OnboardingPoliciesObject

bank_account_agreement
Type: boolean
required

Whether the business consented to the bank account agreement. Reserved for future use.
entity_corporation_cash_account_agreement
Type: boolean
required

Whether the business consented to the Corporation Account Agreement. Must be true for c_corporation, s_corporation, and non_profit business types; false for other business types.
entity_llc_agreement
Type: boolean
required

Whether the business consented to the LLC Account Agreement. Must be true for llc and partnership business types; false for other business types.
entity_new_account_ria
Type: boolean
required

Whether the business consented to the New Account Registered Investment Advisor Agreement. Must be true for every business.
investment_management_agreement
Type: boolean
required

Whether the business consented to the Investment Management Agreement. Must be true for every business.