Customer Application Create | Partner Developer Platform

const url = 'https://demo-d.tradovateapi.com/v1/customerApplication/create';
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{"userId":1,"accountType":"Customer","legalStatus":"Corporation","startDate":"2024-01-15T09:30:00Z","applicationStatus":"ApprovedApplication","archived":true}'
};
try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}

{
  "userId": 1,
  "accountType": "Customer",
  "legalStatus": "Corporation",
  "startDate": "2024-01-15T09:30:00Z",
  "applicationStatus": "ApprovedApplication",
  "archived": true,
  "id": 1,
  "rejectReason": "AMLWatchlist",
  "additionalNotes": "string",
  "accountId": 1,
  "rejectDate": "2024-01-15T09:30:00Z",
  "clearingHouseId": 1,
  "autoApprovalType": "AutoApproved"
}

Creates a new CustomerApplication entity

Authentication

AuthorizationBearer

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

Request

This endpoint expects an object.

userIdlongRequired

accountTypeenumRequired

Customer, Giveup, House, Omnibus, Wash

legalStatusenumRequired

Corporation, GP, IRA, Individual, Joint, LLC, LLP, LP, PTR, Trust

startDatedatetimeRequired

applicationStatusenumRequired

ApprovedApplication, EscalatedToAML, InAMLReview, InComplianceReview, InReview, PendingApplication, PendingReview, RejectedApplication, ReviewCompleted

archivedbooleanRequired

idlongOptional

rejectReasonenumOptional

AMLWatchlist, AutoDenied, CIPCannotVerifyIdentity, ComplianceRejectionHighRisk, DuplicateApplication, IncompleteApplication, OtherRejectReason, PreviousBankruptcy

additionalNotesstringOptional<=8192 characters

accountIdlongOptional

rejectDatedatetimeOptional

clearingHouseIdlongOptional

autoApprovalTypeenumOptional

AutoApproved, PreApproved

Response

CustomerApplication

userIdlong

accountTypeenum