Customers

Customers are the end-users of the correspondent. They are the individuals or entities that correspondents manage on behalf of. This section provides information on how to create, retrieve, update, and delete customers.

POST/v1/customers

Create Customer

Use this endpoint to create a customer on behalf of your correspondent.

Request Body

Parameter	Description	Type	Input
`customerId`	Unique ID for the customer	UUID	Required
`correspondentId`	ID for the correspondent	UUID	Required
`accountNumber`	Account number for the customer	String	Required
`customerType`	Type of customer (e.g., "INDIVIDUAL", "IRA", "ROTH_IRA", "JOINT", "CUSTODIAN", "ENTITY")	String	Required
`dateOfBirth`	Customer's date of birth	Date	Required
`email`	Email address	String	Required
`firstName`	First name	String	Required
`lastName`	Last name	String	Required
`middleName`	Middle name	String	Optional
`phoneNumber`	Customer's phone number, including country code, e.g., +14155552671	String	Required
`homeAddress`	Home address	Object	Required
`homeAddress.line1`	Address line 1	String	Required
`homeAddress.line2`	Address line 2	String	Optional
`homeAddress.city`	City	String	Required
`homeAddress.state`	State	String	Required
`homeAddress.postalCode`	Postal code	String	Required
`mailingAddress`	Mailing address	Object	Required
`mailingAddress.line1`	Address line 1	String	Required
`mailingAddress.line2`	Address line 2	String	Optional
`mailingAddress.city`	City	String	Required
`mailingAddress.state`	State	String	Required
`mailingAddress.postalCode`	Postal code	String	Required
`citizenshipCountry`	Citizenship country, ISO 3166-1 alpha-3 (e.g., "USA", "AUS", "BRA")	String	Required
`taxResidencyCountry`	Tax residency country, ISO 3166-1 alpha-3 (e.g., "USA", "AUS", "BRA")	String	Required
`taxId`	Tax ID	String	Required
`taxIdType`	Tax ID type (one of, "USA_SSN", "ARG_AR_CUIT", "AUS_TFN", "AUS_ABN", "BRA_CPF", "CHL_RUT", "COL_NIT", "CRI_NITE", "DEU_TAX_ID", "DOM_RNC", "ECU_RUC", "FRA_SPI", "GBR_UTR", "GBR_NINO", "GTM_NIT", "HND_RTN", "HUN_TIN", "IDN_KTP", "IND_PAN", "ISR_TAX_ID", "ITA_TAX_ID", "JPN_TAX_ID", "MEX_RFC", "NIC_RUC", "NLD_TIN", "PAN_RUC", "PER_RUC", "PRY_RUC", "SGP_NRIC", "SGP_FIN", "SGP_ASGD", "SGP_ITR", "SLV_NIT", "SWE_TAX_ID", "URY_RUT", "VEN_RIF", "NATIONAL_ID", "PASSPORT", "PERMANENT_RESIDENT", "DRIVER_LICENSE", "OTHER_GOV_ID", "NOT_SPECIFIED")	String	Required
`disclosures.associatedPerson`	Details about an associated person	Object	Optional
`disclosures.correspondentEmployee`	Whether they're a correspondent employee	Boolean	Optional
`disclosures.politicallyExposedPerson`	If the person has political exposure	Boolean	Required
`disclosures.publicCompanyControlPerson`	Whether the person controls a public company	Boolean	Required
`disclosures.companySymbol`	Company symbol (required if `publicCompanyControlPerson` is true)	String	Conditional
`employment`	Details about the customer's employment	Object	Required
`employment.status`	Employment status (e.g., "EMPLOYED", "RETIRED", "STUDENT", "UNEMPLOYED", "SELF_EMPLOYED")	String	Required
`employment.employer`	Employer name	String	Conditional
`employment.employerAddress`	Employer address	Object	Conditional
`employment.employerAddress.line1`	Address line 1	String	Required
`employment.employerAddress.line2`	Address line 2	String	Optional
`employment.employerAddress.city`	City	String	Required
`employment.employerAddress.state`	State	String	Required
`employment.employerAddress.postalCode`	Postal code	String	Required
`investmentProfile`	Details about the investment profile	Object	Required
`investmentProfile.netWorth`	Net worth	Number	Required
`investmentProfile.annualIncome`	Annual income	Number	Required
`investmentProfile.riskTolerance`	Risk tolerance (e.g., "CONSERVATIVE", "MODERATE", "AGGRESSIVE")	String	Required
`investmentProfile.federalTaxRate`	Federal tax rate	Number	Required
`investmentProfile.liquidNetWorth`	Liquid net worth	Number	Required
`investmentProfile.liquidityNeeds`	Liquidity needs (e.g., "NOT_IMPORTANT", "SOMEWHAT_IMPORTANT", "VERY_IMPORTANT")	String	Required
`investmentProfile.investmentObjectives`	Investment objectives (e.g., "ACCUMULATE_WEALTH", "GROWTH", "INCOME", "CAPITAL_PRESERVATION", "SPECULATION", "RETIREMENT_PLANNING", "UNSPECIFIED")	String	Required
`investmentProfile.investmentHorizonYears`	Investment horizon in years (e.g., "SHORT", "AVERAGE", "LONGEST")	String	Required
`investmentProfile.stockTradingExperience`	Stock trading experience (e.g., "NONE", "LIMITED", "EXTENSIVE")	String	Required
`investmentProfile.optionsTradingExperience`	Options trading experience (e.g., "NONE", "LIMITED", "EXTENSIVE")	String	Required
`investmentProfile.stockTransactionsPerYear`	Number of stock transactions per year	Number	Required
`investmentProfile.optionTransactionsPerYear`	Number of option transactions per year	Number	Required
`trustedContact`	Information about a trusted contact	Object	Optional
`trustedContact.email`	Email address	String	Optional
`trustedContact.firstName`	First name	String	Optional
`trustedContact.lastName`	Last name	String	Optional
`trustedContact.middleName`	Middle name	String	Optional
`trustedContact.phoneNumber`	Phone number	String	Optional
`groupId`	Customer group ID. If not provided, the customer will be added to the default group	UUID	Optional
`backupWithholding`	Backup withholding status	Boolean	Required
`registeredRepReview`	Details about the registered representative review	Object	Required
`ipAddress`	IP address	String	Required
`gravityIdentityCheck`	Whether Gravity should perform identity check	Boolean	Required

