Web APIFIX API
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Create Entity

post
https://bo-api.drivewealth.io/back-office/entities

Creates a Entity.

Body Params
string
required

The unique identifier of the firm.

string
enum
required

The type of the entity.

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CORPORATIONA corporation.
LLCA Limited Liability Company.
TRUSTA trust.
PARTNERSHIPA partnership.
Allowed:
string
enum

Applicable when type is CORPORATION, LLC, PARTNERSHIP, or TRUST. Valid values: for CORPORATION, S_CORPORATION or C_CORPORATION. For LLC, LLC_SINGLE_MEMBER, LLC_C_CORPORATION, LLC_S_CORPORATION, or LLC_PARTNERSHIP. For PARTNERSHIP, PARTNERSHIP_GENERAL or PARTNERSHIP_LIMITED. For TRUST, SMSF. An ESTATE has no subtype, so omit this field.

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S_CORPORATIONAn S corporation.
C_CORPORATIONA C corporation.
LLC_SINGLE_MEMBERA single-member LLC.
LLC_C_CORPORATIONAn LLC taxed as a C corporation.
LLC_S_CORPORATIONAn LLC taxed as an S corporation.
LLC_PARTNERSHIPAn LLC taxed as a partnership.
PARTNERSHIP_GENERALA general partnership.
PARTNERSHIP_LIMITEDA limited partnership.
SMSFA Self-Managed Super Fund (SMSF) trust.
attributes
object
required
identifications
object
required
contact
object
required
metadata
object

Additional metadata for the entity.

kyb
object
disclosures
object
investorProfile
object
financialAffiliations
array of strings

List of financial affiliations.

financialAffiliations
industryClassification
object

Industry classification details.

Responses

401

Unauthorized - Authentication failed.

403

Forbidden - You do not have permission to access this resource.

500

Internal Server Error - An unexpected error occurred.

Updated 6 months ago

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Updated 6 months ago

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