Customer Application Create | Partner Developer Platform

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

Allowed values:

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

Allowed values:

Response

CustomerApplication

userIdlong

accountTypeenum

Customer, Giveup, House, Omnibus, Wash

Allowed values:

legalStatusenum

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

startDatedatetime

applicationStatusenum

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

archivedboolean

idlong or null

rejectReasonenum or null

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

additionalNotesstring or null<=8192 characters

accountIdlong or null

rejectDatedatetime or null

clearingHouseIdlong or null

autoApprovalTypeenum or null

AutoApproved, PreApproved

Allowed values:

1	curl -X POST https://demo-d.tradovateapi.com/v1/customerApplication/create \
2	-H "Authorization: Bearer <token>" \
3	-H "Content-Type: application/json" \
4	-d '{
5	"userId": 1,
6	"accountType": "Customer",
7	"legalStatus": "Corporation",
8	"startDate": "2024-01-15T09:30:00Z",
9	"applicationStatus": "ApprovedApplication",
10	"archived": true
11	}'

1	{
2	"userId": 1,
3	"accountType": "Customer",
4	"legalStatus": "Corporation",
5	"startDate": "2024-01-15T09:30:00Z",
6	"applicationStatus": "ApprovedApplication",
7	"archived": true,
8	"id": 1,
9	"rejectReason": "AMLWatchlist",
10	"additionalNotes": "string",
11	"accountId": 1,
12	"rejectDate": "2024-01-15T09:30:00Z",
13	"clearingHouseId": 1,
14	"autoApprovalType": "AutoApproved"
15	}