CustodialAccountRequestdetails

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"
  }
}

Test it Yourself!

Body Params

clientID

string

required

developerAPIKey

string

required

accountId

string

required

accountopendate

string

isaccountrestricted

string

accountname

string

institutionalaccount

string

qualifiedpurchaser

string

requeststatus

string

domesticorinternational

string

kycstatus

string

amlstatus

string

approvername

string

agreementlink

string

hasothernorthCapitalaccounts

string

primappfirstName

string

primapplastname

string

primapphomephone

string

primappemailaddress

string

primappphysicalstreetaddress

string

primappphysicaladdresscity

string

primappphysicaladdressstate

string

primappphysicaladdresszip

string

primappphysicaladdresscountry

string

primappmailingsameasphysical

string

primappmailingstreetaddress

string

primappmailingaddresscity

string

primappmailingaddressstate

string

primappmailingaddresszip

string

primappmailingaddresscountry

string

primappemploymentstatus

string

primappjobtitle

string

primappoccupation

string

primappemployername

string

primappyearswithemployer

string

primappemployerstreetaddress

string

primappemployercity

string

primappemployerstate

string

primappemployerzip

string

primappemployercountry

string

primappdateofbirth

string

primappssnortaxno

string

primappcountryofcitizetnship

string

primappriskprofilescore

string

primappinvestmentexperiencescore

string

primapptimehorizon

string

investmentobjective

string

primappannualincome

string

primappincomenetworth

string

tcpfirstname

string

tcplastname

string

tcphomephone

string

tcpemailaddress

string

tcpstreetaddress

string

tcpcity

string

tcpstate

string

tcpzip

string

tcpcountry

string

tcprelationship

string

primappsecuritiesassociation

string

primappspecifyentitytype

string

primappspecifyentityname

string

primapppubliclyownedcompany

string

primappcompanynameandsymbol

string

primappmilitary

string

primappcountry

string

emailcommunication

string

communicationemailaddress

string

riskscore

string

entityname

string

entityauthsignername

string

entitystreetaddress

string

entitycity

string

entitystate

string

entityzip

string

entitycountry

string

entitytaxid

string

entitydaytimephone

string

entityemailaddress

string

trustname

string

trustee1name

string

truststreetaddress

string

trustcity

string

truststate

string

trustzip

string

trustcountry

string

trusttaxid

string

trustdaytimephone

string

trustemailaddress

string

coappfirstname

string

coapplastname

string

coapphomephone

string

coappemailaddress

string

coappphysicalstreetaddress

string

coappphysicaladdresscity

string

coappphysicaladdressstate

string

coappphysicaladdresszip

string

coappphysicaladdresscountry

string

coappdateofbirth

string

coappssnortaxno

string

coappcountryofcitizenship

string

createdDate

string

Language


xxxxxxxxxx
1
curl --request POST \
2
     --url https://tapi-sandboxdash.norcapsecurities.com/CustodialAccountRequestdetails \
3
     --header 'content-type: application/json'

Click Try It! to start a request and see the response here!