| Name | Description | Type | Additional information |
|---|---|---|---|
| BrandID |
Brand ID of new advisor |
integer |
Required |
| LicenseeID |
Determine branch of new advisor |
integer |
None. |
| BranchID |
Branch ID of new advisor |
integer |
None. |
| AdvisorName |
Advisor account name |
string |
String length: inclusive between 0 and 100 |
| ExternalRef |
External reference. An identifier of account in front office systems. Synonymous with 'Advisor Code' |
string |
String length: inclusive between 0 and 100 |
| LedgerCode |
Ledger Code |
string |
String length: inclusive between 0 and 100 |
| AdvisorTeamID |
Advisor team ID of the advisor |
integer |
None. |
| Persons |
List of persons associated with the advisor account. Required for persons that are to access via TPP portal, or if persons are to receive contracts / statements |
Collection of AdvisorPersonLink |
None. |