REST API EndpointsPersonal Info

Get Current Annual Review Info

Authentication

AuthorizationBearer

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

Request

This endpoint expects an object.
userIdlongRequired

Response

CurrentAnnualReviewInfoResponse
streetAddress1string or null<=8192 characters
streetAddress2string or null<=8192 characters
citystring or null<=64 characters
statestring or null<=64 characters
postCodestring or null<=64 characters
countrystring or null<=2 characters
phonestring or null<=64 characters
fullNamestring or null<=8192 characters
birthDatestring or null<=64 characters
taxIdentifierstring or null<=64 characters
passportstring or null<=64 characters
nationalIdstring or null<=64 characters
yearsInTradinginteger or null
occupationstring or null<=64 characters
employmentStatusenum or null
Employed, Retired, Student, Unemployed
Allowed values:
annualIncomeNTenum or null
From100, From1000, From120, From1200, From1400, From150, From1600, From1800, From200, From2000, From250, From2500, From300, From3000, From400, From50, From500, From70, From90, Less25, Less50
netWorthNTenum or null
From100, From1000, From120, From1200, From1400, From150, From1600, From1800, From200, From2000, From250, From2500, From300, From3000, From400, From50, From500, From70, From90, Less25, Less50
liquidNetWorthNTenum or null
From100, From1000, From120, From1200, From1400, From150, From1600, From1800, From200, From2000, From250, From2500, From300, From3000, From400, From50, From500, From70, From90, Less25, Less50
nfaOrCftcAffiliationboolean or null
nfaIdstring or null<=64 characters
nfaOrCftcAffiliationExplanationstring or null<=8192 characters