New Account (Create)

The New Account API is designed to create a new account by validating the provided input data, and persisting the account information to the backend system. It should ensure that all required fields comply with business rules and data integrity constraints before the account is finally established.

POST

/account-api/v1/new-account

Request

The request body of the New Account API must contain the following attributes to ensure efficient input for account creation.

Schema

Attributes	Data Type
registrationType	Registration Type
accountNumber	String
entityNumber	Integer
main	Main
mailingAddress	Mailing Address
primaryOwner	Primary Owner
electronicDelivery	Electronic Delivery
financialProfile	Financial Profile
trustedContact	Trusted Contact

Example

{
    "registrationtype": "Individual",
    "accountNumber": "12900147",
    "entityNumber": "301",
    "main": {
        "repCode": "JC01",
        "proxyDisclosure": "Y" 
    },
    "mailingAddress": {
        "country": "US",
        "street": "62 Blue Spruce Ln",
        "city": "Ballston Lake",
        "stateProvince": "NY",
        "postalCode": "12019"
    },
    "primaryOwner": {
        "name1": "John",
        "name2": "David",
        "name3": "Doe",
        "name4": "JR",
        "citizenshipCountry": "US",
        "birthDate": "1980-05-25",
        "email": "[email protected]",
        "legalAddress": {},
        "taxIdType": "TaxId",
        "taxIdNumber": "123456789",
        "governmentIdentification": {},
        "sourceOfFunds": "Other",
        "otherSourceOfFunds": "Multiple sources",
        "phoneNumberCell": "2059871212",
        "caisInformation": {
            "customerType": [
                "Trust"
            ],
            "AccountType": [
                "Institution",
                "Retirement"
            ],
        "Role": "Auth"
        },
        "occupation": "accountingOrAuditing",
        "jobTitle": "Senior Management",
        "employer": {},
        "dependents": "9",
        "maritalStatus": "single"
    },
    "trustedContact": {},
    "electronicDelivery": {},
    "financialProfile": {}
}

When you pass all the validations, you get the Status = Open at the get-account endpoint for your account number and your account creation with StoneX is successful!

Response

A successful account creation with the New Account API will return a structured response with the added account details.

Example

{
    "statusCode": 200,
    "message": "Request successful.",
    "data": {
        "registrationtype": "Individual",
        "accountNumber": "12900147",
        "main": {
            "repCode": "JC01",
            "proxyDisclosure": "Y" 
        },
        "mailingAddress": {
            "country": "US",
            "street": "62 Blue Spruce Ln",
            "city": "Ballston Lake",
            "stateProvince": "NY",
            "postalCode": "12019"
        },
        "primaryOwner": {
            "name1": "John",
            "name2": "David",
            "name3": "Doe",
            "name4": "JR",
            "citizenshipCountry": "US",
            "birthDate": "1980-05-25",
            "email": "[email protected]",
            "legalAddress": {},
            "taxIdType": "TaxId",
            "taxIdNumber": "123456789",
            "governmentIdentification": {},
            "sourceOfFunds": "Other",
            "otherSourceOfFunds": "Multiple sources",
            "phoneNumberCell": "2059871212",
            "caisInformation": {
                "customerType": [
                    "Trust"
                ],
                "AccountType": [
                    "Institution",
                    "Retirement"
                ],
            "Role": "Auth"
            },
            "occupation": "accountingOrAuditing",
            "jobTitle": "Senior Management",
            "employer": {},
            "dependents": "9",
            "maritalStatus": "single"
        },
        "trustedContact": {},
        "electronicDelivery": {},
        "financialProfile": {}           
    },
    "errors": [],
    "traceId": "00-272526c8927c1ebeeb8a6ab6190955f2-12f79dde2986ac6c-01",
    "hasErrors": false
}

Account Opening Submissions are Asynchronous

See more about Asynchronous Requests