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 \"codes\": [\n    {\n      \"code\": \"{\\n\\t\\\"name\\\": \\\"George Washington\\\",\\n\\t\\\"email\\\": \\\"gwashington:::at:::usa.gov\\\",\\n\\t\\\"applicantIpAddress\\\": \\\"127.0.0.1\\\",\\n\\t\\\"repCode\\\": \\\"REP\\\",\\n\\t\\\"options\\\": false,\\n\\t\\\"applicationType\\\": {\\n\\t\\t\\\"type\\\": \\\"roth_ira\\\",\\n\\t\\t\\\"newAccountIraForm\\\": {\\n\\t\\t\\t\\\"customerType\\\": \\\"IRA\\\",\\n\\t\\t\\t\\\"tradeAuthorization\\\": {\\n\\t\\t\\t\\t\\\"isTradeAuthorization\\\": \\\"NO\\\",\\n\\t\\t\\t\\t\\\"agentName\\\": \\\"Tradier\\\"\\n\\t\\t\\t},\\n\\t\\t\\t\\\"accountType\\\": \\\"CASH\\\",\\n\\t\\t\\t\\\"suitabilityProfile\\\": {\\n\\t\\t\\t\\t\\\"timeHorizon\\\": \\\"LONGEST\\\"\\n\\t\\t\\t},\\n\\t\\t\\t\\\"investmentProfile\\\": {\\n\\t\\t\\t\\t\\\"totalNetWorthUSD\\\": {\\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\\\"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\\\": \\\"INCOME\\\",\\n\\t\\t\\t\\t\\\"riskTolerance\\\": \\\"LOW\\\",\\n\\t\\t\\t\\t\\\"investmentExperience\\\": \\\"NONE\\\",\\n\\t\\t\\t\\t\\\"federalTaxBracketPercent\\\": \\\"28\\\"\\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\\\"prefix\\\": \\\"Mr.\\\",\\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\\\"gwashington@usa.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\\\": \\\"NO\\\",\\n\\t\\t\\t\\t\\t\\\"isControlPerson\\\": \\\"NO\\\",\\n\\t\\t\\t\\t\\t\\\"isAffiliatedExchangeOrFINRA\\\": \\\"NO\\\"\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"numDependents\\\": 0,\\n\\t\\t\\t\\t\\\"employment\\\": {\\n\\t\\t\\t\\t\\t\\\"employer\\\": 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\\\"USA\\\",\\n\\t\\t\\t\\t\\t\\\"city\\\": \\\"Washington\\\",\\n\\t\\t\\t\\t\\t\\\"state\\\": \\\"DC\\\",\\n\\t\\t\\t\\t\\t\\\"postalCode\\\": \\\"20500\\\"\\n\\t\\t\\t\\t},\\n\\t\\t\\t\\t\\\"dateOfBirth\\\": \\\"1731-06-02\\\",\\n\\t\\t\\t\\t\\\"socialSecurityNumber\\\": \\\"124-45-6789\\\",\\n\\t\\t\\t\\t\\\"sharePercent\\\": 100,\\n\\t\\t\\t\\t\\\"relationship\\\": \\\"SPOUSE\\\",\\n\\t\\t\\t\\t\\\"beneficiaryType\\\": \\\"PRIMARY\\\"\\n\\t\\t\\t}]\\n\\t\\t},\\n\\t\\t\\\"iraSepRolloverAgreementForm\\\": {\\n\\t\\t\\t\\\"typeIRA\\\": \\\"ROTH_IRA\\\"\\n\\t\\t}\\n\\t}\\n}\",\n      \"language\": \"text\"\n    }\n  ]\n}\n[/block]","excerpt":"Roth IRA Application example","slug":"roth-ira","type":"basic","title":"Roth IRA"}

Roth IRA

Roth IRA Application example

[block:code] { "codes": [ { "code": "{\n\t\"name\": \"George Washington\",\n\t\"email\": \"gwashington@usa.gov\",\n\t\"applicantIpAddress\": \"127.0.0.1\",\n\t\"repCode\": \"REP\",\n\t\"options\": false,\n\t\"applicationType\": {\n\t\t\"type\": \"roth_ira\",\n\t\t\"newAccountIraForm\": {\n\t\t\t\"customerType\": \"IRA\",\n\t\t\t\"tradeAuthorization\": {\n\t\t\t\t\"isTradeAuthorization\": \"NO\",\n\t\t\t\t\"agentName\": \"Tradier\"\n\t\t\t},\n\t\t\t\"accountType\": \"CASH\",\n\t\t\t\"suitabilityProfile\": {\n\t\t\t\t\"timeHorizon\": \"LONGEST\"\n\t\t\t},\n\t\t\t\"investmentProfile\": {\n\t\t\t\t\"totalNetWorthUSD\": {\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\"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\": \"INCOME\",\n\t\t\t\t\"riskTolerance\": \"LOW\",\n\t\t\t\t\"investmentExperience\": \"NONE\",\n\t\t\t\t\"federalTaxBracketPercent\": \"28\"\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\"prefix\": \"Mr.\",\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\"gwashington@usa.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\": \"NO\",\n\t\t\t\t\t\"isControlPerson\": \"NO\",\n\t\t\t\t\t\"isAffiliatedExchangeOrFINRA\": \"NO\"\n\t\t\t\t},\n\t\t\t\t\"numDependents\": 0,\n\t\t\t\t\"employment\": {\n\t\t\t\t\t\"employer\": \"United States Government\",\n\t\t\t\t\t\"positionEmployed\": \"President\",\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\"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},\n\t\t\t\t\"maritalStatus\": \"SINGLE\"\n\t\t\t}]\n\t\t},\n\t\t\"retirementAccountBeneficiariesForm\": {\n\t\t\t\"beneficiaries\": [{\n\t\t\t\t\"name\": {\n\t\t\t\t\t\"givenName\": \"Martha\",\n\t\t\t\t\t\"familyName\": \"Washington\"\n\t\t\t\t},\n\t\t\t\t\"address\": {\n\t\t\t\t\t\"streetAddress\": [\n\t\t\t\t\t\t\"1600 Pennsylvania Ave\"\n\t\t\t\t\t],\n\t\t\t\t\t\"country\": \"USA\",\n\t\t\t\t\t\"city\": \"Washington\",\n\t\t\t\t\t\"state\": \"DC\",\n\t\t\t\t\t\"postalCode\": \"20500\"\n\t\t\t\t},\n\t\t\t\t\"dateOfBirth\": \"1731-06-02\",\n\t\t\t\t\"socialSecurityNumber\": \"124-45-6789\",\n\t\t\t\t\"sharePercent\": 100,\n\t\t\t\t\"relationship\": \"SPOUSE\",\n\t\t\t\t\"beneficiaryType\": \"PRIMARY\"\n\t\t\t}]\n\t\t},\n\t\t\"iraSepRolloverAgreementForm\": {\n\t\t\t\"typeIRA\": \"ROTH_IRA\"\n\t\t}\n\t}\n}", "language": "text" } ] } [/block]