Create a customer
curl --request POST \
--url https://sandbox-api.polygon.technology/v0.13/customers \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--header 'Idempotency-Key: <idempotency-key>' \
--data '
{
"type": "individual",
"companyLegalName": "<string>",
"firstName": "Jane",
"middleName": "<string>",
"lastName": "Smith",
"email": "jane@example.com",
"phone": "+12125551234",
"birthDate": "1990-05-15",
"nationality": "US",
"ipAddress": "<string>",
"externalId": "crm-12345",
"signedAgreement": false,
"residentialAddress": {
"line1": "123 Main St",
"line2": "<string>",
"city": "Seattle",
"state": "WA",
"country": "US",
"zipCode": "98101"
},
"identifyingInformation": [
{
"type": "ssn",
"issuingCountry": "US",
"number": "123456789"
}
],
"endorsements": [],
"metadata": {},
"dbaName": "<string>",
"formationDate": "<string>",
"registrationCountry": "<string>",
"registrationNumber": "<string>",
"incorporationAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"physicalAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"websiteUrl": "<string>",
"businessDescription": "<string>",
"industry": "<string>",
"industryFinancialServicesSubtype": "<string>",
"industryCryptoSubtype": "<string>",
"industryOtherDescription": "<string>",
"sourceOfFundsOtherDescription": "<string>",
"accountPurposesOtherDescription": "<string>",
"primaryTargetMarketOtherDescription": "<string>",
"sourceOfFunds": [
"<string>"
],
"accountPurposes": [
"<string>"
],
"primaryTargetMarket": "<string>",
"expectedFiatMonthlyVolume": "<string>",
"expectedCryptoMonthlyVolume": "<string>",
"isMsb": true,
"disclosureAccepted": true,
"disclosureAcceptedAt": "2023-11-07T05:31:56Z",
"disclosureVersion": "<string>",
"disclosureIpAddress": "<string>",
"businessTaxId": "<string>"
}
'import requests
url = "https://sandbox-api.polygon.technology/v0.13/customers"
payload = {
"type": "individual",
"companyLegalName": "<string>",
"firstName": "Jane",
"middleName": "<string>",
"lastName": "Smith",
"email": "jane@example.com",
"phone": "+12125551234",
"birthDate": "1990-05-15",
"nationality": "US",
"ipAddress": "<string>",
"externalId": "crm-12345",
"signedAgreement": False,
"residentialAddress": {
"line1": "123 Main St",
"line2": "<string>",
"city": "Seattle",
"state": "WA",
"country": "US",
"zipCode": "98101"
},
"identifyingInformation": [
{
"type": "ssn",
"issuingCountry": "US",
"number": "123456789"
}
],
"endorsements": [],
"metadata": {},
"dbaName": "<string>",
"formationDate": "<string>",
"registrationCountry": "<string>",
"registrationNumber": "<string>",
"incorporationAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"physicalAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"websiteUrl": "<string>",
"businessDescription": "<string>",
"industry": "<string>",
"industryFinancialServicesSubtype": "<string>",
"industryCryptoSubtype": "<string>",
"industryOtherDescription": "<string>",
"sourceOfFundsOtherDescription": "<string>",
"accountPurposesOtherDescription": "<string>",
"primaryTargetMarketOtherDescription": "<string>",
"sourceOfFunds": ["<string>"],
"accountPurposes": ["<string>"],
"primaryTargetMarket": "<string>",
"expectedFiatMonthlyVolume": "<string>",
"expectedCryptoMonthlyVolume": "<string>",
"isMsb": True,
"disclosureAccepted": True,
"disclosureAcceptedAt": "2023-11-07T05:31:56Z",
"disclosureVersion": "<string>",
"disclosureIpAddress": "<string>",
"businessTaxId": "<string>"
}
headers = {
"Idempotency-Key": "<idempotency-key>",
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {
'Idempotency-Key': '<idempotency-key>',
Authorization: 'Bearer <token>',
'Content-Type': 'application/json'
},
body: JSON.stringify({
type: 'individual',
companyLegalName: '<string>',
firstName: 'Jane',
middleName: '<string>',
lastName: 'Smith',
email: 'jane@example.com',
phone: '+12125551234',
birthDate: '1990-05-15',
nationality: 'US',
ipAddress: '<string>',
externalId: 'crm-12345',
signedAgreement: false,
residentialAddress: {
line1: '123 Main St',
line2: '<string>',
city: 'Seattle',
state: 'WA',
country: 'US',
zipCode: '98101'
},
identifyingInformation: [{type: 'ssn', issuingCountry: 'US', number: '123456789'}],
endorsements: [],
metadata: {},
dbaName: '<string>',
formationDate: '<string>',
registrationCountry: '<string>',
registrationNumber: '<string>',
incorporationAddress: {
line1: '<string>',
line2: '<string>',
city: '<string>',
state: '<string>',
postalCode: '<string>',
country: '<string>'
},
physicalAddress: {
line1: '<string>',
line2: '<string>',
city: '<string>',
state: '<string>',
postalCode: '<string>',
country: '<string>'
},
websiteUrl: '<string>',
businessDescription: '<string>',
industry: '<string>',
industryFinancialServicesSubtype: '<string>',
