API Reference

Create investment entity

post
https://api.anduin.app/api/v1/idm//clients//investment-entities

Create a new investment entity.

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Path Params
string
required

The ID of the Firm object

string
required

The Anduin ID or Tracking ID of the Client object

Body Params
string
required
string
string

Type of the investment entity. You can retrieve and modify the list of types in the firm setting.

string

Jurisdiction type of the investment entity. You can retrieve and modify the list of jurisdiction types in the firm setting.

string

AML/KYC status of the investment entity. You can retrieve and modify the list of AML/KYC statuses in the firm setting.

string

Risk level of the investment entity. You can retrieve and modify the list of risk levels in the firm setting.

string
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Updated 5 days ago

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Updated 5 days ago