Create Link

This method is used to link an account(createAccount) to a party (either individual or entity) or to another account.

Request Method : PUT

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	Transact API Client ID
developerAPIKey	yes	string	Transact API Developer Key
firstEntryType	yes	string	The first entry type for createLink is an Account
firstEntry	yes	conditional	Account ID to be linked to an Entity or Individual Party or another Account
relatedEntryType	yes	string	The second entry type for createLink: Account, IndivACParty, or EntityACParty
relatedEntry	yes	conditional	Account ID or individual/entity party ID to be linked to the account(first entry)
linkType	yes	conditional	Link description: owner, manager, member, officer, director, spouse, beneficiary, trustee, custodian, parentco, subsidiary, other, acgroup,advisor,attorney,proxy
notes	no	string	Describe relationship between parties
primary_value	yes	conditional	Yes/No - you should enter either 1 (yes) or 0 (no)

Sample Request

curl -k -X PUT https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/createLink
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d firstEntryType=Account
-d firstEntry=A56465
-d relatedEntryType=IndivACParty
-d relatedEntry=P12345
-d primary_value=0
-d linkType=member
-d notes=Notes

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
linkId	integer	Unique identifier code for the Link

Sample Response

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "linkDetails": [
    true,
    [
      {
        "id": "11"
      }
    ]
  ]
}

Click on the "Test it yourself" button to see how it works

Click on the "Error Codes" button to see list of error codes

Accounts

Accreditation Verification

ACH Distributions

ACH Transfers

ATS API

Credit Card Transactions

Custodial Account

Documents

Issuers

KYC / AML

Marketplace-as-a-Service

Offerings

Parties

Supplemental Methods

Trades

Create Link

This method is used to link an account(createAccount) to a party (either individual or entity) or to another account.

Request Method : PUT

Request Parameters

Sample Request

Response Parameters

Sample Response

Click on the "Test it yourself" button to see how it works

Click on the "Error Codes" button to see list of error codes

Accounts

Accreditation Verification

ACH Distributions

ACH Transfers

ATS API

Credit Card Transactions

Custodial Account

Documents

Issuers

KYC / AML

Links

Marketplace-as-a-Service

Offerings

Parties

Supplemental Methods

Trades