industryCryptoSubtype: '<string>',
industryOtherDescription: '<string>',
sourceOfFundsOtherDescription: '<string>',
accountPurposesOtherDescription: '<string>',
primaryTargetMarketOtherDescription: '<string>',
sourceOfFunds: ['<string>'],
accountPurposes: ['<string>'],
primaryTargetMarket: '<string>',
expectedFiatMonthlyVolume: '<string>',
expectedCryptoMonthlyVolume: '<string>',
isMsb: true,
disclosureAccepted: true,
disclosureAcceptedAt: '2023-11-07T05:31:56Z',
disclosureVersion: '<string>',
disclosureIpAddress: '<string>',
businessTaxId: '<string>'
})
};
fetch('https://sandbox-api.polygon.technology/v0.13/customers', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://sandbox-api.polygon.technology/v0.13/customers",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'type' => 'individual',
'companyLegalName' => '<string>',
'firstName' => 'Jane',
'middleName' => '<string>',
'lastName' => 'Smith',
'email' => 'jane@example.com',
'phone' => '+12125551234',
'birthDate' => '1990-05-15',
'nationality' => 'US',
'ipAddress' => '<string>',
'externalId' => 'crm-12345',
'signedAgreement' => false,
'residentialAddress' => [
'line1' => '123 Main St',
'line2' => '<string>',
'city' => 'Seattle',
'state' => 'WA',
'country' => 'US',
'zipCode' => '98101'
],
'identifyingInformation' => [
[
'type' => 'ssn',
'issuingCountry' => 'US',
'number' => '123456789'
]
],
'endorsements' => [
],
'metadata' => [
],
'dbaName' => '<string>',
'formationDate' => '<string>',
'registrationCountry' => '<string>',
'registrationNumber' => '<string>',
'incorporationAddress' => [
'line1' => '<string>',
'line2' => '<string>',
'city' => '<string>',
'state' => '<string>',
'postalCode' => '<string>',
'country' => '<string>'
],
'physicalAddress' => [
'line1' => '<string>',
'line2' => '<string>',
'city' => '<string>',
'state' => '<string>',
'postalCode' => '<string>',
'country' => '<string>'
],
'websiteUrl' => '<string>',
'businessDescription' => '<string>',
'industry' => '<string>',
'industryFinancialServicesSubtype' => '<string>',
'industryCryptoSubtype' => '<string>',
'industryOtherDescription' => '<string>',
'sourceOfFundsOtherDescription' => '<string>',
'accountPurposesOtherDescription' => '<string>',
'primaryTargetMarketOtherDescription' => '<string>',
'sourceOfFunds' => [
'<string>'
],
'accountPurposes' => [
'<string>'
],
'primaryTargetMarket' => '<string>',
'expectedFiatMonthlyVolume' => '<string>',
'expectedCryptoMonthlyVolume' => '<string>',
'isMsb' => true,
'disclosureAccepted' => true,
'disclosureAcceptedAt' => '2023-11-07T05:31:56Z',
'disclosureVersion' => '<string>',
'disclosureIpAddress' => '<string>',
'businessTaxId' => '<string>'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json",
"Idempotency-Key: <idempotency-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://sandbox-api.polygon.technology/v0.13/customers"
payload := strings.NewReader("{\n \"type\": \"individual\",\n \"companyLegalName\": \"<string>\",\n \"firstName\": \"Jane\",\n \"middleName\": \"<string>\",\n \"lastName\": \"Smith\",\n \"email\": \"jane@example.com\",\n \"phone\": \"+12125551234\",\n \"birthDate\": \"1990-05-15\",\n \"nationality\": \"US\",\n \"ipAddress\": \"<string>\",\n \"externalId\": \"crm-12345\",\n \"signedAgreement\": false,\n \"residentialAddress\": {\n \"line1\": \"123 Main St\",\n \"line2\": \"<string>\",\n \"city\": \"Seattle\",\n \"state\": \"WA\",\n \"country\": \"US\",\n \"zipCode\": \"98101\"\n },\n \"identifyingInformation\": [\n {\n \"type\": \"ssn\",\n \"issuingCountry\": \"US\",\n \"number\": \"123456789\"\n }\n ],\n \"endorsements\": [],\n \"metadata\": {},\n \"dbaName\": \"<string>\",\n \"formationDate\": \"<string>\",\n \"registrationCountry\": \"<string>\",\n \"registrationNumber\": \"<string>\",\n \"incorporationAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"physicalAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"websiteUrl\": \"<string>\",\n \"businessDescription\": \"<string>\",\n \"industry\": \"<string>\",\n \"industryFinancialServicesSubtype\": \"<string>\",\n \"industryCryptoSubtype\": \"<string>\",\n \"industryOtherDescription\": \"<string>\",\n \"sourceOfFundsOtherDescription\": \"<string>\",\n \"accountPurposesOtherDescription\": \"<string>\",\n \"primaryTargetMarketOtherDescription\": \"<string>\",\n \"sourceOfFunds\": [\n \"<string>\"\n ],\n \"accountPurposes\": [\n \"<string>\"\n ],\n \"primaryTargetMarket\": \"<string>\",\n \"expectedFiatMonthlyVolume\": \"<string>\",\n \"expectedCryptoMonthlyVolume\": \"<string>\",\n \"isMsb\": true,\n \"disclosureAccepted\": true,\n \"disclosureAcceptedAt\": \"2023-11-07T05:31:56Z\",\n \"disclosureVersion\": \"<string>\",\n \"disclosureIpAddress\": \"<string>\",\n \"businessTaxId\": \"<string>\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Idempotency-Key", "<idempotency-key>")
