createCustodyAccountSupplement

POST https://tapi-sandboxdash.norcapsecurities.com/createCustodyAccountSupplement

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

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.
maritalStatus	conditional	1 - Not married. 2 - Married
mailingAddressLine1	string	Mailing address
mailingAddressLine2	string	Mailing address
mailingCity	string	Mailing city
mailingState	string	Mailing state
mailingZipCode	string	Mailing zip code
mailingCountry	string	Mailing country

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Account added successfully.",
    "accountDetails": {
        "accountId": "A3091454",
        "appointmentOfInvestmentManager": "2",
        "proxyVotingPreferences": "2",
        "otherServices": "",
        "methodOfContributionOrFunding": "4",
        "methodOfContributionTaxYear": "",
        "internationalAccountNumber": "",
        "bankFirmName1": "Bank of America",
        "bankCountry1": "US",
        "bankAccountName1": "",
        "bankAccountNumber1": "123456789",
        "bankFirmName2": "",
        "bankCountry2": "",
        "bankAccountName2": "",
        "bankAccountNumber2": "",
        "maritalStatus": "1",
        "mailingAddressLine1": "",
        "mailingAddressLine2": "",
        "mailingCity": "",
        "mailingState": "",
        "mailingZipCode": "",
        "mailingCountry": ""
    }
}

Test it Yourself!