added

API Release 1.48

API Release 1.48

EnvironmentRelease Date
UATRELEASED
ProductionRelease Date - February 9, 2023

Enhancement - Pattern Day Trade (PDT) Updates

Please see Highlight on PDT Enhancements for details on updates to logic, new report, and updates to events


Validation Update - First and Last Name

The a minimum character limit of 1 and a maximum character limit of 500 has been implemented on the user's First Name and Last Name fields.


Validation Update - Email

Email addresses including the "+" character are now allowed.


Enhancement - KYC

Custodial and Beneficiary users will be auto approved and no longer pushed through the KYC process.


Bug Fix - KYC

Upon opening an additional account, KYC will not be re-run for users that already are KYC approved and have an existing account.


Bug Fix - Missing ID Type

ID Type attribute added to following endpoints:

An error will be thrown when ID number is not passed in request and not present in database when editing user information with:

PATCH https://bo-api.drivewealth.io/back-office/users/{userID}