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://sandbox-api.polygon.technology/v0.13/customers")
.header("Idempotency-Key", "<idempotency-key>")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"type\": \"individual\",\n \"companyLegalName\": \"<string>\",\n \"firstName\": \"Jane\",\n \"middleName\": \"<string>\",\n \"lastName\": \"Smith\",\n \"email\": \"jane@example.com\",\n \"phone\": \"+12125551234\",\n \"birthDate\": \"1990-05-15\",\n \"nationality\": \"US\",\n \"ipAddress\": \"<string>\",\n \"externalId\": \"crm-12345\",\n \"signedAgreement\": false,\n \"residentialAddress\": {\n \"line1\": \"123 Main St\",\n \"line2\": \"<string>\",\n \"city\": \"Seattle\",\n \"state\": \"WA\",\n \"country\": \"US\",\n \"zipCode\": \"98101\"\n },\n \"identifyingInformation\": [\n {\n \"type\": \"ssn\",\n \"issuingCountry\": \"US\",\n \"number\": \"123456789\"\n }\n ],\n \"endorsements\": [],\n \"metadata\": {},\n \"dbaName\": \"<string>\",\n \"formationDate\": \"<string>\",\n \"registrationCountry\": \"<string>\",\n \"registrationNumber\": \"<string>\",\n \"incorporationAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"physicalAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"websiteUrl\": \"<string>\",\n \"businessDescription\": \"<string>\",\n \"industry\": \"<string>\",\n \"industryFinancialServicesSubtype\": \"<string>\",\n \"industryCryptoSubtype\": \"<string>\",\n \"industryOtherDescription\": \"<string>\",\n \"sourceOfFundsOtherDescription\": \"<string>\",\n \"accountPurposesOtherDescription\": \"<string>\",\n \"primaryTargetMarketOtherDescription\": \"<string>\",\n \"sourceOfFunds\": [\n \"<string>\"\n ],\n \"accountPurposes\": [\n \"<string>\"\n ],\n \"primaryTargetMarket\": \"<string>\",\n \"expectedFiatMonthlyVolume\": \"<string>\",\n \"expectedCryptoMonthlyVolume\": \"<string>\",\n \"isMsb\": true,\n \"disclosureAccepted\": true,\n \"disclosureAcceptedAt\": \"2023-11-07T05:31:56Z\",\n \"disclosureVersion\": \"<string>\",\n \"disclosureIpAddress\": \"<string>\",\n \"businessTaxId\": \"<string>\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://sandbox-api.polygon.technology/v0.13/customers")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Idempotency-Key"] = '<idempotency-key>'
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"type\": \"individual\",\n \"companyLegalName\": \"<string>\",\n \"firstName\": \"Jane\",\n \"middleName\": \"<string>\",\n \"lastName\": \"Smith\",\n \"email\": \"jane@example.com\",\n \"phone\": \"+12125551234\",\n \"birthDate\": \"1990-05-15\",\n \"nationality\": \"US\",\n \"ipAddress\": \"<string>\",\n \"externalId\": \"crm-12345\",\n \"signedAgreement\": false,\n \"residentialAddress\": {\n \"line1\": \"123 Main St\",\n \"line2\": \"<string>\",\n \"city\": \"Seattle\",\n \"state\": \"WA\",\n \"country\": \"US\",\n \"zipCode\": \"98101\"\n },\n \"identifyingInformation\": [\n {\n \"type\": \"ssn\",\n \"issuingCountry\": \"US\",\n \"number\": \"123456789\"\n }\n ],\n \"endorsements\": [],\n \"metadata\": {},\n \"dbaName\": \"<string>\",\n \"formationDate\": \"<string>\",\n \"registrationCountry\": \"<string>\",\n \"registrationNumber\": \"<string>\",\n \"incorporationAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"physicalAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"websiteUrl\": \"<string>\",\n \"businessDescription\": \"<string>\",\n \"industry\": \"<string>\",\n \"industryFinancialServicesSubtype\": \"<string>\",\n \"industryCryptoSubtype\": \"<string>\",\n \"industryOtherDescription\": \"<string>\",\n \"sourceOfFundsOtherDescription\": \"<string>\",\n \"accountPurposesOtherDescription\": \"<string>\",\n \"primaryTargetMarketOtherDescription\": \"<string>\",\n \"sourceOfFunds\": [\n \"<string>\"\n ],\n \"accountPurposes\": [\n \"<string>\"\n ],\n \"primaryTargetMarket\": \"<string>\",\n \"expectedFiatMonthlyVolume\": \"<string>\",\n \"expectedCryptoMonthlyVolume\": \"<string>\",\n \"isMsb\": true,\n \"disclosureAccepted\": true,\n \"disclosureAcceptedAt\": \"2023-11-07T05:31:56Z\",\n \"disclosureVersion\": \"<string>\",\n \"disclosureIpAddress\": \"<string>\",\n \"businessTaxId\": \"<string>\"\n}"
response = http.request(request)
puts response.read_body{
"id": "cst_01H9Xa8F5dN6mP3q",
"type": "individual",
"name": "Jane Smith",
"firstName": "Jane",
"middleName": null,
"lastName": "Smith",
"email": "jane@example.com",
"phone": "+12125551234",
"nationality": "US",
"externalId": "crm-12345",
"status": "active",
"hold": {
"code": "verificationRequired",
"message": "<string>"
},
"failure": {
"code": "onboardingRejected",
