Create a Business

To open a Treasure Account, first create a business by sending a request to the POST /v1/businesses endpoint:

{
  "legal_name": "Treasure Financial",
  "doing_business_as": "Treasure",
  "user_data": {
    "customerID": "123456"
  }
}

Arbitrary user_data can be included that will be returned on subsequent responses about the business (e.g., for unique identification in an external system of record).

A successful call will return the following:

{
  "id": "ad05e7bd-4f2a-11ee-a4b6-9f752b00326e",
  "created_at": "2023-09-09T16:05:20.527655251Z",
  "updated_at": "2023-09-09T16:05:20.527703801Z",
  "legal_name": "Treasure Financial",
  "doing_business_as": "Treasure",
  "status": "PENDING",
  "sub_status": "AWAITING_ONBOARDING_INFORMATION",
  "user_data": {
    "customerID": "123456"
  }
}

Save the returned business ID for subsequent calls about the business.

As shown in the above response, when a business is first created, its state will be PENDING with sub-status AWAITING_ONBOARDING_INFORMATION. In order for the business' account to be considered open, onboarding information must be completed. Once the information has been approved by Treasure and a brokerage account has been opened for the business, the account's status will be changed to OPEN. All money movement operations require the business to be in an OPEN state.

Read more in Onboard Businesses on how to complete a business' onboarding.

View a Business

Information about an existing business can be fetched by making a call to the GET /v1/businesses/{business_id} endpoint.

A list of all created businesses can be fetched by making a request to the GET /v1/businesses endpoint.

Update a Business

A business entity can be updated via the POST /v1/businesses/{business_id} endpoint. Any number of fields can be updated in a single call.

Getting Started

Onboard Businesses