When Creating a User, you'll need to provide personal information regarding your customer in order for them to open a brokerage account, deposit funds, or perform any trading activity. See Required Documents to determine which of these documents to send based on the type of User you are creating.
User Document Object
Name, email, phone, etc.
Physical address information
Birth date, gender, marital status, etc.
ID Number and citizenship
Employer, position, etc.
Net worth, income, risk tolerance, experience, etc.
Margin agrement acknowledgement
UTM and tracking data
Links a custodial user to a parent.
Links a director to an institution.
Institution organization specific information.
Information for trust account users