"message": "<string>",
"retryable": true
},
"signedAgreement": true,
"signedAgreementAt": "2026-03-20T14:15:22Z",
"totalBalance": {
"totalUsd": "1250.00",
"fiatUsd": "1000.00",
"cryptoUsd": "250.00",
"updatedAt": "2026-03-20T14:15:22Z"
},
"endorsements": [
{
"type": "basic",
"status": "pending",
"requirements": {
"complete": [
"<string>"
],
"pending": [
"<string>"
],
"missing": [
"<string>"
],
"issues": [
"<string>"
]
},
"failure": {
"code": "onboardingRejected",
"message": "<string>",
"retryable": true
}
}
],
"metadata": {},
"createdAt": "2023-11-07T05:31:56Z",
"updatedAt": "2023-11-07T05:31:56Z",
"companyLegalName": "<string>",
"dbaName": "<string>",
"formationDate": "<string>",
"registrationCountry": "<string>",
"registrationNumber": "<string>",
"legalEntityType": "corporation",
"ownershipType": "exempt",
"taxIdType": "ein",
"incorporationAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"physicalAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"websiteUrl": "<string>",
"businessDescription": "<string>",
"industry": "<string>",
"industryFinancialServicesSubtype": "<string>",
"industryCryptoSubtype": "<string>",
"industryOtherDescription": "<string>",
"sourceOfFundsOtherDescription": "<string>",
"accountPurposesOtherDescription": "<string>",
"primaryTargetMarketOtherDescription": "<string>",
"sourceOfFunds": [
"<string>"
],
"accountPurposes": [
"<string>"
],
"primaryTargetMarket": "<string>",
"expectedFiatMonthlyVolume": "<string>",
"expectedCryptoMonthlyVolume": "<string>",
"isMsb": true,
"disclosureAccepted": true,
"disclosureAcceptedAt": "2023-11-07T05:31:56Z",
"disclosureVersion": "<string>",
"disclosureIpAddress": "<string>",
"hasBusinessTaxId": true
}{
"id": "cst_01H9Xa8F5dN6mP3q",
"object": "customer",
"status": "processing"
}{
"error": "Unauthorized",
"code": 1000,
"msg": "unauthorized access",
"status": 401,
"cause": "signature"
}{
"error": "Unauthorized",
"code": 1000,
"msg": "unauthorized access",
"status": 401,
"cause": "signature"
}Customers
Create a customer
Creation can outlast the request. When it does, the response is 202 with the id the customer will have, and the customer reads as 404 until creation finishes. Repeat the same request with the same Idempotency-Key to follow it: the repeat answers 202 while creation is still running and 201 with the customer once it is done.
POST
/
customers
Create a customer
curl --request POST \
--url https://sandbox-api.polygon.technology/v0.13/customers \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--header 'Idempotency-Key: <idempotency-key>' \
--data '
{
"type": "individual",
"companyLegalName": "<string>",
"firstName": "Jane",
"middleName": "<string>",
"lastName": "Smith",
"email": "jane@example.com",
"phone": "+12125551234",
"birthDate": "1990-05-15",
"nationality": "US",
"ipAddress": "<string>",
"externalId": "crm-12345",
"signedAgreement": false,
"residentialAddress": {
"line1": "123 Main St",
"line2": "<string>",
"city": "Seattle",
"state": "WA",
"country": "US",
"zipCode": "98101"
},
"identifyingInformation": [
{
"type": "ssn",
"issuingCountry": "US",
"number": "123456789"
}
],
"endorsements": [],
"metadata": {},
"dbaName": "<string>",
"formationDate": "<string>",
"registrationCountry": "<string>",
"registrationNumber": "<string>",
"incorporationAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"physicalAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"websiteUrl": "<string>",
"businessDescription": "<string>",
"industry": "<string>",
"industryFinancialServicesSubtype": "<string>",
"industryCryptoSubtype": "<string>",
"industryOtherDescription": "<string>",
"sourceOfFundsOtherDescription": "<string>",
"accountPurposesOtherDescription": "<string>",
"primaryTargetMarketOtherDescription": "<string>",
"sourceOfFunds": [
"<string>"
],
"accountPurposes": [
"<string>"
],
"primaryTargetMarket": "<string>",
"expectedFiatMonthlyVolume": "<string>",
"expectedCryptoMonthlyVolume": "<string>",
"isMsb": true,
"disclosureAccepted": true,
"disclosureAcceptedAt": "2023-11-07T05:31:56Z",
"disclosureVersion": "<string>",
"disclosureIpAddress": "<string>",
"businessTaxId": "<string>"
}
'import requests
url = "https://sandbox-api.polygon.technology/v0.13/customers"
payload = {
"type": "individual",
"companyLegalName": "<string>",
"firstName": "Jane",
"middleName": "<string>",
"lastName": "Smith",
"email": "jane@example.com",
"phone": "+12125551234",
"birthDate": "1990-05-15",
"nationality": "US",
"ipAddress": "<string>",
"externalId": "crm-12345",
"signedAgreement": False,
"residentialAddress": {
"line1": "123 Main St",
"line2": "<string>",
"city": "Seattle",
"state": "WA",
"country": "US",
"zipCode": "98101"
},
"identifyingInformation": [
{
