> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anchorage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding examples

> Reference subaccount creation payloads for all supported account types, with and without termsAgreementId.

## Examples with `termsAgreementId`

<CodeGroup>
  ```json INDIVIDUAL_TAXABLE theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json INSTITUTIONAL_TAXABLE theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json IRA theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json IRA ROLLOVER theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json IRA CONVERSION theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json ROTH theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json ROTH ROLLOVER theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json ROTH CONVERSION theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json JOINT theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json CUSTODIAL theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```
</CodeGroup>

## Examples without `termsAgreementId`

<CodeGroup>
  ```json INDIVIDUAL_TAXABLE theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json INSTITUTIONAL_TAXABLE theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json IRA theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json IRA ROLLOVER theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json IRA CONVERSION theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json ROTH theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json ROTH ROLLOVER theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json ROTH CONVERSION theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json JOINT theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```

  ```json CUSTODIAL theme={null}
  {
    "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 }
        ]
      }
    ]
  }
  ```
</CodeGroup>