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. |
information_attested required | boolean Default: false Setting to true means that the Customer (or the Ultimate Beneficial Owner, CEO, or Control Person for Corporate Customers) attests that all of the information provided on the application is true, accurate, and up to date at the time of submission. Rail Subscribers as defined in the Rail Platform Agreement, may not attest on behalf of the Customer. |
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,
- "information_attested": 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",
- "citizenship": [
- "string"
], - "date_of_birth": "2019-08-24",
- "us_residency_status": "US_CITIZEN",
- "employment_status": "EMPLOYEE",
- "employment_description": "string",
- "employer_name": "string",
- "occupation": "string",
- "investment_profile": {
- "primary_source_of_funds": "EMPLOYMENT",
- "primary_source_of_funds_description": "string",
- "total_assets": "UPTO_10K",
- "usd_value_of_fiat": "UPTO_10K",
- "monthly_deposits": "UPTO_5",
- "monthly_withdrawals": "UPTO_5",
- "monthly_investment_deposit": "UPTO_1K",
- "monthly_investment_withdrawal": "UPTO_1K",
- "usd_value_of_crypto": "UPTO_10K",
- "monthly_crypto_deposits": "UPTO_5",
- "monthly_crypto_withdrawals": "UPTO_5",
- "monthly_crypto_investment_deposit": "UPTO_1K",
- "monthly_crypto_investment_withdrawal": "UPTO_1K"
}, - "kyc_profile": {
- "funds_send_receive_jurisdictions": [
- "string"
], - "engage_in_activities": [
- "NONE"
], - "vendors_and_counterparties": [
- "SELF"
]
}
}
}
{- "data": {
- "id": "string"
}
}