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REST API EndpointsUsers

Customer Application L Dependents

View as Markdown

List the customer applications for multiple users.

Available to: All authenticated users

Environments: Demo, Live

Rate Limit: No endpoint-specific limit

Returns every CustomerApplication associated with the users identified by the masterids query parameter (a comma-separated list of user IDs). This is the batch form of customerApplicationDependents — use it to sweep application status across many users in one request, such as checking the onboarding progress of your organization’s members. Match each returned application to its user via the userId field.

Each returned application carries its userId, accountType, legalStatus, startDate, and applicationStatus (PendingApplication, ApprovedApplication, RejectedApplication, PendingReview, InReview, InComplianceReview, ReviewCompleted, EscalatedToAML, or InAMLReview), plus accountId, rejection details, clearingHouseId, autoApprovalType, duplicate, and archived when applicable. See customerApplicationItem for field details.

Results are scoped to the entities the caller is permitted to see.

Common Failure Scenarios

  • The masterids parameter is missing or contains values that are not valid user IDs.
  • 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

masteridslist of longsRequired
List of User entity IDs

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