API Reference

Update an Investor’s Information.

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

Update Investor Request.

Create Investor represnts the information required to create the investor in the primary offering.

individualInvestor
object | null

Information about the individual investor if this Investor is of that type.

entityInvestor
object | null

Information about the entity investor if this Investor is of that type.

jointAccount
object | null

Information about the joint account if this Investor is of that type.

uuid
required
length ≥ 1
string | null

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

uuid | null
deprecated

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

financialAdvisorIds
array of uuids | null

List of Financial Advisor IDs to associate with the Investor. When provided, replaces all existing advisor associations. The first advisor in the list will be marked as primary. Cannot be used together with FinancialAdvisorId.

financialAdvisorIds
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Updated 29 days ago

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Updated 29 days ago