ExternalAccount
ExternalAccount (Model)
- addedType: object · User
_by _user User (Model)
- addressType: string
_line _1 - addressType: string
_line _2 - affiliateType: object · Document
_approval _document Document (Model)
- affiliatedType: array string[]
_member _firms - affiliatedType: array string[]
_publicly _traded _companies - cityType: string
- consentType: array object[] · ConsentEvent[]
_events ConsentEvent (Model)
- countryType: string · CountryCodeenum nullable
ISO 3166-1 alpha-2 country code
values- ad
- ae
- af
- ag
- ai
- createdType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- dateType: stringFormat: date-time
_of _birth the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- emailType: stringFormat: email
- emailType: stringFormat: date-time
_verified _at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- firstType: string
_name - fullType: string
_name - idType: string
- identificationType: stringenum
_type values- national
_identity _card - driving
_licence - passport
- voter
_id - work
_permit - unknown
- identificationType: boolean
_verified - identityType: object · Document
_document _back Document (Model)
- identityType: object · Document
_document _front Document (Model)
- igType: stringenum
_role values- admin
- viewer
- null
- investmentType: stringenum
_experience values- none
- limited
- good
- extensive
- isType: boolean
_super _admin - lastType: string
_name - legalType: string
_first _name - legalType: string
_full _name - legalType: string
_last _name - legalType: string
_middle _name - nationalitiesType: array string[] · CountryCode[]enumvalues
- ad
- ae
- af
- ag
- ai
- negativeType: string
_news - notificationType: array object[] · UserNotificationPreference[]
_preferences UserNotificationPreference (Model)
- organizationsType: array object[] · Organization[]
Organization (Model)
- phoneType: string
- piiType: stringFormat: date-time
_confirmed _at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- politicalType: object · PoliticalExposure
_exposure PoliticalExposure (Interface)
- postalType: string
_code - privilegedType: array object[] · Account[]
_donor _accounts Account (Model)
- provinceType: string
- residencyType: stringenum
_status values- us
_permanent _resident - us
_temporary _resident - us
_non _resident
- taxType: string
_id - taxType: stringenum
_id _type values- itin
- ssn
- updatedType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- bankType: string
_brand _color - bankType: string
_name - beneficiaryType: boolean
_is _third _party - createdType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- deletedType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- idType: string
- logoType: object · Document
Document (Model)
- accountType: object · Account
Account (Model)
- createdType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- deletedType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- idType: string
- mimeType: stringenum
_type values- application/pdf
- image/png
- image/jpeg
- image/webp
- nameType: string
- organizationType: object · Organization
Organization (Model)
- typeType: stringenumvalues
- w9
- ips
- articles
_of _incorporation - board
_report - meeting
_minutes
- updatedType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- urlType: string
- logoType: string
_url - maskType: string
- nameType: string
- organizationType: object · Organization
Organization (Model)
- accountsType: array object[] · Account[]
Account (Model)
- addressType: string
_line _1 - addressType: string
_line _2 - advisorType: object · Advisor
Advisor (Model)
- annualType: stringenum
_income 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
- anticipatedType: stringenum
_crypto _volume values- less
_than _5k - 5k
_to _10k - 10k
_to _100k - 100k
_to _500k - 500k
_to _1m - over
_1m - null
- articlesType: object · Document
_of _incorporation Document (Model)
- balanceType: number
- boardType: string
_approval _agenda - boardType: string
_approval _attendees - boardType: stringFormat: date-time
_approved _account _at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- boardType: object · ConsentEvent
_resolution _consent _event ConsentEvent (Model)
- boardType: object · Document
_resolution _minutes Document (Model)
- boardType: string
_secretary _email - boardType: string
_secretary _first _name - boardType: string
_secretary _last _name - boardType: string
_secretary _title - brandType: string
_color - campaignsType: array object[] · Campaign[]
Campaign (Model)
- capabilitiesType: object · Capabilities
Capabilities (Interface)
- cashType: number
_balance - cityType: string
- corporateType: object · Document
_bylaws Document (Model)
- countryType: string · CountryCodeenum nullable
ISO 3166-1 alpha-2 country code
values- ad
- ae
- af
- ag
- ai
- createdType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- cryptoType: object · ConsentEvent
_consent _event ConsentEvent (Model)
- documentsType: array object[] · Document[]
Document (Model)
- doingType: array string[]
_business _as - donationsType: array object[] · Donation[]
Donation (Model)
- donorType: number
_address _requirement _asset _threshold - donorType: number
_address _requirement _threshold - donorType: array string[]enum
_base values- us
_individuals - us
_corporations - us
_government _grants - foreign
_government _grants - foreign
_individuals - foreign
_corporations
- equitiesType: number
_balance - exemptionType: stringenum
_type values- 501c1
- 501c2
- 501c3
- 501c4
- 501c5
- externalType: array object[] · ExternalAccount[]
_accounts ExternalAccount (Model)
- foreignType: string
_bank _us _agent - idType: string
- incorporationType: string · CountryCodeenum nullable
_country ISO 3166-1 alpha-2 country code
values- ad
- ae
- af
- ag
- ai
- incorporationType: stringFormat: date-time
_date the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- incorporationType: string
_province - invitationsType: array object[] · Invitation[]
Invitation (Model)
- irsType: object · IrsDatum
_data IrsDatum (Model)
- irsType: object · Document
_determination Document (Model)
- isType: boolean
_foreign _bank _maintained - legalType: string
_name - liquidType: stringenum
_net _worth 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
- logoType: object · Document
Document (Model)
- majorType: array object[] · MajorDonors[]
_donors MajorDonors (Interface)
- missionType: string
- nameType: string
- negativeType: string
_news - netType: stringenum
_worth 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
- operatingType: array · CountryCodeNullable[]
_countries - organizationType: array object[] · OrganizationIntegration[]
_integrations OrganizationIntegration (Model)
- phoneType: string
- politicallyType: array object[] · PoliticallyExposedPeople[]
_exposed _people PoliticallyExposedPeople (Interface)
- postalType: string
_code - provinceType: string
- structureType: stringenumvalues
- trust
- corporation
- limited
_liability _company
- taxType: string
_id - updatedType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z
- urlType: string
- usersType: array object[] · User[]
User (Model)
- wType: object · Document
_9 Document (Model)
- webhooksType: array object[] · Webhook[]
Webhook (Model)
- statusType: stringenumvalues
- pending
_automatic _verification - pending
_manual _verification - approved
- expired
- failed
- re
_auth _required
- typeType: stringenumvalues
- primary
- wire
- updatedType: stringFormat: date-time
_at the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z