Skip to main content

Update Account

Adds new account to a existing customer record

Path Parameters
    id Id required
Request Body required
    accountDetail object
    accountMOP Accountmop
    alliedCompanyInvestment object
    singleDebtandHybridSecurities Singledebtandhybridsecurities
    singleEquity Singleequity
    multiEquity Multiequity
    multiDebtAndHybridSecurities Multidebtandhybridsecurities
    equityDebtAndHybridSecurities Equitydebtandhybridsecurities
    productSubGroupId Productsubgroupid
    ppmSerialNumber Ppmserialnumber
    productId Productid
    productGroupId Productgroupid required
    investmentAmount Investmentamount
    commitmentAmount Commitmentamount
    onboardingOrderType Onboardingordertype
    customerSourceBy object[] required
  • Array [
  • rmType Rmtype required
    rmName Rmname required
    rmMobile Rmmobile required
    rmEmail Rmemail required
  • ]
  • consentForRebalancing Consentforrebalancing

    Default value: false

    consent Consent

    Default value: false

    distributorDetails object[] required
  • Array [
  • distributorMobile Distributormobile required
    distributorEmail Distributoremail required
    distributorType Distributortype required
    distributorName Distributorname required
  • ]
  • accountNominee object[]
  • Array [
  • accountNomineeRelation Accountnomineerelation

    Nominee Relation

    accountNomineeGuardianIdentificationPhotoURL Accountnomineeguardianidentificationphotourl
    accountNomineeOthersRelation Accountnomineeothersrelation

    Nominee others Relation

    accountNomineeLastName Accountnomineelastname

    Nominee last name

    accountNomineeGender Accountnomineegender

    Nominee Gender

    accountNomineeGuardianPAN Accountnomineeguardianpan

    Guardian PAN

    accountNomineeIdentificationSignatureURL Accountnomineeidentificationsignatureurl
    accountNomineeIdentificationType Accountnomineeidentificationtype

    Nominee Identification Type

    accountNomineeState Accountnomineestate

    Nominee State

    accountNomineeMidName Accountnomineemidname

    Nominee middle name

    accountNomineeCity Accountnomineecity

    Nominee City

    accountNomineeIdentificationPhotoURL Accountnomineeidentificationphotourl
    isDeleted Isdeleted

    Default value: false

    accountNomineeAddress Accountnomineeaddress

    Nominee Address

    accountNomineeMinor Accountnomineeminor

    Flag if nominee is minor

    accountNomineeCountry Accountnomineecountry

    Nominee Country

    accountNomineeDob Accountnomineedob

    Nominee DOB

    accountNomineePhoneNumber Accountnomineephonenumber

    Nominee Phone Number

    accountNomineeEmailId Accountnomineeemailid

    Nominee Email Id

    accountNomineeGuardian Accountnomineeguardian

    Guardian name if nominee is minor

    accountNomineeFirstName Accountnomineefirstname

    Nominee first name

    accountNomineePer Accountnomineeper

    % allocation to nominee

    accountNomineePan Accountnomineepan

    Nominee Pan

    accountNomineeGuardianIdentificationSignatureURL Accountnomineeguardianidentificationsignatureurl
    accountNomineePincode Accountnomineepincode

    Default value: None

    Nominee pincode

    accountNomineeType Accountnomineetype

    Type of nominee

    accountNomineeId Accountnomineeid

    Nominee Id

    accountNomineeIdentificationValue Accountnomineeidentificationvalue

    Nominee Identification Value

  • ]
  • customerFee object[]
  • Array [
  • manufacturerFeeCode Manufacturerfeecode required
    manufacturerFeeDesc Manufacturerfeedesc required
    manufacturerFeeName Manufacturerfeename required
    manufacturerFeeRate Manufacturerfeerate required
    manufacturerFeeType Manufacturerfeetype required
    productId Productid required
  • ]
  • trade object
    bankDetails Bankdetails required

    Name of the bank

    chequeNumber Chequenumber required

    Cheque number issued by the client

    fundTransferBy Fundtransferby required

    Fund transfer mode

    investmentAmount Investmentamount required

    Investment amount

    paymentBy Paymentby required

    Mode through which investment is made

    transactionDate Transactiondate required

    System date on which the transaction made

    transactionNumber Transactionnumber required

    Unqiue identifier of the transaction - RTGS/IMPS/NEFT/PG id

    generateAccountDocuments Generateaccountdocuments

    Default value: false

Responses

Successful Response


Schema
    reqId Reqid
    errors undefined[]

    Default value: []

    data object
    accountId Accountid

    Unique id to identify an account

    tradeId Tradeid

    Unique id to identify trade

Loading...