Webhook

onboarding.updated

​

Body

application/json

Responses

  • Return HTTP 200 to acknowledge receipt.

Request Example for postonboarding.updated
{
  "type": "onboarding.updated",
  "data": {
    "onboarding": {
      "business": {
        "have_interested_parties_to_report": false,
        "addresses": [
          {
            "address1": "123 Main St.",
            "address2": "Unit #1",
            "city": "San Francisco",
            "postal_code": "12345",
            "region": "CA",
            "country": "USA"
          }
        ],
        "phone_number": {
          "country_code": "+1",
          "phone_number": "5555555555"
        },
        "business_description": "A description of Treasure Financial",
        "business_type": "llc",
        "tax_classification": "c_corporation",
        "investment_objective": "capital_preservation",
        "industry_type": "agriculture_forestry_and_fishing",
        "tax_identification_number": "123456789",
        "annual_gross_revenue": {
          "currency": "USD",
          "amount": "150000.00"
        },
        "total_liquid_assets": {
          "currency": "USD",
          "amount": "150000.00"
        },
        "exempt_listing_beneficial_owners": false,
        "foreign_financial_institution": false,
        "business_members": [
          {
            "first_name": "Bob",
            "last_name": "John",
            "date_of_birth": {
              "month": 1,
              "day": 1,
              "year": 1970
            },
            "residency_country": "USA",
            "citizenship_country": "USA",
            "job_title": "CEO",
            "is_entity_officer": true,
            "phone_number": {
              "country_code": "+1",
              "phone_number": "5555555555"
            },
            "is_authorized_signer": true,
            "addresses": [
              {
                "address1": "123 Main St.",
                "address2": "Unit #1",
                "city": "San Francisco",
                "postal_code": "12345",
                "region": "CA",
                "country": "USA"
              }
            ],
            "ownership_percentage": 0,
            "national_identifier": "123456789",
            "government_id_type": "DRIVERS_LICENSE",
            "government_id_number": "123456789",
            "government_id_issuing_state_or_country": "USA",
            "email": "email@provider.com"
          }
        ]
      },
      "business_member_onboarding": {
        "first_name": "Bob",
        "last_name": "John",
        "date_of_birth": {
          "month": 1,
          "day": 1,
          "year": 1970
        },
        "residency_country": "USA",
        "citizenship_country": "USA",
        "job_title": "CEO",
        "is_entity_officer": true,
        "phone_number": {
          "country_code": "+1",
          "phone_number": "5555555555"
        },
        "is_authorized_signer": true,
        "addresses": [
          {
            "address1": "123 Main St.",
            "address2": "Unit #1",
            "city": "San Francisco",
            "postal_code": "12345",
            "region": "CA",
            "country": "USA"
          }
        ],
        "ownership_percentage": 0,
        "leader_of_public_company": false,
        "public_company_ticker_symbols": [
          ""
        ],
        "broker_dealer": false,
        "large_trader": false,
        "stock_exchange_finra_member_associated": false,
        "politically_exposed": false,
        "national_identifier": "123456789",
        "government_id_type": "DRIVERS_LICENSE",
        "government_id_number": "123456789",
        "government_id_issuing_state_or_country": "USA",
        "email": "email@provider.com"
      },
      "policies": {
        "bank_account_agreement": false,
        "investment_management_agreement": false,
        "entity_llc_agreement": false,
        "entity_corporation_cash_account_agreement": false,
        "entity_new_account_ria": false
      }
    }
  },
  "business_id": ""
}
No Body