Parameter | Required | Type | Description |
---|---|---|---|
clientID | yes | string | Transact API's Client ID |
developerAPIKey | yes | string | Transact API's developer API Key |
accountId | yes | string | Account ID |
aiDetail | no | string | Accredited Investor Detail |
qpStatus | no | string | QP |
qpDetail | no | string | QP Detail |
qp2a51 | no | string | QP 2a51-2 selection |
qibStatus | no | string | QIB |
qibDetail | no | string | QIB Detail |
eligible | no | string | Eligibility |
newIssue | no | string | New Issue Eligibility |
newIssueDetail | no | string | New Issue Eligibility Detail |
field1 | no | string | XYZ placeholder (more questions) |
k1consent | no | string | K-1 Consent |
k2optOut | no | string | K2_Opt_Out |
k2optoutAll | no | string | K2_Opt_Out_All |
k2optoutAccount | no | string | K2_Opt_out_account |
bPInvestor | no | string | Benefit Plan Investor (yes/no) |
bPexemption | no | string | Exemption from limits? (if BFI) (yes/no) |
bPexemptionNotes | no | string | Notes on Exemption from limits (e.g specify exemption) |
bPPlanAssets | no | string | Plan Assets Entity |
curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/updateAccountSupp -d clientID=someclientid -d developerAPIKey=somedeveloperkey -d accountId=A49501 -d aiDetail=test -d qpStatus=Approved -d qpDetail=Test -d qp2a51=test -d qibStatus=test -d qibDetail=test -d eligible=test -d newIssue=test -d newIssueDetail=test -d field1=test -d k1consent=test -d k2optOut=test -d k2optoutAll=test -d k2optoutAccount=test -d bPInvestor=yes -d bPexemption=no -d bPexemptionNotes=test -d bPPlanAssets=test
Parameter | Type | Description |
---|---|---|
statusCode | string | API Status Code |
statusDesc | string | API Status Description |
accountDetails | string | Array of account details |
{ "statusCode": "101", "statusDesc": "Ok", "accountDetails": [{ "accountId": "A49501", "aiDetail": "test", "qpStatus": "test", "qpDetail": "test", "qp2a51": "test", "qibStatus": "", "qibDetail": "", "eligible": "", "newIssue": "", "newIssueDetail": "", "field1": "", "k1consent": "", "k2optOut": "", "k2optoutAll": "", "k2optoutAccount": "", "bPInvestor": "yes", "bPexemption": "no", "bPexemptionNotes": "test", "bPPlanAssets": "test", "createdDate": "2022-02-10 09:15:58", "createdIpAddress": "35.168.159.1" }] }