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# Customer Application Create

POST https://live.tradovateapi.com/v1/customerApplication/create
Content-Type: application/json

### Create a customer application entity.

**Available to:** All authenticated users

**Environments:** Demo, Live

**[Rate Limit](/overview/core-concepts/rate-limits):** No endpoint-specific limit

Insert a `CustomerApplication` entity record directly. This is the generic entity-create operation — it writes the record but does not run the account-opening workflow. To open an account, start the application flow with [`startCustomerApplication`](/api/rest-api-endpoints/users/start-customer-application) instead, which creates the application together with its workflow state and is the entry point for [`submitApplicant`](/api/rest-api-endpoints/users/submit-applicant), [`prepareAgreementDocuments`](/api/rest-api-endpoints/users/prepare-agreement-documents), and [`signAgreementDocuments`](/api/rest-api-endpoints/users/sign-agreement-documents).

The request body is the entity itself. Required fields:

- `userId` — the user the application belongs to
- `accountType` — `Customer`, `Employee`, `Giveup`, `House`, `Omnibus`, or `Wash`
- `legalStatus` — `Corporation`, `GP`, `IRA`, `Individual`, `Joint`, `LLC`, `LLP`, `LP`, `PTR`, or `Trust`
- `startDate`
- `applicationStatus` — `PendingApplication`, `ApprovedApplication`, `RejectedApplication`, `PendingReview`, `InReview`, `InComplianceReview`, `ReviewCompleted`, `EscalatedToAML`, or `InAMLReview`
- `archived`

Optional fields include `accountId`, `clearingHouseId`, `rejectReason`, `rejectDate`, `additionalNotes`, `autoApprovalType`, and `duplicate`. When `rejectReason` is `OtherRejectReason`, `additionalNotes` must be non-empty.

A successful request returns the created entity, including its assigned `id`.

**Common Failure Scenarios**

- A required field is missing.
- `rejectReason` is `OtherRejectReason` without `additionalNotes`.
- The caller does not have write access to the referenced user's applications.
- The access token is missing or invalid (returns `HTTP 401`).

Reference: https://partner.ninjatrader.com/connect/api/rest-api-endpoints/users/customer-application-create

