/external/v1/account/{accountId}
See Blockchain Transaction Tracking for information on using orchestrationId and processId.
This route is used to update account's reference data.
Should be called by the organization that created specified account record.
It triggers an asynchronous process that will persist this information on the blockchain, which can be monitored using the "Transactions API" endpoints.
This endpoint can be called by applications with access to scope "manageReferenceData".
The unique identifier of the account on the blockchain
USS3JKS01I00This property contains the information regarding who is signing the transaction on the blockchain as well as how it will be signed
{"signer":{"email":"[email protected]","name":"John Doe"}}This property contains the reference data of the account that holds a digital security.
{"name":"Individual Account","type":"Individual","relationshipType":"Brokerage","bankAccount":{"accountNumber":"111111111","accountName":"savings account","bankABA":"555555555","bankName":"Test Bank","bankSwift":"AAAA-BB-CC-123","extraData":{"settlementInstructions":"Please wire the amount within 72 hours","some":"Other Property"}},"contactInfo":[{"email":"[email protected]","phoneNumber":"832-426-4242","type":"primary"},{"email":"[email protected]","phoneNumber":"987-564-1234","type":"tax","name":"John Doe","description":"Use this contact for Tax Related Information (K-1, 1099 or other tax related information)"}],"custodian":{"data":{"name":"Charles Schwab"}},"advisors":[{"data":{"type":"FA","name":"Chris Smith","crdCode":"546321","repCode":"AB98765"}}],"authorizedSigners":[{"name":"Jane Doe","primary":true,"extraData":{"externalId":"123456","some":"Other Property"}}],"beneficiaries":[{"name":"John Doe","beneficialOwnership":40,"individualInfo":{"name":"John Doe","taxId":"123456789"}},{"name":"Jane Doe LLC","beneficialOwnership":60,"legalEntityInfo":{"name":"Jane Doe Private Investments and Capital Management, LLC","type":"LLC","taxId":"987654321"}}],"secureExtraData":{"sensitive":"Data to be protected by application encryptions"}}PUT /external/v1/account/{accountId} HTTP/1.1
Host:
Authorization: Bearer YOUR_OAUTH2_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 1338
{
"transactionData": {
"signer": {
"email": "[email protected]",
"name": "John Doe"
}
},
"data": {
"name": "Individual Account",
"type": "Individual",
"relationshipType": "Brokerage",
"bankAccount": {
"accountNumber": "111111111",
"accountName": "savings account",
"bankABA": "555555555",
"bankName": "Test Bank",
"bankSwift": "AAAA-BB-CC-123",
"extraData": {
"settlementInstructions": "Please wire the amount within 72 hours",
"some": "Other Property"
}
},
"contactInfo": [
{
"email": "[email protected]",
"phoneNumber": "832-426-4242",
"type": "primary"
},
{
"email": "[email protected]",
"phoneNumber": "987-564-1234",
"type": "tax",
"name": "John Doe",
"description": "Use this contact for Tax Related Information (K-1, 1099 or other tax related information)"
}
],
"custodian": {
"data": {
"name": "Charles Schwab"
}
},
"advisors": [
{
"data": {
"type": "FA",
"name": "Chris Smith",
"crdCode": "546321",
"repCode": "AB98765"
}
}
],
"authorizedSigners": [
{
"name": "Jane Doe",
"primary": true,
"extraData": {
"externalId": "123456",
"some": "Other Property"
}
}
],
"beneficiaries": [
{
"name": "John Doe",
"beneficialOwnership": 40,
"individualInfo": {
"name": "John Doe",
"taxId": "123456789"
}
},
{
"name": "Jane Doe LLC",
"beneficialOwnership": 60,
"legalEntityInfo": {
"name": "Jane Doe Private Investments and Capital Management, LLC",
"type": "LLC",
"taxId": "987654321"
}
}
],
"secureExtraData": {
"sensitive": "Data to be protected by application encryptions"
}
}
}{
"processId": "2159457f-0167-4e93-a969-9cf0db05e0bf",
"orchestrationId": "2159457f-0167-4e93-a969-9cf0db05e0bf"
}