API Reference

Creates a person.

post
https://sandbox-api.monark-markets.com/primary/v2/person
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Body Params

Information required to create a person without creating an account.

string
required
length between 1 and 225

The legal first name.

string
required
length between 1 and 225

The legal last name.

boolean

Indicates whether the person is based in the United States.

date
required
length ≥ 1

The date of birth.

physicalAddress
object
required

The physical address.

mailingAddress
object | null

The mailing address when it differs from the physical address.

string
required
length between 1 and 4

The country calling code for the phone number.

string
required
length between 1 and 20
^\d+$

The phone number without the country calling code.

boolean | null

Indicates whether backup withholding applies.

string | null

The optional exempt payee code.

boolean

Indicates whether the person is a subscription adviser or exempt reporting adviser.

string
required
length between 1 and 225

The email address.

string
required
length between 1 and 100

The tax identification number.

string | null

The passport number.

string
required
length ≥ 1

The ISO country code for citizenship.

string | null
enum

The qualified purchaser or qualified client status.

Allowed:
uuid
required
length ≥ 1

The financial institution associated with the person.

string
required
length between 1 and 100

The partner reference for the person.

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Updated about 3 hours ago

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Updated about 3 hours ago

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