents are linked directly and you do not need to call `submitpartnersubaccountdocument` afterward. **Optional: Specify an Auto-Liquidation Profile** Include `autoLiqProfileId` to assign a specific [auto-liquidation profile](/overview/prop-firm-management/risk-management/pre-trade-risk#auto-liquidation-profile) to the new account. If you omit this field, the system uses your organization's default auto-liquidation profile. The system validates that the profile exists and belongs to your organization before accepting the request. If validation fails, the response includes an `errorText`: - `"Auto-liq profile not found"`: the profile ID does not exist - `"Auto-liq profile does not belong to this organization"`: the profile belongs to a different organization Contact Evaluation Support for your organization's available profile IDs. **Common Failure Scenarios** - Invalid or non-existent `ctaUserId` - `ctaUserId` belongs to a different organization - Missing required fields (firstName, lastName, citizenship, etc.) - Invalid Social Security Number (SSN) format for US citizenship (must be exactly 9 digits) - Missing `nationalId` for non-US citizenship - Invalid country or citizenship code (must be 2-character ISO code) - Invalid name characters (letters, spaces, hyphens, apostrophes, periods only) - Combined first and last name exceeds 60 characters - Non-admin user attempting to call the endpoint - Country or state is restricted - No master account found for the organization admin - No customer application found for the master account - Insufficient funds in master account to cover the `transferAmount` - Max sub-account limit exceeded for the given trader - When providing document IDs, must provide all three or none (partial is rejected) - Provided document IDs do not exist in the database - `autoLiqProfileId` references a non-existent profile - `autoLiqProfileId` belongs to a different organization **Next Steps** - If you have not uploaded the user's required documents, use the `submitpartnersubaccountdocument` endpoint to upload them. - If you already uploaded the user's required documents and provided the document IDs, use the `getpartnersubaccountrequeststatus` endpoint to check the status of the subaccount request.