"type": "ssn",
"issuingCountry": "US",
"number": "123456789"
}
],
"endorsements": [],
"metadata": {},
"dbaName": "<string>",
"formationDate": "<string>",
"registrationCountry": "<string>",
"registrationNumber": "<string>",
"incorporationAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"physicalAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"websiteUrl": "<string>",
"businessDescription": "<string>",
"industry": "<string>",
"industryFinancialServicesSubtype": "<string>",
"industryCryptoSubtype": "<string>",
"industryOtherDescription": "<string>",
"sourceOfFundsOtherDescription": "<string>",
"accountPurposesOtherDescription": "<string>",
"primaryTargetMarketOtherDescription": "<string>",
"sourceOfFunds": ["<string>"],
"accountPurposes": ["<string>"],
"primaryTargetMarket": "<string>",
"expectedFiatMonthlyVolume": "<string>",
"expectedCryptoMonthlyVolume": "<string>",
"isMsb": True,
"disclosureAccepted": True,
"disclosureAcceptedAt": "2023-11-07T05:31:56Z",
"disclosureVersion": "<string>",
"disclosureIpAddress": "<string>",
"businessTaxId": "<string>"
}
headers = {
"Idempotency-Key": "<idempotency-key>",
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {
'Idempotency-Key': '<idempotency-key>',
Authorization: 'Bearer <token>',
'Content-Type': 'application/json'
},
body: JSON.stringify({
type: 'individual',
companyLegalName: '<string>',
firstName: 'Jane',
middleName: '<string>',
lastName: 'Smith',
email: 'jane@example.com',
phone: '+12125551234',
birthDate: '1990-05-15',
nationality: 'US',
ipAddress: '<string>',
externalId: 'crm-12345',
signedAgreement: false,
residentialAddress: {
line1: '123 Main St',
line2: '<string>',
city: 'Seattle',
state: 'WA',
country: 'US',
zipCode: '98101'
},
identifyingInformation: [{type: 'ssn', issuingCountry: 'US', number: '123456789'}],
endorsements: [],
metadata: {},
dbaName: '<string>',
formationDate: '<string>',
registrationCountry: '<string>',
registrationNumber: '<string>',
incorporationAddress: {
line1: '<string>',
line2: '<string>',
city: '<string>',
state: '<string>',
postalCode: '<string>',
country: '<string>'
},
physicalAddress: {
line1: '<string>',
line2: '<string>',
city: '<string>',
state: '<string>',
postalCode: '<string>',
country: '<string>'
},
websiteUrl: '<string>',
businessDescription: '<string>',
industry: '<string>',
industryFinancialServicesSubtype: '<string>',
industryCryptoSubtype: '<string>',
industryOtherDescription: '<string>',
sourceOfFundsOtherDescription: '<string>',
accountPurposesOtherDescription: '<string>',
primaryTargetMarketOtherDescription: '<string>',
sourceOfFunds: ['<string>'],
accountPurposes: ['<string>'],
primaryTargetMarket: '<string>',
expectedFiatMonthlyVolume: '<string>',
expectedCryptoMonthlyVolume: '<string>',
isMsb: true,
disclosureAccepted: true,
disclosureAcceptedAt: '2023-11-07T05:31:56Z',
disclosureVersion: '<string>',
disclosureIpAddress: '<string>',
businessTaxId: '<string>'
})
};
fetch('https://sandbox-api.polygon.technology/v0.13/customers', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://sandbox-api.polygon.technology/v0.13/customers",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'type' => 'individual',
'companyLegalName' => '<string>',
'firstName' => 'Jane',
'middleName' => '<string>',
'lastName' => 'Smith',
'email' => 'jane@example.com',
'phone' => '+12125551234',
'birthDate' => '1990-05-15',
'nationality' => 'US',
'ipAddress' => '<string>',
'externalId' => 'crm-12345',
'signedAgreement' => false,
'residentialAddress' => [
'line1' => '123 Main St',
'line2' => '<string>',
'city' => 'Seattle',
'state' => 'WA',
'country' => 'US',
'zipCode' => '98101'
],
'identifyingInformation' => [
[
'type' => 'ssn',
'issuingCountry' => 'US',
'number' => '123456789'
]
],
'endorsements' => [
],
'metadata' => [
],
'dbaName' => '<string>',
'formationDate' => '<string>',
'registrationCountry' => '<string>',
'registrationNumber' => '<string>',
'incorporationAddress' => [
'line1' => '<string>',
'line2' => '<string>',
'city' => '<string>',
'state' => '<string>',
'postalCode' => '<string>',
'country' => '<string>'
],
'physicalAddress' => [
'line1' => '<string>',
'line2' => '<string>',
'city' => '<string>',
'state' => '<string>',
'postalCode' => '<string>',
'country' => '<string>'
],
'websiteUrl' => '<string>',
'businessDescription' => '<string>',
'industry' => '<string>',
'industryFinancialServicesSubtype' => '<string>',
'industryCryptoSubtype' => '<string>',
'industryOtherDescription' => '<string>',
'sourceOfFundsOtherDescription' => '<string>',
'accountPurposesOtherDescription' => '<string>',
'primaryTargetMarketOtherDescription' => '<string>',
'sourceOfFunds' => [
'<string>'
],
'accountPurposes' => [
'<string>'
],
