CREATe Account

Creates Investor Account record – id returned must be used for subsequent “Funding” and “Investment” API calls.  Make sure investor_id attribute is populated.  This is what is used to tie account to investor.

If name_1, name_2, name_3 and name_4 attributes are null, the investor’s name information will be used to value the name properties.

If mailing_address_1, mailing_address_2, mailing_city, mailing_state, mailing_zip, and mailing_country attributes are null, the investor’s address information will be used to value the account address properties.

Request

QA Environment

Content-Type: application/json

POST https://qaservices.goldstartrust.com/Crowdfunding/api/Account/

{
    "portal_account_number": "youraccountnumber",
    "investor_id": 76866,
    "name_1": null,
    "name_2": null,
    "name_3": null,
    "name_4": null,
    "mailing_address_1": "123 Ave A",
    "mailing_address_2": null,
    "mailing_city": "Somewhere",
    "mailing_state": "TX",
    "mailing_zip": "79109",
    "mailing_country": null,
    "is_mailing_address_foreign": "false",
    "is_cip_satisfied": true,
    "draft_account_type_id": 1,
    "draft_routing_number": "111310870",
    "draft_account_number": "1234567890",
    "draft_account_name": "First Last",
    "status_id": 1,
    "account_type_id": 12,
    "w9_code_id": 1,
    "contact_name": "InvestorFirst InvestorLast",
    "contact_phone": "8061234567",
    "contact_email": "[email protected]",
    "idology_id": 123456,
    "created_by_ip_address": "123.456.789.012"
}

response

Account Model is returned.  Notice the id attribute returned; it must be used when making “Funding” and “Escrow” API calls.

{
    "id": 81686,
    "number": "$1000604176",
    "portal_account_number": "9876431",
    "investor_id": 76866,
    "name_1": "InvestorFirst InvestorMiddle InvestorLast",
    "name_2": null,
    "name_3": null,
    "name_4": null,
    "mailing_address_1": "123 Ave A",
    "mailing_address_2": null,
    "mailing_city": "Somewhere",
    "mailing_state": "TX",
    "mailing_zip": "79109",
    "mailing_country": null,
    "is_mailing_address_foreign": false,
    "current_uninvested_cash": 0,
    "uninvested_cash": 0,
    "is_cip_satisfied": false,
    "draft_account_type_id": null,
    "draft_routing_number": null,
    "draft_account_number": "1234567890",
    "draft_account_name": "First Last",
    "status_id": 1,
    "account_type_id": 12,
    "w9_code_id": 1,
    "contact_name": "InvestorFirst InvestorLast",
    "contact_phone": "8061234567",
    "contact_email": "[email protected]",
    "idology_id": 123456,
    "created_by_ip_address": "123.456.789.012"
}