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 \"codes\": [\n    {\n      \"code\": \"{\\n\\t\\\"name\\\": \\\"George Washington\\\",\\n\\t\\\"email\\\": \\\"george:::at:::whitehouse.gov\\\",\\n\\t\\\"applicantIpAddress\\\": \\\"127.0.0.1\\\",\\n\\t\\\"repCode\\\": \\\"REP\\\",\\n\\t\\\"options\\\": false,\\n\\t\\\"applicationType\\\": {\\n\\t\\t\\\"type\\\": \\\"individual_cash\\\",\\n\\t\\t\\\"newAccountForm\\\": {\\n\\t\\t\\t\\\"customerType\\\": \\\"INDIVIDUAL\\\",\\n\\t\\t\\t\\\"tradeAuthorization\\\": {\\n\\t\\t\\t\\t\\\"isTradeAuthorization\\\": \\\"NO\\\",\\n\\t\\t\\t\\t\\\"agentName\\\": \\\"US Secret Service\\\"\\n\\t\\t\\t},\\n\\t\\t\\t\\\"accountType\\\": \\\"CASH\\\",\\n\\t\\t\\t\\\"investmentProfile\\\": {\\n\\t\\t\\t\\t\\\"totalNetWorthUSD\\\": {\\n\\t\\t\\t\\t\\t\\\"min\\\": 200001,\\n\\t\\t\\t\\t\\t\\\"max\\\": 500000\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"liquidNetWorthUSD\\\": {\\n\\t\\t\\t\\t\\t\\\"min\\\": 100001,\\n\\t\\t\\t\\t\\t\\\"max\\\": 200000\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"annualIncomeUSD\\\": {\\n\\t\\t\\t\\t\\t\\\"min\\\": 100001,\\n\\t\\t\\t\\t\\t\\\"max\\\": 200000\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"investmentObjective\\\": \\\"GROWTH\\\",\\n\\t\\t\\t\\t\\\"riskTolerance\\\": \\\"MEDIUM\\\",\\n\\t\\t\\t\\t\\\"investmentExperience\\\": \\\"NONE\\\",\\n\\t\\t\\t\\t\\\"federalTaxBracketPercent\\\": \\\"33\\\",\\n\\t\\t\\t\\t\\\"stockExperience\\\": null,\\n\\t\\t\\t\\t\\\"optionExperience\\\": null\\n\\t\\t\\t},\\n\\t\\t\\t\\\"applicants\\\": [{\\n\\t\\t\\t\\t\\\"identity\\\": {\\n\\t\\t\\t\\t\\t\\\"name\\\": {\\n\\t\\t\\t\\t\\t\\t\\\"givenName\\\": \\\"George\\\",\\n\\t\\t\\t\\t\\t\\t\\\"familyName\\\": \\\"Washington\\\"\\n\\t\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\t\\\"dateOfBirth\\\": \\\"1732-02-22\\\",\\n\\t\\t\\t\\t\\t\\\"citizenshipCountry\\\": \\\"USA\\\",\\n\\t\\t\\t\\t\\t\\\"socialSecurityNumber\\\": \\\"123-45-6789\\\"\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"contact\\\": {\\n\\t\\t\\t\\t\\t\\\"homeAddress\\\": {\\n\\t\\t\\t\\t\\t\\t\\\"streetAddress\\\": [\\n\\t\\t\\t\\t\\t\\t\\t\\\"1600 Pennsylvania Ave\\\"\\n\\t\\t\\t\\t\\t\\t],\\n\\t\\t\\t\\t\\t\\t\\\"country\\\": \\\"USA\\\",\\n\\t\\t\\t\\t\\t\\t\\\"city\\\": \\\"Washington\\\",\\n\\t\\t\\t\\t\\t\\t\\\"state\\\": \\\"DC\\\",\\n\\t\\t\\t\\t\\t\\t\\\"postalCode\\\": 