OnboardingBusinessObject

addresses
Type: 1…10
required

Addresses associated to the business. The first address in the list must be the primary address.

Properties: 6
annual_gross_revenue
Type:
required
Properties: 2
business_members
Type:
required

Business members associated with the business. See business_member_onboarding for the member submitting this onboarding request.

Properties: 16
business_type
Type: stringenum
required

A type that describes how the business has been incorporated.

values
llcpartnershipc_corporations_corporationnon_profit
exempt_listing_beneficial_owners
Type: boolean
required

Whether the customer is exempt from listing any beneficial owners.
foreign_financial_institution
Type: boolean
required

Whether the account is for a foreign bank organized under foreign law and located outside of the United States (as defined by Title 31 of the Code of Federal Regulations).
have_interested_parties_to_report
Type: boolean
required

Whether the business has interested parties that also need to receive tax documentation.
industry_type
Type: stringenum
required

The business's industry type.
values
- agriculture_forestry_and_fishing
- mining
- construction
- manufacturing
- utility_services
- wholesale_trade
- retail_trade
- financial_services
- services
- public_administration
investment_objective
Type: stringenum
required

Describes why the customer would like to invest their funds.

values
capital_preservationincomegrowth_incomegrowthspeculation
phone_number
Type:
required
Properties: 2
tax_identification_number
Type: string
max length:
9
required

Business tax identification number.
total_liquid_assets
Type:
required
Properties: 2
business_description
Type: string
max length:
500

A description of the business.
tax_classification
Type: "c_corporation" or "s_corporation" or "partnership"enum

How the LLC elects to be taxed for IRS purposes. Required when business_type is llc; omit for all other business types.

OAuthResponseObject

OnboardingPersonObject