Skip to main content

Create Customer (ver. 2)

POST 

/platform/v2/customers

Starts a new customer onboarding application. Submit either a company or individual payload together with the useCase. Requires realm role ROLE_USER or ROLE_UNDERLYING_CUSTOMER_EDIT.

Jurisdiction guidance:

  • EU flows require associate nationality, birth country, and biometric/selfie evidence.
  • US flows require US tax identifiers where applicable and may require additional fields for control persons.
  • stateCode for US addresses is planned for a future release and is not yet enforced.

Onboarding completes automatically once required company documents, associate identification documents, required questionnaires, and assigned agreements are all submitted and accepted for processing.

Request

Responses

Customer onboarding application created

Was this page helpful?