| clientID |
yes |
string |
Transact API Client ID |
| developerAPIKey |
yes |
string |
Transact API Developer Key |
| accountId |
yes |
integer |
Account ID that is generated by the API once an account is created(createAccount) |
| riskProfile |
no |
conditional |
Risk Profile Score: 1,2,3,4,5 (1=very conservative; 5=very aggressive) |
| investmentExperience |
no |
conditional |
Investment Experience Score: 1,2,3,4,5 (1=none; 5=extensive) |
| privOffExperience |
no |
conditional |
Experience Investing in Private Offerings Score: 1,2,3,4,5 (1=none; 5=extensive) |
| pctPrivSecurities |
no |
integer |
Percentage of the Investor's Investment Portfolio that is invested in Private Placements |
| pctIlliquidSecurities |
no |
integer |
Percentage of the Investor's Investment Portfolio that is invested in Illiquid Securities |
| pctLiquidSecurities |
no |
integer |
Percentage of the Investor's Investment Portfolio that is invested in Liquid Securities |
| pctRealEstate |
no |
integer |
Percentage of the Investor's Investment Portfolio that is invested in Real Estate |
| timeHorizon |
no |
conditional |
The number of years until the investment portfolio is expected to reach maturity. |
| education |
no |
conditional |
Investor's Highest level of education: High School or GED, 4 Year College or University, Graduate Degree, Other |
| financialAdvisor |
no |
string |
Yes or No. Does the Investor have a financial advisor? |
| notes |
no |
string |
Free form text for any notes that need to be added for the suitability. |
| investmentObjective |
no |
string |
Primarily on Capital Preservation,Both Capital Preservation and Growth,Primarily Focused on growth |
| additionalnotes |
no |
string |
Free form text for any notes that need to be added for the suitability. |