20500\\n\\t\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\t\\\"phoneNumbers\\\": [{\\n\\t\\t\\t\\t\\t\\t\\\"phoneNumber\\\": \\\"555-123-4567\\\",\\n\\t\\t\\t\\t\\t\\t\\\"phoneNumberType\\\": \\\"HOME\\\"\\n\\t\\t\\t\\t\\t}],\\n\\t\\t\\t\\t\\t\\\"emailAddresses\\\": [\\n\\t\\t\\t\\t\\t\\t\\\"george@whitehouse.gov\\\"\\n\\t\\t\\t\\t\\t]\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"disclosures\\\": {\\n\\t\\t\\t\\t\\t\\\"isPoliticallyExposed\\\": \\\"YES\\\",\\n\\t\\t\\t\\t\\t\\\"isControlPerson\\\": \\\"YES\\\",\\n\\t\\t\\t\\t\\t\\\"isAffiliatedExchangeOrFINRA\\\": \\\"YES\\\",\\n\\t\\t\\t\\t\\t\\\"companySymbols\\\": [\\n\\t\\t\\t\\t\\t\\t\\\"A\\\",\\n\\t\\t\\t\\t\\t\\t\\\"B\\\",\\n\\t\\t\\t\\t\\t\\t\\\"C\\\"\\n\\t\\t\\t\\t\\t],\\n\\t\\t\\t\\t\\t\\\"firmName\\\": \\\"Firm LTDA\\\",\\n\\t\\t\\t\\t\\t\\\"politicalExposureDetail\\\": {\\n\\t\\t\\t\\t\\t\\t\\\"politicalOrganization\\\": \\\"None\\\",\\n\\t\\t\\t\\t\\t\\t\\\"immediateFamily\\\": [\\n\\t\\t\\t\\t\\t\\t\\t\\\"Mary Poppins\\\",\\n\\t\\t\\t\\t\\t\\t\\t\\\"John Doe\\\"\\n\\t\\t\\t\\t\\t\\t]\\n\\t\\t\\t\\t\\t}\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"employment\\\": {\\n\\t\\t\\t\\t\\t\\\"employmentStatus\\\": \\\"EMPLOYED\\\",\\n\\t\\t\\t\\t\\t\\\"employer\\\": \\\"USA\\\",\\n\\t\\t\\t\\t\\t\\\"businessAddress\\\": {\\n\\t\\t\\t\\t\\t\\t\\\"streetAddress\\\": [\\n\\t\\t\\t\\t\\t\\t\\t\\\"1600 Pennsylvania Ave\\\"\\n\\t\\t\\t\\t\\t\\t],\\n\\t\\t\\t\\t\\t\\t\\\"city\\\": \\\"Washington\\\",\\n\\t\\t\\t\\t\\t\\t\\\"state\\\": \\\"DC\\\",\\n\\t\\t\\t\\t\\t\\t\\\"postalCode\\\": \\\"20500\\\",\\n\\t\\t\\t\\t\\t\\t\\\"country\\\": \\\"USA\\\"\\n\\t\\t\\t\\t\\t}\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"maritalStatus\\\": \\\"MARRIED\\\"\\n\\t\\t\\t}]\\n\\t\\t},\\n\\t\\t\\\"trustedContactForm\\\": {\\n\\t\\t\\t\\\"givenName\\\": \\\"Paul\\\",\\n\\t\\t\\t\\\"familyName\\\": \\\"Revere\\\",\\n\\t\\t\\t\\\"emailAddress\\\": \\\"prevere@onebyland.org\\\",\\n\\t\\t\\t\\\"phoneNumber\\\": {\\n\\t\\t\\t\\t\\\"phoneNumber\\\": \\\"508-555-1234\\\",\\n\\t\\t\\t\\t\\\"phoneNumberType\\\": \\\"HOME\\\"\\n\\t\\t\\t}\\n\\t\\t}\\n\\t}\\n}\",\n      \"language\": \"json\"\n    }\n  ]\n}\n[/block]","excerpt":"Individual Cash application example.","slug":"individual-cash","type":"basic","title":"Individual Cash"}

Individual Cash

Individual Cash application example.

