This method is used to request a custodial account. This is the first step to opening a custodial account through North Capital Private Securities. This is specifically for IRA accounts.
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)
appointmentOfInvestmentManager
no
string
1 - I/We wish to appoint an investment manager. Complete Part 1A 2 - No appointment at this time
proxyVotingPreferences
no
string
1 - Receive all proxy materials 2 - Send all proxy marterials to an investment manager 3 - Do not send proxy material
otherServices
no
string
Please provide the details of the other services required.
methodOfContributionOrFunding
no
string
1 - Transfer Direct movement of assets from an IRA into this IRA 2 - Regular Contribution Includes catch-up contributions. 3 - Roth Conversion A taxable movement from a Traditional or Simple IRA into this Roth IRA. By selecting this transaction, you irrevocably designate this contribution as a conversion. 4 - Rollover Distribution from an IRA or eligible employersponsored retirement plan that is being deposited into this IRA. By selecting this transaction, you irrevocably designate this contribution as a rollover. 5 - SEP Contribution Contribution made under a SEP plan. SEP contributions are reported for the year in which the contribution is made
methodOfContributionTaxYear
no
string
If "methodOfContributionOrFunding is option 2 - this is required to complete "Contribution for Tax Year 'YYYY'.
internationalAccountNumber
no
string
If the account is an international account, please include the account number here.
bankFirmName1
no
string
Name of the bank/firm where the assets are currently held.
bankCountry1
no
string
Country of the bank/firm where the assets are currently held.
bankAccountNumber1
no
string
Account number of the account where the assets are currently held.
bankFirmName2
no
string
Name of the bank/firm where the assets are currently held.
bankCountry2
no
string
Country of the bank/firm where the assets are currently held.
bankAccountName2
no
string
Name on the account where the assets are currently held.
bankAccountNumber2
no
string
Account number of the account where the assets are currently held.
maritalStatus
no
conditional
1 - Not married. 2 - Married If you designate a primary benefiicary other than or in addition to your spouse, spousal consent may be required.
mailingAddressLine1
yes
string
Mailing Address Line 1
mailingAddressLine2
no
string
Mailing Address Line 2
mailingCity
yes
string
Mailing Address City
mailingState
yes
string
Mailing Address State
mailingZipCode
yes
string
Mailing Address Zip Code
mailingCountry
yes
string
Mailing Address Country
Sample Request
curl -k -X POST https://tapi.norcapsecurities.com/createCustodyAccountSupplement
-d clientID=someclientid
-d developerAPIKey=someclientid
-d accountId=someaccountid
-d proxyVotingPreferences=proxyVotingPreferences
-d otherServices=otherServices
-d methodOfContributionOrFunding=type
-d methodOfContributionTaxYear=some year
-d internationalAccountNumber=internationalAccountNumber
-d bankFirmName1=bankFirmName1
-d bankCountry1=bankCountry1
-d bankAccountName1=bankAccountName1
-d bankAccount Number1=bankAccount Number1
-d bankFirmName2=bankFirmName
-d bankCountry2=bankCountry
-d bankAccountName2=bankAccountName
-d bankAccountNumber2=bankAccountNumber
-d maritalStatus=1
-d mailingAddressLine1=Mailing Address Line 1
-d mailingAddressLine2=Mailing Address Line 2
-d mailingCity=Mailing Address City
-d mailingState=Mailing Address State
-d mailingZipCode=Mailing Address Zip Code
-d mailingCountry=Mailing Address Country
Response Parameters
Parameter
Type
Description
statusCode
string
API Status Code
statusDesc
string
API Status Description
accountDetails
string
An array of custodial account includes all information of the custodial account
accountDetails
Type
Description
accountId
string
Account ID that is generated by the API once an account is created (createAccount)
appointmentOfInvestmentManager
string
1 or 2
proxyVotingPreferences
string
1, 2, or 3
otherServices
string
Details of the other services required.
methodOfContributionOrFunding
string
1, 2, 3, 4, or 5,
methodOfContributionTaxYear
string
YYYY
internationalAccountNumber
string
International account number
bankFirmName1
string
Name of the bank/firm where the assets are currently held.
bankCountry1
string
Country of the bank/firm where the assets are currently held.
bankAccountName1
string
Account name of the account where the assets are currently held.
bankAccountNumber1
string
Account number of the account where the assets are currently held.
bankFirmName2
string
Country of the bank/firm where the assets are currently held.
bankCountry2
string
Country of the bank/firm where the assets are currently held.
bankAccountName2
string
Name of the bank/firm where the assets are currently held.
bankAccountNumber2
string
Account number of the account where the assets are currently held.