Success Response

JSON

200 OK

{
    "createdAt": "2024-03-02T19:27:00.022Z",
    "updatedAt": "2024-03-08T05:07:53.851Z",
    "customerId": "014f3054-fac3-47cc-a167-1de0cc1deeb6",
    "taxId": "392637601",
    "taxIdType": "USA_SSN",
    "email": "L7Kaw6VR@yahoo.com",
    "gravityIdentityCheck": true,
    "frozen": false,
    "status": "APPROVED",
    "message": "Account approved",
    "dateOfBirth": "2006-12-06T06:00:00.000Z",
    "firstName": "Robert",
    "lastName": "Davis",
    "middleName": "B",
    "maritalStatus": "SINGLE",
    "phoneNumber": "+16837679197",
    "citizenshipCountry": "USA",
    "taxResidencyCountry": "USA",
    "backupWithholding": false,
    "ipAddress": "85.149.142.159",
    "accountNumber": "817E45B4A",
    "homeAddress": {
    "postalCode": "73359",
    "city": "Georgetown",
    "line1": "885 Cedar St",
    "line2": "",
    "state": "NY"
},
    "mailingAddress": {
    "postalCode": "15466",
    "city": "Riverside",
    "line1": "217 Orchard Rd",
    "line2": "",
    "state": "PA"
},
    "employment": {
    "status": "EMPLOYED",
    "employer": "EMP",
    "employerAddress": {
    "postalCode": "77058",
    "city": "Houston",
    "line1": "123 Jinx Street",
    "line2": "Suite 22",
    "state": "TX"
}
},
    "disclosures": {
    "correspondentEmployee": true,
    "politicallyExposedPerson": true,
    "publicCompanyControlPerson": true,
    "publicCompanySymbol": "GRAV",
    "associatedPerson": true,
    "associatedPersonEmployer": "Employer LLC",
    "sendDuplicateStatements": true,
    "sendDuplicateConfirmations": true,
    "sendDuplicateStatementsEmails": "dawd@gmail.com",
    "sendDuplicateConfirmationsEmails": "qweqweqwe@mail.com"
},
    "trustedContact": {
    "email": "jmh9NWpB@domain.com",
    "phoneNumber": "+18400837894",
    "lastName": "Jackson",
    "firstName": "Alex",
    "middleName": "A"
},
    "investmentProfile": {
    "netWorth": 134905,
    "annualIncome": 69743,
    "riskTolerance": "AGGRESSIVE",
    "federalTaxRate": 27,
    "liquidNetWorth": 45757,
    "liquidityNeeds": "SOMEWHAT_IMPORTANT",
    "investmentObjectives": "GROWTH",
    "investmentHorizonYears": "LONGEST",
    "stockTradingExperience": "NONE",
    "optionsTradingExperience": "EXTENSIVE",
    "stockTransactionsPerYear": 35,
    "optionTransactionsPerYear": 63
},
    "group": {
    "createdAt": "2024-03-01T04:03:44.854Z",
    "updatedAt": "2024-03-01T04:03:44.854Z",
    "groupId": "b79d91b9-13b6-4380-b2cd-534e9f40cdb4",
    "groupName": "default"
},
    "portfolios": [
{
    "portfolioId": "4b3cacdf-f715-4663-a2c9-2f3d1a4fbcc2",
    "settledCash": 0,
    "pendingCash": 0,
    "reservedCash": 0,
    "marginLoan": 0,
    "type": "CASH",
    "accountType": "INDIVIDUAL",
    "settledEquity": [],
    "reservedEquity": [],
    "pendingEquity": []
}
    ]
}

