API Reference

Create an Investor.

post
https://sandbox-api.monark-markets.com/primary/v1/investor
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Body Params

create Investor information.

Create Investor Lead represents the investor lead information required for the primary offering.

uuid | null

The Financial Institution ID associated with the Investor. If not provided, the default Financial Institution for the Partner will be used.

uuid | null
deprecated

The Financial Advisor ID associated with the Investor. For backward compatibility: use this field to assign a single advisor.

financialAdvisorIds
array of uuids | null

List of Financial Advisor IDs to associate with the Investor. The first advisor in the list will be marked as primary. Cannot be used together with FinancialAdvisorId.

financialAdvisorIds
string
required
length ≥ 1

Represents the unique ID provided by a Partner, used to identify an Investor.

string
enum

Type of the Investor.

Allowed:
pii
object | null

Optional Investor Pii, to create the complete investor in 1 call.

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Updated 29 days ago

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Updated 29 days ago