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> For a complete documentation index, see https://partner.ninjatrader.com/llms.txt.
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# Create Partner Subaccount Request

POST https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest
Content-Type: application/json

### Create a subaccount request for a user.

**Available to:** Organization administrators

**Environments:** Production

**[Rate Limit](/overview/core-concepts/rate-limits):** 250 requests per hour, 30-second back-off, counts all requests

Use this endpoint to submit a new subaccount request for a user in your organization.

<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>

<Info>Requests with `firstName` and `lastName` fields exceeding a combined 60 characters are rejected, despite each field individually allowing up to 64 characters.</Info>

**US vs Non-US Requirements**

- **US citizens**: Require a valid `taxIdentifier` (Social Security Number, exactly 9 digits). The `nationalId` field is optional.
- **Non-US citizens**: Require a valid `nationalId` (2-64 alphanumeric characters). The `taxIdentifier` field is optional.

**`requestId` for Uploading Documents**

A successful request returns a unique `requestId`. Use this value:

- As the `subAccountRequestId` when uploading the user's required documents with `submitpartnersubaccountdocument`
- As the `subAccountRequestId` when tracking the progress of a subaccount request with `getpartnersubaccountrequeststatus`

**Optional: Attach Previously Uploaded Documents**

If you have already uploaded the user's required documents via the `submitcustomerapplicationdocument` endpoint, you can link them to the subaccount request by providing all three `documentId` fields (partial sets are rejected):

- `pOAFormDocId`
- `governmentDocId`
- `addressDocId`

If you provide all three document IDs, the documents are linked directly and you do not need to call `submitpartnersubaccountdocument` afterward.

**Optional: Specify an Auto-Liquidation Profile**

Include `autoLiqProfileId` to assign a specific [auto-liquidation profile](/overview/prop-firm-management/risk-management/pre-trade-risk#auto-liquidation-profile) to the new account. If you omit this field, the system uses your organization's default auto-liquidation profile.

The system validates that the profile exists and belongs to your organization before accepting the request. If validation fails, the response includes an `errorText`:

- `"Auto-liq profile not found"`: the profile ID does not exist
- `"Auto-liq profile does not belong to this organization"`: the profile belongs to a different organization

Contact Evaluation Support for your organization's available profile IDs.

**Common Failure Scenarios**

- Invalid or non-existent `ctaUserId`
- `ctaUserId` belongs to a different organization
- Missing required fields (firstName, lastName, citizenship, etc.)
- Invalid Social Security Number (SSN) format for US citizenship (must be exactly 9 digits)
- Missing `nationalId` for non-US citizenship
- Invalid country or citizenship code (must be 2-character ISO code)
- Invalid name characters (letters, spaces, hyphens, apostrophes, periods only)
- Combined first and last name exceeds 60 characters
- Non-admin user attempting to call the endpoint
- Country or state is restricted
- No master account found for the organization admin
- No customer application found for the master account
- Insufficient funds in master account to cover the `transferAmount`
- Max sub-account limit exceeded for the given trader
- When providing document IDs, must provide all three or none (partial is rejected)
- Provided document IDs do not exist in the database
- `autoLiqProfileId` references a non-existent profile
- `autoLiqProfileId` belongs to a different organization

**Next Steps**

- If you have not uploaded the user's required documents, use the `submitpartnersubaccountdocument` endpoint to upload them.
- If you already uploaded the user's required documents and provided the document IDs, use the `getpartnersubaccountrequeststatus` endpoint to check the status of the subaccount request.

Reference: https://partner.ninjatrader.com/eval/api/rest-api-endpoints/users/create-partner-subaccount-request

