This document has two types:
PERSONAL_INFO
: Details corresponding to the UserJOINT_PERSONAL_INFO
: Details corresponding to the Joint account holder linked to this User
When creating Joint accounts on the platform, both of these documents should be provided on the User object.
Attribute | Type | Description | Required |
---|---|---|---|
| string | Type of user document. Default to | ✅ |
| object | Document object that contains all data for the | ✅ |
| number | Date of birth day (1–31) | ✅ |
| number | Date of birth month (1–12) | ✅ |
| number | Date of birth year (1900–2100) | ✅ |
| string | Politically exposed person or public official? Official Question:
If "Yes", display the following text input prompt and send the response:
If "No", send | ✅ |
| boolean | Official Question
| ⚠️ Required to later open a retirement Account for this User (must be asked, but can be false) |
| string | Gender. Options:
| ❌ |
| string | Marital status. Options:
| ❌ |
{
"type": "PERSONAL_INFO",
"data": {
"birthDay": 3,
"birthMonth": 12,
"birthYear": 1985,
"gender": "Male",
"marital": "Single",
"politicallyExposedNames": null,
"irsBackupWithholdings" : true
}
}