Create Entity

post

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

Creates a Entity.

Body Params

ibID

string

required

The unique identifier of the firm.

type

string

enum

required

The type of the entity.

Show Details

CORPORATION	A corporation.
LLC	A Limited Liability Company.
TRUST	A trust.
PARTNERSHIP	A partnership.

Allowed:

subType

string

enum

The subtype of the entity. Applicable only when 'type' is 'CORPORATION', 'LLC', or 'PARTNERSHIP'. Valid values by type — CORPORATION: S_CORPORATION, C_CORPORATION; LLC: LLC_SINGLE_MEMBER, LLC_C_CORPORATION, LLC_S_CORPORATION, LLC_PARTNERSHIP; PARTNERSHIP: PARTNERSHIP_GENERAL, PARTNERSHIP_LIMITED; TRUST: SMSF.

Show Details

S_CORPORATION	An S corporation.
C_CORPORATION	A C corporation.
LLC_SINGLE_MEMBER	A single-member LLC.
LLC_C_CORPORATION	An LLC taxed as a C corporation.
LLC_S_CORPORATION	An LLC taxed as an S corporation.
LLC_PARTNERSHIP	An LLC taxed as a partnership.
PARTNERSHIP_GENERAL	A general partnership.
PARTNERSHIP_LIMITED	A limited partnership.
SMSF	A 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

400

Bad Request - Invalid input.

401

Unauthorized - Authentication failed.

403

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

500

Internal Server Error - An unexpected error occurred.

Language

Credentials

Bearer

JWT

URL

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Response

Choose an example:

application/json

201Creating a Entity was Successful.