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Sign Non Pro Certification

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Sign the non-professional certification for a user.

Available to: All authenticated users

Environments: Live

Rate Limit: 10 requests per hour, 30-second back-off, counts all requests

Record a user’s signature on the non-professional certification, which certifies the user as a non-professional for market data purposes. Each user signs the certification once — repeat calls for a user who has already signed are rejected.

Both signing fields are required:

  • signature — must match the user’s full name exactly
  • date — must be today’s date (Central Time)

By default, the certification is signed for the calling user. To sign on behalf of another user, set userId — this requires the caller to be an organization administrator with business-to-business account-opening (B2B AOP) permission in an organization that allows customer applications.

A successful response returns a successHashCode.

Common Failure Scenarios

  • The user has already signed the non-professional certification.
  • The signature does not match the user’s full name, or the date is not today’s date.
  • userId is provided but the caller does not have B2B AOP permission.

Error Messages

errorTextTrigger
"Non-Pro Certification has been signed already"The subject user has already signed the certification.
"Invalid date"date cannot be parsed as a date.
"Signature date should be today’s date. Please update the date and click Sign."date is not today’s date in Central Time.
"Signature should be the same as full name of the applicant"signature does not match the user’s full name.
"Must be a B2B AOP user"userId references another user, but the caller is not an organization administrator with B2B AOP permission.

Authentication

AuthorizationBearer

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

Request

This endpoint expects an object.
signaturestringRequired<=8192 characters
datestringRequired<=8192 characters
userIdlongOptional

Response

AgreementDocumentsResponse
errorTextstringOptional<=8192 characters

Non-empty if the request failed

successHashCodelongOptional