post https://tapi-sandboxdash.norcapsecurities.com/CustodialAccountRequestdetails
This method is used to create an account that can be linked (createLink) to an individual party (createParty) or an entity (createEntity).
Request Parameters
| Parameter | Required | Type | Description |
|---|---|---|---|
| clientID | yes | string | TransactAPI Client ID |
| accountId | yes | string | Account ID that is generated by the API once an account is created (createAccount) |
| developerAPIKey | yes | string | TransactAPI Developer Key |
| accountopendate | no | string | Account opened date |
| isaccountrestricted | no | string | |
| accountname | no | string | Account ID that is generated by the API once an account is Investor Account Name. Must be the exact registration of the account, such as "John Doe and Jane Doe JTWROS" or "John Doe IRA" or "Doe Family Trust" |
| institutionalaccount | no | string | |
| qualifiedpurchaser | no | string | |
| requeststatus | no | string | |
| domesticorinternational | no | string | |
| kycstatus | no | string | |
| amlstatus | no | string | |
| approvername | no | string | |
| agreementlink | no | string | |
| hasothernorthCapitalaccounts | no | string | |
| primappfirstName | no | string | |
| primapplastname | no | string | |
| primapphomephone | no | string | |
| primappemailaddress | no | string | |
| primappphysicalstreetaddress | no | string | |
| primappphysicaladdresscity | no | string | |
| primappphysicaladdressstate | no | string | |
| primappphysicaladdresszip | no | string | |
| primappphysicaladdresscountry | no | string | |
| primappmailingsameasphysical | no | string | |
| primappmailingstreetaddress | no | string | |
| primappmailingaddresscity | no | string | |
| primappmailingaddressstate | no | string | |
| primappmailingaddresszip | no | string | |
| primappmailingaddresscountry | no | string | |
| primappemploymentstatus | no | string | |
| primappjobtitle | no | string | |
| primappoccupation | no | string | |
| primappemployername | no | string | |
| primappyearswithemployer | no | string | |
| primappemployerstreetaddress | no | string | |
| primappemployercity | no | string | |
| primappemployerstate | no | string | |
| primappemployerzip | no | string | |
| primappemployercountry | no | string | |
| primappdateofbirth | no | string | |
| primappssnortaxno | no | string | |
| primappcountryofcitizetnship | no | string | |
| primappriskprofilescore | no | string | |
| primappinvestmentexperiencescore | no | string | |
| primapptimehorizon | no | string | |
| investmentobjective | no | string | |
| primappannualincome | no | string | |
| primappincomenetworth | no | string | |
| tcpfirstname | no | string | Trusted Contact Person first name |
| tcplastname | no | string | Trusted Contact Person last name |
| tcphomephone | no | string | |
| tcpemailaddress | no | string | |
| tcpstreetaddress | no | string | |
| tcpstreetaddress | no | string | |
| tcpstate | no | string | |
| tcpzip | no | string | |
| tcpcountry | no | string | |
| tcprelationship | no | string | |
| primappsecuritiesassociation | no | string | |
| primappspecifyentitytype | no | string | |
| primappspecifyentityname | no | string | |
| primapppubliclyownedcompany | no | string | |
| primappcompanynameandsymbol | no | string | |
| primappmilitary | no | string | |
| primappcountry | no | string | |
| emailcommunication | no | string | |
| communicationemailaddress | no | string | |
| riskscore | no | string | |
| entityname | no | string | |
| entityauthsignername | no | string | |
| entitystreetaddress | no | string | |
| entitycity | no | string | |
| entitystate | no | string | |
| entityzip | no | string | |
| entitycountry | no | string | |
| entitytaxid | no | string | |
| entitydaytimephone | no | string | |
| entityemailaddress | no | string | |
| trustname | no | string | |
| trustee1name | no | string | |
| truststreetaddress | no | string | |
| trustcity | no | string | |
| truststate | no | string | |
| trustzip | no | string | |