## OpenAPI Specification

```yaml
openapi: 3.1.0
info:
  title: eval
  version: 1.0.0
paths:
  /customerApplication/createpartnersubaccountrequest:
    post:
      operationId: create-partner-subaccount-request
      summary: Create Partner Subaccount Request
      description: >-
        ### Create a subaccount request for a user.


        **Available to:** Organization administrators


        **Environments:** Production


        **[Rate Limit](/overview/core-concepts/rate-limits):** 250 requests per
        hour, 30-second back-off, counts all requests


        Use this endpoint to submit a new subaccount request for a user in your
        organization.


        <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>


        <Info>Requests with `firstName` and `lastName` fields exceeding a
        combined 60 characters are rejected, despite each field individually
        allowing up to 64 characters.</Info>


        **US vs Non-US Requirements**


        - **US citizens**: Require a valid `taxIdentifier` (Social Security
        Number, exactly 9 digits). The `nationalId` field is optional.

        - **Non-US citizens**: Require a valid `nationalId` (2-64 alphanumeric
        characters). The `taxIdentifier` field is optional.


        **`requestId` for Uploading Documents**


        A successful request returns a unique `requestId`. Use this value:


        - As the `subAccountRequestId` when uploading the user's required
        documents with `submitpartnersubaccountdocument`

        - As the `subAccountRequestId` when tracking the progress of a
        subaccount request with `getpartnersubaccountrequeststatus`


        **Optional: Attach Previously Uploaded Documents**


        If you have already uploaded the user's required documents via the
        `submitcustomerapplicationdocument` endpoint, you can link them to the
        subaccount request by providing all three `documentId` fields (partial
        sets are rejected):


        - `pOAFormDocId`

        - `governmentDocId`

        - `addressDocId`


        If you provide all three document IDs, the documents are linked directly
        and you do not need to call `submitpartnersubaccountdocument` afterward.


        **Optional: Specify an Auto-Liquidation Profile**


        Include `autoLiqProfileId` to assign a specific [auto-liquidation
        profile](/overview/prop-firm-management/risk-management/pre-trade-risk#auto-liquidation-profile)
        to the new account. If you omit this field, the system uses your
        organization's default auto-liquidation profile.


        The system validates that the profile exists and belongs to your
        organization before accepting the request. If validation fails, the
        response includes an `errorText`:


        - `"Auto-liq profile not found"`: the profile ID does not exist

        - `"Auto-liq profile does not belong to this organization"`: the profile
        belongs to a different organization


        Contact Evaluation Support for your organization's available profile
        IDs.


        **Common Failure Scenarios**


        - Invalid or non-existent `ctaUserId`

        - `ctaUserId` belongs to a different organization

        - Missing required fields (firstName, lastName, citizenship, etc.)

        - Invalid Social Security Number (SSN) format for US citizenship (must
        be exactly 9 digits)

        - Missing `nationalId` for non-US citizenship

        - Invalid country or citizenship code (must be 2-character ISO code)

        - Invalid name characters (letters, spaces, hyphens, apostrophes,
        periods only)

        - Combined first and last name exceeds 60 characters

        - Non-admin user attempting to call the endpoint

        - Country or state is restricted

        - No master account found for the organization admin

        - No customer application found for the master account

        - Insufficient funds in master account to cover the `transferAmount`

        - Max sub-account limit exceeded for the given trader

        - When providing document IDs, must provide all three or none (partial
        is rejected)

        - Provided document IDs do not exist in the database

