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POST
This endpoint is currently available in Sandbox only. It is not yet available in Production.
Create associated person registers an individual tied to the business, such as a beneficial owner or an authorized signer, and returns the id you use to complete their processes.

Types

type is the only required field, and it determines what the person represents:
  • beneficial-owner: An individual who ultimately owns or controls a share of the business. Accepts ownershipPercentage.
  • authorized-signer: An individual authorized to act on behalf of the business. Does not accept ownershipPercentage.
  • beneficial-owner-and-authorized-signer: An individual who is both. Accepts ownershipPercentage.
The type cannot be changed after creation. To correct it, delete the person and create them again.

Progressive creation

Every field other than type is optional at creation, so you can register a person as soon as you know their role and fill in the rest later through Update associated person profile.

Authorizations

Authorization
string
header
required

OAuth 2.0 authentication.

Body

application/json
type
string
required
Allowed value: "beneficial-owner"
fullName
string

The full legal name.

Maximum string length: 200
Pattern: ^\S+\s+\S+(\s+\S+)*$
role
string

The person's role in the business (e.g., CFO, CEO).

Required string length: 1 - 140
Pattern: ^\S.*\S$|^\S$
address
object

The person's address of residency.

birthdate
string<date>

The date of birth.

birthplace
object

The place of birth.

The legal identifiers.

Maximum array length: 20
ownershipPercentage
number

The ownership percentage for this beneficial owner.

Required range: x <= 100

Response

Associated person created successfully.

associatedPerson
object
required