createCustodyAccountRequest

POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/createCustodyAccountRequest

This method is used to request a custodial account. This is the first step to opening a custodial account through North Capital Private Securities. The Custody Agreement Attestation (createCustodyAgreementAttestation) must be affirmatively recorded before the request can be made.

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer Key
accountId	yes	string	Account ID that is generated by the API once an account is created (createAccount)

Sample Request

cURL

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/createCustodyAccountRequest
-d clientID=someclientid
-d developerAPIKey=somedeveloperkey
-d accountId=A12345

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
custodialAccountDetails	string	An array of custodial account includes all information of the custodial account

custodialAccountDetails	Type	Description
accountId	string	Account ID generated by the API with createAccount
custAccStatus	string	Request status: Pending, Approved, Rejected, More Info Added
accountStatus	string	Status of the custody account: Pending, Open, Closed
custAccRequestID	string	Custodial Account Request Id
createdDate	string	Date and timestamp of the request
approvalStatus	string

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Ok",
    "custodialAccountDetails": [
        {
            "accountId": "A98780788",
            "custAccStatus": "Pending",
            "accountStatus": "Pending",
            "custAccRequestID": "yNHHDX2",
            "createdDate": "2024-11-22 16:22:10",
            "approvalStatus": "Pending"
        }
    ]
}

Test it Yourself!