API reference
  1. Wealth Management & ETF
  2. Onboarding

Begin new customer onboarding application

post
https://api.anchorage-staging.com/v2/onboarding/customers

Permissions required: Onboarding
Initiate onboarding application for a new customer of Anchorage Digital

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Body Params
string
enum

Anchorage Digital provided type of application, RIA_PC_INDIVIDUAL to Onboard RIA Program Customer who is an Individual and RIA_PC_INSTITUTION to Onboard RIA Program Customer that is an Institution.

Allowed:
int32
Defaults to 0

Anchorage Digital version of the application. By default, this value is 0.

entries
array of objects
required

A collection of responses for a set of defined relevant questions.

entries*
string

External identifier for the customer onboarding application. This value has to be unique for each customer application.

boolean

Optional parameter to try to submit the application if there are no validation errors. This action is irreversible you cannot update the application values after. You can use this to avoid making another api call to POST /v2/onboarding/customers/submit

Responses

Updated 4 months ago

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Updated 4 months ago

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