Submit Partner Subaccount Document

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### Upload a document for a subaccount request. **Available to:** Organization administrators **Environments:** Production **Rate Limit:** 10 requests per hour with 30-second back-off penalty After creating a subaccount request, use this endpoint once per `documentType` to upload each of the three required documents. | Document | `documentType` | | ---------------------------- | -------------------------------- | | Power of Attorney (POA) Form | `POAForm` | | Government ID | `Id` | | Proof of Address | `AddressVerificationFAFTA` | <Warning>**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.</Warning> **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
errorTextstring<=8192 characters

Non-empty if the request failed

documentIdlong