Personal Information

type

✅

string

"PERSONAL_INFO"
"JOINT_PERSONAL_INFO"

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

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

boolean

Official Question

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

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