Creating an entity

Overview

An Entity is DriveWealth's identity for a business or trust — the counterpart to a User for
individuals (see the Users API's Creating a user if you're onboarding a person, not a business/trust). Every business/trust Account maps back to exactly one Entity, and no Account can be opened until the Entity exists and clears KYB (Know Your Business).

Unlike individual onboarding, this isn't a single-API flow — it spans four APIs:

Step	API	Call	Result
1	Entities	`POST /entities`	Entity created, `status: PENDING`
2	Documents	Physical Documents API	Formation documents uploaded (not covered here)
3	Users	`POST /users` (×N)	Each director/trustee/grantor/beneficiary created as `INDIVIDUAL_TRADER`, linked via `DIRECTOR_INFO`
4	Accounts	`POST /accounts`	Business/trust Account opened — `userID` on this call is the entity's id

Which type of Entity do you need?

Your use case	`type`	Guide
A corporation, LLC, or partnership opening a business trading account	`CORPORATION` / `LLC` / `PARTNERSHIP`	Onboarding a Business Entity
A trust (including an Australian SMSF) opening a trading account	`TRUST`	Onboarding a Trust Entity

A subType is required for CORPORATION/LLC/PARTNERSHIP, optional for TRUST. The only valid
subType for a TRUST is SMSF (Australian Self-Managed Super Fund) — a standard trust omits subType entirely.

Before you start

Every request needs a session token (or bearer token) and your app key, sent as Authorization: Bearer ACCESS_TOKEN (or dw-auth-token) plus dw-client-app-key on every call. See the Authorization docs for the full setup.