## OpenAPI Specification

```yaml
openapi: 3.1.0
info:
  title: connect
  version: 1.0.0
paths:
  /customerApplication/create:
    post:
      operationId: customer-application-create
      summary: Customer Application Create
      description: >-
        ### Create a customer application entity.


        **Available to:** All authenticated users


        **Environments:** Demo, Live


        **[Rate Limit](/overview/core-concepts/rate-limits):** No
        endpoint-specific limit


        Insert a `CustomerApplication` entity record directly. This is the
        generic entity-create operation — it writes the record but does not run
        the account-opening workflow. To open an account, start the application
        flow with
        [`startCustomerApplication`](/api/rest-api-endpoints/users/start-customer-application)
        instead, which creates the application together with its workflow state
        and is the entry point for
        [`submitApplicant`](/api/rest-api-endpoints/users/submit-applicant),
        [`prepareAgreementDocuments`](/api/rest-api-endpoints/users/prepare-agreement-documents),
        and
        [`signAgreementDocuments`](/api/rest-api-endpoints/users/sign-agreement-documents).


        The request body is the entity itself. Required fields:


        - `userId` — the user the application belongs to

        - `accountType` — `Customer`, `Employee`, `Giveup`, `House`, `Omnibus`,
        or `Wash`

        - `legalStatus` — `Corporation`, `GP`, `IRA`, `Individual`, `Joint`,
        `LLC`, `LLP`, `LP`, `PTR`, or `Trust`

        - `startDate`

        - `applicationStatus` — `PendingApplication`, `ApprovedApplication`,
        `RejectedApplication`, `PendingReview`, `InReview`,
        `InComplianceReview`, `ReviewCompleted`, `EscalatedToAML`, or
        `InAMLReview`

        - `archived`


        Optional fields include `accountId`, `clearingHouseId`, `rejectReason`,
        `rejectDate`, `additionalNotes`, `autoApprovalType`, and `duplicate`.
        When `rejectReason` is `OtherRejectReason`, `additionalNotes` must be
        non-empty.


        A successful request returns the created entity, including its assigned
        `id`.


        **Common Failure Scenarios**


        - A required field is missing.

        - `rejectReason` is `OtherRejectReason` without `additionalNotes`.

        - The caller does not have write access to the referenced user's
        applications.

        - The access token is missing or invalid (returns `HTTP 401`).
      tags:
        - Users
      parameters:
        - name: Authorization
          in: header
          description: Bearer authentication
          required: true
          schema:
            type: string
      responses:
        '200':
          description: CustomerApplication
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerApplication'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CustomerApplication'
servers:
  - url: https://live.tradovateapi.com/v1
    description: https://live.tradovateapi.com/v1
components:
  schemas:
    CustomerApplicationAccountType:
      type: string
      enum:
        - Customer
        - Employee
        - Giveup
        - House
        - Omnibus
        - Wash
      description: Customer, Employee, Giveup, House, Omnibus, Wash
      title: CustomerApplicationAccountType
    CustomerApplicationLegalStatus:
      type: string
      enum:
        - Corporation
        - GP
        - IRA
        - Individual
        - Joint
        - LLC
        - LLP
        - LP
        - PTR
        - Trust
      description: Corporation, GP, IRA, Individual, Joint, LLC, LLP, LP, PTR, Trust
      title: CustomerApplicationLegalStatus
    CustomerApplicationApplicationStatus:
      type: string
      enum:
        - ApprovedApplication
        - EscalatedToAML
        - InAMLReview
        - InComplianceReview
        - InReview
        - PendingApplication
        - PendingReview
        - RejectedApplication
        - ReviewCompleted
      description: >-
        ApprovedApplication, EscalatedToAML, InAMLReview, InComplianceReview,
        InReview, PendingApplication, PendingReview, RejectedApplication,
        ReviewCompleted
      title: CustomerApplicationApplicationStatus
    CustomerApplicationRejectReason:
      type: string
      enum:
        - AMLWatchlist
        - AutoDenied
        - CIPCannotVerifyIdentity
        - ComplianceRejectionHighRisk
        - DuplicateApplication
        - IncompleteApplication
        - OtherRejectReason
        - PreviousBankruptcy
      description: >-
        AMLWatchlist, AutoDenied, CIPCannotVerifyIdentity,
        ComplianceRejectionHighRisk, DuplicateApplication,
        IncompleteApplication, OtherRejectReason, PreviousBankruptcy
      title: CustomerApplicationRejectReason
    CustomerApplicationAutoApprovalType:
      type: string
      enum:
        - AutoApproved
        - PreApproved
      description: AutoApproved, PreApproved
      title: CustomerApplicationAutoApprovalType
    CustomerApplication:
      type: object
      properties:
        id:
          type: integer
          format: int64
        userId:
          type: integer
          format: int64
        accountType:
          $ref: '#/components/schemas/CustomerApplicationAccountType'
          description: Customer, Employee, Giveup, House, Omnibus, Wash
        legalStatus:
          $ref: '#/components/schemas/CustomerApplicationLegalStatus'
          description: Corporation, GP, IRA, Individual, Joint, LLC, LLP, LP, PTR, Trust
        startDate:
          type: string
          format: date-time
        applicationStatus:
          $ref: '#/components/schemas/CustomerApplicationApplicationStatus'
          description: >-
            ApprovedApplication, EscalatedToAML, InAMLReview,
            InComplianceReview, InReview, PendingApplication, PendingReview,
            RejectedApplication, ReviewCompleted
        archived:
          type: boolean
        rejectReason:
          $ref: '#/components/schemas/CustomerApplicationRejectReason'
          description: >-
            AMLWatchlist, AutoDenied, CIPCannotVerifyIdentity,
            ComplianceRejectionHighRisk, DuplicateApplication,
            IncompleteApplication, OtherRejectReason, PreviousBankruptcy
        additionalNotes:
          type: string
        accountId:
          type: integer
          format: int64
        rejectDate:
          type: string
          format: date-time
        clearingHouseId:
          type: integer
          format: int64
        autoApprovalType:
          $ref: '#/components/schemas/CustomerApplicationAutoApprovalType'
          description: AutoApproved, PreApproved
        duplicate:
          type: boolean
      required:
        - userId
        - accountType
        - legalStatus
        - startDate
        - applicationStatus
        - archived
      title: CustomerApplication
  securitySchemes:
    bearer_access_token:
      type: http
      scheme: bearer

