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Personal Information

This document has two types:

  1. PERSONAL_INFO: Details corresponding to the User
  2. JOINT_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

type

string

Type of user document. Default to "PERSONAL_INFO"

✅

data

object

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

✅

data.birthDay

number

Date of birth day (1–31)

✅

data.birthMonth

number

Date of birth month (1–12)

✅

data.birthYear

number

Date of birth year (1900–2100)

✅

data.politicallyExposedNames

string

Politically exposed person or public official?

Official Question:

“Is the account maintained for a current or former Politically Exposed Person or Public Official (includes U.S. and Foreign)? A politically exposed person is someone who has been entrusted with a prominent public function, or who is closely related to such a person.”

If "Yes", display the following text input prompt and send the response:

"Please provide the names of that official and official's immediate family members (including former spouses)."

If "No", send null

✅

data.irsBackupWithholdings

boolean

Official Question

"Have you been notified by the IRS that you are subject to backup withholding?

⚠️ Required to later open a retirement Account for this User (must be asked, but can be false)

data.gender

string

Gender. Options:

  • "Male" - Male
  • "Female" - Female

❌

data.marital

string

Marital status. Options:

  • "SINGLE" – Single
  • "DIVORCED" – Divorced
  • "MARRIED" – Married
  • "WIDOWED" – Widowed
  • "PARTNER" – Domestic Partner

❌

{
  "type": "PERSONAL_INFO",
  "data": {
    "birthDay": 3,
    "birthMonth": 12,
    "birthYear": 1985,
    "gender": "Male",
    "marital": "Single",
    "politicallyExposedNames": null,
    "irsBackupWithholdings" : true
  }
}