        - `autoLiqProfileId` references a non-existent profile

        - `autoLiqProfileId` belongs to a different organization


        **Next Steps**


        - If you have not uploaded the user's required documents, use the
        `submitpartnersubaccountdocument` endpoint to upload them.

        - If you already uploaded the user's required documents and provided the
        document IDs, use the `getpartnersubaccountrequeststatus` endpoint to
        check the status of the subaccount request.
      tags:
        - subpackage_users
      parameters:
        - name: Authorization
          in: header
          description: Bearer authentication
          required: true
          schema:
            type: string
      responses:
        '200':
          description: CreatePartnerSubAccountRequestResponse
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CreatePartnerSubAccountRequestResponse'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreatePartnerSubAccountRequest'
servers:
  - url: https://live.tradovateapi.com/v1
    description: https://live.tradovateapi.com/v1
components:
  schemas:
    CreatePartnerSubAccountRequestMarginType:
      type: string
      enum:
        - Hedger
        - Speculator
      description: Hedger, Speculator
      title: CreatePartnerSubAccountRequestMarginType
    TradeDate:
      type: object
      properties:
        year:
          type: integer
        month:
          type: integer
        day:
          type: integer
      required:
        - year
        - month
        - day
      title: TradeDate
    CreatePartnerSubAccountRequest:
      type: object
      properties:
        ctaUserId:
          type: integer
          format: int64
        riskCategoryId:
          type: integer
          format: int64
        autoLiqProfileId:
          type: integer
          format: int64
        traderReason:
          type: string
        marginType:
          $ref: '#/components/schemas/CreatePartnerSubAccountRequestMarginType'
          description: Hedger, Speculator
        transferAmount:
          type: number
          format: double
        authorizedIndividual:
          type: boolean
        firstName:
          type: string
        lastName:
          type: string
        country:
          type: string
        state:
          type: string
        streetAddress1:
          type: string
        streetAddress2:
          type: string
        city:
          type: string
        zipCode:
          type: string
        phone:
          type: string
        citizenship:
          type: string
        taxIdentifier:
          type: string
        nationalId:
          type: string
        birthDate:
          $ref: '#/components/schemas/TradeDate'
        pOAFormDocId:
          type: integer
          format: int64
        governmentDocId:
          type: integer
          format: int64
        addressDocId:
          type: integer
          format: int64
      required:
        - ctaUserId
        - riskCategoryId
        - marginType
        - transferAmount
        - authorizedIndividual
        - firstName
        - lastName
        - country
        - state
        - streetAddress1
        - city
        - zipCode
        - phone
        - citizenship
        - birthDate
      title: CreatePartnerSubAccountRequest
    CreatePartnerSubAccountRequestResponseStatus:
      type: string
      enum:
        - Approved
        - Denied
        - InAMLReview
        - InReview
        - Pending
        - Preapproved
      description: Approved, Denied, InAMLReview, InReview, Pending, Preapproved
      title: CreatePartnerSubAccountRequestResponseStatus
    CreatePartnerSubAccountRequestResponse:
      type: object
      properties:
        errorText:
          type: string
          description: Non-empty if the request failed
        requestId:
          type: integer
          format: int64
        status:
          $ref: '#/components/schemas/CreatePartnerSubAccountRequestResponseStatus'
          description: Approved, Denied, InAMLReview, InReview, Pending, Preapproved
      title: CreatePartnerSubAccountRequestResponse
  securitySchemes:
    bearer_access_token:
      type: http
      scheme: bearer

