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REST API EndpointsUsers

Submit Partner Subaccount Document

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Upload a document for a subaccount request.

Available to: Organization administrators

Environments: Live

Rate Limit: 750 requests per hour, 30-second back-off, counts all requests

After creating a subaccount request, use this endpoint once per documentType to upload each of the three required documents.

DocumentdocumentType
Power of Attorney (POA) FormPOAForm
Government IDId
Proof of AddressAddressVerificationFAFTA
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.

subAccountRequestId

For subAccountRequestId, use the requestId returned from createpartnersubaccountrequest.

base64data Format

Documents are submitted inline as base64 data URIs. The base64data field must be a data URI with a supported MIME type prefix. The maximum field length is 8,388,608 characters (approximately 6 MB).

data:<mime-type>;base64,<base64-encoded-content>

Supported MIME types:

  • application/pdf
  • text/plain
  • image/<file type> (for example, image/png or image/jpeg)

Size Limits

  • Maximum request body: 5 MB
  • Effective maximum file size: ~3.5 MB (base64 encoding adds ~33% overhead)
  • Filename length: 5-64 characters

Re-upload Behavior

  • Each document slot can only be filled once. The API rejects re-uploads to slots that already have a completed upload.
  • If you uploaded the wrong document, contact Evaluation Support.

Common Failure Scenarios

  • Invalid or non-existent subAccountRequestId
  • Subaccount request is already Approved or Denied
  • Invalid documentType value
  • Missing or invalid data URI prefix in base64data
  • Unsupported MIME type
  • Document slot already has a completed upload
  • Non-admin user attempting to call the endpoint
  • Subaccount request belongs to a different organization
  • POA contact not found on the subaccount request

Next Steps

After uploading all three documents, use the getpartnersubaccountrequeststatus endpoint to check the status of the subaccount request.

Authentication

AuthorizationBearer

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

Request

This endpoint expects an object.
subAccountRequestIdlongRequired
documentTypeenumRequired
AMLBankStatement, AMLOwnFundsLetter, AccountReactivation, AchOther, AdditionalRiskDisclosure, AddressChangeVerification, AddressClarificationDocVsApplication, AddressClarificationDocVsConfirmedAV, AddressVerificationFAFTA, AddressVerificationLLC, AddressVerificationManagingMember, AmendmentApprovingFuturesTrading, AnnualIncomeAmount, ApplicationAndIDNameMismatch, ArticlesOfOrganization, BankSupportingDocument, BankruptcyDischargePaperwork, BeneficialOwnerCertification, CertificateOfGoodStanding, CompanyFinancials, ConfirmAccountInterest, ConfirmAffiliations, ConfirmFullName, ConfirmIRACustodian, ConfirmationOfDeposits, CorporateBylaws, CurrentBankStatement, DrivingLicense, EIN, EVS, EmployeeAttestationLetter, EmploymentDetails, EntityWebsite, FullTimeTrader, HedgeClarification, HighRiskApplicant, HomemakerIncome, IRACustody, Id, InvestmentType, LetterOfAwareness, LiquidNetWorthAmount, ManagingMemberId, NFARegistrationConfirmation, NatureOfEntity, NatureOfSelfEmployment, NetWorthAmount, OfferingCircular, OperatingAgreement, Other, OtherText, OwnFunds, POAForm, POBox, PartnershipDocuments, Passport, Professional, ResidentialAddressConfirmation, RetirementIncome, SSNMiskey, ShareholderRegister, SocialSecurityCard, SourceOfIncome, SourceOfRiskCapital, StatementOfGoodStanding, StudentIncome, ThirdPartyFunds, TradingAuthorityPOA, TrustDocuments, UnderstandingOfFuturesTrading, UnemployedIncome, UtilityBill, VerifyEmailAnotherName, VerifyEmailOwnership, VerifyEmailUsernameEntityWording, VerifyEmailUsernameFinancialWording, VerifyUsernameAnotherName, Visa, W8Clarification, W8Incomplete, W9, YearsOfTradingExperience, eSignBeneficialOwnerCertification, eSignEmployeeAttestationLetter, eSignMarketDataAgreement, eSignW9
filenamestringRequired5-64 characters
base64datastringRequired<=8388608 characters

Response

SubmitPartnerSubAccountDocumentResponse
errorTextstringOptional<=8192 characters

Non-empty if the request failed

documentIdlongOptional