v1
latestOpenAPI 3.0.32026-07-2642021.4 KBAccounts
Create a customer account
Creates a new customer (account) with the required KYC/KYB details.
post/accounts
Headers
Idempotency-Keystring required
A unique string used to prevent duplicate operations. Each POST request must use a new idempotency key. Use a UUIDv4 string. Example: idemp-123e4567-e89b-12d3-a456-426614174000
Request body
Example request
{
"business_name": "My Customer",
"ein": "123456789",
"address": {
"street_line_1": "100 Example St.",
"street_line_2": "Suite 500",
"city": "Springfield",
"state": "CA",
"zip": "90001"
},
"beneficial_owners": [
{
"first_name": "John",
"last_name": "Doe",
"dob": "YYYY-MM-DD",
"ssn": "123-45-6789",
"address": {
"street_line_1": "100 Example St.",
"street_line_2": "Suite 500",
"city": "Springfield",
"state": "CA",
"zip": "90001"
},
"email": "a@b.com",
"phone_number": "515-555-1212",
"ownership_percentage": 40
}
],
"ultimate_beneficial_owners": [
{
"first_name": "John",
"last_name": "Doe",
"dob": "YYYY-MM-DD",
"ssn": "123-45-6789",
"address": {
"street_line_1": "100 Example St.",
"street_line_2": "Suite 500",
"city": "Springfield",
"state": "CA",
"zip": "90001"
},
"email": "a@b.com",
"phone_number": "515-555-1212",
"ownership_percentage": 40
}
],
"business_controller": {
"first_name": "John",
"last_name": "Doe",
"dob": "YYYY-MM-DD",
"ssn": "123-45-6789",
"address": {
"street_line_1": "100 Example St.",
"street_line_2": "Suite 500",
"city": "Springfield",
"state": "CA",
"zip": "90001"
},
"email": "a@b.com",
"phone_number": "515-555-1212",
"ownership_percentage": 40
},
"email": "a@b.com",
"phone_number": "515-555-1212",
"tos_attestation": {
"accepted_at": "2020-01-01T12:00:00Z",
"ip": "203.0.113.42",
"user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10.15; rv:138.0) Gecko/20100101 Firefox/138.0",
"version": "2025-04-01"
},
"website": "https://example.com",
"name": "My Account"
}Response
Account successfully created