GET/v1/customers/accounts/{correspondentId}?page={page}&limit={limit}

Get All Customers

Use this endpoint to retrieve all customer accounts for a correspondent.

Path Parameters

Parameter	Description	Type	Input
`correspondentId`	Unique ID for the correspondent	UUID	Required
`page`	Page number	Number	Optional
`limit`	Number of items per page	Number	Optional

Success Response

JSON

200 OK

{
    "customers": [
{
    "createdAt": "2024-04-27T12:39:56.175Z",
    "updatedAt": "2024-04-27T12:39:56.175Z",
    "customerId": "d0cfc3c0-927a-4e05-a4f0-466420b13036",
    "taxId": "873147096",
    "taxIdType": "USA_SSN",
    "email": "i3fh2fIa@hotmail.com",
    "gravityIdentityCheck": true,
    "frozen": false,
    "status": "APPROVED",
    "message": "Account approved",
    "dateOfBirth": "1972-01-11T06:00:00.000Z",
    "firstName": "Jane",
    "lastName": "Johnson",
    "middleName": "J",
    "maritalStatus": "MARRIED",
    "phoneNumber": "+12578380348",
    "citizenshipCountry": "USA",
    "taxResidencyCountry": "USA",
    "backupWithholding": false,
    "ipAddress": "167.183.133.123",
    "accountNumber": "30FC09C08",
    "homeAddress": {
    "postalCode": "52423",
    "city": "Arlington",
    "line1": "983 Elm St",
    "line2": "",
    "state": "PA"
},
    "mailingAddress": {
    "postalCode": "39913",
    "city": "Georgetown",
    "line1": "643 Main St",
    "line2": "",
    "state": "GA"
},
    "employment": {
    "status": "EMPLOYED",
    "employer": "Epsilon Brokerage LLC",
    "employerAddress": {
    "postalCode": "89594",
    "city": "Lakewood",
    "line1": "100 River Rd",
    "line2": "",
    "state": "MI"
}
},
    "disclosures": {
    "correspondentEmployee": true,
    "politicallyExposedPerson": true,
    "publicCompanyControlPerson": true,
    "publicCompanySymbol": "ABC",
    "associatedPerson": true,
    "associatedPersonEmployer": "Epsilon Brokerage LLC",
    "sendDuplicateStatements": true,
    "sendDuplicateConfirmations": true,
    "sendDuplicateStatementsEmails": "dawdlk@epbroker.com",
    "sendDuplicateConfirmationsEmails": "dawdlk@epbroker.com"
},
    "trustedContact": {
    "email": "tPEvS5Pd@domain.com",
    "phoneNumber": "+12767828263",
    "lastName": "Taylor",
    "firstName": "Katie",
    "middleName": "E"
},
    "investmentProfile": {
    "netWorth": 368200,
    "annualIncome": 770051,
    "riskTolerance": "CONSERVATIVE",
    "federalTaxRate": 37,
    "liquidNetWorth": 235675,
    "liquidityNeeds": "VERY_IMPORTANT",
    "investmentObjectives": "GROWTH",
    "investmentHorizonYears": "SHORT",
    "stockTradingExperience": "EXTENSIVE",
    "optionsTradingExperience": "NONE",
    "stockTransactionsPerYear": 59,
    "optionTransactionsPerYear": 30
}
}
    ],
    "meta": {
    "page": 1,
    "limit": 5,
    "total": 22,
    "hasMore": true
}
}

