Onboard a new client

Provisions a new client under your distributor account. Upon creation, the client status is initially Active.

Body Params

The new client details

Request body for onboarding a new client under your distributor account

string
required

Your internal reference for this client. Must be unique across all clients under your distributor and cannot be reused.

string
enum
required

The type of client. One of Limited Company, PLC, Sole Trader, Partnership, Charity, Individual or Trust (not case-sensitive).

Allowed:
string
enum
required

The assessed risk level: Low, Medium or High. See GET /api/v1/lookup/client-risk-rating-levels.

Allowed:
double
required

The anticipated monthly payment volume in base currency.

associates
array of objects

The individuals associated with this client (directors, UBOs, etc.). Each associate's required fields are listed on the associate object.

associates
corporate
object | null

Corporate company details. Required for non-individual clients. When provided, name, registrationNumber, industryCode and registeredAddress are required.

Responses

401

Missing or invalid x-api-key, x-nonce or Authorization signature. The response has no body.

Language
Credentials
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Response
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application/json