openapi: 3.0.1 info: title: Services.AutoTrading Account Values Signups API description: 'The AutoTrading service group provides endpoints for interacting with Saxo Bank''s SaxoSelect offering.Through these interfaces a client application can get Saxo Select trade leaders, portfolios and investments. Portfolio investments can be created and modifed.
Note:
This service is subject to special licensing agreements and not generally available to all OpenAPI applications.
' version: 2.4.138+710c760591 x-framework-version: 38.0.2+439c5b0ec3 x-machine: SIMOAWEB11-DK2 servers: - url: https://gateway.saxobank.com/sim/openapi tags: - name: Signups description: "The Signups resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.\n \nFull client registrations.\n\nThe Signups resource is intended for an IB to upload complete details of a prospective client. \n A signup is completed by first POSTing information to the signups endpoint. \n Subsequently you may POST to the /signups/files endpoint to add files to the signup. \n\n\nA number of the fields on the signup resource are user selectable options. You can get a list of options\n for all user selectable fields by calling the /signup/options endpoint." paths: /cm/v2/signups/verification/initiate/{ClientKey}: post: tags: - Signups summary: Initiate verification process from external vendor description: Initiates the verification process for a client by returning a URL that will redirect the client to an external vendor. If successful, the onboarding status will be approved. operationId: SignUpV2InitiateVerification parameters: - name: ClientKey in: path description: The client key required: true style: simple schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== requestBody: content: application/json: schema: $ref: '#/components/schemas/InitiateVerification.InitiateVerificationRequest' example: SecureMeRequest: CountryCode: UK ErrorRedirectUrl: https://openapi.validate.com ServiceLanguageCode: FR SuccessRedirectUrl: https://openapi.validate.com UploadOptions: Back: File Front: File Selfie: Camera VerificationProviderType: SecureMe responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/InitiateVerification.InitiateVerificationResponse' example: IdentificationUrl: https://secure-me.au10tixservicesstaging.com?token=oBVmsTzsSMGvYES0y9jj&api=aHR0cHM6Ly93ZXUtYXBpLmF1MTB0aXhzZXJ2aWNlc3N0YWdpbmcuY29tL3NlY3VyZS1tZS92MQ%3D%3D&locale=en-us '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState - ValidationFailed type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! ValidationFailed: One or more of your field values are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound - SignupNotFound type: string example: None x-enum-descriptions: SignupNotFound: The given signup could not be found NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write /cm/v2/signups/options: get: tags: - Signups summary: Get all signup options description: Return translated data set containing possible field values for each user selections. operationId: SignUpV2GetSignupOptions responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/Models.SignUpOptionListResult' example: Data: - PropertyName: ServiceLanguageCode ValuePairs: - Key: AR Value: Arabic - Key: BU Value: Bulgarian - Key: CH Value: Chinese - Key: CHT Value: Chinese Traditional - Key: DA Value: Danish - Key: EN Value: English - Key: FA Value: Farsi - Key: DE Value: German - PropertyName: CountryOfResidenceCode ValuePairs: - Key: AF Value: Afghanistan - Key: AX Value: Åland Islands - Key: CN Value: China - Key: CX Value: Christmas Island - Key: DK Value: Denmark - Key: GB Value: United Kingdom - Key: IQ Value: Iraq - Key: DE Value: Germany '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '204': description: No Content '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound type: string example: None x-enum-descriptions: NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Read /cm/v2/signups/attachments/{SignUpId}: post: tags: - Signups description: Add multiple files to a sign up case operationId: SignUpV2AttachFile parameters: - name: SignUpId in: path description: Signup ID required: true style: simple schema: type: string example: 5b68ce05-24f7-491c-a3aa-6a43f7923cee requestBody: content: application/json: schema: $ref: '#/components/schemas/SignupDocuments' example: Documents: - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 DocumentType: ProofOfIdentity FileName: ProofOfIdentity.pdf RenewalDate: '2025-10-29T04:28:02.224997Z' Title: ProofOfIdentity - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 DocumentType: ProofOfResidency FileName: ProofOfResidency.doc RenewalDate: '2024-10-29T04:28:02.224997Z' Title: ProofOfResidency responses: '201': description: Created '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '204': description: No Content '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound type: string example: None x-enum-descriptions: NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write /cm/v1/signups/onboardingpdf/{ClientKey}: get: tags: - Signups description: Generate PDF document of DocumentType provided in request for client provided operationId: SignUpV1GenerateTypedOnboardingPDF parameters: - name: ClientKey in: path description: The client key required: true style: simple schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== - name: DocumentType in: query description: The onboarding document type required: true style: form explode: false schema: $ref: '#/components/schemas/OnboardingDocumentType' responses: '200': description: OK '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState - RequestNotAllowed - ValidationFailed type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! RequestNotAllowed: Request not allowed! ValidationFailed: One or more of your field values are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound type: string example: None x-enum-descriptions: NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Read /cm/v1/signups/verification/initiate/{ClientKey}: post: tags: - Signups summary: Initiate verification process from external vendor description: Initiates the verification process for a client by returning a URL that will redirect the client to an external vendor. If successful, the onboarding status will be approved. operationId: SignUpV1InitiateVerification parameters: - name: ClientKey in: path description: The client key required: true style: simple schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== requestBody: content: application/json: schema: $ref: '#/components/schemas/InitiateVerificationRequest' example: RedirectUrl: http://openapi.validate.com responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/InitiateVerificationResponse' example: IdentificationUrl: https://test.signicat.com/target=http%3A%2F%2Fopenapi.validate.com%2Fopenapi%2Fv1%2Fverify%2F3c3685cf-85e3-4c11-8as7-c4f2dcc78hea '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState - ValidationFailed type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! ValidationFailed: One or more of your field values are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound - SignupNotFound type: string example: None x-enum-descriptions: SignupNotFound: The given signup could not be found NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write /cm/v1/signups/completeapplication/{SignUpId}: put: tags: - Signups summary: Completes the onboarding application description: Completes the onboarding application without any delay. Call this endpoint after 'create signup' and 'upload documents'. operationId: SignUpV1CompleteApplication parameters: - name: AwaitAccountCreation in: query description: Flag to mention if you want to wait for account creation. Set it to true to wait for account details or false if you don't want the account details immediately. style: form explode: false schema: type: boolean example: true - name: SignUpId in: path description: Signup ID required: true style: simple schema: pattern: ^[0-9a-fA-F]{32}$|^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$ type: string example: 5b68ce05-24f7-491c-a3aa-6a43f7923cee responses: '204': description: No Content content: application/json: schema: $ref: '#/components/schemas/CompleteApplicationResponse' example: AccountDetails: - AccountType: Normal CurrencyIsoCode: USD