Open a retirement account
Open a retirement account for a client. The account will be opened with the specified account type and the account holder will be the client associated with the specified external ID.
API Key for authentication
External ID of the customer
Prefix for the customer. Feather will provide one for your application.
Account holder information
Account holder details
Name details of the account holder
Country of birth of the account holder
Date of birth of the account holder (YYYY-MM-DD)
Email of the account holder
Number of dependents
Address details of the account holder
Indicates if the mailing address is the same. If false, please provide the mailing address.
Mailing Address details of the account holder
Marital status of the account holder. The marital account status can be one of the following:
S: SingleM: MarriedD: DivorcedW: WidowedC: Common Law Partner
Phone details of the account holder
Identification details of the account holder
Tax residency details
Type of employment
Employment details
Financial information
Investment experience details
Sources of wealth details
Annual net income
Liquid net worth
Net worth
Account details
Unique ID of the account holder
Type of the account
List of investment objectives
Execution timestamp
Execution login timestamp
Signed by
Headers
API Key for authentication
Body
External ID of the customer
Prefix for the customer. Feather will provide one for your application.
Account holder information
Account holder details
Name details of the account holder
First name of the account holder
Last name of the account holder
Salutation of the account holder
Country of birth of the account holder
Date of birth of the account holder (YYYY-MM-DD)
Email of the account holder
Number of dependents
Address details of the account holder
First line of the street address
Second line of the street address
City or locality
State or province. Ex: US-WA
Postal code of the account holder
Country of the account holder
Indicates if the mailing address is the same. If false, please provide the mailing address.
Mailing Address details of the account holder
First line of the mailing street address
Second line of the mailing street address
City or locality
State or province. Ex: US-WA
Postal code of the account holder
Country of the account holder
Marital status of the account holder. The marital account status can be one of the following:
S: SingleM: MarriedD: DivorcedW: WidowedC: Common Law Partner
S, M, D, W, C Phone details of the account holder
Type of phone
Mobile, Home, Work, Fax, Business Phone number
Phone country
Identification details of the account holder
Citizenship of the account holder
Issuing country for identification
Type of identification. It's always SSN
Identification number
Type of employment
EMPLOYED, SELFEMPLOYED, ATHOMETRADER Employment details
Employer name
Business of the employer
Occupation of the account holder
Employer address country
Employer address state
Employer address city
Employer address postal code
Employer address street
Indicates if correct TIN is shown
Indicates if not subject to backup withholding
Indicates if the account holder is a US person
Financial information
Investment experience details
Asset class
STK Knowledge level
None, Limited, Good, Extensive Number of trades per year
Years of trading
Sources of wealth details
Source type
SOW-IND-Allowance, SOW-IND-Disability, SOW-IND-Income, SOW-IND-Inheritance, SOW-IND-Interest, SOW-IND-MarketProfit, SOW-IND-Pension, SOW-IND-PropertySale Indicates if the source is used for funds
Percentage of the source
Annual net income
Liquid net worth
Net worth
Account details
Unique ID of the account holder
Type of the account
List of investment objectives
Indicates if the spouse is the primary beneficiary
First name of the beneficiary
Last name of the beneficiary
Salutation of the beneficiary
Date of birth of the beneficiary (YYYY-MM-DD)
Street address of the beneficiary
City of the beneficiary
State of the beneficiary
Postal code of the beneficiary
Country of the beneficiary
Indicates if the mailing address is the same
Street address of the beneficiary
City of the beneficiary
State of the beneficiary
Postal code of the beneficiary
Country of the beneficiary
Citizenship of the beneficiary
Issuing country for identification
Type of identification. It's always SSN
Identification number
Relationship to the account holder
External ID of the beneficiary
Response
A response message indicating success or failure