TransactAPI v3.0 - 05/21/2022 23:59:58 PT
| 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"
}]
}