'primaryTargetMarket' => '<string>',
'expectedFiatMonthlyVolume' => '<string>',
'expectedCryptoMonthlyVolume' => '<string>',
'isMsb' => true,
'disclosureAccepted' => true,
'disclosureAcceptedAt' => '2023-11-07T05:31:56Z',
'disclosureVersion' => '<string>',
'disclosureIpAddress' => '<string>',
'businessTaxId' => '<string>'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json",
"Idempotency-Key: <idempotency-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://sandbox-api.polygon.technology/v0.13/customers"
payload := strings.NewReader("{\n \"type\": \"individual\",\n \"companyLegalName\": \"<string>\",\n \"firstName\": \"Jane\",\n \"middleName\": \"<string>\",\n \"lastName\": \"Smith\",\n \"email\": \"jane@example.com\",\n \"phone\": \"+12125551234\",\n \"birthDate\": \"1990-05-15\",\n \"nationality\": \"US\",\n \"ipAddress\": \"<string>\",\n \"externalId\": \"crm-12345\",\n \"signedAgreement\": false,\n \"residentialAddress\": {\n \"line1\": \"123 Main St\",\n \"line2\": \"<string>\",\n \"city\": \"Seattle\",\n \"state\": \"WA\",\n \"country\": \"US\",\n \"zipCode\": \"98101\"\n },\n \"identifyingInformation\": [\n {\n \"type\": \"ssn\",\n \"issuingCountry\": \"US\",\n \"number\": \"123456789\"\n }\n ],\n \"endorsements\": [],\n \"metadata\": {},\n \"dbaName\": \"<string>\",\n \"formationDate\": \"<string>\",\n \"registrationCountry\": \"<string>\",\n \"registrationNumber\": \"<string>\",\n \"incorporationAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"physicalAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"websiteUrl\": \"<string>\",\n \"businessDescription\": \"<string>\",\n \"industry\": \"<string>\",\n \"industryFinancialServicesSubtype\": \"<string>\",\n \"industryCryptoSubtype\": \"<string>\",\n \"industryOtherDescription\": \"<string>\",\n \"sourceOfFundsOtherDescription\": \"<string>\",\n \"accountPurposesOtherDescription\": \"<string>\",\n \"primaryTargetMarketOtherDescription\": \"<string>\",\n \"sourceOfFunds\": [\n \"<string>\"\n ],\n \"accountPurposes\": [\n \"<string>\"\n ],\n \"primaryTargetMarket\": \"<string>\",\n \"expectedFiatMonthlyVolume\": \"<string>\",\n \"expectedCryptoMonthlyVolume\": \"<string>\",\n \"isMsb\": true,\n \"disclosureAccepted\": true,\n \"disclosureAcceptedAt\": \"2023-11-07T05:31:56Z\",\n \"disclosureVersion\": \"<string>\",\n \"disclosureIpAddress\": \"<string>\",\n \"businessTaxId\": \"<string>\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Idempotency-Key", "<idempotency-key>")
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://sandbox-api.polygon.technology/v0.13/customers")
.header("Idempotency-Key", "<idempotency-key>")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"type\": \"individual\",\n \"companyLegalName\": \"<string>\",\n \"firstName\": \"Jane\",\n \"middleName\": \"<string>\",\n \"lastName\": \"Smith\",\n \"email\": \"jane@example.com\",\n \"phone\": \"+12125551234\",\n \"birthDate\": \"1990-05-15\",\n \"nationality\": \"US\",\n \"ipAddress\": \"<string>\",\n \"externalId\": \"crm-12345\",\n \"signedAgreement\": false,\n \"residentialAddress\": {\n \"line1\": \"123 Main St\",\n \"line2\": \"<string>\",\n \"city\": \"Seattle\",\n \"state\": \"WA\",\n \"country\": \"US\",\n \"zipCode\": \"98101\"\n },\n \"identifyingInformation\": [\n {\n \"type\": \"ssn\",\n \"issuingCountry\": \"US\",\n \"number\": \"123456789\"\n }\n ],\n \"endorsements\": [],\n \"metadata\": {},\n \"dbaName\": \"<string>\",\n \"formationDate\": \"<string>\",\n \"registrationCountry\": \"<string>\",\n \"registrationNumber\": \"<string>\",\n \"incorporationAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"physicalAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"websiteUrl\": \"<string>\",\n \"businessDescription\": \"<string>\",\n \"industry\": \"<string>\",\n \"industryFinancialServicesSubtype\": \"<string>\",\n \"industryCryptoSubtype\": \"<string>\",\n \"industryOtherDescription\": \"<string>\",\n \"sourceOfFundsOtherDescription\": \"<string>\",\n \"accountPurposesOtherDescription\": \"<string>\",\n \"primaryTargetMarketOtherDescription\": \"<string>\",\n \"sourceOfFunds\": [\n \"<string>\"\n ],\n \"accountPurposes\": [\n \"<string>\"\n ],\n \"primaryTargetMarket\": \"<string>\",\n \"expectedFiatMonthlyVolume\": \"<string>\",\n \"expectedCryptoMonthlyVolume\": \"<string>\",\n \"isMsb\": true,\n \"disclosureAccepted\": true,\n \"disclosureAcceptedAt\": \"2023-11-07T05:31:56Z\",\n \"disclosureVersion\": \"<string>\",\n \"disclosureIpAddress\": \"<string>\",\n \"businessTaxId\": \"<string>\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://sandbox-api.polygon.technology/v0.13/customers")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Idempotency-Key"] = '<idempotency-key>'
