REST API EndpointsCustomer Applications

Submit Customer Application Document

Authentication

AuthorizationBearer

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

Request

This endpoint expects an object.
processenumRequired

AML_FPV, Bankruptcy, Compliance, Identity, NFA, SubAccountRequest, Watchlist

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
userIdlongOptional
personTypeenumOptional
Applicant, EntityOpener, EntityResponsiblePerson, EntityStakeholder1, EntityStakeholder2, JointApplicant, JointThirdPartyPerson, SubAccount, ThirdPartyPerson
customerApplicationIdlongOptional

Response

SubmitCustomerApplicationDocumentResponse
okboolean
errorTextstring or null<=8192 characters

Non-empty if the request failed

documentIdlong or null