Create customer account

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Body Params

Request body containing the customer account details to create.

The individual account type is for accounts owned by an individual. This is the most common account type and is suitable for most use cases.

string
required
string
required
boolean
required
string
enum
required
Allowed:
string
enum
required
Allowed:
tenants
array of strings
tenants
financial_advisors
array of strings
financial_advisors
Headers
string
required
string
required
Responses

customer_account_status_changed webhook event to be notified when the account is active and ready to use.

Language
Credentials
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Response
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application/json