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Customer Application Item

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Fetch a single customer application by ID.

Available to: All authenticated users

Environments: Demo, Live

Rate Limit: No endpoint-specific limit

Returns the CustomerApplication entity identified by the id query parameter. Use this to check an application’s progress through the account-opening flow — for example, after starting it with startCustomerApplication (the application flow endpoints run on the Live environment).

Each application carries the userId it belongs to, its accountType and legalStatus, the startDate, and the applicationStatus (PendingApplication, ApprovedApplication, RejectedApplication, PendingReview, InReview, InComplianceReview, ReviewCompleted, EscalatedToAML, or InAMLReview). Approved applications reference the created account via accountId; rejected applications carry rejectReason, rejectDate, and additionalNotes. The record can also include clearingHouseId, autoApprovalType (PreApproved or AutoApproved), duplicate, and archived.

To list a user’s applications instead of fetching one by ID, use customerApplicationDependents. To fetch several applications at once, use customerApplicationItems.

An application is returned only when the caller has read access to it; results are scoped to the entities the caller is permitted to see.

Common Failure Scenarios

  • No accessible customer application exists for the supplied id.
  • The access token is missing or invalid (returns HTTP 401).

Authentication

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Query parameters

idlongRequired

Response

CustomerApplication
userIdlong
accountTypeenum
Customer, Employee, Giveup, House, Omnibus, Wash
legalStatusenum
Corporation, GP, IRA, Individual, Joint, LLC, LLP, LP, PTR, Trust
startDatedatetime
applicationStatusenum
ApprovedApplication, EscalatedToAML, InAMLReview, InComplianceReview, InReview, PendingApplication, PendingReview, RejectedApplication, ReviewCompleted
archivedboolean
idlongOptional
rejectReasonenumOptional
AMLWatchlist, AutoDenied, CIPCannotVerifyIdentity, ComplianceRejectionHighRisk, DuplicateApplication, IncompleteApplication, OtherRejectReason, PreviousBankruptcy
additionalNotesstringOptional<=8192 characters
accountIdlongOptional
rejectDatedatetimeOptional
clearingHouseIdlongOptional
autoApprovalTypeenumOptional
AutoApproved, PreApproved
Allowed values:
duplicatebooleanOptional
spotMarginEnabledbooleanOptional
futuresDisabledbooleanOptional
swapEnabledbooleanOptional
accountNamestringOptional
riskCategoryIdlongOptional
autoLiqProfileIdlongOptional
marginAccountTypeenumOptional
Hedger, Speculator
Allowed values:
restrictedbooleanOptional
closedbooleanOptional
timestampdatetimeOptional
activebooleanOptional