```

## Examples



**Request**

```json
{
  "ctaUserId": 1,
  "riskCategoryId": 1,
  "marginType": "Hedger",
  "transferAmount": 1.1,
  "authorizedIndividual": true,
  "firstName": "string",
  "lastName": "string",
  "country": "string",
  "state": "string",
  "streetAddress1": "string",
  "city": "string",
  "zipCode": "string",
  "phone": "string",
  "citizenship": "string",
  "birthDate": {
    "year": 1,
    "month": 1,
    "day": 1
  }
}
```

**Response**

```json
{
  "errorText": "string",
  "requestId": 1,
  "status": "Approved"
}
```

**SDK Code**

```python
import requests

url = "https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest"

payload = {
    "ctaUserId": 1,
    "riskCategoryId": 1,
    "marginType": "Hedger",
    "transferAmount": 1.1,
    "authorizedIndividual": True,
    "firstName": "string",
    "lastName": "string",
    "country": "string",
    "state": "string",
    "streetAddress1": "string",
    "city": "string",
    "zipCode": "string",
    "phone": "string",
    "citizenship": "string",
    "birthDate": {
        "year": 1,
        "month": 1,
        "day": 1
    }
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.json())
```

```javascript
const url = 'https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest';
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{"ctaUserId":1,"riskCategoryId":1,"marginType":"Hedger","transferAmount":1.1,"authorizedIndividual":true,"firstName":"string","lastName":"string","country":"string","state":"string","streetAddress1":"string","city":"string","zipCode":"string","phone":"string","citizenship":"string","birthDate":{"year":1,"month":1,"day":1}}'
};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest"

	payload := strings.NewReader("{\n  \"ctaUserId\": 1,\n  \"riskCategoryId\": 1,\n  \"marginType\": \"Hedger\",\n  \"transferAmount\": 1.1,\n  \"authorizedIndividual\": true,\n  \"firstName\": \"string\",\n  \"lastName\": \"string\",\n  \"country\": \"string\",\n  \"state\": \"string\",\n  \"streetAddress1\": \"string\",\n  \"city\": \"string\",\n  \"zipCode\": \"string\",\n  \"phone\": \"string\",\n  \"citizenship\": \"string\",\n  \"birthDate\": {\n    \"year\": 1,\n    \"month\": 1,\n    \"day\": 1\n  }\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"ctaUserId\": 1,\n  \"riskCategoryId\": 1,\n  \"marginType\": \"Hedger\",\n  \"transferAmount\": 1.1,\n  \"authorizedIndividual\": true,\n  \"firstName\": \"string\",\n  \"lastName\": \"string\",\n  \"country\": \"string\",\n  \"state\": \"string\",\n  \"streetAddress1\": \"string\",\n  \"city\": \"string\",\n  \"zipCode\": \"string\",\n  \"phone\": \"string\",\n  \"citizenship\": \"string\",\n  \"birthDate\": {\n    \"year\": 1,\n    \"month\": 1,\n    \"day\": 1\n  }\n}"

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.post("https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"ctaUserId\": 1,\n  \"riskCategoryId\": 1,\n  \"marginType\": \"Hedger\",\n  \"transferAmount\": 1.1,\n  \"authorizedIndividual\": true,\n  \"firstName\": \"string\",\n  \"lastName\": \"string\",\n  \"country\": \"string\",\n  \"state\": \"string\",\n  \"streetAddress1\": \"string\",\n  \"city\": \"string\",\n  \"zipCode\": \"string\",\n  \"phone\": \"string\",\n  \"citizenship\": \"string\",\n  \"birthDate\": {\n    \"year\": 1,\n    \"month\": 1,\n    \"day\": 1\n  }\n}")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('POST', 'https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest', [
  'body' => '{
  "ctaUserId": 1,
  "riskCategoryId": 1,
  "marginType": "Hedger",
  "transferAmount": 1.1,
  "authorizedIndividual": true,
  "firstName": "string",
  "lastName": "string",
  "country": "string",
  "state": "string",
  "streetAddress1": "string",
  "city": "string",
  "zipCode": "string",
  "phone": "string",
  "citizenship": "string",
  "birthDate": {
    "year": 1,
    "month": 1,
    "day": 1
  }
}',
  'headers' => [
    'Authorization' => 'Bearer <token>',
    'Content-Type' => 'application/json',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest");
var request = new RestRequest(Method.POST);
request.AddHeader("Authorization", "Bearer <token>");
request.AddHeader("Content-Type", "application/json");
request.AddParameter("application/json", "{\n  \"ctaUserId\": 1,\n  \"riskCategoryId\": 1,\n  \"marginType\": \"Hedger\",\n  \"transferAmount\": 1.1,\n  \"authorizedIndividual\": true,\n  \"firstName\": \"string\",\n  \"lastName\": \"string\",\n  \"country\": \"string\",\n  \"state\": \"string\",\n  \"streetAddress1\": \"string\",\n  \"city\": \"string\",\n  \"zipCode\": \"string\",\n  \"phone\": \"string\",\n  \"citizenship\": \"string\",\n  \"birthDate\": {\n    \"year\": 1,\n    \"month\": 1,\n    \"day\": 1\n  }\n}", ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = [
  "Authorization": "Bearer <token>",
  "Content-Type": "application/json"
]
let parameters = [
  "ctaUserId": 1,
  "riskCategoryId": 1,
  "marginType": "Hedger",
  "transferAmount": 1.1,
  "authorizedIndividual": true,
  "firstName": "string",
  "lastName": "string",
  "country": "string",
  "state": "string",
  "streetAddress1": "string",
  "city": "string",
  "zipCode": "string",
  "phone": "string",
  "citizenship": "string",
  "birthDate": [
    "year": 1,
    "month": 1,
    "day": 1
  ]
] as [String : Any]

let postData = JSONSerialization.data(withJSONObject: parameters, options: [])

let request = NSMutableURLRequest(url: NSURL(string: "https://live.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "POST"
request.allHTTPHeaderFields = headers
request.httpBody = postData as Data

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```