Iban: DK43754335838392 ApplicationStatus: Ok '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound - SignupNotFound type: string example: None x-enum-descriptions: SignupNotFound: The given signup could not be found NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write /cm/v1/signups/status/{ClientKey}: get: tags: - Signups summary: Get the onboarding status of a client description: Returns the onboarding status of a client. The onboarding flow is as follows operationId: SignUpV1GetSignUpStatus parameters: - name: ClientKey in: path description: The client key required: true style: simple schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/SignUpStatusResponse' example: ClientId: '7856478' ClientKey: d2-PzdC5wIPy1284wD-rRA== Message: Onboarding request complete. Account and client keys have been created OnboardingState: ClientOnboarded '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound - SignupNotFound type: string example: None x-enum-descriptions: SignupNotFound: The given signup could not be found NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Read /cm/v1/signups: post: tags: - Signups summary: Create client description: Initiates the creation of a new client under the specified owner. The country specific properties for Finland, Italy, Singapore and Switzerland cannot be combined. If successful, the endpoint returns the new ClientId, its corresponding ClientKey and the SignupId. The latter is used to upload additional files and to complete the application. operationId: SignUpV1SignUp parameters: - name: OwnerKey in: query description: Client key of owner, under which this signup will be created. If not provided, signup will be created under the LoggedIn client style: form explode: false schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== requestBody: content: application/json: schema: $ref: '#/components/schemas/SignUpRequest' example: AccountInformation: AdditionalChoiceOfAccounts: - '5' ClientCategoryId: '1' CurrencyCode: USD DefaultChoiceOfAccount: '38' IntendedCommissionGroupId: '1234' IntendedTemplateId: '567' OtherInstructions: Instruction1 BankInformation: BeneficiaryBankName: BankName ReceivingCountryIsoCode: DK FinlandData: EuroclearJudicialForm: '21' EuroclearSectorCode: '10010' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK ItalyData: EmploymentInformation: CountryConcernedCode: IT DetailedBusinessActivity: '005' EmploymentName: Employer OtherEmployment: Other employer description PrevalentCorporateObject: Corporate object ProvinceConcerned: Livorno StatusOfEmployment: '125' MailContactPreference: true ProfileInformation: AnnualIncomeInformation: AnnualIncomeSource: - '2' TotalAnnualIncome: '1' InvestableAssets: IntendToInvest: '2' NatureAndPurposeOfTheRelationship: '1' SourceOfWealth: - '3' ValueOfTotalWealth: '4' OnboardingInformation: ElectronicVerification: Done: '2018-04-05T00:00:00Z' ExternalId: ExternalId Result: Passed Score: '50' PensionData: AdditionalPensionData: Additional pension data EmployerReference: 4582HGF39 PensionProductTypes: - EmployerPaidAlderssum PersonalInformation: AdditionalTaxableCountries: - CountryCode: DK TaxId: '12334567' TinNotAvailable: false - CountryCode: CN TinMissingReason: '100000001' TinNotAvailable: true TinOtherMissingReason: It is under progress AdditionalTaxCountryCode: DK CityOfBirth: NewYork ConsentSource: 1 ContactInformation: EmailAddress: abc@test.com PrimaryPhoneNumber: CountryCode: US Number: '1234567890' SecondaryPhoneNumber: CountryCode: IN Number: '2134567890' CorrespondenceAddress: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square CountryOfBirth: US DateOfBirth: '1980-01-01' Debt: Currency: '2' Value: 100000 DeclaredBankrupt: false EmploymentInformation: AdditionalEmploymentRelations: CompanyNameInsider: CompanyNameInsider CompanyNameMajorityInterest: CompanyNameMajorityInterest ManagedOrManagingAssets: false EmployerName: EmpName FinancialSectorEmployee: false NatureOfBusiness: '1' OccupationTypes: - '1' - '2' Position: Position FirstName: John Gender: '2' LastName: Doe LiquidNetWorth: Currency: '2' Value: 100000 MarketingConsent: true NationalId: NationalId NationalityCode: US NonDisclosureClient: false OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 PersonalId: '986283618' PersonalIdExpirationDate: '2019-04-05' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PersonalTradingProfile: KnowledgeOfFinancialInstruments: '2' ProductTradingExperience: - '3' - '4' - '5' TradesPerMonth: '3' PoliticallyExposedPerson: false ResidentialAddress: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square SalaryBeforeTax: Currency: '2' Value: 100000 ServiceLanguageCode: EN TaxId: '288392738' TinNotAvailable: false ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '1' SecondaryIncomeOther: Other sources of secondary income SecondarySourcesOfIncome: - '2' SecondarySourcesOfIncomeTotal: '8' InvestableAssets: IntendToInvest: '5' PrimarySourcesOfWealth: - '1' - '3' SourceOfWealthOther: OtherWealthSource ValueOfCashAndSecurities: '8' InvestmentPurpose: PurposeAndScope: '2' TradingProfile: SoleBoOfAssets: true RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesProducts: true UnitedStatesTaxId: '23456' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' BrokersDeclinedBy: BrokersName ClassificationRequired: true DiplomaOrHigherQualification: '2' EducationalQualificationSatisfied: true ELearningAbsSasCfds: '3' ELearningAbsSasFx: '2' ELearningPassed: '4' ELearningSgx: false ELearningSgxScore: '20' FinanceWorkExperience: '5' InvestorProfile: '2' ListedSips: true NetWorthSgd: '5' PermanentResident: true ProfessionalFinanceQualification: '5' SgxStocks: '2' UnlistedSipsCfds: false UnlistedSipsFx: false SwitzerlandData: AnnualIncomeChf: '4' NetWorthChf: '2' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/SignUpResponse' example: ClientId: '2147279170' ClientKey: 7m4I|vtYLUnEGg77o9uQhw== SignUpId: 446d5238-dc6b-4c04-9b0e-7c061f93734e '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - ClientMatch - InvalidModelState - PreClientMatch type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! PreClientMatch: User is already a pre-client! ClientMatch: User is already a client! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound type: string example: None x-enum-descriptions: NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write /cm/v1/signups/options: get: tags: - Signups summary: Get all signup options description: Return data set containing possible field values for each user selections. operationId: SignUpV1GetSignupOptions responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/SignUpOptionListResult' example: Data: - PropertyName: ServiceLanguageCode ValuePairs: - Key: Arabic Value: AR - Key: Bulgarian Value: BU - Key: Chinese Value: CH - Key: Chinese Traditional Value: CHT - Key: Danish Value: DA - Key: English Value: EN - Key: Farsi Value: FA - Key: German Value: DE - PropertyName: CountryOfResidenceCode ValuePairs: - Key: Afghanistan Value: AF - Key: Åland Islands Value: AX - Key: China Value: CN - Key: Christmas Island Value: CX - Key: Denmark Value: DK - Key: United Kingdom Value: GB - Key: Iraq Value: IQ - Key: Germany Value: DE '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound type: string example: None x-enum-descriptions: NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] /cm/v1/signups/attachments/{SignUpId}: post: tags: - Signups summary: Adds a file to a sign up case description: Adds attachment to a sign up case. operationId: SignUpV1AttachFile parameters: - name: DocumentType in: query description: Type of document style: form explode: false schema: $ref: '#/components/schemas/SignupFlowDocumentType' example: ProofOfIdentity - name: RenewalDate in: query description: Expiration date of document style: form explode: false schema: type: string format: date-time x-type-name: UtcDateTime example: '2019-07-15T00:00:00.0000000+00:00' - name: SignUpId in: path description: Signup ID required: true style: simple schema: type: string example: 5b68ce05-24f7-491c-a3aa-6a43f7923cee - name: Title in: query description: Title of the document file style: form explode: false schema: type: string example: client_POI responses: '201': description: Created '200': description: Action was executed successfully. '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState type: string example: None x-enum-descriptions: InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotFound type: string example: None x-enum-descriptions: NotFound: '' Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write components: schemas: Models.PensionData: title: Client information about pension type: object properties: AdditionalPensionData: title: Additional pension data type: string example: stringValue EmployerReference: title: Employer refrerence ID type: string example: stringValue PensionProductTypes: title: Pension product types (can select multiple) type: array items: $ref: '#/components/schemas/Models.PensionProductType' example: - EmployerPaidAlderssum additionalProperties: false example: AdditionalPensionData: Additional pension data EmployerReference: 4582HGF39 PensionProductTypes: - EmployerPaidAlderssum OnboardingStateType: title: Onboarding State of user enum: - Approved - ClientOnboarded - InProgress - Pending - Rejected - Waiting type: string example: ClientOnboarded x-enum-descriptions: ClientOnboarded: Onboarding request is complete Waiting: Onboarding request is waiting to be picked up by Operations InProgress: Onboarding request is being worked on Pending: Onboarding request is waiting for information by user Rejected: Onboarding request is rejected Approved: Onboarding request is approved Models.SwitzerlandData: title: Client information for Switzerland onboarding type: object properties: AnnualIncomeChf: title: Annual income in CHF (from Options) type: string example: stringValue NetWorthChf: title: Net worth in CHF (from Options) type: string example: stringValue additionalProperties: false example: AnnualIncomeChf: '4' NetWorthChf: '2' Models.SingaporeData: title: Client information for Singapore onboarding type: object properties: AnnualIncomeSgd: title: Annual income in SGD type: string example: stringValue BrokersDeclinedBy: title: Brokers declined by type: string example: stringValue ClassificationRequired: title: Is classification required? type: boolean example: false DiplomaOrHigherQualification: title: Diploma or higher Qualification type: string example: stringValue ELearningAbsSasCfds: title: E-learning (ABS-SAS, CFDs) type: string example: stringValue ELearningAbsSasFx: title: E-learning (ABS-SAS, Fx) type: string example: stringValue ELearningPassed: title: Has the client passed E-learning type: string example: stringValue ELearningSgx: title: E-learning (SGX) type: boolean example: false ELearningSgxScore: title: E-learning (SGX) score type: string example: stringValue EducationalQualificationSatisfied: title: Is the qualification of education satisfied? type: boolean example: false FinanceWorkExperience: title: Finance work experience type: string example: stringValue InvestorProfile: title: Type of investor profile type: string example: stringValue ListedSips: title: Does the client want to trade in listed SIPs? type: boolean example: false NetWorthSgd: title: Net worth in SGD type: string example: stringValue PermanentResident: title: Is the client a permanent resident of Singapore? type: boolean example: false ProfessionalFinanceQualification: title: Professional finance qualification type: string example: stringValue SgxStocks: title: Sgx stocks type: string example: stringValue UnlistedSipsCfds: title: Does the client want to trade unlisted SIPs (CFD)? type: boolean example: false UnlistedSipsFx: title: Does the client want to trade unlisted SIPs (Fx)? type: boolean example: false additionalProperties: false example: AnnualIncomeSgd: '3' BrokersDeclinedBy: BrokersName ClassificationRequired: true DiplomaOrHigherQualification: '2' EducationalQualificationSatisfied: true ELearningAbsSasCfds: '3' ELearningAbsSasFx: '2' ELearningPassed: '4' ELearningSgx: false ELearningSgxScore: '20' FinanceWorkExperience: '5' InvestorProfile: '2' ListedSips: true NetWorthSgd: '5' PermanentResident: true ProfessionalFinanceQualification: '5' SgxStocks: '2' UnlistedSipsCfds: false UnlistedSipsFx: false Models.SignupFlowDocumentType: title: Document types accepted for signup enum: - AccountViewToIb - EsaContract - FeePaymentAuthorization - GeneralBusinessTerms - PensionTransferRequest - PowerOfAttorney - PowerOfAttorneyToIb - ProofOfIdentity - ProofOfResidency - SourceOfFundsDocument - TaxSavingAccount - TaxSavingAccountWithTransfer - TermsAndConditions - TermsAndConditionsAldersopsparingPrivate - TermsAndConditionsKapitalPensionPrivate - TermsAndConditionsRatePensionPrivate type: string example: ProofOfIdentity x-enum-descriptions: ProofOfIdentity: Document to verify the identity of client ProofOfResidency: Document to verify the residency of client PowerOfAttorney: Legal document mentioning the details of the acts that can be done on behalf of the principal (client) TermsAndConditions: Document explaining terms and conditions GeneralBusinessTerms: Document explaining general business terms SourceOfFundsDocument: Document detailing all the sources which client have for generating funds PowerOfAttorneyToIb: Legal document mentioning the details of the acts that an IB can undertake on behalf of the principal (client) AccountViewToIb: Document detailing Introducing-Broker/Client details, authorization from client and Broker commission details FeePaymentAuthorization: Document detailing Fee Payment Authorization EsaContract: Document detailing ESA Contract TermsAndConditionsRatePensionPrivate: Document detailing Terms and Conditions Rate Pension Private TermsAndConditionsAldersopsparingPrivate: Document detailing Terms and Conditions Aldersopsparing Private TermsAndConditionsKapitalPensionPrivate: Document detailing Terms and Conditions Kapital Pension Private PensionTransferRequest: Document detailing Pension Transfer Request TaxSavingAccount: Document detailing Tax Saving Account TaxSavingAccountWithTransfer: Tax saving account with transfer Money: title: Money Range type: object properties: Currency: title: Currency - (From Options) type: string example: stringValue Value: title: Value type: number example: 10 additionalProperties: false example: Currency: '2' Value: 100000 Models.RegulatoryInformation: title: Regulatory information type: object properties: FatcaDeclaration: title: USA foreign account tax compliance act allOf: - $ref: '#/components/schemas/Models.FatcaDeclaration' additionalProperties: false example: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesProducts: true UnitedStatesTaxId: '23456' UnitedStatesTaxLiable: true Models.ElectronicVerificationResult: title: Electronic verification result enum: - Failed - Passed - Referred - Unknown type: string example: Unknown x-enum-descriptions: Unknown: The electronic verification result is unknown Passed: The electronic verification result is passed Referred: The electronic verification result is referred Failed: The electronic verification result is failed Models.EmploymentInformation: title: Clients employment information type: object properties: AdditionalEmploymentRelations: title: Additional employment relation details. allOf: - $ref: '#/components/schemas/Models.AdditionalEmploymentRelations' EmployerName: title: Employer name maxLength: 100 type: string example: stringValue FinancialSectorEmployee: title: Does client work in financial sector. type: boolean example: false NatureOfBusiness: title: The nature of business. type: string example: stringValue OccupationTypes: title: Occupation types (from Options, can select multiple) type: array items: type: string example: stringValue example: - stringValue Position: title: Position maxLength: 250 type: string example: stringValue additionalProperties: false example: AdditionalEmploymentRelations: CompanyNameInsider: CompanyNameInsider CompanyNameMajorityInterest: CompanyNameMajorityInterest ManagedOrManagingAssets: false EmployerName: EmpName FinancialSectorEmployee: false NatureOfBusiness: '1' OccupationTypes: - '1' - '2' Position: Position OnboardingSubStateType: title: Onboarding Sub State of user enum: - ManualHandling type: string example: ManualHandling x-enum-descriptions: ManualHandling: The onboarding request is being handled manually Models.FatcaDeclaration: title: USA Foreign Account Tax Compliance Act type: object properties: UnitedStatesCitizen: title: Is the client a citizen of USA type: boolean example: false