getCustodyAccountRequest

This method is used to get the status of a custodial account request.

Request Parameters

ParameterRequiredTypeDescription
clientIDyesstringTransactAPI Client ID
developerAPIKeyyesstringTransactAPI Developer Key
accountIdyesstringAccount ID that is generated by the API once an account is created (createAccount)

Sample Request

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/getCustodyAccountRequest
-d clientID=someclientid
-d developerAPIKey=somedeveloperkey
-d accountId=A12716

Response Parameters

ParameterTypeDescription
statusCodestringAPI Status Code
statusDescstringAPI Status Description
custodialAccountDetailsstringAn array of custodial account includes all information of the custodial account

custodialAccountDetailsDescription
accountIdAccount ID that request was made against
custAccStatusThe status of the Custody Account request. Pending, Approved, Rejected, New Info Added, Need More Info
accountStatusThis status will remain Pending
custAccRequestIDIdentifying string unique to this request
reasonForStatusOptional field for further details
restrictedStatusYes, No
createdDateDate and timestamp of request
approvalStatusThe RR approval status of the account as indicated in TransactAPI

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Ok",
    "custodialAccountDetails": [
        {
            "accountId": "A3177046",
            "custAccStatus": "Pending",
            "accountStatus": "Pending",
            "custAccRequestID": "ROE6ovs",
            "restrictedStatus": "No",
            "reasonForStatus": null,
            "createdDate": "2025-01-03 21:07:24",
            "approvalStatus": "Approved"
        }
    ]
}

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