createCustodyPartySupplement

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

This method is used to add additional fields that may be required in order to open a custodial account through North Capital Private Securities.

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer Key
partyId	yes	string	Party ID that is generated by the API once an party is created (createParty)
relationship	no	string	The party's relationship to the account owner. Put "owner" if this is the account owner.
salutation	no	conditional	1 - Mr. 2 - Mrs. 3 - Ms. 4 - Dr.
countryOfCitizenship	no	string	Party's country of citizenship.
authorizedSigner	no	conditional	Is this party the authorized signer for the account? 1 - Yes 2 - No
controlPerson	no	conditional	Is this party a control person for the account? 1 - Yes 2 - No
politicallyExposedPerson	no	conditional	Is this person considered a politically exposed person? 1 - Yes 2 - No
politicallyExposedPersonDetails	no	string	If the person selects "Yes" that they are a politically exposed person, then this field is required. Please provide the details of the politically exposed person.
beneficiaryType	no	conditional	If this party is a beneficiary for the account, please provide if they are a 1 - Spouse 2 - Non-Spouse 3 - Trust/Entity beneficiary type
beneficiaryPercentage	no	integer	If this party is a beneficiary for the account, please provide the percentage.
mailingAddressLine1	no	string	Mailing Address Line 1
mailingAddressLine2	no	string	Mailing Address Line 2
mailingCity	no	string	Mailing Address City
mailingState	no	string	Mailing Address State
mailingZipCode	no	string	Mailing Address Zip Code
mailingCountry	no	string	Mailing Address Country
publicCompany	no	string	Is this party associated with a public company? 1 - Yes 2 - No
companyTicker	no	string	Company Ticker if public company association is "1 - Yes"
associatedFirm	no	string	If the party is associated with a broker dealer, please indicate the name of the Associated Firm

Sample Request

cURL

curl -k -X POST https://tapi-sandboxdash.norcapsecurities.com/createCustodyPartySupplement
-d clientID=someclientid
-d developerAPIKey=somedeveloperKey
-d partyId=somepartyid
-d relationship=owner
-d salutation=Mr
-d countryOfCitizenship=citizenship
-d authorizedSigner=yes
-d controlPerson=yes
-d politicallyExposedPerson=yes
-d politicallyExposedPersonDetails=some details
-d beneficiaryType=Spouse
-d beneficiaryPercentage=some details
-d mailingAddressLine1=address1
-d mailingAddressLine2=address2
-d mailingCity=city
-d mailingState=state
-d mailingZipCode=54321
-d mailingCountry=US
-d publicCompany=yes
-d mailingCountry=test
-d associatedFirm=test

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
partyDetails	string	An array of party details

partyDetails	Type	Description
partyId	string	Party ID that is generated by the API once an party is created (createParty)
relationship	string	OWNER
salutation	conditional	MR, MRS, MS, or DR
countryOfCitizenship	string	Party's country of citizenship.
authorizedSigner	conditional	YES or NO
controlPerson	conditional	YES or NO
politicallyExposedPerson	conditional	YES or NO
politicallyExposedPersonDetails	string	Details of the politically exposed person
beneficiaryType	conditional	SPOUSE, NON-SPOUSE, or TRUST/ENTITY
beneficiaryPercentage	integer	Percentage 1-100
mailingAddressLine1	string	Mailing Address Line
mailingAddressLine2	string	Mailing Address Line
mailingCity	string	Mailing Address City
mailingState	string	Mailing Address State
mailingZipCode	string	Mailing Address Zip
mailingCountry	string	Mailing Address Country

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Party added successfully.",
    "party details": {
        "partyId": "P2726935",
        "relationship": "some relationship",
        "salutation": "some salutation",
        "countryOfCitizenship": "usa",
        "authorizedSigner": "",
        "controlPerson": "",
        "politicallyExposedPerson": "No",
        "politicallyExposedPersonDetails": "",
        "beneficiaryType": "some beneficiary",
        "beneficiaryPercentage": "100%",
        "mailingAddressLine1": "123 Testing Way",
        "mailingAddressLine2": "",
        "mailingCity": "Orem",
        "mailingState": "UT",
        "mailingZipCode": "84097",
        "mailingCountry": "usa"
    }
}

Test it Yourself!