ClientAccountCreationV2

Nominated bank accounts. The list of funding nominated bank accounts for an account.

Cash accounts. A list of cash accounts that can be used for funding with direct access from TPP.

List of International Bank Accounts

Advisor ID

Advisor Reference ("Advisor Code"). This must match ExternalReference of existing Advisor account. If not set, will be associated with default Advisor account.

Broker registration details required for Broker Sponsored.

Third party registration details required for Margin Lending, DVP or "Custodian" accounts.

Issuer sponsored registration details

List of persons associated with the account. Must include primary holder (primary destination for contract pdfs and statements). Must include account holders to support broker and issuer sponsorship.

Company ID of account owner, or where trust / super / minor details are included this specifies the company that is the trustee

An external company identifier that has been added to a Company via the External Reference field on the company creation endpoint

Trust details of account holder. Required for broker and issuer sponsorship where account is owned by a trust.

Superannuation details. Required for broker and issuer sponsorship where account is owned by a superannuation trust.

Minor Details. Required for broker and issuer sponsorship where account is owned by a minor.

A list of email addresses that are sent contract PDFs (this is in addition to the primary account holder)

Contract note addresses

Default text that is to be displayed on the contract note PDFs sent to the client.

Brokerage template external reference. If specified, must match reference ('BrokerageCode') of brokerage template associated with the brand.

External reference. An identifer of account in front office systems.

Allow application money to be charged and collected on rights purchase by client

Reference to custodian of the account

Client Groups. Can be used to tag accounts as 'Principal Trading'

If set to true then contract notes will be posted primary account holder. By default contract notes will be emailed.

Client Name

Client Name Extension

Reference to GST Schedule to be applied to the client.

Allow to enable the access of Class Super - HTTPS Interface Group

If specified and set to true, the client is flagged as a PrincipalTrading account

If specified and set to true, the client is blocked from order creation or amendment

Optional.If specified and set to true, the client is setup with no sponsorship

Optional. If specified and set to true, short sell will be enabled for the client

Optional. If specified and set to true, HINProtection will be enabled for the client

Postal address for the account. This will be displayed on contract PDFs and other statements. If not provided, will use address on principal contact / custodian / company address

ACH Registration details

Direct debit entry reference value