GET/v1/customers/{customerId}

Get Customer

Use this endpoint to retrieve details of a specific customer.

Path Parameters

Parameter	Description	Type	Input
`customerId`	Unique ID for the customer	UUID	Required

Success Response

JSON

200 OK

    {
        "createdAt": "2024-03-02T19:27:00.022Z",
        "updatedAt": "2024-03-08T05:07:53.851Z",
        "customerId": "014f3054-fac3-47cc-a167-1de0cc1deeb6",
        "taxId": "392637601",
        "taxIdType": "USA_SSN",
        "email": "L7Kaw6VR@yahoo.com",
        "gravityIdentityCheck": true,
        "frozen": false,
        "status": "APPROVED",
        "message": "Account approved",
        "dateOfBirth": "2006-12-06T06:00:00.000Z",
        "firstName": "Robert",
        "lastName": "Davis",
        "middleName": "B",
        "maritalStatus": "SINGLE",
        "phoneNumber": "+16837679197",
        "citizenshipCountry": "USA",
        "taxResidencyCountry": "USA",
        "backupWithholding": false,
        "ipAddress": "85.149.142.159",
        "accountNumber": "817E45B4A",
        "homeAddress": {
        "postalCode": "73359",
        "city": "Georgetown",
        "line1": "885 Cedar St",
        "line2": "",
        "state": "NY"
    },
        "mailingAddress": {
        "postalCode": "15466",
        "city": "Riverside",
        "line1": "217 Orchard Rd",
        "line2": "",
        "state": "PA"
    },
        "employment": {
        "status": "EMPLOYED",
        "employer": "EMP",
        "employerAddress": {
        "postalCode": "77058",
        "city": "Houston",
        "line1": "123 Jinx Street",
        "line2": "Suite 22",
        "state": "TX"
    }
    },
        "disclosures": {
        "correspondentEmployee": true,
        "politicallyExposedPerson": true,
        "publicCompanyControlPerson": true,
        "publicCompanySymbol": "GRAV",
        "associatedPerson": true,
        "associatedPersonEmployer": "Employer LLC",
        "sendDuplicateStatements": true,
        "sendDuplicateConfirmations": true,
        "sendDuplicateStatementsEmails": "dawd@gmail.com",
        "sendDuplicateConfirmationsEmails": "qweqweqwe@mail.com"
    },
        "trustedContact": {
        "email": "jmh9NWpB@domain.com",
        "phoneNumber": "+18400837894",
        "lastName": "Jackson",
        "firstName": "Alex",
        "middleName": "A"
    },
        "investmentProfile": {
        "netWorth": 134905,
        "annualIncome": 69743,
        "riskTolerance": "AGGRESSIVE",
        "federalTaxRate": 27,
        "liquidNetWorth": 45757,
        "liquidityNeeds": "SOMEWHAT_IMPORTANT",
        "investmentObjectives": "GROWTH",
        "investmentHorizonYears": "LONGEST",
        "stockTradingExperience": "NONE",
        "optionsTradingExperience": "EXTENSIVE",
        "stockTransactionsPerYear": 35,
        "optionTransactionsPerYear": 63
    },
        "group": {
        "createdAt": "2024-03-01T04:03:44.854Z",
        "updatedAt": "2024-03-01T04:03:44.854Z",
        "groupId": "b79d91b9-13b6-4380-b2cd-534e9f40cdb4",
        "groupName": "default"
    },
        "portfolios": [
    {
        "portfolioId": "4b3cacdf-f715-4663-a2c9-2f3d1a4fbcc2",
        "settledCash": 0,
        "pendingCash": 0,
        "reservedCash": 0,
        "marginLoan": 0,
        "type": "CASH",
        "accountType": "INDIVIDUAL",
        "settledEquity": [],
        "reservedEquity": [],
        "pendingEquity": []
    }
        ]
    }

PUT/v1/customers/{customerId}

Update Customer

Use this endpoint to update a specific customer.