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"type\": \"individual\",\n \"companyLegalName\": \"<string>\",\n \"firstName\": \"Jane\",\n \"middleName\": \"<string>\",\n \"lastName\": \"Smith\",\n \"email\": \"jane@example.com\",\n \"phone\": \"+12125551234\",\n \"birthDate\": \"1990-05-15\",\n \"nationality\": \"US\",\n \"ipAddress\": \"<string>\",\n \"externalId\": \"crm-12345\",\n \"signedAgreement\": false,\n \"residentialAddress\": {\n \"line1\": \"123 Main St\",\n \"line2\": \"<string>\",\n \"city\": \"Seattle\",\n \"state\": \"WA\",\n \"country\": \"US\",\n \"zipCode\": \"98101\"\n },\n \"identifyingInformation\": [\n {\n \"type\": \"ssn\",\n \"issuingCountry\": \"US\",\n \"number\": \"123456789\"\n }\n ],\n \"endorsements\": [],\n \"metadata\": {},\n \"dbaName\": \"<string>\",\n \"formationDate\": \"<string>\",\n \"registrationCountry\": \"<string>\",\n \"registrationNumber\": \"<string>\",\n \"incorporationAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"physicalAddress\": {\n \"line1\": \"<string>\",\n \"line2\": \"<string>\",\n \"city\": \"<string>\",\n \"state\": \"<string>\",\n \"postalCode\": \"<string>\",\n \"country\": \"<string>\"\n },\n \"websiteUrl\": \"<string>\",\n \"businessDescription\": \"<string>\",\n \"industry\": \"<string>\",\n \"industryFinancialServicesSubtype\": \"<string>\",\n \"industryCryptoSubtype\": \"<string>\",\n \"industryOtherDescription\": \"<string>\",\n \"sourceOfFundsOtherDescription\": \"<string>\",\n \"accountPurposesOtherDescription\": \"<string>\",\n \"primaryTargetMarketOtherDescription\": \"<string>\",\n \"sourceOfFunds\": [\n \"<string>\"\n ],\n \"accountPurposes\": [\n \"<string>\"\n ],\n \"primaryTargetMarket\": \"<string>\",\n \"expectedFiatMonthlyVolume\": \"<string>\",\n \"expectedCryptoMonthlyVolume\": \"<string>\",\n \"isMsb\": true,\n \"disclosureAccepted\": true,\n \"disclosureAcceptedAt\": \"2023-11-07T05:31:56Z\",\n \"disclosureVersion\": \"<string>\",\n \"disclosureIpAddress\": \"<string>\",\n \"businessTaxId\": \"<string>\"\n}"
response = http.request(request)
puts response.read_body{
"id": "cst_01H9Xa8F5dN6mP3q",
"type": "individual",
"name": "Jane Smith",
"firstName": "Jane",
"middleName": null,
"lastName": "Smith",
"email": "jane@example.com",
"phone": "+12125551234",
"nationality": "US",
"externalId": "crm-12345",
"status": "active",
"hold": {
"code": "verificationRequired",
"message": "<string>"
},
"failure": {
"code": "onboardingRejected",
"message": "<string>",
"retryable": true
},
"signedAgreement": true,
"signedAgreementAt": "2026-03-20T14:15:22Z",
"totalBalance": {
"totalUsd": "1250.00",
"fiatUsd": "1000.00",
"cryptoUsd": "250.00",
"updatedAt": "2026-03-20T14:15:22Z"
},
"endorsements": [
{
"type": "basic",
"status": "pending",
"requirements": {
"complete": [
"<string>"
],
"pending": [
"<string>"
],
"missing": [
"<string>"
],
"issues": [
"<string>"
]
},
"failure": {
"code": "onboardingRejected",
"message": "<string>",
"retryable": true
}
}
],
"metadata": {},
"createdAt": "2023-11-07T05:31:56Z",
"updatedAt": "2023-11-07T05:31:56Z",
"companyLegalName": "<string>",
"dbaName": "<string>",
"formationDate": "<string>",
"registrationCountry": "<string>",
"registrationNumber": "<string>",
"legalEntityType": "corporation",
"ownershipType": "exempt",
"taxIdType": "ein",
"incorporationAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"physicalAddress": {
"line1": "<string>",
"line2": "<string>",
"city": "<string>",
"state": "<string>",
"postalCode": "<string>",
"country": "<string>"
},
"websiteUrl": "<string>",
"businessDescription": "<string>",
"industry": "<string>",
"industryFinancialServicesSubtype": "<string>",
"industryCryptoSubtype": "<string>",
"industryOtherDescription": "<string>",
"sourceOfFundsOtherDescription": "<string>",
"accountPurposesOtherDescription": "<string>",
"primaryTargetMarketOtherDescription": "<string>",
"sourceOfFunds": [
"<string>"
],
"accountPurposes": [
"<string>"
],
"primaryTargetMarket": "<string>",
"expectedFiatMonthlyVolume": "<string>",
"expectedCryptoMonthlyVolume": "<string>",
"isMsb": true,
"disclosureAccepted": true,
"disclosureAcceptedAt": "2023-11-07T05:31:56Z",
"disclosureVersion": "<string>",
"disclosureIpAddress": "<string>",
"hasBusinessTaxId": true
}{
"id": "cst_01H9Xa8F5dN6mP3q",
"object": "customer",
"status": "processing"
}{
"error": "Unauthorized",
"code": 1000,
"msg": "unauthorized access",
"status": 401,
"cause": "signature"
}{
"error": "Unauthorized",
"code": 1000,
"msg": "unauthorized access",
"status": 401,
"cause": "signature"
}Authorizations
Token from POST /auth/token
Headers
Client-supplied request key. Required on all non-auth POST requests.
