Transact - Account Opening

POST /api/v1/addons/transact/account-opening
Personal access token & O auth2
application/json

Body Required

  • adviser_id string Required

    The Transact adviser ID to open the account under.

  • investors array[string] Required

    A list of investors to open accounts for.

  • bank_account array[string] Required

    Bank account details

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/addons/transact/account-opening 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/addons/transact/account-opening' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"adviser_id":"123456789","investors":[{"nino":"123456789","title":"MR","gender":"MALE","surname":"Miggins","given_names":"Ian","date_of_birth":"1970-12-25","email_address":"text@example.com","mobile_number":{"number":"07700900000","country":"GB"},"nationalities":["GB"],"postal_address":{"line1":"1 Washington Street","line2":"Worcester","country":"GB","post_code":"WR1 1NL"},"tax_residencies":[{"country":"GB"},{"tax_id":"12345678","country":"AU"}],"investor_category":"RETAIL","residential_address":{"line1":"1 Washington Street","line2":"Worcester","country":"GB","post_code":"WR1 1NL"}}],"bank_account":[{"sort_code":"123456","account_number":"12345678","is_building_society":false,"account_name_or_roll_number":"Ian Miggins"}]}'
Request examples 
{
  "adviser_id": "123456789",
  "investors": [
    {
      "nino": "123456789",
      "title": "MR",
      "gender": "MALE",
      "surname": "Miggins",
      "given_names": "Ian",
      "date_of_birth": "1970-12-25",
      "email_address": "text@example.com",
      "mobile_number": {
        "number": "07700900000",
        "country": "GB"
      },
      "nationalities": [
        "GB"
      ],
      "postal_address": {
        "line1": "1 Washington Street",
        "line2": "Worcester",
        "country": "GB",
        "post_code": "WR1 1NL"
      },
      "tax_residencies": [
        {
          "country": "GB"
        },
        {
          "tax_id": "12345678",
          "country": "AU"
        }
      ],
      "investor_category": "RETAIL",
      "residential_address": {
        "line1": "1 Washington Street",
        "line2": "Worcester",
        "country": "GB",
        "post_code": "WR1 1NL"
      }
    }
  ],
  "bank_account": [
    {
      "sort_code": "123456",
      "account_number": "12345678",
      "is_building_society": false,
      "account_name_or_roll_number": "Ian Miggins"
    }
  ]
}
Response examples (401) 
{
  "message": "Unauthenticated."
}