Issuer and Investor Entities

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By amilcar_fundamerica
Updated 9 months ago
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Issuer and Investor Entities API Documentation

Entities represent either a person or a company. They are used in a number of places. They can be an investor, an issuer or anyone related to an offering that is eligible for a background check.

Entities can also have a investorsuitabilitystatus set for them. For more details on investorsuitabilitystatus and the related investor suitability questionnaires, please see Broker Dealer Services.

View API Details
POST/entities
GET/entities/{id}
POST/entities

Create New Entity (Person, Company)

Authorization:

description

Header Parameters
X-RapidAPI-HostSTRING
REQUIRED
X-RapidAPI-KeySTRING
REQUIRED
AuthorizationBASIC
REQUIREDdescription
Required Parameters
date_of_birthSTRING
REQUIREDEntity's date of birth. Required for creating a person. For a company leave blank.
citySTRING
REQUIREDCity of entity's address
emailSTRING
REQUIREDEntity's contact email
nameSTRING
REQUIREDEntity's legal name. Enter a person's or company's legal name
phoneSTRING
REQUIREDEntity's contact phone number
postal_codeSTRING
REQUIREDZIP code of entity's address
regionSTRING
REQUIREDState of entity's address
street_address_1STRING
REQUIREDStreet address line 1
tax_id_numberSTRING
REQUIREDSSN or FEIN for entity
typeSTRING
REQUIREDMust be person, company or custodial
executive_nameSTRING
REQUIREDExecutive Name - Required when creating a company
countrySTRING
REQUIREDEntity's Country
region_formed_inSTRING
REQUIREDThe state where the company was formed. Required if type is company.
Code Snippet
Install SDK
Response ExampleSchema

Install SDK for (Node.js)Unirest

OAuth2 Authentication
Client ID
Client Secret
OAuth2 Authentication