Maximum string length:
256Body
application/json
Create a new customer. Individuals require firstName and lastName. Businesses require companyLegalName and email, and do not accept person-name fields. PII fields (birthDate, residentialAddress, ipAddress, identifyingInformation) are write-only and never returned in responses. Whether identity verification is required, and whether OMS relies on your attestation or a vendor verifies, is configured per project, not per request.
Customer type. Individuals follow the project's KYC policy, businesses its KYB policy.
Available options:
individual, business Example:
"individual"
Legal business name. Required for business creation; supports Unicode and punctuation. Only valid for business customers.
Maximum string length:
255Individual customer's legal first name. Not accepted for business customers.
Example:
"Jane"
Individual customer's middle name. Not accepted for business customers.
Individual customer's legal last name. Not accepted for business customers.
Example:
"Smith"
Example:
"jane@example.com"
Primary phone in E.164 format.
Example:
"+12125551234"
Date of birth in YYYY-MM-DD format. Write-only.
Example:
"1990-05-15"
ISO 3166-1 alpha-2 country code.
Example:
"US"
Customer's IP address. Used for geo-based compliance checks on the basic endorsement. Write-only.
Developer's own customer ID for cross-referencing.
Example:
"crm-12345"
Whether the customer has accepted OMS terms of service. Default false.
Customer's residential address. Write-only.
Hide child attributes
Hide child attributes
Array of ID documents. Write-only. Supported types: ssn, itin, driversLicense, passport.
Hide child attributes
Hide child attributes
Available options:
ssn, itin, driversLicense, passport Example:
"ssn"
ISO 3166-1 alpha-2 country code.
Example:
"US"
The identification number.
Example:
"123456789"
Endorsements to request: basic, cryptoCustody, usd. If omitted, OMS defaults to cryptoCustody and usd (which auto-includes basic).
Available options:
basic, cryptoCustody, usd Available options:
corporation, llc, nonProfit, partnership, soleProprietorship, trust Available options:
exempt, excluded, nonProfit, legalEntity Available options:
ein, vat, foreign, ssn, itin, foreignTin Response
Customer created
Customer response object. PII fields (birthDate, residentialAddress, ipAddress, identifyingInformation) are write-only — accepted in POST/PATCH but never returned in responses.
Example:
"cst_01H9Xa8F5dN6mP3q"
Customer type. Individuals are subject to the project's KYC policy, businesses to its KYB policy.
Available options:
individual, business Example:
"individual"
An individual's first, middle and last names joined by spaces, or a business's legal name. Left out when the customer has no name.
Example:
"Jane Smith"
Example:
"Jane"
Example:
null
Example:
"Smith"
Example:
"jane@example.com"
Primary phone in E.164 format.
Example:
"+12125551234"
ISO 3166-1 alpha-2 country code.
Example:
"US"
Developer's own customer ID for cross-referencing.
Example:
"crm-12345"
Where the customer is in onboarding. actionRequired carries a hold saying what to do, and rejected carries a failure. offboarded is a deleted or deactivated customer.
Available options:
pending, actionRequired, active, rejected, offboarded Example:
"active"
Whether the customer has accepted OMS terms of service.
Example:
true
Timestamp when signedAgreement was set to true. Null if not yet signed.
Example:
"2026-03-20T14:15:22Z"
USD rollup of a customer's balances. Returned on GET /customers/{id} only — never on list, create, or update. Covers fiat wallets and custodial crypto wallets; noncustodial wallets are not yet valued, so a customer holding one reads an undercount here. Omitted entirely when the rollup cannot be read; a partial total is never returned, so treat an absent field as "unknown", not as zero.
Hide child attributes
Hide child attributes
fiatUsd + cryptoUsd, 2 decimal places, sign preserved.
Example:
"1250.00"
Sum of the customer's USD fiat wallet balances as last reported by the holding bank. Can be negative — an ACH clawback can overdraw a deposit account — so render the sign verbatim and never clamp.
Example:
"1000.00"
Sum of the customer's custodial crypto wallet balances at the custodian's own per-asset USD estimate. "0.00" for a customer with no custodial crypto account.
Example:
"250.00"
When the custodial wallet provider last updated the crypto balances in cryptoUsd: the newest per-asset timestamp the provider reports across those balances, read live with this request. Fiat balances do not affect it. Omitted when the provider reports no timestamp, for example when the customer holds no custodial crypto wallet.
Example:
"2026-03-20T14:15:22Z"
What the customer is endorsed for. An endorsement never reads further along than its customer, and one that was not requested is left out.
Hide child attributes
Hide child attributes
Available options:
basic, cryptoCustody, usd Available options:
pending, actionRequired, active, rejected, offboarded Maximum string length:
255Available options:
corporation, llc, nonProfit, partnership, soleProprietorship, trust Available options:
exempt, excluded, nonProfit, legalEntity Available options:
ein, vat, foreign, ssn, itin, foreignTin Was this page helpful?