```

## Examples



**Request**

```json
{
  "userId": 12345,
  "accountType": "Customer",
  "legalStatus": "Corporation",
  "startDate": "2024-01-15T09:30:00Z",
  "applicationStatus": "ApprovedApplication",
  "archived": false
}
```

**Response**

```json
{
  "userId": 12345,
  "accountType": "Customer",
  "legalStatus": "Corporation",
  "startDate": "2024-01-15T09:30:00Z",
  "applicationStatus": "ApprovedApplication",
  "archived": false,
  "id": 98765,
  "rejectReason": "IncompleteApplication",
  "additionalNotes": "Missing required documentation for compliance review.",
  "accountId": 54321,
  "rejectDate": "2024-01-20T14:45:00Z",
  "clearingHouseId": 67890,
  "autoApprovalType": "PreApproved",
  "duplicate": false
}
```

**SDK Code**

```python
import requests

url = "https://live.tradovateapi.com/v1/customerApplication/create"

payload = {
    "userId": 12345,
    "accountType": "Customer",
    "legalStatus": "Corporation",
    "startDate": "2024-01-15T09:30:00Z",
    "applicationStatus": "ApprovedApplication",
    "archived": False
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.json())
```

```javascript
const url = 'https://live.tradovateapi.com/v1/customerApplication/create';
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{"userId":12345,"accountType":"Customer","legalStatus":"Corporation","startDate":"2024-01-15T09:30:00Z","applicationStatus":"ApprovedApplication","archived":false}'
};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://live.tradovateapi.com/v1/customerApplication/create"

	payload := strings.NewReader("{\n  \"userId\": 12345,\n  \"accountType\": \"Customer\",\n  \"legalStatus\": \"Corporation\",\n  \"startDate\": \"2024-01-15T09:30:00Z\",\n  \"applicationStatus\": \"ApprovedApplication\",\n  \"archived\": false\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://live.tradovateapi.com/v1/customerApplication/create")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"userId\": 12345,\n  \"accountType\": \"Customer\",\n  \"legalStatus\": \"Corporation\",\n  \"startDate\": \"2024-01-15T09:30:00Z\",\n  \"applicationStatus\": \"ApprovedApplication\",\n  \"archived\": false\n}"

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.post("https://live.tradovateapi.com/v1/customerApplication/create")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"userId\": 12345,\n  \"accountType\": \"Customer\",\n  \"legalStatus\": \"Corporation\",\n  \"startDate\": \"2024-01-15T09:30:00Z\",\n  \"applicationStatus\": \"ApprovedApplication\",\n  \"archived\": false\n}")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('POST', 'https://live.tradovateapi.com/v1/customerApplication/create', [
  'body' => '{
  "userId": 12345,
  "accountType": "Customer",
  "legalStatus": "Corporation",
  "startDate": "2024-01-15T09:30:00Z",
  "applicationStatus": "ApprovedApplication",
  "archived": false
}',
  'headers' => [
    'Authorization' => 'Bearer <token>',
    'Content-Type' => 'application/json',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://live.tradovateapi.com/v1/customerApplication/create");
var request = new RestRequest(Method.POST);
request.AddHeader("Authorization", "Bearer <token>");
request.AddHeader("Content-Type", "application/json");
request.AddParameter("application/json", "{\n  \"userId\": 12345,\n  \"accountType\": \"Customer\",\n  \"legalStatus\": \"Corporation\",\n  \"startDate\": \"2024-01-15T09:30:00Z\",\n  \"applicationStatus\": \"ApprovedApplication\",\n  \"archived\": false\n}", ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = [
  "Authorization": "Bearer <token>",
  "Content-Type": "application/json"
]
let parameters = [
  "userId": 12345,
  "accountType": "Customer",
  "legalStatus": "Corporation",
  "startDate": "2024-01-15T09:30:00Z",
  "applicationStatus": "ApprovedApplication",
  "archived": false
] as [String : Any]

let postData = JSONSerialization.data(withJSONObject: parameters, options: [])

let request = NSMutableURLRequest(url: NSURL(string: "https://live.tradovateapi.com/v1/customerApplication/create")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "POST"
request.allHTTPHeaderFields = headers
request.httpBody = postData as Data

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```