Start a new application to onboard a person or corporation. Once the application is created, proceed to add individuals and update as needed, and then submit once the status allows for it.
Authorization | string OAuth bearer token (see authentication flows) |
x-l2f-request-id | string Optional Unique ID per request, useful for fault resolution/diagnosis and audit. |
x-l2f-idempotency-id | string Unique ID used to safely retry an operation. See idempotency section for more details. |
application_type required | string Type of Application (Individual or CorporationApplication) |
required | object (AccountOpen) Details of the account to open for the customer |
terms_and_conditions_accepted required | boolean Default: false Set to true when the end customer accepts all terms and conditions for use of the platform. An application cannot be submitted until accepted. |
customer_id required | string The identifier you wish to use to uniquely identify this customer (applies to both individual and corporate customers). The customer ID follows the External Identifier pattern. |
required | object (IndividualApplication) Details of the applying individual |
Success
Bad Request
Unauthorized
Not Found
Internal Error
{- "application_type": "INDIVIDUAL",
- "account_to_open": {
- "account_id": "string",
- "product_id": "string",
- "asset_type_id": "string"
}, - "terms_and_conditions_accepted": false,
- "customer_id": "string",
- "customer_details": {
- "first_name": "string",
- "middle_name": "string",
- "last_name": "string",
- "email_address": "string",
- "mailing_address": {
- "unit_number": "string",
- "address_line1": "string",
- "address_line2": "string",
- "address_line3": "string",
- "city": "string",
- "state": "string",
- "postal_code": "string",
- "country_code": "string"
}, - "telephone_number": "string",
- "tax_reference_number": "string",
- "passport_number": "string",
- "nationality": "string",
- "date_of_birth": "2019-08-24",
- "percentage_ownership": 0,
- "title": "string",
- "us_residency_status": "US_CITIZEN"
}
}
{- "data": {
- "id": "string"
}
}