CreateSubmissionRequest

Submit an account opening request to Openmarkets

accountType
Type: stringenum
required

The type of account to be created

values
IndividualJointCompanyIndividualSuperannuationCompanySuperannuationIndividualTrustCompanyTrust
adviserCode
Type: string
required

The Adviser Code provided by Openmarkets to identify the adviser this account gets assigned to
branchId
Type: string
required

The Branch Id provided by Openmarkets
brokerageCode
Type: string
required

The Brokerage Code provided by Openmarkets to set the default brokerage schedule for this account
data
Type:
required

Application Form Data

Properties: 16
organisationCode
Type: string
required

The Organisation Code provided by Openmarkets to identify the client this account belongs to
referenceId
Type: string | null

An optional external ReferenceId to link this submission to your system

Examples

{
  "referenceId": "CRM-4821",
  "organisationCode": "TPUAT",
  "adviserCode": "UAT",
  "brokerageCode": "NIL",
  "branchId": "UA",
  "accountType": "Individual",
  "data": {
    "individuals": [
      {
        "externalId": "CRM-4821",
        "individualType": "Applicant",
        "givenName": "James",
        "middleName": "Alan",
        "lastName": "Smith",
        "title": "Mr",
        "dateOfBirth": "1985-03-28",
        "email": "james.smith@example.com",
        "isMainContact": true,
        "mobileNumber": "0400000000",
        "homeNumber": "(03) 9000 0000",
        "workNumber": "(03) 9000 0001",
        "countryOfCitizenship": "AUS",
        "countryOfBirth": "AUS",
        "townOfBirth": "Melbourne",
        "isPep": false,
        "occupation": "Software engineer",
        "relations": [
          {
            "relatesTo": "Account",
            "role": "Owner"
          }
        ],
        "sourceOfWealth": "Employment",
        "addresses": [
          {
            "addressType": "Street",
            "propertyName": null,
            "unit": "12a",
            "streetNumber": "350",
            "streetName": "Collins",
            "streetType": "St",
            "suburb": "Melbourne",
            "postcode": "3000",
            "state": "VIC",
            "countryCode": "AUS"
          }
        ],
        "tax": {
          "australian": {
            "tfn": "865414088"
          }
        },
        "gender": "Male"
      }
    ],
    "hinDetails": {
      "action": "Create"
    },
    "chessDetails": {
      "emails": [
        {
          "email": "james.smith@example.com"
        }
      ],
      "electronicStatements": "AsxOnly",
      "address": {
        "addressType": "Postal",
        "propertyName": null,
        "unit": "12a",
        "streetNumber": "350",
        "streetName": "Collins",
        "streetType": "St",
        "suburb": "Melbourne",
        "postcode": "3000",
        "state": "VIC",
        "countryCode": "AUS"
      }
    },
    "bankAccounts": [
      {
        "action": "Link",
        "bankAccountType": "BankAccount",
        "provider": null,
        "name": "James Alan Smith",
        "bsb": "063000",
        "accountNumber": "12345678",
        "purposes": [
          "EquitySettlement",
          "EquityDividends"
        ]
      }
    ],
    "isClientSignedSponsorshipAgreement": true,
    "notes": [
      {
        "text": "Client is migrating from an existing broker."
      }
    ],
    "expectedDocuments": 2,
    "equitiesAccount": {
      "action": "Create"
    },
    "acceptances": [
      {
        "acceptanceId": "PrivacyFormVendor",
        "result": "Accepted"
      }
    ],
    "tradeConfirmations": [
      {
        "email": "james.smith@example.com",
        "attention": "Dear James",
        "isClientAddress": true
      }
    ],
    "clientType": "Retail"
  }
}

CompanyAsOwner

CreateSubmissionResponse