Get Account

The Get Account API is designed to provide detailed information about a specific account, granting access to personal, financial, and other relevant details. It supports reporting, validation, and further processing, ensuring accurate and efficient account management.

POST

/account-api/v1/get-account

Request

The request body of the Get Account API must contain the following attributes to ensure precise and efficient retrieval of account information.

Schema

Attributes	Data Type	Description	Validations	Accepted Values
accountNumber	String	StoneX Account Number	Required field with 8 digit alpha-numeric or numeric value without special characters.	a-Z, 0-9
entityNumber	Integer	StoneX Entity Number	Required field with 3 digit numeric value without special characters.	0-9

Example

{
  "accountNumber": "10002188",
  "entityNumber": "301"
}

Response

A successful request to the Get Account API will retrieve and return a structured response with the following attributes.

Schema

Attributes	Data Type
accountNumber	String
entityNumber	Integer
registrationType	Registration Type
main	Main
mailingAddress	Mailing Address
primaryOwner	Primary Owner
associatedParties	Associated Parties
electronicDelivery	Electronic Delivery
financialProfile	Financial Profile

Example

{
    "statusCode": 200,
    "message": "Request successful.",
    "data": {
        "message": {
            "registrationType": "Individual",
            "main": {
                "repCode": "JC01",
                "proxyDisclosure": "L"
            },
            "electronicDelivery": {
                "email": "[email protected]",
                "statements": "False",
                "confirms": "False",
                "stonexCommunications": "True",
                "investorCommunications": "True",
                "prospectus": "True",
                "taxDocuments": "False"
            },
            "mailingAddress": {
                "street": "1549 SCOTT CENTER RD",
                "city": "SHERMAN",
                "stateProvince": "AL",
                "country": "US",
                "postalCode": "14781"
            },
            "accountNumber": "10002188",
            "primaryOwner": {
                "sourceOfFunds": [
                    "Employment",
                    "Other"
                ],
                "otherSourceOfFund": "OTHERTESTING",
                "firstName": "JOHN",
                "middleName": "DAVID",
                "lastName": "DOE",
                "citizenshipCountry": "US",
                "birthDate": "1980-05-25",
                "email": "[email protected]",
                "legalAddress": {
                    "street": "62 BLUE SPRUCE LN",
                    "city": "BALLSTON LAKE",
                    "stateProvince": "NY",
                    "country": "US",
                    "postalCode": "12019"
                },
                "occupation": "AccountingOrAuditing",
                "jobTitle": "SOFTWARE DEVELOPER",
                "employerName": "ABC ACCOUNTING",
                "employerPhoneNumber": "5205123987",
                "employerAddress": {
                    "street": "2 PERIMETER PARK S",
                    "city": "BIRMINGHAM",
                    "stateProvince": "AL",
                    "country": "US",
                    "postalCode": "35243"
                },
                "taxIdType": "TaxId",
                "taxIdNumber": "123456788",
                "governmentIdentification": {
                    "governmentId1": {
                        "idType": "NationalId",
                        "idNumber": "AL12345",
                        "idIssueDate": "2020-01-01",
                        "idExpiration": "2026-01-01"
                    },
                    "governmentId2": {
                        "idType": "Passport",
                        "idNumber": "J123312345",
                        "idIssueDate": "2020-01-01",
                        "idExpiration": "2026-01-01"
                    }
                },
                "phoneNumberCell": "2059871212",
                "phoneNumberHome": "9992986495",
                "phoneNumberBusiness": "1234567890",
                "caisCustomerType": [],
                "caisAccountType": [],
                "trustedContact": {
                    "name": "JANE SMITH",
                    "relationship": "SPOUSE",
                    "phoneNumber": "2056786578",
                    "email": "[email protected]",
                    "address": {
                        "street": "SPOUSE459 SOUTH SEGUNBAGICHA",
                        "city": "RAMNA",
                        "stateProvince": "NY",
                        "country": "US",
                        "postalCode": "35243"
                    }
                },
                "affiliation": {
                    "address": {}
                },
                "maritalStatus": "Single",
                "dependents": "3"
            },
            "associatedParties": [
                {
                    "role": "Associate",
                    "financialProfile": {
                        "investmentExperience": {
                            "stocks": "Limited",
                            "bonds": "Extensive",
                            "options": "Limited",
                            "mutualFunds": "Extensive",
                            "annuities": "None"
                        }
                    },
                    "firstName": "ROB",
                    "middleName": "JACK",
                    "lastName": "TEST1",
                    "suffix": "MR",
                    "citizenshipCountry": "US",
                    "birthDate": "1983-11-11",
                    "email": "[email protected]",
                    "legalAddress": {
                        "street": "2 PERIMETER PARK S",
                        "city": "BOSTON",
                        "stateProvince": "MA",
                        "country": "US",
                        "postalCode": "22333"
                    },
                    "employerName": "STONEX1",
                    "employerPhoneNumber": "5205123987",
                    "employerAddress": {
                        "street": "2 PERIMETER PARK S",
                        "city": "BOSTON",
                        "stateProvince": "MA",
                        "country": "US",
                        "postalCode": "21345"
                    },
                    "taxIdType": "TaxId",
                    "taxIdNumber": "123456789",
                    "governmentIdentification": {
                        "governmentId1": {
                            "idType": "NationalId",
                            "idNumber": "MA1213221",
                            "idIssueDate": "2020-11-11",
                            "idExpiration": "2030-11-11"
                        }
                    },
                    "phoneNumberCell": "2059871212",
                    "caisCustomerType": [],
                    "maritalStatus": "Married",
                    "dependents": "2"
                }
            ],
            "financialProfile": {
                "annualIncome": "F",
                "netWorth": "D",
                "liquidNetWorth": "C",
                "liquidityNeed": "Medium",
                "liquidityTime": "High",
                "taxBracket": "LessThan10",
                "investmentTimeHorizon": "OneToThreeYears",
                "investmentProfile": "Conservative",
                "investmentExperience": {
                    "stocks": "Average",
                    "bonds": "Extensive",
                    "options": "Limited",
                    "mutualFunds": "Extensive",
                    "annuities": "None"
                }
            },
            "beneficiaries": []
        }
    },
    "errors": [],
    "traceId": "00-388cc68a9879ac350086bc042f7f82c0-9ceca422744509a7-01",
    "hasErrors": false
}

Any validation failure associated with the account number will result in an error response and will eventually terminate the account information retrieval process.