Attribute | Type | Description | Required |
---|---|---|---|
| string | Type of user document. Default to | ✅ |
| object | Document object that contains all data for the | ✅ |
| string | Investment experience. Options:
| ✅ |
| number | Approximate annual income. Number must be USD | ✅ |
| number | Total net worth. Your assets minus your liabilities. Assets include figures from checking, savings and liquid securities, plus illiquid assets like your home and pension assets. Your liabilities include money owed like mortgage payments, car loans, student loans, taxes, etc. Number must be USD | ✅ |
| string | Risk tolerance. Options:
| ✅ |
| string | Investment objectives. Options:
| ✅ |
| number | Liquid net worth. The amount of cash or near cash equivalents of your net worth that can be easily converted into cash and can easily be reinvested. Examples include money market holdings, exchange listed stocks, exchange-traded funds, mutual funds, etc. Number must be USD | ✅ |
Using Ranges
If your application requires a customer to select a range for
annualIncome
,networthTotal
,networthLiquid
, please pass through the number at the higher end of the range.
{
"type": "INVESTOR_PROFILE_INFO",
"data": {
"investmentObjectives": "ACTIVE_DAILY",
"investmentExperience": "NONE",
"annualIncome": 110000,
"networthLiquid": 25000,
"networthTotal": 150000,
"riskTolerance": "LOW"
}
}