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v1

latestOpenAPI 3.0.02026-08-04134348905.1 KB
Subaccounts

Create a new subaccount for a given program customer

Permissions required: Subaccount

Open a new subaccount for the program customer

DEPRECATED, please use /onboarding/accounts

post/subaccounts/customers/{customerId}/accounts

Path parameters

customerIdstring required

Unique Identifier for the program customer

Request body

externalSubaccountIdstring required

The external unique identifier you wish to use to identify this subaccount.

namestring required

The name of the subaccount. Needs to be unique per program customer.

Example request

{
  "name": "Subaccount Name",
  "externalSubaccountId": "EXTERNAL_ID_001",
  "fees": [
    {
      "type": "ADVISORY",
      "rate": 0.01
    },
    {
      "type": "MODEL",
      "rate": 0.01,
      "isBillable": false
    },
    {
      "type": "MANAGEMENT",
      "rate": 0.01
    }
  ]
}

Response

Successfully created the subaccount

Example response

{
  "data": {
    "subaccountId": "ec761b5e-fd2c-497a-a9a0-f8738ac97bdf"
  }
}