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
streetAddress1stringOptional<=8192 characters
streetAddress2stringOptional<=8192 characters
citystringOptional<=64 characters
statestringOptional<=64 characters
postCodestringOptional<=64 characters
countrystringOptional<=2 characters
phonestringOptional<=64 characters
fullNamestringOptional<=8192 characters
birthDatestringOptional<=64 characters
taxIdentifierstringOptional<=64 characters
passportstringOptional<=64 characters
nationalIdstringOptional<=64 characters
yearsInTradingintegerOptional
occupationstringOptional<=64 characters
employmentStatusenumOptional
Employed, Retired, Student, Unemployed
annualIncomeNTenumOptional
From100, From1000, From120, From1200, From1400, From150, From1600, From1800, From200, From2000, From250, From2500, From300, From3000, From400, From50, From500, From70, From90, Less25, Less50
netWorthNTenumOptional
From100, From1000, From120, From1200, From1400, From150, From1600, From1800, From200, From2000, From250, From2500, From300, From3000, From400, From50, From500, From70, From90, Less25, Less50
liquidNetWorthNTenumOptional
From100, From1000, From120, From1200, From1400, From150, From1600, From1800, From200, From2000, From250, From2500, From300, From3000, From400, From50, From500, From70, From90, Less25, Less50
nfaOrCftcAffiliationbooleanOptional
nfaIdstringOptional<=64 characters
nfaOrCftcAffiliationExplanationstringOptional<=8192 characters