Document

Document (Model)

account
Type: object · Account

Account (Model)
- account_number
  Type: string
- account_type
  Type: stringenum
  values
  reserve
  growth
  endowment
  donations_only
- accounts
  Type: array object[] · ExternalAccount[]
  
  ExternalAccount (Model)
- async_close_this
  Type: object · Account
  
  Account (Model)
- aum_fee
  Type: number
- balance
  Type: number
- cash_balance
  Type: number
- consent_event
  Type: object · ConsentEvent
  
  ConsentEvent (Model)
- created_at
  Type: stringFormat: date-time
  
  the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- deposits
  Type: array object[] · Deposit[]
  
  Deposit (Model)
- disbursement_annual_percentage
  Type: number
- disbursement_frequency
  Type: string
- documents
  Type: array object[] · Document[]
  
  Document (Model)
- equities_balance
  Type: number
- id
  Type: string
- initial_deposit_amount
  Type: number
- ips_document
  Type: object · Document
  
  Document (Model)
- name
  Type: string
- orders
  Type: array object[] · Order[]
  
  Order (Model)
- organization
  Type: object · Organization
  
  Organization (Model)
- portfolio
  Type: object · Portfolio
  
  Portfolio (Model)
- positions
  Type: array object[] · PositionResponse[]
  
  PositionResponse (Interface)
- privileged_donor_users
  Type: array object[] · User[]
  
  User (Model)
- status
  Type: stringenum
  values
  draft
  ready_for_ig_review
  pending_apex
  active
  pending_closure
  closed
- transactions
  Type: array object[] · Transaction[]
  
  Transaction (Model)
- transfers
  Type: array object[] · AccountTransfer[]
  
  AccountTransfer (Model)
- updated_at
  Type: stringFormat: date-time
  
  the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- withdrawals
  Type: array object[] · Withdrawal[]
  
  Withdrawal (Model)
created_at
Type: stringFormat: date-time

the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
deleted_at
Type: stringFormat: date-time

the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
id
Type: string
mime_type
Type: stringenum
values
- application/pdf
- image/png
- image/jpeg
- image/webp
name
Type: string
organization
Type: object · Organization

Organization (Model)
- accounts
  Type: array object[] · Account[]
  
  Account (Model)
- address_line_1
  Type: string
- address_line_2
  Type: string
- advisor
  Type: object · Advisor
  
  Advisor (Model)
- annual_income
  Type: stringenum
  values
  under_25k
  from_25k_to_50k
  from_50k_to_100k
  from_100k_to_200k
  from_200k_to_300k
  from_300k_to_500k
  from_500k_to_1200k
  over_1200k
- anticipated_crypto_volume
  Type: stringenum
  values
  less_than_5k
  5k_to_10k
  10k_to_100k
  100k_to_500k
  500k_to_1m
  over_1m
  null
- articles_of_incorporation
  Type: object · Document
  
  Document (Model)
- balance
  Type: number
- board_approval_agenda
  Type: string
- board_approval_attendees
  Type: string
- board_approved_account_at
  Type: stringFormat: date-time
  
  the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- board_resolution_consent_event
  Type: object · ConsentEvent
  
  ConsentEvent (Model)
- board_resolution_minutes
  Type: object · Document
  
  Document (Model)
- board_secretary_email
  Type: string
- board_secretary_first_name
  Type: string
- board_secretary_last_name
  Type: string
- board_secretary_title
  Type: string
- brand_color
  Type: string
- campaigns
  Type: array object[] · Campaign[]
  
  Campaign (Model)
- capabilities
  Type: object · Capabilities
  
  Capabilities (Interface)
- cash_balance
  Type: number
- city
  Type: string
- corporate_bylaws
  Type: object · Document
  
  Document (Model)
- country
  Type: string · CountryCodeenum nullable
  
  ISO 3166-1 alpha-2 country code
  
  values
  ad
  ae
  af
  ag
  ai
- created_at
  Type: stringFormat: date-time
  
  the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- crypto_consent_event
  Type: object · ConsentEvent
  
  ConsentEvent (Model)
- documents
  Type: array object[] · Document[]
  
  Document (Model)
- doing_business_as
  Type: array string[]
- donations
  Type: array object[] · Donation[]
  
  Donation (Model)
- donor_address_requirement_asset_threshold
  Type: number
- donor_address_requirement_threshold
  Type: number
- donor_base
  Type: array string[]enum
  values
  us_individuals
  us_corporations
  us_government_grants
  foreign_government_grants
  foreign_individuals
  foreign_corporations
- equities_balance
  Type: number
- exemption_type
  Type: stringenum
  values
  501c1
  501c2
  501c3
  501c4
  501c5
- external_accounts
  Type: array object[] · ExternalAccount[]
  
  ExternalAccount (Model)
- foreign_bank_us_agent
  Type: string
- id
  Type: string
- incorporation_country
  Type: string · CountryCodeenum nullable
  
  ISO 3166-1 alpha-2 country code
  
  values
  ad
  ae
  af
  ag
  ai
- incorporation_date
  Type: stringFormat: date-time
  
  the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- incorporation_province
  Type: string
- invitations
  Type: array object[] · Invitation[]
  
  Invitation (Model)
- irs_data
  Type: object · IrsDatum
  
  IrsDatum (Model)
- irs_determination
  Type: object · Document
  
  Document (Model)
- is_foreign_bank_maintained
  Type: boolean
- legal_name
  Type: string
- liquid_net_worth
  Type: stringenum
  values
  under_50k
  from_50k_to_100k
  from_100k_to_200k
  from_200k_to_500k
  from_500k_to_1m
  from_1m_to_5m
  over_5m
- logo
  Type: object · Document
  
  Document (Model)
- major_donors
  Type: array object[] · MajorDonors[]
  
  MajorDonors (Interface)
- mission
  Type: string
- name
  Type: string
- negative_news
  Type: string
- net_worth
  Type: stringenum
  values
  under_50k
  from_50k_to_100k
  from_100k_to_200k
  from_200k_to_500k
  from_500k_to_1m
  from_1m_to_5m
  over_5m
- operating_countries
  Type: array · CountryCodeNullable[]
- organization_integrations
  Type: array object[] · OrganizationIntegration[]
  
  OrganizationIntegration (Model)
- phone
  Type: string
- politically_exposed_people
  Type: array object[] · PoliticallyExposedPeople[]
  
  PoliticallyExposedPeople (Interface)
- postal_code
  Type: string
- province
  Type: string
- structure
  Type: stringenum
  values
  trust
  corporation
  limited_liability_company
- tax_id
  Type: string
- updated_at
  Type: stringFormat: date-time
  
  the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- url
  Type: string
- users
  Type: array object[] · User[]
  
  User (Model)
- w_9
  Type: object · Document
  
  Document (Model)
- webhooks
  Type: array object[] · Webhook[]
  
  Webhook (Model)
type
Type: stringenum
values
- w9
- ips
- articles_of_incorporation
- board_report
- meeting_minutes
updated_at
Type: stringFormat: date-time

the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
url
Type: string