UnitedStatesProducts: title: Do you want to trade products in USA type: boolean example: false UnitedStatesTaxId: title: USA tax ID maxLength: 20 type: string example: stringValue UnitedStatesTaxLiable: title: Tax liable in USA type: boolean example: false additionalProperties: false example: UnitedStatesCitizen: true UnitedStatesProducts: true UnitedStatesTaxId: '23456' UnitedStatesTaxLiable: true SignUpResponse: title: Sign up response type: object properties: ClientId: title: Created clients ID type: string example: stringValue ClientKey: title: Client Key type: string example: stringValue SignUpId: title: Sign up ID type: string example: stringValue additionalProperties: false example: ClientId: '2147279170' ClientKey: 7m4I|vtYLUnEGg77o9uQhw== SignUpId: 446d5238-dc6b-4c04-9b0e-7c061f93734e VerificationProvider: title: Verification Provider enum: - MyInfo - SecureMe type: string example: SecureMe x-enum-descriptions: SecureMe: SecureMe MyInfo: MyInfo SignupFlowDocumentType: title: Document types accepted for signup enum: - AccountViewToIb - EsaContract - FeePaymentAuthorization - GeneralBusinessTerms - PensionTransferRequest - PowerOfAttorney - PowerOfAttorneyToIb - ProofOfIdentity - ProofOfResidency - SourceOfFundsDocument - TaxSavingAccount - TaxSavingAccountWithTransfer - TermsAndConditions - TermsAndConditionsAldersopsparingPrivate - TermsAndConditionsKapitalPensionPrivate - TermsAndConditionsRatePensionPrivate type: string example: ProofOfIdentity x-enum-descriptions: ProofOfIdentity: Document to verify the identity of client ProofOfResidency: Document to verify the residency of client PowerOfAttorney: Legal document mentioning the details of the acts that can be done on behalf of the principal (client) TermsAndConditions: Document explaining terms and conditions GeneralBusinessTerms: Document explaining general business terms SourceOfFundsDocument: Document detailing all the sources which client have for generating funds PowerOfAttorneyToIb: Legal document mentioning the details of the acts that an IB can undertake on behalf of the principal (client) AccountViewToIb: Document detailing Introducing-Broker/Client details, authorization from client and Broker commission details FeePaymentAuthorization: Document detailing Fee Payment Authorization EsaContract: Document detialing ESA Contract TermsAndConditionsRatePensionPrivate: Document detailing Terms and Conditions Rate Pension Private TermsAndConditionsAldersopsparingPrivate: Document detailing Terms and Conditions Aldersopsparing Private TermsAndConditionsKapitalPensionPrivate: Document detailing Terms and Conditions Kapital Pension Private PensionTransferRequest: Document detailing Pension Transfer Request TaxSavingAccount: Document detailing Tax Saving Account TaxSavingAccountWithTransfer: Tax saving account with transfer ElectronicVerification: title: Electronic Verification Information type: object properties: Done: title: When was the electronic verification done? type: string format: date-time x-type-name: UtcDateTime ExternalId: title: External ID type: string example: stringValue Result: title: Result of electronic verification allOf: - $ref: '#/components/schemas/Models.ElectronicVerificationResult' Score: title: Score of electronic verification type: string example: stringValue additionalProperties: false example: Done: '2018-04-05T00:00:00.0000000+00:00' ExternalId: ExternalId Result: Passed Score: '50' Models.ProfileInformation: title: Clients profile information type: object properties: AnnualIncomeInformation: title: Clients annual income information allOf: - $ref: '#/components/schemas/Models.AnnualIncomeInformation' InvestableAssets: title: Clients investable assets allOf: - $ref: '#/components/schemas/Models.InvestableAssets' InvestmentPurpose: title: Clients investment purpose allOf: - $ref: '#/components/schemas/InvestmentPurpose' TradingProfile: title: Clients trading profile allOf: - $ref: '#/components/schemas/Models.TradingProfile' additionalProperties: false example: AnnualIncomeInformation: AnnualSalaryAfterTax: '1' SecondaryIncomeOther: Other sources of secondary income SecondarySourcesOfIncome: - '2' SecondarySourcesOfIncomeTotal: '8' InvestableAssets: IntendToInvest: '5' PrimarySourcesOfWealth: - '1' - '3' SourceOfWealthOther: OtherWealthSource ValueOfCashAndSecurities: '8' InvestmentPurpose: PurposeAndScope: '2' TradingProfile: SoleBoOfAssets: true ApplicationStatus: title: Compleet application status enum: - Failed - InProgress - Ok type: string example: InProgress x-enum-descriptions: InProgress: The process of complete application is in progress. Ok: Application has been completed successfully. Failed: Failed to complete application. Please reach out to Saxo Bank for further details. InitiateVerificationRequest: title: Initiate verification request required: - RedirectUrl type: object properties: RedirectUrl: title: The url that the client wants to redirect back to after the process is over type: string example: stringValue additionalProperties: false example: RedirectUrl: http://openapi.validate.com Models.BankInformation: title: Bank information type: object properties: BeneficiaryBankName: title: Beneficiary bank name type: string example: stringValue ReceivingCountryIsoCode: title: Receiving country ISO code (from options) type: string example: stringValue additionalProperties: false example: BeneficiaryBankName: BankName ReceivingCountryIsoCode: DK SignupDocuments: title: Documents needed for onboarding type: object properties: Documents: title: An array of base64 encoded files, documenting the identity, residency etc of the applicant. type: array items: $ref: '#/components/schemas/Models.SignupDocument' example: - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 DocumentType: ProofOfIdentity FileName: ProofOfIdentity.pdf RenewalDate: '2023-10-29T04:28:02.231997Z' Title: ProofOfIdentity additionalProperties: false example: Documents: - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 DocumentType: ProofOfIdentity FileName: ProofOfIdentity.pdf RenewalDate: '2025-10-29T04:28:02.224997Z' Title: ProofOfIdentity - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 DocumentType: ProofOfResidency FileName: ProofOfResidency.doc RenewalDate: '2024-10-29T04:28:02.224997Z' Title: ProofOfResidency OnboardingInformation: title: Onboarding Information type: object properties: ElectronicVerification: title: Electronic Verification Information allOf: - $ref: '#/components/schemas/ElectronicVerification' additionalProperties: false example: ElectronicVerification: Done: '2018-04-05T00:00:00Z' ExternalId: ExternalId Result: Passed Score: '50' AccountInformation: title: Account information type: object properties: AdditionalChoiceOfAccounts: title: Additional choice of accounts type: array items: type: string example: stringValue example: - stringValue ClientCategoryId: title: Guides the configuration of the client. Only set this field, if one of more values has been provided to you by Saxo Bank. type: string example: stringValue CurrencyCode: title: Currency code (from Options) type: string example: stringValue DefaultChoiceOfAccount: title: Default choice of account (from Options - ChoiceOfAccountDefault) type: string example: stringValue IntendedCommissionGroupId: title: Intended commission group ID type: string example: stringValue IntendedTemplateId: title: Intended template ID type: string example: stringValue ModelId: title: Guides the configuration of the client. Only set this field, if one of more values has been provided to you by Saxo Bank. type: string example: stringValue OtherInstructions: title: Other instructions type: string example: stringValue additionalProperties: false example: AdditionalChoiceOfAccounts: - '5' ClientCategoryId: '1' CurrencyCode: USD DefaultChoiceOfAccount: '38' IntendedCommissionGroupId: '1234' IntendedTemplateId: '567' OtherInstructions: Instruction1 ItalianData.ItalyData: title: Client information for Italy onboarding type: object properties: EmploymentInformation: title: Employment information for Italy onboarding allOf: - $ref: '#/components/schemas/ItalianData.EmploymentInformation' MailContactPreference: title: Do you want to be contacted through mail? type: boolean example: false ProfileInformation: title: Profile information for Italy onboarding allOf: - $ref: '#/components/schemas/ItalianData.ProfileInformation' additionalProperties: false example: EmploymentInformation: CountryConcernedCode: IT DetailedBusinessActivity: '005' EmploymentName: Employer OtherEmployment: Other employer description PrevalentCorporateObject: Corporate object ProvinceConcerned: Livorno StatusOfEmployment: '125' MailContactPreference: true ProfileInformation: AnnualIncomeInformation: AnnualIncomeSource: - '2' TotalAnnualIncome: '1' InvestableAssets: IntendToInvest: '2' NatureAndPurposeOfTheRelationship: '1' SourceOfWealth: - '3' ValueOfTotalWealth: '4' CompleteApplication.AccountDetails: title: Account details of client type: object properties: AccountType: title: Type of account type: string example: stringValue CurrencyIsoCode: title: Currency ISO code of account type: string example: stringValue Iban: title: Iban of account type: string example: stringValue additionalProperties: false example: AccountType: Normal CurrencyIsoCode: USD Iban: DK43754335838392 Models.AdditionalEmploymentRelations: title: Type for Additional employment relations type: object properties: CompanyNameInsider: title: Company name Insider maxLength: 250 type: string example: stringValue CompanyNameMajorityInterest: title: Company name majority Interest maxLength: 250 type: string example: stringValue ManagedOrManagingAssets: title: Managed or managing Assets type: boolean example: false additionalProperties: false example: CompanyNameInsider: CompanyNameInsider CompanyNameMajorityInterest: CompanyNameMajorityInterest ManagedOrManagingAssets: false SecureMeUploadOption: title: SecureMe upload option enum: - Camera - File type: string example: Camera x-enum-descriptions: Camera: Camera File: File Models.FinlandData: title: Client information for Finland onboarding type: object properties: EuroclearJudicialForm: title: Judicial form for Euroclear type: string example: stringValue EuroclearSectorCode: title: Sector code for Euroclear type: string example: stringValue additionalProperties: false example: EuroclearJudicialForm: '21' EuroclearSectorCode: '10010' ItalianData.InvestableAssets: title: Investable assets for Italy type: object properties: IntendToInvest: title: Intend to invest - (from options) type: string example: stringValue NatureAndPurposeOfTheRelationship: title: Nature and purpose of relationship - (from options) type: string example: stringValue SourceOfWealth: title: Sources of wealth - (from options, can select multiple) type: array items: type: string example: stringValue example: - stringValue ValueOfTotalWealth: title: Value of total wealth - (from options) type: string example: stringValue additionalProperties: false example: IntendToInvest: '2' NatureAndPurposeOfTheRelationship: '1' SourceOfWealth: - '3' ValueOfTotalWealth: '4' SecureMeUploadOptions: title: SecureMe upload options type: object properties: Back: title: Back side document option allOf: - $ref: '#/components/schemas/SecureMeUploadOption' Front: title: Front side document option allOf: - $ref: '#/components/schemas/SecureMeUploadOption' Selfie: title: Selfie option allOf: - $ref: '#/components/schemas/SecureMeUploadOption' additionalProperties: false example: Back: Camera Front: File Selfie: File Models.TradingProfile: title: Client trading profile type: object properties: SoleBoOfAssets: title: Sole beneficial owner of the deposited assets type: boolean example: false additionalProperties: false example: SoleBoOfAssets: true PersonalTradingProfile: title: Client's trading profile type: object properties: KnowledgeOfFinancialInstruments: title: Knowledge of financial instruments type: string example: stringValue ProductTradingExperience: title: Product trading experience type: array items: type: string example: stringValue example: - stringValue TradesPerMonth: title: Trades per month type: string example: stringValue additionalProperties: false example: KnowledgeOfFinancialInstruments: '2' ProductTradingExperience: - '3' - '4' - '5' TradesPerMonth: '3' Models.TaxableCountry: title: Taxable countries type: object properties: CountryCode: title: Country code (from Options) type: string example: stringValue TaxId: title: Tax Id, if TIN is available type: string example: stringValue TinMissingReason: title: Reason for not having TIN (from Options) type: string example: stringValue TinNotAvailable: title: Is TIN not available? type: boolean example: false TinOtherMissingReason: title: Any other reason for not having TIN type: string example: stringValue additionalProperties: false example: CountryCode: DK TaxId: '12334567' TinNotAvailable: false CompleteApplicationResponse: type: object properties: AccountDetails: title: List of accounts if application status is 'Ok' type: array items: $ref: '#/components/schemas/CompleteApplication.AccountDetails' example: - AccountType: Normal CurrencyIsoCode: USD Iban: DK43754335838392 ApplicationStatus: title: Complete application status allOf: - $ref: '#/components/schemas/ApplicationStatus' ErrorMessage: title: Error message if application status is 'Failed' type: string example: stringValue additionalProperties: false example: AccountDetails: - AccountType: Normal CurrencyIsoCode: USD Iban: DK43754335838392 ApplicationStatus: Ok SignUpRequest: title: SignupRequest required: - PersonalInformation - RegulatoryInformation type: object properties: AccountInformation: title: Account information allOf: - $ref: '#/components/schemas/AccountInformation' BankInformation: title: Bank information allOf: - $ref: '#/components/schemas/Models.BankInformation' FinlandData: title: Client information for Finland onboarding allOf: - $ref: '#/components/schemas/Models.FinlandData' GlobalFinancialInformation: title: Global financial information allOf: - $ref: '#/components/schemas/Models.GlobalFinancialInformation' ItalyData: title: Client information for Italy onboarding allOf: - $ref: '#/components/schemas/ItalianData.ItalyData' OnboardingInformation: title: Onboarding information allOf: - $ref: '#/components/schemas/OnboardingInformation' PensionData: title: Client information about pension allOf: - $ref: '#/components/schemas/Models.PensionData' PersonalInformation: title: Client personal information allOf: - $ref: '#/components/schemas/Models.PersonalInformation' ProfileInformation: title: Client profile information allOf: - $ref: '#/components/schemas/Models.ProfileInformation' RegulatoryInformation: title: Client regulatory information allOf: - $ref: '#/components/schemas/Models.RegulatoryInformation' SingaporeData: title: Client information for Singapore onboarding allOf: - $ref: '#/components/schemas/Models.SingaporeData' SwitzerlandData: title: Client information for Switzerland onboarding allOf: - $ref: '#/components/schemas/Models.SwitzerlandData' additionalProperties: false example: AccountInformation: AdditionalChoiceOfAccounts: - '5' ClientCategoryId: '1' CurrencyCode: USD DefaultChoiceOfAccount: '38' IntendedCommissionGroupId: '1234' IntendedTemplateId: '567' OtherInstructions: Instruction1 BankInformation: BeneficiaryBankName: BankName ReceivingCountryIsoCode: DK FinlandData: EuroclearJudicialForm: '21' EuroclearSectorCode: '10010' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK ItalyData: EmploymentInformation: CountryConcernedCode: IT DetailedBusinessActivity: '005' EmploymentName: Employer OtherEmployment: Other employer description PrevalentCorporateObject: Corporate object ProvinceConcerned: Livorno StatusOfEmployment: '125' MailContactPreference: true ProfileInformation: AnnualIncomeInformation: AnnualIncomeSource: - '2' TotalAnnualIncome: '1' InvestableAssets: IntendToInvest: '2' NatureAndPurposeOfTheRelationship: '1' SourceOfWealth: - '3' ValueOfTotalWealth: '4' OnboardingInformation: ElectronicVerification: Done: '2018-04-05T00:00:00Z' ExternalId: ExternalId Result: Passed Score: '50' PensionData: AdditionalPensionData: Additional pension data EmployerReference: 4582HGF39 PensionProductTypes: - EmployerPaidAlderssum PersonalInformation: AdditionalTaxableCountries: - CountryCode: DK TaxId: '12334567' TinNotAvailable: false - CountryCode: CN TinMissingReason: '100000001' TinNotAvailable: true TinOtherMissingReason: It is under progress AdditionalTaxCountryCode: DK CityOfBirth: NewYork ConsentSource: 1 ContactInformation: EmailAddress: abc@test.com PrimaryPhoneNumber: CountryCode: US Number: '1234567890' SecondaryPhoneNumber: CountryCode: IN Number: '2134567890' CorrespondenceAddress: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square CountryOfBirth: US DateOfBirth: '1980-01-01' Debt: Currency: '2' Value: 100000 DeclaredBankrupt: false EmploymentInformation: AdditionalEmploymentRelations: CompanyNameInsider: CompanyNameInsider CompanyNameMajorityInterest: CompanyNameMajorityInterest ManagedOrManagingAssets: false EmployerName: EmpName FinancialSectorEmployee: false NatureOfBusiness: '1' OccupationTypes: - '1' - '2' Position: Position FirstName: John Gender: '2' LastName: Doe LiquidNetWorth: Currency: '2' Value: 100000 MarketingConsent: true NationalId: NationalId NationalityCode: US NonDisclosureClient: false OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 PersonalId: '986283618' PersonalIdExpirationDate: '2019-04-05' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PersonalTradingProfile: KnowledgeOfFinancialInstruments: '2' ProductTradingExperience: - '3' - '4' - '5' TradesPerMonth: '3' PoliticallyExposedPerson: false ResidentialAddress: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square SalaryBeforeTax: Currency: '2' Value: 100000 ServiceLanguageCode: EN TaxId: '288392738' TinNotAvailable: false ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '1' SecondaryIncomeOther: Other sources of secondary income SecondarySourcesOfIncome: - '2' SecondarySourcesOfIncomeTotal: '8' InvestableAssets: IntendToInvest: '5' PrimarySourcesOfWealth: - '1' - '3' SourceOfWealthOther: OtherWealthSource ValueOfCashAndSecurities: '8' InvestmentPurpose: PurposeAndScope: '2' TradingProfile: SoleBoOfAssets: true RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesProducts: true UnitedStatesTaxId: '23456' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' BrokersDeclinedBy: BrokersName ClassificationRequired: true DiplomaOrHigherQualification: '2' EducationalQualificationSatisfied: true ELearningAbsSasCfds: '3' ELearningAbsSasFx: '2' ELearningPassed: '4' ELearningSgx: false ELearningSgxScore: '20' FinanceWorkExperience: '5' InvestorProfile: '2' ListedSips: true NetWorthSgd: '5' PermanentResident: true ProfessionalFinanceQualification: '5' SgxStocks: '2' UnlistedSipsCfds: false UnlistedSipsFx: false SwitzerlandData: AnnualIncomeChf: '4' NetWorthChf: '2' SignUpStatusResponse: title: Signup onboarding status response type: object properties: ClientId: title: Client ID type: string example: stringValue ClientKey: title: Client key type: string example: stringValue Message: title: Onboarding Status message type: string example: stringValue OnboardingState: title: Onboarding State of client allOf: - $ref: '#/components/schemas/OnboardingStateType' OnboardingSubState: title: Onboarding Sub State of client allOf: - $ref: '#/components/schemas/OnboardingSubStateType' PendingReasons: title: Pending reasons of why the client hasn't been onboarded yet type: array items: $ref: '#/components/schemas/OnboardingStatePendingReason' example: - PendingField: Proof of identity Reasons: - Expired - Missing Date of Birth additionalProperties: false example: ClientId: '7856478' ClientKey: d2-PzdC5wIPy1284wD-rRA== Message: Onboarding request complete. Account and client keys have been created OnboardingState: ClientOnboarded Models.SignupDocument: title: Sign up document required: - FileName - Data type: object properties: Data: title: Content or data of document in base64 format. type: string example: stringValue DocumentType: title: Type of document allOf: - $ref: '#/components/schemas/Models.SignupFlowDocumentType' FileName: title: Name of document type: string example: stringValue RenewalDate: title: Expiration date of document type: string format: date-time x-type-name: UtcDateTime Title: title: Title of the document type: string example: stringValue additionalProperties: false example: Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 DocumentType: ProofOfIdentity FileName: ProofOfIdentity.pdf RenewalDate: '2023-10-29T04:28:02.2299970+00:00' Title: ProofOfIdentity InitiateVerification.InitiateVerificationResponse: title: Initaite verification response type: object properties: IdentificationUrl: title: The url that will redirect the client to the vendors site for verification type: string example: stringValue additionalProperties: false example: IdentificationUrl: https://secure-me.au10tixservicesstaging.com?token=oBVmsTzsSMGvYES0y9jj&api=aHR0cHM6Ly93ZXUtYXBpLmF1MTB0aXhzZXJ2aWNlc3N0YWdpbmcuY29tL3NlY3VyZS1tZS92MQ%3D%3D&locale=en-us OnboardingStatePendingReason: type: object properties: PendingField: title: Field where pending action is required type: string example: stringValue Reasons: title: Pending reasons - action required by user type: array items: type: string example: stringValue example: - stringValue additionalProperties: false example: PendingField: Proof of identity Reasons: - Expired - Missing Date of Birth Models.SignUpOption: title: Possible sign up options type: object properties: PropertyName: title: Property name type: string example: stringValue ValuePairs: title: Key and value pairs of the property values type: array items: $ref: '#/components/schemas/StringStringKeyValuePair' example: - Key: stringValue Value: stringValue additionalProperties: false example: PropertyName: stringValue ValuePairs: - Key: stringValue Value: stringValue InitiateVerification.InitiateVerificationRequest: title: Initiate verification request required: - VerificationProviderType type: object properties: MyInfoRequest: title: MyInfo Request allOf: - $ref: '#/components/schemas/MyInfoRequest' SecureMeRequest: title: Secure Me Request allOf: - $ref: '#/components/schemas/SecureMeRequest' VerificationProviderType: title: Type of verification provider requested allOf: - $ref: '#/components/schemas/VerificationProvider' additionalProperties: false example: SecureMeRequest: CountryCode: UK ErrorRedirectUrl: https://openapi.validate.com ServiceLanguageCode: FR SuccessRedirectUrl: https://openapi.validate.com UploadOptions: Back: File Front: File Selfie: Camera VerificationProviderType: SecureMe Models.PoliticallyExposedInformation: title: Politically exposed person information type: object properties: PepPosition: title: PEP Position type: string example: stringValue PepRelatedPersonName: title: Name of PEP Related Person type: string example: stringValue PepRelatedPersonPosition: title: Position of PEP Related Person type: string example: stringValue PepType: title: Type of PEP (from Options) type: string example: stringValue RelationToPep: title: Relation to PEP (from Options) type: string example: stringValue additionalProperties: false example: PepPosition: stringValue PepRelatedPersonName: stringValue PepRelatedPersonPosition: stringValue PepType: stringValue RelationToPep: stringValue Models.AmountDescriptionType: title: Enum for AmountDescriptionType enum: - AboveThisAmount - Exact - Rounded type: string example: Exact x-enum-descriptions: Exact: Exact value provided. Rounded: Nearby value provided. AboveThisAmount: Value is above this amount. Models.InvestableAssets: title: Clients investable assets type: object properties: IntendToInvest: title: Intend to invest (from Options) type: string example: stringValue PrimarySourcesOfWealth: title: Primary sources of wealth (from Options, can select multiple) type: array items: type: string example: stringValue example: - stringValue SourceOfWealthOther: title: Other sources of wealth type: string example: stringValue ValueOfCashAndSecurities: title: Value of cash and securities (from Options) type: string example: stringValue additionalProperties: false example: IntendToInvest: '5' PrimarySourcesOfWealth: - '1' - '3' SourceOfWealthOther: OtherWealthSource ValueOfCashAndSecurities: '8' Models.AnnualIncomeInformation: title: Client annual income information type: object properties: AnnualSalaryAfterTax: title: Annual salary after tax (from Options) type: string example: stringValue SecondaryIncomeOther: title: Other sources of secondary income type: string example: stringValue SecondarySourcesOfIncome: title: Secondary sources of income (from Options, can select multiple) type: array items: type: string example: stringValue example: - stringValue SecondarySourcesOfIncomeTotal: title: Secondary sources of income total (from Options) type: string example: stringValue additionalProperties: false example: AnnualSalaryAfterTax: '1' SecondaryIncomeOther: Other sources of secondary income SecondarySourcesOfIncome: - '2' SecondarySourcesOfIncomeTotal: '8' Models.AssetDetails: title: Asset Details class required: - CurrencyCode - Amount - AmountDescription type: object properties: Amount: title: Amount value type: integer format: int32 example: 99 AmountDescription: title: Amount description allOf: - $ref: '#/components/schemas/Models.AmountDescriptionType' CurrencyCode: title: Currency code (from Options) type: string example: stringValue additionalProperties: false example: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK Models.PersonalInformation: title: Clients personal information required: - ContactInformation - FirstName - LastName - ResidentialAddress - ServiceLanguageCode type: object properties: AdditionalTaxCountryCode: title: Additional Tax Country Code (from Options) - Obsolete type: string example: stringValue deprecated: true AdditionalTaxableCountries: title: Additional taxable countries type: array items: $ref: '#/components/schemas/Models.TaxableCountry' example: - CountryCode: DK TaxId: '12334567' TinNotAvailable: false - CountryCode: CN TinMissingReason: '100000001' TinNotAvailable: true TinOtherMissingReason: It is under progress CityOfBirth: title: City of birth maxLength: 128 type: string example: stringValue ConsentSource: title: Source of content type: integer format: int32 example: 99 ContactInformation: title: Contact information allOf: - $ref: '#/components/schemas/Models.ContactInformation' CorrespondenceAddress: title: Correspondence address allOf: - $ref: '#/components/schemas/Models.OnboardingAddress' CountryOfBirth: title: Country of birth (from Options) type: string example: stringValue DateOfBirth: title: Date of birth type: string format: date x-type-name: Date Debt: title: Range of debt allOf: - $ref: '#/components/schemas/Money' DeclaredBankrupt: title: Represents if client has been declared bankrupt in the past type: boolean example: false EmploymentInformation: title: Employment information allOf: - $ref: '#/components/schemas/Models.EmploymentInformation' FirstName: title: First name maxLength: 128 type: string example: stringValue Gender: title: Gender (from Options) type: string example: stringValue LastName: title: Last name maxLength: 128 type: string example: stringValue LiquidNetWorth: title: Range of liquid net worth allOf: - $ref: '#/components/schemas/Money' MarketingConsent: title: Do we have your marketing consent? type: boolean example: false NationalId: title: National ID (from Options) type: string example: stringValue NationalityCode: title: Nationality Code (from Options) type: string example: stringValue NonDisclosureClient: title: Decides whether clients address can be shared with third party systems type: boolean example: false OriginalScriptFirstName: title: First name in original script type: string example: stringValue OriginalScriptLastName: title: Last name in original script type: string example: stringValue PersonalId: title: Personal ID type: string example: stringValue PersonalIdExpirationDate: title: Expiration date of personal ID type: string format: date x-type-name: Date PersonalIdPlaceOfRelease: title: Place of release of personal ID type: string example: stringValue PersonalIdReleaseDate: title: Release date of personal ID type: string format: date x-type-name: Date PersonalIdReleasedBy: title: Personal ID released by type: string example: stringValue PersonalIdType: title: Personal ID Type (from Options) type: string example: stringValue PersonalTradingProfile: title: Client's trading profile allOf: - $ref: '#/components/schemas/PersonalTradingProfile' PoliticallyExposedInformation: title: Politically exposed person information allOf: - $ref: '#/components/schemas/Models.PoliticallyExposedInformation' PoliticallyExposedPerson: title: Are you a politically exposed person? type: boolean example: false ResidentialAddress: title: Residential address allOf: - $ref: '#/components/schemas/Models.OnboardingAddress' SalaryBeforeTax: title: Range of salary before tax allOf: - $ref: '#/components/schemas/Money' ServiceLanguageCode: title: Service language ISO code (from Options) type: string example: stringValue TaxId: title: Tax ID type: string example: stringValue TinMissingReason: title: Reason for not having TIN (from Options) type: string example: stringValue TinNotAvailable: title: Is TIN not available? type: boolean example: false TinOtherMissingReason: title: Any other reason for not having TIN type: string example: stringValue additionalProperties: false example: AdditionalTaxableCountries: - CountryCode: DK TaxId: '12334567' TinNotAvailable: false - CountryCode: CN TinMissingReason: '100000001' TinNotAvailable: true TinOtherMissingReason: It is under progress AdditionalTaxCountryCode: DK CityOfBirth: NewYork ConsentSource: 1 ContactInformation: EmailAddress: abc@test.com PrimaryPhoneNumber: CountryCode: US Number: '1234567890' SecondaryPhoneNumber: CountryCode: IN Number: '2134567890' CorrespondenceAddress: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square CountryOfBirth: US DateOfBirth: '1980-01-01' Debt: Currency: '2' Value: 100000 DeclaredBankrupt: false EmploymentInformation: AdditionalEmploymentRelations: CompanyNameInsider: CompanyNameInsider CompanyNameMajorityInterest: CompanyNameMajorityInterest ManagedOrManagingAssets: false EmployerName: EmpName FinancialSectorEmployee: false NatureOfBusiness: '1' OccupationTypes: - '1' - '2' Position: Position FirstName: John Gender: '2' LastName: Doe LiquidNetWorth: Currency: '2' Value: 100000 MarketingConsent: true NationalId: NationalId NationalityCode: US NonDisclosureClient: false OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 PersonalId: '986283618' PersonalIdExpirationDate: '2019-04-05' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PersonalTradingProfile: KnowledgeOfFinancialInstruments: '2' ProductTradingExperience: - '3' - '4' - '5' TradesPerMonth: '3' PoliticallyExposedPerson: false ResidentialAddress: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square SalaryBeforeTax: Currency: '2' Value: 100000 ServiceLanguageCode: EN TaxId: '288392738' TinNotAvailable: false Models.OnboardingAddress: title: Client address required: - City - CountryOfResidenceCode - PostalCode - StreetName type: object properties: BuildingName: title: Building name maxLength: 128 type: string example: stringValue BuildingNumber: title: Building number maxLength: 128 type: string example: stringValue City: title: City maxLength: 128 type: string example: stringValue CountryOfResidenceCode: title: Country of residence ISO code (from Options) type: string example: stringValue PostalCode: title: Postal code maxLength: 128 type: string example: stringValue State: title: State maxLength: 50 type: string example: stringValue StreetName: title: Street name maxLength: 128 type: string example: stringValue additionalProperties: false example: BuildingName: Building Penhurst Park BuildingNumber: Build# 34 City: Buffalo CountryOfResidenceCode: US PostalCode: '14202' State: New York StreetName: Niagara Square StringStringKeyValuePair: type: object properties: Key: type: string example: stringValue Value: type: string example: stringValue additionalProperties: false example: Key: stringValue Value: stringValue SecureMeRequest: title: Secure Me Request type: object properties: CountryCode: title: Country ISO code (from Options) type: string example: stringValue ErrorRedirectUrl: title: Error redirect url type: string example: stringValue ServiceLanguageCode: title: Service language ISO code (from Options) type: string example: stringValue SuccessRedirectUrl: title: Success redirect url type: string example: stringValue UploadOptions: title: SecureMe upload options allOf: - $ref: '#/components/schemas/SecureMeUploadOptions' additionalProperties: false example: CountryCode: stringValue ErrorRedirectUrl: stringValue ServiceLanguageCode: stringValue SuccessRedirectUrl: stringValue UploadOptions: Back: File Front: Camera Selfie: Camera ItalianData.AnnualIncomeInformation: title: Annual income information for Italy type: object properties: AnnualIncomeSource: title: Annual income source - (from options, can select multiple) type: array items: type: string example: stringValue example: - stringValue TotalAnnualIncome: title: Total annual income - (from options) type: string example: stringValue additionalProperties: false example: AnnualIncomeSource: - '2' TotalAnnualIncome: '1' Models.Api.v1.PhoneNumber: title: Phone number consisting of optional country code and number. type: object properties: CountryCode: title: The country ISO code (alpha-2) where the phone number is registered. If not specified the country of residence of the associated contact will be used (from Options). type: string example: stringValue Number: title: The actual phone number without formatting. Only numeric characters are allowed. type: string example: stringValue additionalProperties: false example: CountryCode: US Number: '1234567890' ModelStateDictionary: type: object additionalProperties: type: array items: type: string SignUpOptionListResult: type: object properties: Data: type: array items: $ref: '#/components/schemas/SignUpOption' description: The collection of entities for this feed. MaxRows: type: number description: The maximum number of rows that can be returned (if applicable). __count: type: number description: The total count of items in the feed. __next: type: string description: The link for the next page of items in the feed. additionalProperties: false example: Data: - PropertyName: ServiceLanguageCode ValuePairs: - Key: Arabic Value: AR - Key: Bulgarian Value: BU - Key: Chinese Value: CH - Key: Chinese Traditional Value: CHT - Key: Danish Value: DA - Key: English Value: EN - Key: Farsi Value: FA - Key: German Value: DE - PropertyName: CountryOfResidenceCode ValuePairs: - Key: Afghanistan Value: AF - Key: Åland Islands Value: AX - Key: China Value: CN - Key: Christmas Island Value: CX - Key: Denmark Value: DK - Key: United Kingdom Value: GB - Key: Iraq Value: IQ - Key: Germany Value: DE InvestmentPurpose: title: Client Investment Purpose type: object properties: PurposeAndScope: title: Purpose and scope (from Options) type: string example: stringValue additionalProperties: false example: PurposeAndScope: '2' MyInfoRequest: title: MyInfo Request type: object properties: RedirectUrl: title: Redirect url to which the user will be redirected after verification is done type: string example: stringValue additionalProperties: false example: RedirectUrl: stringValue Models.ContactInformation: title: Contact information required: - EmailAddress type: object properties: EmailAddress: title: Email address maxLength: 100 type: string example: stringValue PrimaryPhoneNumber: title: Primary phone number allOf: - $ref: '#/components/schemas/Models.Api.v1.PhoneNumber' SecondaryPhoneNumber: title: Secondary phone number allOf: - $ref: '#/components/schemas/Models.Api.v1.PhoneNumber' additionalProperties: false example: EmailAddress: abc@test.com PrimaryPhoneNumber: CountryCode: US Number: '1234567890' SecondaryPhoneNumber: CountryCode: IN Number: '2134567890' ItalianData.EmploymentInformation: title: Employment information for Italy type: object properties: CountryConcernedCode: title: Concerned country code type: string example: stringValue DetailedBusinessActivity: title: Business activityin detail type: string example: stringValue EmploymentName: title: Name of the employment type: string example: stringValue OtherEmployment: title: Name of the other employment type: string example: stringValue PrevalentCorporateObject: title: Prevalent corporate object type: string example: stringValue ProvinceConcerned: title: Concerned province type: string example: stringValue StatusOfEmployment: title: Status of employment type: string example: stringValue additionalProperties: false example: CountryConcernedCode: IT DetailedBusinessActivity: '005' EmploymentName: Employer OtherEmployment: Other employer description PrevalentCorporateObject: Corporate object ProvinceConcerned: Livorno StatusOfEmployment: '125' Models.PensionProductType: title: Pension product type enum: - EmployerPaidAlderssum - EmployerPaidKapitalPension - EmployerPaidRatePension - PrivatelyPaidAlderssum - PrivatelyPaidKapitalPension - PrivatelyPaidRatePension type: string example: EmployerPaidRatePension x-enum-descriptions: EmployerPaidRatePension: EmployerPaidRatePension EmployerPaidAlderssum: EmployerPaidAlderssum EmployerPaidKapitalPension: EmployerPaidKapitalPension PrivatelyPaidRatePension: PrivatelyPaidRatePension PrivatelyPaidAlderssum: PrivatelyPaidAlderssum PrivatelyPaidKapitalPension: PrivatelyPaidKapitalPension InitiateVerificationResponse: title: Initaite verification response type: object properties: IdentificationUrl: title: The url that will redirect the client to the vendors site for verification type: string example: stringValue additionalProperties: false example: IdentificationUrl: https://test.signicat.com/target=http%3A%2F%2Fopenapi.validate.com%2Fopenapi%2Fv1%2Fverify%2F3c3685cf-85e3-4c11-8as7-c4f2dcc78hea SignUpOption: title: Possible sign up options type: object properties: PropertyName: title: Property name type: string example: stringValue ValuePairs: title: Key and value pairs type: array items: $ref: '#/components/schemas/StringStringKeyValuePair' example: - Key: stringValue Value: stringValue additionalProperties: false example: PropertyName: ServiceLanguageCode ValuePairs: - Key: Arabic Value: AR - Key: Bulgarian Value: BU - Key: Chinese Value: CH - Key: Chinese Traditional Value: CHT - Key: Danish Value: DA - Key: English Value: EN - Key: Farsi Value: FA - Key: German Value: DE Models.SignUpOptionListResult: type: object properties: Data: type: array items: $ref: '#/components/schemas/Models.SignUpOption' description: The collection of entities for this feed. MaxRows: type: number description: The maximum number of rows that can be returned (if applicable). __count: type: number description: The total count of items in the feed. __next: type: string description: The link for the next page of items in the feed. additionalProperties: false example: Data: - PropertyName: ServiceLanguageCode ValuePairs: - Key: AR Value: Arabic - Key: BU Value: Bulgarian - Key: CH Value: Chinese - Key: CHT Value: Chinese Traditional - Key: DA Value: Danish - Key: EN Value: English - Key: FA Value: Farsi - Key: DE Value: German - PropertyName: CountryOfResidenceCode ValuePairs: - Key: AF Value: Afghanistan - Key: AX Value: Åland Islands - Key: CN Value: China - Key: CX Value: Christmas Island - Key: DK Value: Denmark - Key: GB Value: United Kingdom - Key: IQ Value: Iraq - Key: DE Value: Germany Models.GlobalFinancialInformation: title: Global financial information type: object properties: AnnualIncomeAfterTax: title: Annual income after tax allOf: - $ref: '#/components/schemas/Models.AssetDetails' IntendToInvest: title: Intend to invest allOf: - $ref: '#/components/schemas/Models.AssetDetails' InvestableAsset: title: Investable asset allOf: - $ref: '#/components/schemas/Models.AssetDetails' additionalProperties: false example: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK ItalianData.ProfileInformation: title: Profile information for Italy type: object properties: AnnualIncomeInformation: title: Annual income information for Italy allOf: - $ref: '#/components/schemas/ItalianData.AnnualIncomeInformation' InvestableAssets: title: Investable assets for Italy allOf: - $ref: '#/components/schemas/ItalianData.InvestableAssets' additionalProperties: false example: AnnualIncomeInformation: AnnualIncomeSource: - '2' TotalAnnualIncome: '1' InvestableAssets: IntendToInvest: '2' NatureAndPurposeOfTheRelationship: '1' SourceOfWealth: - '3' ValueOfTotalWealth: '4' OnboardingDocumentType: enum: - Switzerland501 - Switzerland901 type: string example: Switzerland501 x-enum-descriptions: Switzerland501: Account request document Switzerland901: Account opening confirmation document responses: ServiceUnavailable: description: Service Unavailable. Unauthorized: description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token. TooManyRequests: description: The request was rejected due to rate limit being exceeded. securitySchemes: OpenApiJWTSecurityScheme: type: http scheme: bearer bearerFormat: JWT OpenApiOAuthSecurityScheme: type: oauth2 flows: authorizationCode: authorizationUrl: https://sim.logonvalidation.net/authorize tokenUrl: https://sim.logonvalidation.net/token scopes: {}