[block:code] { "codes": [ { "code": "{\n\t\"name\": \"George Washington\",\n\t\"email\": \"george@whitehouse.gov\",\n\t\"applicantIpAddress\": \"127.0.0.1\",\n\t\"repCode\": \"REP\",\n\t\"options\": false,\n\t\"applicationType\": {\n\t\t\"type\": \"individual_cash\",\n\t\t\"newAccountForm\": {\n\t\t\t\"customerType\": \"INDIVIDUAL\",\n\t\t\t\"tradeAuthorization\": {\n\t\t\t\t\"isTradeAuthorization\": \"NO\",\n\t\t\t\t\"agentName\": \"US Secret Service\"\n\t\t\t},\n\t\t\t\"accountType\": \"CASH\",\n\t\t\t\"investmentProfile\": {\n\t\t\t\t\"totalNetWorthUSD\": {\n\t\t\t\t\t\"min\": 200001,\n\t\t\t\t\t\"max\": 500000\n\t\t\t\t},\n\t\t\t\t\"liquidNetWorthUSD\": {\n\t\t\t\t\t\"min\": 100001,\n\t\t\t\t\t\"max\": 200000\n\t\t\t\t},\n\t\t\t\t\"annualIncomeUSD\": {\n\t\t\t\t\t\"min\": 100001,\n\t\t\t\t\t\"max\": 200000\n\t\t\t\t},\n\t\t\t\t\"investmentObjective\": \"GROWTH\",\n\t\t\t\t\"riskTolerance\": \"MEDIUM\",\n\t\t\t\t\"investmentExperience\": \"NONE\",\n\t\t\t\t\"federalTaxBracketPercent\": \"33\",\n\t\t\t\t\"stockExperience\": null,\n\t\t\t\t\"optionExperience\": null\n\t\t\t},\n\t\t\t\"applicants\": [{\n\t\t\t\t\"identity\": {\n\t\t\t\t\t\"name\": {\n\t\t\t\t\t\t\"givenName\": \"George\",\n\t\t\t\t\t\t\"familyName\": \"Washington\"\n\t\t\t\t\t},\n\t\t\t\t\t\"dateOfBirth\": \"1732-02-22\",\n\t\t\t\t\t\"citizenshipCountry\": \"USA\",\n\t\t\t\t\t\"socialSecurityNumber\": \"123-45-6789\"\n\t\t\t\t},\n\t\t\t\t\"contact\": {\n\t\t\t\t\t\"homeAddress\": {\n\t\t\t\t\t\t\"streetAddress\": [\n\t\t\t\t\t\t\t\"1600 Pennsylvania Ave\"\n\t\t\t\t\t\t],\n\t\t\t\t\t\t\"country\": \"USA\",\n\t\t\t\t\t\t\"city\": \"Washington\",\n\t\t\t\t\t\t\"state\": \"DC\",\n\t\t\t\t\t\t\"postalCode\": 20500\n\t\t\t\t\t},\n\t\t\t\t\t\"phoneNumbers\": [{\n\t\t\t\t\t\t\"phoneNumber\": \"555-123-4567\",\n\t\t\t\t\t\t\"phoneNumberType\": \"HOME\"\n\t\t\t\t\t}],\n\t\t\t\t\t\"emailAddresses\": [\n\t\t\t\t\t\t\"george@whitehouse.gov\"\n\t\t\t\t\t]\n\t\t\t\t},\n\t\t\t\t\"disclosures\": {\n\t\t\t\t\t\"isPoliticallyExposed\": \"YES\",\n\t\t\t\t\t\"isControlPerson\": \"YES\",\n\t\t\t\t\t\"isAffiliatedExchangeOrFINRA\": \"YES\",\n\t\t\t\t\t\"companySymbols\": [\n\t\t\t\t\t\t\"A\",\n\t\t\t\t\t\t\"B\",\n\t\t\t\t\t\t\"C\"\n\t\t\t\t\t],\n\t\t\t\t\t\"firmName\": \"Firm LTDA\",\n\t\t\t\t\t\"politicalExposureDetail\": {\n\t\t\t\t\t\t\"politicalOrganization\": \"None\",\n\t\t\t\t\t\t\"immediateFamily\": [\n\t\t\t\t\t\t\t\"Mary Poppins\",\n\t\t\t\t\t\t\t\"John Doe\"\n\t\t\t\t\t\t]\n\t\t\t\t\t}\n\t\t\t\t},\n\t\t\t\t\"employment\": {\n\t\t\t\t\t\"employmentStatus\": \"EMPLOYED\",\n\t\t\t\t\t\"employer\": \"USA\",\n\t\t\t\t\t\"businessAddress\": {\n\t\t\t\t\t\t\"streetAddress\": [\n\t\t\t\t\t\t\t\"1600 Pennsylvania Ave\"\n\t\t\t\t\t\t],\n\t\t\t\t\t\t\"city\": \"Washington\",\n\t\t\t\t\t\t\"state\": \"DC\",\n\t\t\t\t\t\t\"postalCode\": \"20500\",\n\t\t\t\t\t\t\"country\": \"USA\"\n\t\t\t\t\t}\n\t\t\t\t},\n\t\t\t\t\"maritalStatus\": \"MARRIED\"\n\t\t\t}]\n\t\t},\n\t\t\"trustedContactForm\": {\n\t\t\t\"givenName\": \"Paul\",\n\t\t\t\"familyName\": \"Revere\",\n\t\t\t\"emailAddress\": \"prevere@onebyland.org\",\n\t\t\t\"phoneNumber\": {\n\t\t\t\t\"phoneNumber\": \"508-555-1234\",\n\t\t\t\t\"phoneNumberType\": \"HOME\"\n\t\t\t}\n\t\t}\n\t}\n}", "language": "json" } ] } [/block]