POST /v2/onboarding/subaccounts, covering every account type and subtype supported for individual and institutional end clients.
Each account type is shown twice: once for signers who already hold a termsAgreementId, and once for signers who still need to accept terms during onboarding. See Terms and conditions for how a termsAgreementId is issued, and the Step 6 field tables on Onboard individuals and Onboard businesses for what each field means.
With termsAgreementId
Use these examples when every program signer has already agreed to terms and conditions and holds atermsAgreementId.
{
"name": "SubAccount INDIVIDUAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INDIVIDUAL_TAXABLE" },
{ "key": "accountType", "value": "INDIVIDUAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount INSTITUTIONAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INSTITUTIONAL_TAXABLE" },
{ "key": "accountType", "value": "INSTITUTIONAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{institutionId}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount IRA",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA" },
{ "key": "accountType", "value": "IRA" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount IRA ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA ROLLOVER" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount IRA CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA CONVERSION" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount ROTH",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount ROTH ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH ROLLOVER" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount ROTH CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH CONVERSION" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount JOINT",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount JOINT" },
{ "key": "accountType", "value": "JOINT" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" },
{ "programCustomerId": "{{individualId2}}", "programCustomerRole": "SECONDARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount CUSTODIAL",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount CUSTODIAL" },
{ "key": "accountType", "value": "CUSTODIAL" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com", "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com", "termsAgreementId": "aa0d01a3309e1f09b2098760e247dc63" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" },
{ "programCustomerId": "{{individualId2}}", "programCustomerRole": "SECONDARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
Without termsAgreementId
Use these examples when program signers still need to accept terms and conditions during onboarding.{
"name": "SubAccount INDIVIDUAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INDIVIDUAL_TAXABLE" },
{ "key": "accountType", "value": "INDIVIDUAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount INSTITUTIONAL_TAXABLE",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount INSTITUTIONAL_TAXABLE" },
{ "key": "accountType", "value": "INSTITUTIONAL_TAXABLE" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{institutionId}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount IRA",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA" },
{ "key": "accountType", "value": "IRA" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount IRA ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA ROLLOVER" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount IRA CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount IRA CONVERSION" },
{ "key": "accountType", "value": "IRA" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount ROTH",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount ROTH ROLLOVER",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH ROLLOVER" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "ROLLOVER" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount ROTH CONVERSION",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount ROTH CONVERSION" },
{ "key": "accountType", "value": "ROTH" },
{ "key": "accountSubtype", "value": "CONVERSION" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount JOINT",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount JOINT" },
{ "key": "accountType", "value": "JOINT" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" },
{ "programCustomerId": "{{individualId2}}", "programCustomerRole": "SECONDARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}
{
"name": "SubAccount CUSTODIAL",
"externalId": "{{$randomUUID}}",
"submit": true,
"entries": [
{ "key": "legalEntityName", "value": "SubAccount CUSTODIAL" },
{ "key": "accountType", "value": "CUSTODIAL" },
{ "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
{ "key": "programSignerGroup", "value": [
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_5", "programSignerEmail": "kevin.flynn_5@test.com" },
{ "programSignerFirstName": "Kevin", "programSignerLastName": "Flynn_6", "programSignerEmail": "kevin.flynn_6@test.com" }
]
},
{ "key": "programCustomers", "value": [
{ "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" },
{ "programCustomerId": "{{individualId2}}", "programCustomerRole": "SECONDARY" }
]
},
{ "key": "beneficiaryGroup", "value": [
{ "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
{ "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
]
},
{ "key": "contingencyBeneficiaryGroup", "value": [
{ "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
{ "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
]
},
{ "key": "fees", "value": [
{ "feeType": "ADVISORY", "feeRate": "0.1" },
{ "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
]
}
]
}