put https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/calculateSuitability
This method is used to add investment suitability information to an account (createAccount).
Request Parameters
| Parameter | Required | Type | Description |
|---|---|---|---|
| clientID | yes | string | TransactAPI Client ID |
| developerAPIKey | yes | string | TransactAPI Developer Key |
| accountId | yes | integer | Account ID that is generated by the API once an account is created (createAccount) |
| riskProfile | no | conditional | Risk Profile Score: 1,2,3,4,5 (1=very conservative; 5=very aggressive) |
| investmentExperience | no | conditional | Investment Experience Score: 1,2,3,4,5 (1=none; 5=extensive) |
| privOffExperience | no | conditional | Experience Investing in Private Offerings Score: 1,2,3,4,5 (1=none; 5=extensive) |
| pctPrivSecurities | no | integer | Percentage of the Investor's Investment Portfolio that is invested in Private Placements |
| pctIlliquidSecurities | no | integer | Percentage of the Investor's Investment Portfolio that is invested in Illiquid Securities |
| pctLiquidSecurities | no | integer | Percentage of the Investor's Investment Portfolio that is invested in Liquid Securities |
| pctRealEstate | no | integer | Percentage of the Investor's Investment Portfolio that is invested in Real Estate |
| timeHorizon | no | conditional | The number of years until the investment portfolio is expected to reach maturity |
| education | no | conditional | Investor's Highest level of education: High School or GED, 4 Year College or University, Graduate Degree, Other |
| financialAdvisor | no | string | Does the Investor have a financial advisor? Yes or No |
| notes | no | string | Free form text for any notes that need to be added for the suitability |
| investmentObjective | no | string | Primarily on Capital Preservation, Both Capital Preservation and Growth, Primarily Focused on growth |
| additionalnotes | no | string | Free form text for any notes that need to be added for the suitability |
Sample Request
curl -k -X PUT https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/calculateSuitability
-d clientID=someclientid
-d developerAPIKey=somedeveloperkey
-d accountId=A43256
-d riskProfile=1
-d investmentExperience=1
-d investmentObjective=Both Capital Preservation and Growth
-d privOffExperience=1
-d pctPrivSecurities=5
-d pctIlliquidSecurities=4
-d pctLiquidSecurities=4
-d pctRealEstate=6
-d timeHorizon=4
-d education=High School or GED
-d financialAdvisor=yes
-d notes=Suitability for an account
-d additionalnotes=Suitability for an account
Response Parameters
| Parameter | Type | Description |
|---|---|---|
| statusCode | string | API Status Code |
| statusDesc | string | API Status Description |
| accountId | integer | Unique Identifier code for the account |
Sample Response
{
"statusCode": "101",
"statusDesc": "Ok",
"accountDetails": [{
"accountId": "A43256"
}]
}