Generate Document

The generate-document endpoint offers a dynamic way to create documents by mapping provided data onto a template, resulting in a customized, pre-filled PDF document

POST

/account-api/v1/generate-document

Available Document Types for Generation

The below documents are available for generation through this endpoint:

Document Type	Reference	Description
New Accounts Documents	CASH	StoneX Customer Account Agreement
New Accounts Documents	ADOP-simple	IRA Simplifier - Simple
New Accounts Documents	ADOP-Traditional	IRA Simplifier - Traditional
New Accounts Documents	ADOP-Roth	IRA Simplifier - Roth
New Accounts Documents	W9	IRS Form W9
New Accounts Documents	W8BE	IRS Form W-8 BEN

Request

Schema

Attribute	Type	Required	Description
accountNumber	string	✔️	Account number to pull information from to populate the document
documentTypeName	string	✔️	Document Type Name of document to generate
Reference	string	✔️	Document Type Reference of document to generate

Example

  {
    "accountNumber": "12345678",
    "documentTypeName": "New Accounts Documents",
    "Reference": "NEWA"
  }

Response

The response will be a PDF file. Depending on your implementation, you might need to:

• Directly display the PDF in a user interface.
• Prompt the user to download the file.
• Automatically save the file to a predefined location.

Response Headers

Key	Value
Content-Type	application/pdf