- Website
- Company
- Blog
- POSTCreate a new SDIRA account
- GETGet information about an SDIRA account
- POSTCreate a new SDIRA asset
- GETGet information about an SDIRA asset
- POSTCreate a new SDIRA investment
- GETGet information about an SDIRA investment
- POSTOpen a retirement account
- GETGet account details
- GETGet pending tasks for an account
- GETGet account status
- GETGet documents
- GETGet Portfolio
- GETGet Annual IRA Contribution Limits
Alternate Asset Endpoints
Account Endpoints
Open a retirement account
API Key for authentication
Account details
Type of the account
Unique ID of the account holder
List of investment objectives
Account holder information
Account holder details
Address details of the account holder
City or locality
Country of the account holder
Postal code of the account holder
State or province. Ex: US-WA
First line of the street address
Second line of the street address
Country of birth of the account holder
Date of birth of the account holder (YYYY-MM-DD)
Email of the account holder
Employment details
Employer name
Employer address city
Employer address country
Employer address postal code
Employer address state
Employer address street
Business of the employer
Occupation of the account holder
Type of employment
Identification details of the account holder
Citizenship of the account holder
Identification number
Type of identification. It's always SSN
Issuing country for identification
Mailing Address details of the account holder
City or locality
Country of the account holder
Postal code of the account holder
State or province. Ex: US-WA
First line of the mailing street address
Second line of the mailing street address
Marital status of the account holder. The marital account status can be one of the following:
S: SingleM: MarriedD: DivorcedW: WidowedC: Common Law Partner
Name details of the account holder
First name of the account holder
Last name of the account holder
Salutation of the account holder
Number of dependents
Phone details of the account holder
Phone country
Phone number
Type of phone
Indicates if the mailing address is the same. If false, please provide the mailing address.
Tax residency details
Tax residency country
Tax residency identification number
Indicates if correct TIN is shown
Indicates if not subject to backup withholding
Indicates if the account holder is a US person
Financial information
Annual net income
Investment experience details
Liquid net worth
Net worth
Sources of wealth details
Execution login timestamp
Execution timestamp
Signed by
External ID of the customer
Prefix for the customer. Feather will provide one for your application.
curl --request POST \
--url https://sandbox.featherhq.com/accounts \
--header 'Content-Type: application/json' \
--header 'x-api-key: <x-api-key>' \
--data '{
"accounts": {
"account_type": "<string>",
"external_id": "<string>",
"investment_objectives": [],
"ira_beneficiaries": []
},
"customer": {
"account_holder": {}
},
"documents": {
"document_id": {}
},
"external_id": "<string>",
"prefix": "<string>"
}'{
"message": "<string>"
}Headers
API Key for authentication
Body
Account details
Type of the account
Unique ID of the account holder
List of investment objectives
City of the beneficiary
Country of the beneficiary
Postal code of the beneficiary
State of the beneficiary
Street address of the beneficiary
Date of birth of the beneficiary (YYYY-MM-DD)
External ID of the beneficiary
First name of the beneficiary
Citizenship of the beneficiary
Identification number
Type of identification. It's always SSN
Issuing country for identification
Last name of the beneficiary
City of the beneficiary
Country of the beneficiary
Postal code of the beneficiary
State of the beneficiary
Street address of the beneficiary
Relationship to the account holder
Salutation of the beneficiary
Indicates if the mailing address is the same
Indicates if the spouse is the primary beneficiary
Account holder information
Account holder details
Address details of the account holder
City or locality
Country of the account holder
Postal code of the account holder
State or province. Ex: US-WA
First line of the street address
Second line of the street address
Country of birth of the account holder
Date of birth of the account holder (YYYY-MM-DD)
Email of the account holder
Employment details
Employer name
Employer address city
Employer address country
Employer address postal code
Employer address state
Employer address street
Business of the employer
Occupation of the account holder
Type of employment
EMPLOYED, SELFEMPLOYED, ATHOMETRADER Identification details of the account holder
Citizenship of the account holder
Identification number
Type of identification. It's always SSN
Issuing country for identification
Mailing Address details of the account holder
City or locality
Country of the account holder
Postal code of the account holder
State or province. Ex: US-WA
First line of the mailing street address
Second line of the mailing street address
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 Name details of the account holder
First name of the account holder
Last name of the account holder
Salutation of the account holder
Number of dependents
Phone details of the account holder
Phone country
Phone number
Type of phone
Mobile, Home, Work, Fax, Business Indicates if the mailing address is the same. If false, please provide the mailing address.
Tax residency details
Tax residency country
Tax residency identification number
Indicates if correct TIN is shown
Indicates if not subject to backup withholding
Indicates if the account holder is a US person
Financial information
Annual net income
Investment experience details
Asset class
STK Knowledge level
None, Limited, Good, Extensive Number of trades per year
Years of trading
Liquid net worth
Net worth
Sources of wealth details
Indicates if the source is used for funds
Percentage of the source
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 Execution login timestamp
Execution timestamp
Signed by
External ID of the customer
Prefix for the customer. Feather will provide one for your application.
Response
A response message indicating success or failure
curl --request POST \
--url https://sandbox.featherhq.com/accounts \
--header 'Content-Type: application/json' \
--header 'x-api-key: <x-api-key>' \
--data '{
"accounts": {
"account_type": "<string>",
"external_id": "<string>",
"investment_objectives": [],
"ira_beneficiaries": []
},
"customer": {
"account_holder": {}
},
"documents": {
"document_id": {}
},
"external_id": "<string>",
"prefix": "<string>"
}'{
"message": "<string>"
}