Path Parameters

Parameter	Description	Type	Input
`customerId`	Unique ID for the customer	UUID	Required

Success Response

JSON

200 OK

{
    "createdAt": "2024-03-02T19:27:00.022Z",
    "updatedAt": "2024-03-08T05:07:53.851Z",
    "customerId": "014f3054-fac3-47cc-a167-1de0cc1deeb6",
    "taxId": "392637601",
    "taxIdType": "USA_SSN",
    "email": "L7Kaw6VR@yahoo.com",
    "gravityIdentityCheck": true,
    "frozen": false,
    "status": "APPROVED",
    "message": "Account approved",
    "dateOfBirth": "2006-12-06T06:00:00.000Z",
    "firstName": "Robert",
    "lastName": "Davis",
    "middleName": "B",
    "maritalStatus": "SINGLE",
    "phoneNumber": "+16837679197",
    "citizenshipCountry": "USA",
    "taxResidencyCountry": "USA",
    "backupWithholding": false,
    "ipAddress": "85.149.142.159",
    "accountNumber": "817E45B4A",
    "homeAddress": {
    "postalCode": "73359",
    "city": "Georgetown",
    "line1": "885 Cedar St",
    "line2": "",
    "state": "NY"
},
    "mailingAddress": {
    "postalCode": "15466",
    "city": "Riverside",
    "line1": "217 Orchard Rd",
    "line2": "",
    "state": "PA"
},
    "employment": {
    "status": "EMPLOYED",
    "employer": "EMP",
    "employerAddress": {
    "postalCode": "77058",
    "city": "Houston",
    "line1": "123 Jinx Street",
    "line2": "Suite 22",
    "state": "TX"
}
},
    "disclosures": {
    "correspondentEmployee": true,
    "politicallyExposedPerson": true,
    "publicCompanyControlPerson": true,
    "publicCompanySymbol": "GRAV",
    "associatedPerson": true,
    "associatedPersonEmployer": "Employer LLC",
    "sendDuplicateStatements": true,
    "sendDuplicateConfirmations": true,
    "sendDuplicateStatementsEmails": "dawd@gmail.com",
    "sendDuplicateConfirmationsEmails": "qweqweqwe@mail.com"
},
    "trustedContact": {
    "email": "jmh9NWpB@domain.com",
    "phoneNumber": "+18400837894",
    "lastName": "Jackson",
    "firstName": "Alex",
    "middleName": "A"
},
    "investmentProfile": {
    "netWorth": 134905,
    "annualIncome": 69743,
    "riskTolerance": "AGGRESSIVE",
    "federalTaxRate": 27,
    "liquidNetWorth": 45757,
    "liquidityNeeds": "SOMEWHAT_IMPORTANT",
    "investmentObjectives": "GROWTH",
    "investmentHorizonYears": "LONGEST",
    "stockTradingExperience": "NONE",
    "optionsTradingExperience": "EXTENSIVE",
    "stockTransactionsPerYear": 35,
    "optionTransactionsPerYear": 63
},
    "group": {
    "createdAt": "2024-03-01T04:03:44.854Z",
    "updatedAt": "2024-03-01T04:03:44.854Z",
    "groupId": "b79d91b9-13b6-4380-b2cd-534e9f40cdb4",
    "groupName": "default"
},
    "portfolios": [
{
    "portfolioId": "4b3cacdf-f715-4663-a2c9-2f3d1a4fbcc2",
    "settledCash": 0,
    "pendingCash": 0,
    "reservedCash": 0,
    "marginLoan": 0,
    "type": "CASH",
    "accountType": "INDIVIDUAL",
    "settledEquity": [],
    "reservedEquity": [],
    "pendingEquity": []
}
    ]
}

POST/v1/customers/{customerId}/freeze

Freeze Customer

Use this endpoint to freeze and unfreeze a specific customer. Once frozen, the customer will not be able to perform any transactions.

