updateAccount

This method is used to update a specific account (updateAccount)

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer Key
accountId	yes	integer	Account ID that is generated by the API once an account is created (createAccount).
accountRegistration	yes	string	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"
type	yes	conditional	Type of Account: Individual, Entity, TIC, JTWROS, IRA, SepIRA, ROTH, Joint
entityType	no	conditional	Type of Entity: Revocable Trust, Irrevocable Trust, Limited Partnership, LLC, Corporation
domesticYN	yes	conditional	Domestic or International Account - "domestic_account" or "international_account"
streetAddress1	yes	string	Account Street Address Line 1
streetAddress2	no	string	Account Street Address Line 2
city	yes	string	Account City
state	yes	string	Account State (Optional for non-U.S. parties)
zip	yes	string	Account Zip/Postal Code
country	yes	string	Account Country
email	no	string	Account Primary Email Address
phone	no	integer	Account Primary Phone Number
taxID	no	integer	Account Tax ID Number
KYCstatus	no	conditional	Know Your Customer(KYC) Status: Pending, Auto Approved, Manually Approved, Disapproved. The default status is "Pending"
AMLstatus	no	conditional	Anti-Money Laundering (AML) Status: Pending, Auto Approved, Manually Approved, Disapproved. The default status is "Pending"
AMLdate	no	date	Date that the Anti-Money Laundering (AML) status was updated from the default "Pending" status.
suitabilityScore	no	integer	Score from 1 to 5. 5 being most suitable and 1 being least suitable
suitabilityDate	no	date	Date that a Registered Representative (RR) approved the suitability for the account.
suitabilityApprover	no	string	The name of the Registered Representative (RR) that approved the suitability for the account.
AccreditedStatus	no	conditional	The Accreditation Status for the Account: Pending, Self Accredited, Verified Accredited, Not Accredited. The default status is "Pending"
Allow	no	conditional	How the account was accredited: Income, Assets, All parties accredited, Pending
AIdate	no	date	The date that the most recent accreditation review will expire.
506cLimit	no	integer	The maximum total dollar amount that can be invested in Regulation D 506(c) offerings by this account
accountTotalLimit	no	integer	The maximum total amount that can be invested from this account
singleInvestmentLimit	no	integer	The maximum amount that can be invested in a single investment for the account
associatedAC	no	conditional	Yes or No. Generally completed in the Admin interface following a discussion with the Investor
syndicate	no	conditional	Yes or No. Generally completed in the Admin interface following a discussion with the Investor
tags	no	string	Up to 10 tags can be added to an account separated by commas. These are generally completed in the TAPI Admin interface or with question-based tag generation
notes	no	string	Free form text for any notes that need to be added to the account
approvalStatus	yes	conditional	Principal Approval Status: Pending, Approved, Not Approved
approvalPrincipal	no	string	Name of Principal Reviewing the Account
approvalLastReview	no	date	Date of previous accreditation review
updatedIpAddress	yes	integer	IP Address associated with the updateAccount method call.
field1	no	string	Additional information relating to the account. Custom Field 1
field2	no	string	Additional information relating to the account. Custom Field 2
field3	no	string	Additional information relating to the account. Custom Field 3

Sample Request

cURL

curl -k -X PUT https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/updateAccount
 -d clientID=someclientid
 -d developerAPIKey=somedeveloperkey
 -d accountId=A77854
 -d accountRegistration=John
 -d type=Individual
 -d entityType=Revocable Trust
 -d domesticYN=domestic account
 -d streetAddress1=First street
 -d streetAddress2=Third avenue
 -d city=ATLANTA
 -d state=GA
 -d zip=32526
 -d country=USA
 -d phone=41545218562
 -d [email protected]
 -d taxID=875451545875855
 -d KYCstatus=pending
 -d AMLstatus=pending
 -d suitabilityScore=5
 -d suitabilityDate=02-18-2016
 -d suitabilityApprover=smith
 -d AccreditedStatus=pending
 -d AIlow=income
 -d AIdate=02-18-2016
 -d 506cLimit=50000
 -d accountTotalLimit=200000
 -d singleInvestmentLimit=100
 -d associatedAC=yes
 -d syndicate=no
 -d tags=terms
 -d notes=Personal Account
 -d approvalStatus=pending
 -d approvalPrincipal=Charles
 -d approvalLastReview=02-15-2016
 -d field1=some text
 -d field2=some text
 -d field3=some text

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
accountId	integer	ID for an account
suitability	string	Score from 1 to 5. With 5 being most suitable and 1 being least suitable
approvalStatus	string	Principal Approval Status: Pending, Approved, Not Approved

Sample Response

{
	"statusCode": "101",
	"statusDesc": "Ok",
	"accountDetails": [{
		"accountId": "A77854",
		"suitabilityScore": "5",
		"approvalStatus": "pending"
	}]
}

Test it Yourself!