Update Account

The Update Account API is designed to modify existing account records within the StoneX system. It validates incoming update requests and atomically persists the changes to the backend database. Additionally, it returns a confirmation response containing the updated account details.

POST

/account-api/v1/update-account

Request

The request body of the Update Account API must contain the following attributes for account updation.

Schema

Attributes	Data Type
accountNumber	String
Data Block Attributes to be added or updated	Corresponding attribute data type

Example

{
    "accountNumber": "53725129",
    "primaryOwner": {
        "email": "[email protected]"
    }
}

Response

A successful account updation with the Update Account API will return a structured response with the new or updated account details.

Example

In this example, the email address of the Primary Owner has been updated as per the changes passed in the request body above.

{
    "statusCode": 200,
    "message": "Request successful.",
    "data": {
        "accountStatus": "Open",
        "accountName": "S MITCHELL & S PATEL & S PATELAA & S PATELBB & S PATELCC JTWROS",
        "registrationType": "IndividualJointForeign",
        "main": {
            "marginIndicator": "false",
            "optionTradingLevel": "",
            "repCode": "JC01",
            "sweepIndicator": "true"
        },
        "electronicDelivery": {
            "email": "[email protected]",
            "statements": "false",
            "confirms": "true",
            "stonexCommunications": "true",
            "investorCommunications": "true",
            "prospectus": "true",
            "taxDocuments": "false"
        },
        "mailingAddress": {
            "street": "193 NOYATOLA MOGHBAZAR",
            "city": "RAMNA",
            "stateProvince": "",
            "country": "BG",
            "postalCode": "1217"
        },
        "mailingAddressString": "193 NOYATOLA MOGHBAZAR RAMNA BANGLADESH 1217",
        "accountNumber": "84338611",
        "subNumber": "301",
        "primaryOwner": {
            "customerId": "265904400231400242",
            "nameType": "Individual",
            "name1": "SAMANTHA",
            "name2": "GANI",
            "name3": "MITCHELL",
            "name4": "JR",
            "citizenshipCountry": "BG",
            "birthDate": "1980-05-25",
            "email": "[email protected]",
            "legalAddress": {
                "street": "193 NOYATOLA MOGHBAZAR",
                "city": "DHAKA",
                "stateProvince": "",
                "country": "BG",
                "postalCode": "1217"
            },
            "occupation": "MedicalOrDental",
            "jobTitle": "DENTIST",
            "jobIndustry": "HEALTHCAREMEDICALSERVICES",
            "employerName": "SMILE DENTAL",
            "employerPhoneRegionCode": "54",
            "employerPhoneNumber": "1143907595",
            "employerAddress": {
                "street": "459 SOUTH SEGUNBAGICHA ",
                "city": "RAMNA",
                "stateProvince": "",
                "country": "BG",
                "postalCode": "1217"
            },
            "governmentIdentification": {
                "governmentId1": {
                    "idType": "NationalId",
                    "idNumber": "345987432",
                    "idLocation": "BG",
                    "idIssueDate": "2020-01-01",
                    "idExpiration": "2024-01-01"
                },
                "governmentId2": {
                    "idType": "Passport",
                    "idNumber": "E00007734",
                    "idLocation": "BG",
                    "idIssueDate": "2020-01-01",
                    "idExpiration": "2030-01-01"
                }
            },
            "sourceOfFunds": "Gift",
            "phoneRegionCell": "1",
            "phoneNumberCell": "1143907595",
            "phoneNumberHome": "",
            "phoneNumberBusiness": "",
            "caisInformation": {
                "customerType": [
                    "Trust"
                ],
                "AccountType": [
                    "Institution",
                    "Retirement"
                ],
            "Role": "Auth"
            },
            "trustedContact": {
                "name": "JANE SMITH",
                "relationship": "SPOUSE",
                "phoneRegionCode": "AF",
                "phoneNumber": "2056786578",
                "email": "[email protected]",
                "address": {
                    "street": "459 SOUTH SEGUNBAGICHA ",
                    "city": "RAMNA",
                    "country": "BG",
                    "postalCode": "1217"
                }
            },
            "maritalStatus": "Single",
            "dependents": "0"
        },
        "financialProfile": {
            "annualIncome": "",
            "netWorth": "",
            "liquidNetWorth": "",
            "investmentExperience": {}
        },
        "transferOfDeathBeneficiaries": [
            {
                "customerId": "265904200719200730",
                "nameType": "Individual",
                "name1": "JOHN",
                "name2": "THOMAS",
                "name3": "GOLDBERG",
                "name4": "JR",
                "address": {
                    "street": "62 BLUE SPRUCE LN ",
                    "city": "BALLSTON LAKE",
                    "stateProvince": "",
                    "country": "BG",
                    "postalCode": "12019"
                },
                "birthDate": "1980-01-25",
                "taxIdType": "TaxId",
                "taxId": "999999999",
                "percentAllocation": "100.00",
                "citizenshipCountry": "BO",
                "primaryContingent": "Contingent"
            }
        ]
    },
    "errors": [],
    "traceId": "00-272526c8927c1ebeeb8a6ab6190955f2-12f79dde2986ac6c-01",
    "hasErrors": false
}

Deleting Values

Deleting values is not currently supported.

Attributes That Cannot Be Updated

• accountNumber
• subNumber
• registrationType
• accountName
• nameType
• main.marginIndicator
• main.optionTradingIndicator
• main.optionTradingLevel
• primaryOwner.citizenshipCountry
• primaryOwner.taxIdType
• primaryOwner.taxIdNumber
• additionalParty.customerId
• additionalParty.citizenshipCountry
• additionalParty.taxIdType
• additionalParty.taxIdNumber
• todBenes.id
• retirementBenes.id