Path Parameters

Parameter	Description	Type	Input
`customerId`	Unique ID for the customer	UUID	Required

Success Response

JSON

200 OK

{
    "createdAt": "2024-03-02T19:27:00.022Z",
    "updatedAt": "2024-03-08T05:07:53.851Z",
    "customerId": "014f3054-fac3-47cc-a167-1de0cc1deeb6",
    "taxId": "392637601",
    "taxIdType": "USA_SSN",
    "email": "L7Kaw6VR@yahoo.com",
    "gravityIdentityCheck": true,
    "frozen": true,
    "status": "APPROVED",
    "message": "Account approved",
    "dateOfBirth": "2006-12-06T06:00:00.000Z",
    "firstName": "Robert",
    "lastName": "Davis",
    "middleName": "B",
    "maritalStatus": "SINGLE",
    "phoneNumber": "+16837679197",
    "citizenshipCountry": "USA",
    "taxResidencyCountry": "USA",
    "backupWithholding": false,
    "ipAddress": "85.149.142.159",
    "accountNumber": "817E45B4A",
    "homeAddress": {
    "postalCode": "73359",
    "city": "Georgetown",
    "line1": "885 Cedar St",
    "line2": "",
    "state": "NY"
},
    "mailingAddress": {
    "postalCode": "15466",
    "city": "Riverside",
    "line1": "217 Orchard Rd",
    "line2": "",
    "state": "PA"
},
    "employment": {
    "status": "EMPLOYED",
    "employer": "EMP",
    "employerAddress": {
    "postalCode": "77058",
    "city": "Houston",
    "line1": "123 Jinx Street",
    "line2": "Suite 22",
    "state": "TX"
}
},
    "disclosures": {
    "correspondentEmployee": true,
    "politicallyExposedPerson": true,
    "publicCompanyControlPerson": true,
    "publicCompanySymbol": "GRAV",
    "associatedPerson": true,
    "associatedPersonEmployer": "Employer LLC",
    "sendDuplicateStatements": true,
    "sendDuplicateConfirmations": true,
    "sendDuplicateStatementsEmails": "dawd@gmail.com",
    "sendDuplicateConfirmationsEmails": "qweqweqwe@mail.com"
},
    "trustedContact": {
    "email": "jmh9NWpB@domain.com",
    "phoneNumber": "+18400837894",
    "lastName": "Jackson",
    "firstName": "Alex",
    "middleName": "A"
},
    "investmentProfile": {
    "netWorth": 134905,
    "annualIncome": 69743,
    "riskTolerance": "AGGRESSIVE",
    "federalTaxRate": 27,
    "liquidNetWorth": 45757,
    "liquidityNeeds": "SOMEWHAT_IMPORTANT",
    "investmentObjectives": "GROWTH",
    "investmentHorizonYears": "LONGEST",
    "stockTradingExperience": "NONE",
    "optionsTradingExperience": "EXTENSIVE",
    "stockTransactionsPerYear": 35,
    "optionTransactionsPerYear": 63
},
    "group": {
    "createdAt": "2024-03-01T04:03:44.854Z",
    "updatedAt": "2024-03-01T04:03:44.854Z",
    "groupId": "b79d91b9-13b6-4380-b2cd-534e9f40cdb4",
    "groupName": "default"
},
    "portfolios": [
{
    "portfolioId": "4b3cacdf-f715-4663-a2c9-2f3d1a4fbcc2",
    "settledCash": 0,
    "pendingCash": 0,
    "reservedCash": 0,
    "marginLoan": 0,
    "type": "CASH",
    "accountType": "INDIVIDUAL",
    "settledEquity": [],
    "reservedEquity": [],
    "pendingEquity": []
}
    ]
}

POST/v1/customers/{customerId}/close

Close Customer

Use this endpoint to close a specific customer. To close a customer, the customer must not have a zero balance and no open positions or pending transactions.

Path Parameters

Parameter	Description	Type	Input
`customerId`	Unique ID for the customer	UUID	Required

Success Response

JSON

200 OK

{
    "createdAt": "2024-03-02T19:27:00.022Z",
    "updatedAt": "2024-03-08T05:07:53.851Z",
    "customerId": "014f3054-fac3-47cc-a167-1de0cc1deeb6",
    "taxId": "392637601",
    "taxIdType": "USA_SSN",
    "email": "L7Kaw6VR@yahoo.com",
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