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Opening an Account

Opening a StoneX account requires a few simple steps:

Step 1. New Account: Submit Account Data​

  • This API is used to initiate account onboarding by creating a new account in the StoneX system. It allows clients to submit account opening data, which is then validated and stored. The endpoint ensures all mandatory fields and regulatory requirements are satisfied before the account can be opened. The key functions include:

  • Account Onboarding: Captures and processes account opening data for new customers.​

  • Data Validation: Performs backend validations (e.g. data integrity) on submitted information.​

  • Account Provisioning: Generates a new account in the system upon successful validation.​

  • Usage: Serves as the entry point in the account onboarding journey, typically invoked when registering a new customer profile for the first time.​

  • See how to Create an Account with valid data.

Account Submission is Asynchronous

When an account is submitted it may not be opened immediately.

Step 2. Onboarding Account: Check Account Status​

  • This API provides a diagnostic check on new account creation requests. It helps verify whether the request has been processed successfully by returning both system validations and submitted input details. The key functions include:

  • Status Retrieval: Returns processing status and backend validation results.​

  • Data Review: Displays submitted values such as mailing address, trusted contact, and electronic delivery setup.​

  • See the Onboarding Account for more information about account statuses.

Step 3. Get Account: Check Account Data​

  • This API retrieves account details using a unique account number, which may represent either an existing account or a newly generated one. It is primarily used to fetch profile information, account status, and related attributes once the account has been submitted. The key functions include:

  • Data Retrieval: Returns profile details, account status, and associated attributes.​

  • Identifier: Accepts an account number for both existing and newly created accounts.​

  • Status Check: Provides real-time status of the submitted account request.​

  • Usage: Invoked after account submission to verify details and monitor processing.​

  • See the Get Account for more information about checking account statuses.