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Individual - US

Required Attributes​

The below are all the required attributes needed to open an Individual US account.

AttributesData Type
subNumberInteger
accountNumberString
mainMain
mailingAddressMailing Address
primaryOwnerPrimary Owner
electronicDeliveryElectronic Delivery

Main​

AttributesData TypeLength
repCodeString4
proxyDisclosureProxy Disclosure
sweepIndicatorBoolean
catAccountIdentifierCAT Account Identifier

Mailing Address​

AttributesData TypeMax Length
countryCountries1
streetString30
cityString15
stateProvinceUS States
CanadianProvinces		1
postalCodeStringU.S. - 9
U.S. - 10

Primary Owner​

AttributesData TypeMax LengthDescription
nameTypeName Type
name1String30INDIVIDUAL: First Name
ENTITY: Name 1, /, -, # these special characters can be used
name3String30INDIVIDUAL: First Name
ENTITY: Name 2, /, -, # these special characters can be used
citizenshipCountryCountries
birthDateDate Format
legalAddressAddress
phoneRegionHomePhone Region Codes
phoneNumberHomeString15
phoneRegionCellPhone Region Codes
phoneNumberCellString15
phoneRegionBusinessPhone Region Codes
phoneNumberBusinessString15
occupationOccupation
taxIdTypeUS Tax ID Types9
taxIdNumberString9
sourceOfFundsSources of Funds
caisCustomerTypeC.A.I.S. Customer Type
institutionalInvestorBooleanA bank, savings and loan association, insurance company, registered investment company, investment adviser, or any individual or entity with $50 million or more in assets.
trustedContactTrusted Contact
affiliationAffiliation
Requirements

Phone Number: At least one pair of phone information must be provided. Home, Business, or Cell phone. PhoneRegionCode and PhoneNumber.

Affiliation​

Industry​

AttributesData Type
associatedBoolean
firmClearingBoolean
companyNameString

Political​

AttributesData Type
associatedBoolean
nameString
organizationString
relationshipString

Public Company​

AttributesData Type
associatedBoolean
nameString
symbolString

StoneX​

AttributesData Type
associatedBoolean
nameString
positionString
relationshipString
affiliatedEntityAffiliated Entity

Electronic Delivery​

AttributesData Type
emailString
statementsBoolean
confirmsBoolean
stonexCommunicationsBoolean
investorCommunicationsBoolean
prospectusBoolean
taxDocumentsBoolean
Email Requirement

If all electronic delivery elections are false, the email is not required.

Example​

{
  "accountNumber": "12345678",
  "subNumber": "301",
  "main": {
    "repCode": "JC01",
    "proxyDisclosure": "L",
    "sweepIndicator": "true",
    "catAccountIdentifier": "Individual"
  },
  "mailingAddress": {
    "country": "US",
    "street": "2 Perimeter Park S Suite 100W",
    "city": "Birmingham",
    "stateProvince": "AL",
    "postalCode": "35243"
  },
  "primaryOwner": {
    "nameType": "Individual",
    "name1": "Sam",
    "name3": "Smith",
    "citizenshipCountry": "US",
    "birthDate": "1980-05-25",
    "phoneNumberHome": "2056964466",
    "legalAddress": {
      "country": "US",
      "street": "2 Perimeter Park S",
      "city": "Birmingham",
      "stateProvince": "AL",
      "postalCode": "35243"
    },
    "occupation": "accountingOrAuditing",
    "taxIdType": "SSN",
    "taxIdNumber": "123456789",
    "sourceOfFunds": "gift",
    "caisCustomerType": ["CP", "advisor", "Employee"],
    "institutionalInvestor": true,
    "trustedContact": {
      "name": "Jane Smith",
      "relationship": "spouse",
      "phoneRegionCode": "1",
      "phoneNumber": "2056964444",
      "email": "jane.smith@example.com",
      "address": {
        "country": "US",
        "street": "2 Perimeter Park S Suite 100W",
        "city": "Birmingham",
        "stateProvince": "AL",
        "postalCode": "35243"
      }
    },
    "affiliation": {
      "political": {
        "associated": false
      },
      "industry": {
        "associated": false
      },
      "publicCompany": {
        "associated": false
      },
      "stonex": {
        "associated": false
      }
    }
  },
  "electronicDelivery": {
    "email": "test.person@example.com",
    "statements": false,
    "confirms": true,
    "stonexCommunications": true,
    "investorCommunications": true,
    "prospectus": true,
    "taxDocuments": false
  }
}