Onboarding examples
Examples with termsAgreementId
termsAgreementId{
"name": "SubAccount INDIVIDUAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INDIVIDUAL_TAXABLE" },
{ "key": "accountType", "value": "INDIVIDUAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount INSTITUTIONAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INSTITUTIONAL_TAXABLE" },
{ "key": "accountType", "value": "INSTITUTIONAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{institutionId}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA" },
{ "key": "accountType", "value": "IRA" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA ROLLOVER" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA CONVERSION" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA CONVERSION" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount ROTH ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH ROLLOVER" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount ROTH CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH CONVERSION" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount JOINT",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount JOINT" },
{ "key": "accountType", "value": "JOINT" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
},
{
"programCustomerId": "{{individualId2}}",
"programCustomerRole": "SECONDARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount CUSTODIAL",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount CUSTODIAL" },
{ "key": "accountType", "value": "CUSTODIAL" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]",
"termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]",
"termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
},
{
"programCustomerId": "{{individualId2}}",
"programCustomerRole": "SECONDARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
Examples without termsAgreementId
termsAgreementId{
"name": "SubAccount INDIVIDUAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INDIVIDUAL_TAXABLE" },
{ "key": "accountType", "value": "INDIVIDUAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount INSTITUTIONAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INSTITUTIONAL_TAXABLE" },
{ "key": "accountType", "value": "INSTITUTIONAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{institutionId}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA" },
{ "key": "accountType", "value": "IRA" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA ROLLOVER" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount IRA CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA CONVERSION" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount ROTH",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount ROTH ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH ROLLOVER" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount ROTH CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH CONVERSION" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount JOINT",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount JOINT" },
{ "key": "accountType", "value": "JOINT" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
},
{
"programCustomerId": "{{individualId2}}",
"programCustomerRole": "SECONDARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
{
"name": "SubAccount CUSTODIAL",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount CUSTODIAL" },
{ "key": "accountType", "value": "CUSTODIAL" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "[email protected]" },
{ "key": "programSignerGroup", "value": [
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_5",
"programSignerEmail": "[email protected]"
},
{
"programSignerFirstName": "Kevin",
"programSignerLastName": "Flynn_6",
"programSignerEmail": "[email protected]"
}
]
},
{ "key": "programCustomers", "value": [
{
"programCustomerId": "{{individualId1}}",
"programCustomerRole": "PRIMARY"
},
{
"programCustomerId": "{{individualId2}}",
"programCustomerRole": "SECONDARY"
}
]
},
{ "key": "beneficiaryGroup", "value": [
{
"beneficiaryType": "SPOUSE",
"beneficiaryName": "Test beneficiary",
"beneficiaryAllocation": "50"
},
{
"beneficiaryType": "CHARITY",
"beneficiaryName": "Test beneficiary 2",
"beneficiaryAllocation": "50"
}
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{
"beneficiaryType": "FAMILY_OR_FRIEND",
"beneficiaryName": "Test beneficiary 3",
"beneficiaryAllocation": "25"
},
{
"beneficiaryType": "TRUST",
"beneficiaryName": "Test beneficiary 4",
"beneficiaryAllocation": "75"
}
]
},
{ "key": "fees", "value": [
{
"feeType": "ADVISORY",
"feeRate": "0.1"
},
{
"feeType": "MANAGEMENT",
"feeRate": "0.25",
"feeIsBillable": true
}
]
}
]
}
Updated 3 months ago
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