| trustcountry | no | string | |
| trusttaxid | no | string | |
| trustdaytimephone | no | string | |
| trustemailaddress | no | string | |
| coappfirstname | no | string | |
| coapplastname | no | string | |
| coapphomephone | no | string | |
| coappemailaddress | no | string | |
| coappphysicalstreetaddress | no | string | |
| coappphysicaladdresscity | no | string | |
| coappphysicaladdressstate | no | string | |
| coappphysicaladdresszip | no | string | |
| coappphysicaladdresscountry | no | string | |
| coappdateofbirth | no | string | |
| coappssnortaxno | no | string | |
| coappcountryofcitizenship | no | string | |
| createdDate | no | string |
Sample Request
curl -k -X PUT https://tapi-sandboxdash.norcapsecurities.com/CustodialAccountRequestdetails
-d clientID=someclientid
-d developerAPIKey=somedeveloperkey
-d accountId:A24888016
-d accountopendate:22-08-2023
-d isaccountrestricted:Yes
-d accountname:add23aug
-d institutionalaccount:test1
-d qualifiedpurchaser:test1
-d requeststatus:test1
-d domesticorinternational:test1
-d kycstatus:pending1
-d amlstatus:pending1
-d approvername:test1
-d agreementlink:test1
-d hasothernorthCapitalaccounts:test1
-d primappfirstName:test1
-d primapplastname:test1
-d primapphomephone:test1
-d primappemailaddress:test1
-d primappphysicalstreetaddress:test1
-d primappphysicaladdresscity:test1
-d primappphysicaladdressstate:test1
-d primappphysicaladdresszip:test1
-d primappphysicaladdresscountry:test1
-d primappmailingsameasphysical:test1
-d primappmailingstreetaddress:test1
-d primappmailingaddresscity:test1
-d primappmailingaddressstate:test1
-d primappmailingaddresszip:test1
-d primappmailingaddresscountry:test1
-d primappemploymentstatus:test1
-d primappjobtitle:test1
-d primappoccupation:test1
-d primappemployername:test1
-d primappyearswithemployer:test1
-d primappemployerstreetaddress:test1
-d primappemployercity:test1
-d primappemployerstate:test1
-d primappemployerzip:test1
-d primappemployercountry:test1
-d primappdateofbirth:test1
-d primappssnortaxno:test1
-d primappcountryofcitizetnship:test1
-d primappriskprofilescore:test1
-d primappinvestmentexperiencescore:test1
-d primapptimehorizon:test1
-d investmentobjective:test1
-d primappannualincome:test1
-d primappincomenetworth:test1
-d tcpfirstname:test1
-d tcplastname:test1
-d tcphomephone:test1
-d tcpemailaddress:test1
-d tcpstreetaddress:test1
-d tcpcity:test1
-d tcpstate:test1
-d tcpzip:test1
-d tcpcountry:test1
-d tcprelationship:test1
-d primappsecuritiesassociation:test1
-d primappspecifyentitytype:test1
-d primappspecifyentityname:test1
-d primapppubliclyownedcompany:test1
-d primappcompanynameandsymbol:test1
-d primappmilitary:test1
-d primappcountry:test1
-d emailcommunication:test1
-d communicationemailaddress:test1
-d riskscore:test1
-d entityname:test1
-d entityauthsignername:test1
-d entitystreetaddress:test1
-d entitycity:test1
-d entitystate:test1
-d entityzip:test1
-d entitycountry:test1
-d entitytaxid:test1
-d entitydaytimephone:test1
-d entityemailaddress:test1
-d trustname:test1
-d trustee1name:test1
-d truststreetaddress:test1
-d trustcity:test1
-d truststate:test1
-d trustzip:test1
-d trustcountry:test1
-d trusttaxid:test1
-d trustdaytimephone:test1
-d trustemailaddress:test1
-d coappfirstname:test1
-d coapplastname:test1
-d coapphomephone:test1
-d coappemailaddress:test1
-d coappphysicalstreetaddress:test1
-d coappphysicaladdresscity:test1
-d coappphysicaladdressstate:test1
-d coappphysicaladdresszip:test1
-d coappphysicaladdresscountry:test1
-d coappdateofbirth:test1
-d coappssnortaxno:test1
-d coappcountryofcitizenship:test1
Response Parameters
| Parameter | Type | Description |
|---|---|---|
| statusCode | string | API Status Code |
| statusDesc | string | API Status Description |
| custodianDetails | string | An array of custodial account includes all information of the custodial account |
Sample Response
{
"statusCode": "101",
"statusDesc": "Ok",
"custodianDetails": {
"Account Name": null,
"Account ID": "A3110006",
"Is Account Restricted": "no"
}
}