Customer Id

First name, when displaying in your mobile application please list as Legal Name

Middle Name

Last Name

Phone Number

Email Address

Gender. Options: MALE/FEMALE/OTHER.

Country which user resides. Follows the ISO 3166-1 alpha-3 standard.

Politically exposed person or public official? Official Question: >“Is the account maintained for a current or former Politically Exposed Person or Public Official (includes U.S. and Foreign)? A politically exposed person is someone who has been entrusted with a prominent public function, or who is closely related to such a person.” If "Yes", display the following text input prompt and send the response: >"Please provide the names of that official and official's immediate family members (including former spouses)." If "No", send null

Address

Address, continued

City

For U.S., use USPS postal abbreviations, outside of U.S. use the standard province/territory name

Postal code| if not applicable put ‘00000’

Employment status. For option check the table

Position at employment company. Only required when employmentStatus is "EMPLOYED" or "SELF_EMPLOYED" For option check the list.

Employer company name Only required when employmentStatus is "EMPLOYED" or "SELF_EMPLOYED" For option check the list.

Type of employment Only required when employmentStatus is "EMPLOYED" or "SELF_EMPLOYED" For option check the list.

Country of source of funds

Director/officer of public company? Official question: >"Is the account holder(s) a control person of a publicly traded company? A Director, Officer or 10% stock owner? if "Yes", send string and display: >"If yes, please list the company name and its ticker symbol." If "No", send null

Investment objectives

Investment experience

Risk tolerance

Partner Token

API key

Auth key generated using API key & secret