Create investor

Creates a new investor resource. The id and investor_key attributes are assigned by the system and returned in Response payload. Subsequent calls to GET the investor must use the investor_key.

If the is_person attribute is true, include the first_name, middle_name, and last_name attributes; otherwise include the name attribute.

Request

Content-Type: application/json

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

{
    "id": 0,
    "tax_id_number": "111223334",
    "first_name": "InvestorFirst",
    "middle_name": "InvestorMiddle",
    "last_name": "InvestorLast",
    "name": null,
    "birth_date": "1960-12-31T00:00:00",
    "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,
    "legal_address_1": "123 Ave A",
    "legal_address_2": null,
    "legal_city": "Somewhere",
    "legal_state": "TX",
    "legal_zip": "79109",
    "legal_country": null,
    "is_legal_address_foreign": false,
    "primary_phone": "1112223333",
    "secondary_phone": "2223334444",
    "is_person": true,
    "email": "[email protected]",
    "is_cip_satisfied": false,
    "portal_investor_number": "yourinvestornumber",
    "created_by_ip_address": "123.456.789.012"
}

Response

Notice the payload includes the system-assigned id and investor_key attributes. The id attribute must be used when creating accounts associated with this investor.  The investor_key attribute must be used to GET this investor.

{
    "id": 76866, 
    "investor_key": “abababab-cdcd-efef-ghgh-jkjkjkjkjkjk,
    "tax_id_number": "111223334",
    "first_name": "InvestorFirst",
    "middle_name": "InvestorMiddle",
    "last_name": "InvestorLast",
    "name": null,
    "birth_date": "1960-12-31T00:00:00",
    "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,
    "legal_address_1": "123 Ave A",
    "legal_address_2": null,
    "legal_city": "Soemwhere",
    "legal_state": "TX",
    "legal_zip": "79109",
    "legal_country": null,
    "is_legal_address_foreign": false,
    "primary_phone": "1112223333",
    "secondary_phone": "2223334444",
    "is_person": true,
    "email": "[email protected]",
    "is_cip_satisfied": false,
    "portal_investor_number": "yourinvestornumber",
    "created_by_ip_address": "123.456.789.012",
    "Accounts": [],
    "Transactions": []
}

Create Investor example using Postman: