API Reference

Update a UBO's information.

put
https://sandbox-api.monark-markets.com/primary/v1/investor//individual-entity-investor
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Path Params
uuid
required
Body Params
string
required
length between 1 and 225

First name of the Investor.

string
required
length between 1 and 225

Last name of the Investor.

boolean
required

Is the Investor based in the United States?

date
required
length ≥ 1

Investor’s date of birth.

string
required
length between 1 and 1000

Investor’s primary address.

string | null

Investor’s secondary address.

string
required
length between 1 and 225

City where the Investor resides.

string
required
length ≥ 1

2/3 letter state code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid state (region) codes

string
required
length between 1 and 20

Zip code of the Investor.

string
required
length ≥ 1

Country code of the investor. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes.

string
required
length between 1 and 4

When creating or updating a resource send both phone and phone_country_code or neither. Phone country code is validated against a valid list of phone country codes which you can find here (https://github.com/mukeshsoni/country-telephone-data). Do not include a + (plus sign) at the beginning of this string.

string
required
length between 1 and 20

An unformatted phone number which does not include country code. Refer to this region data (https://github.com/mukeshsoni/country-telephone-data) to select the correct phone country code. Phone numbers where phone_country_code is "1" must have 10 digits.

string
required
length between 1 and 1000

Investor’s primary mailing address.

string | null

Investor’s secondary mailing address.

string | null

Investor's primary mailing Apt or Suite Number.

string
required
length between 1 and 225

Investor's primary mailing address city.

string
required
length ≥ 1

Investor's primary mailing address state. See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country.

string
required
length between 1 and 20

Investor's primary mailing address zip code.

string
required
length ≥ 1

Investor's primary mailing address country. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes.

boolean | null

Describes if the Investor is subject to backup withholding.

string | null

Investor’s exempt payee code if the Investor is exempt from backup withholding.

boolean
required

Is the investor registered as an adviser for the subscription or an exempt reporting adviser?

string
required
length between 1 and 225

Email address associated with an Investor.

string | null
required

Investor's Social Security Number if isUsBased is true. Follow SSN format (XXX-XX-XXXX). If isUsBased is false, please provide the relevant tax id number. No formatting validation applies if isUsBased is false.

string | null

Investor Passport Number. Pass "N/A" if there is no passportNumber.

string
required
length ≥ 1

Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes

string | null
enum

The qualification status of an Investor.

Allowed:
string
enum

The type of entity investor, if the investor is an entity investor.

Allowed:
double
0 to 100

The percentage of the entity owned by the investor.

string | null

Represents the title of the individual investor.

boolean | null

Indicates whether the individual is the controlling member of the entity.

uuid
required
length ≥ 1

Identifier for the individual investor.

Responses

403

Forbidden if questionnaires are not completed.

Updated 29 days ago

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Updated 29 days ago