Create AccountAsk AIpost https://bo-api.drivewealth.io/back-office/accountsCreates a trading Account.Body ParamsuserIDstringrequiredA unique identifier created for each User on DriveWealth's platform.accountTypestringenumrequiredThe type of account that has been created.LIVELIVEAllowed:LIVEaccountManagementTypestringenumrequiredThe type of account who has trading authority.SELFSELFADVISORYMANAGEDRIA_MANAGEDCUSTODIALCUSTODIAL_MANAGEDRESERVEDHSA_SELFHSA_ADVISORYHSA_RIA_MANAGEDBUSINESS_SELFBUSINESS_ADVISORYBUSINESS_RIA_MANAGEDShow 13 enum valuesaccountHolderTypestringenumA classification for the type of the account holder. US broker-dealers must utilize this field for CAIS compliance. If unset, a default value of I will be assumed for CAIS reporting. Please refer to CAIS documentation and instructions for more information on the allowed values.IEIAFOVPXShow 8 enum valuestradingTypestringenumrequiredThe type of trading the account will participate in.CASHCASHMARGINAllowed:CASHMARGINfinra3210ComplianceEntitystringenumThe regulatory system that the account will be reported to.COMPLYSCICOMPLYSCIMCOAllowed:''COMPLYSCIMCOriaUserIDstringThis is the parentIBID or userID of the registered investment advisor creating the re-balance run.riaProductIDstringRIA product identifier (legacy)riaPortfolioIDstringA unique ID associated with an RIA managed portfolio. If set, a portfolio will be assigned to this account for automatic rebalancing.authorizedUsersarrayauthorizedUsersADD authorizedUserignoreBuyingPowerbooleanIf true, the accounts cash balance can go negative.falsetruefalseviolationsExemptbooleanInstruct the GFV/PDT system to not process for this account. Available only in sandbox.falsetruefalseignoreMarketHoursForTestbooleanIf set to true trades will execute in DriveWealth's UAT environment after market hours. If you are attempting to test Mutual Fund orders this flag needs to be set to false.truetruefalseextendedHoursEnrolledboolean'true or 'false' if the account is enrolled in and able to access Extended Hours TradingfalsetruefalsemetadataobjectThe metadata object allows for creating a maximum of 5 keys (max 36 characters) and each value cannot exceed more than 128 bytes.metadata objectleveragenumberThe amount of leverage an account is allowed to trade with.accountFeaturesobjectaccountFeatures objectinterestedPartiesarray of objectsinterestedPartiesADD objecttrustedContactobjectA trusted contact for the account. This information is typically collected for account holders who are seniors or vulnerable adults.trustedContact objectResponse 200Creating an Account was Successful.Updated 8 months ago
