Institutional Details

type

string

Type of user document. Default to "INSTITUTIONAL_INFO"

✅

data

object

Document object that contains all data for the "INSTITUTIONAL_INFO" user document

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data.physicalAddressLine1

string

Institution's street address

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data.physicalAddressLine2

string

Institution's street address, continued

❌

data.physicalCity

string

Institution's city

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data.physicalStateProvince

string

Institution's state or province

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data.physicalZipPostalCode

string

Institution's postal code

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data.physicalCountryID

string

Country which institution resides. Follows the ISO 3166-1 alpha-3 standard. Use Countries API for listing of all countries

✅

data.companyOrganizedAs

string

Institution's organizational structure. Options:

• "NON_CORP" – Association/Non-Corporate
• "INC" – Corporate (Inc.)
• "CLUB" – Investment Club
• "LLC" – LLC (Limited Liability Company)
• "LLLP" – Limited Liability Limited Partnership
• "LLP" – Limited Liability Partnership
• "LP" – Limited Partnership
• "PARTNERSHIP" – Partnership
• "SOLE_PROPRIETOR" – Sole Proprietorship

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data.usaBranch

boolean

Is institution registered outside U.S., but has a branch in the U.S.

✅

data.foreignBank

boolean

Is institution a foreign bank organized under foreign law and located outside the U.S.?

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data.foreignFinancialInstitution

boolean

Is institution maintained for a Foreign Financial Institution?

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data.directorCount

number

Number of directors to be added to institutional account

✅