Region: US
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Added

Open additional accounts for an existing account holder

25 days ago

Broker API

Adds support for opening an additional account for an existing account holder. A new primary_account_holder_id field is added to the account schema and account creation request.

  • To open an additional account, supply primary_account_holder_id at the top level instead of contact/identity data. Supplying contact or identity alongside it returns HTTP 400.
  • Only account_type of trading and ira are supported via this flow.
  • The referenced primary account holder must be eligible to open an additional account, otherwise the request returns HTTP 400.
  • primary_account_holder_id is read-only after the account is created. Omitting it or supplying the existing value is a no-op; supplying a different value returns HTTP 400.

Affected Endpoints

  • POST /v1/accounts
  • PATCH /v1/accounts/{account_id}
  • GET /v1/accounts/{account_id}
  • GET /v1/accounts