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Add Account​

Adds new account to a existing customer record

Request Body required
    customerPAN Customerpan

    PAN Number of the customer

    productSubGroupId Productsubgroupid required

    Product subtype

    productId Productid required

    System generated unique id to identify a manufacturer product/strategy

    customerId Customerid required

    Unique id to identify customer record

    productGroupId Productgroupid required
    customerType Customertype required

    Id to identify primary holder

    accountName Accountname

    Name of account

    accountMOP Accountmop

    Mode of operation

    consent Consent
    consentForRebalancing Consentforrebalancing
    accountNominee object[]
  • Array [
    • accountNomineeType Accountnomineetype

    Type of nominee

    accountNomineeFirstName Accountnomineefirstname

    Nominee first name

    accountNomineeMidName Accountnomineemidname

    Nominee middle name

    accountNomineeLastName Accountnomineelastname

    Nominee last name

    accountNomineePer Accountnomineeper

    % allocation to nominee

    accountNomineeMinor Accountnomineeminor

    Flag if nominee is minor

    accountNomineeGuardian Accountnomineeguardian

    Guardian name if nominee is minor

    accountNomineeGuardianPAN Accountnomineeguardianpan

    Guardian PAN

    accountNomineeAddress Accountnomineeaddress

    Nominee Address

    accountNomineePincode Accountnomineepincode

    Default value: None

    Nominee pincode

    accountNomineeCity Accountnomineecity

    Nominee City

    accountNomineeState Accountnomineestate

    Nominee State

    accountNomineeCountry Accountnomineecountry

    Nominee Country

    accountNomineePan Accountnomineepan

    Nominee Pan

    accountNomineeDob Accountnomineedob

    Nominee DOB

    accountNomineeGender Accountnomineegender

    Nominee Gender

    accountNomineeRelation Accountnomineerelation

    Nominee Relation

    accountNomineeOthersRelation Accountnomineeothersrelation

    Nominee others Relation

    accountNomineeEmailId Accountnomineeemailid

    Nominee Email Id

    accountNomineeIdentificationType Accountnomineeidentificationtype

    Nominee Identification Type

    accountNomineeIdentificationValue Accountnomineeidentificationvalue

    Nominee Identification Value

    accountNomineePhoneNumber Accountnomineephonenumber

    Nominee Phone Number

    accountNomineeGuardianIdentificationPhotoURL Accountnomineeguardianidentificationphotourl
    accountNomineeGuardianIdentificationSignatureURL Accountnomineeguardianidentificationsignatureurl
    accountNomineeIdentificationPhotoURL Accountnomineeidentificationphotourl
    accountNomineeIdentificationSignatureURL Accountnomineeidentificationsignatureurl
    accountNomineeGuardianPhoneNumber Accountnomineeguardianphonenumber
    guardianAddress Guardianaddress

    Guardian Address

    guardianPincode Guardianpincode

    Guardian pincode

    guardianCity Guardiancity

    Guardian City

    guardianState Guardianstate

    Guardian State

    guardianCountry Guardiancountry

    Guardian Country

    guardianIdentificationType Guardianidentificationtype

    guardian Identification Type

    guardianIdentificationValue Guardianidentificationvalue

    guardian Identification Value

    guardianEmailId Guardianemailid

    guardian Email Id

  • ]
    • jointHolder object[]
  • Array [
    • accountJtType Accountjttype required

    Type of nominee

    accountJTCustomerId Accountjtcustomerid required

    Customer id of the joint holder

    accountJTPAN Accountjtpan

    PAN number of the joint holder

    accountJTRelationship Accountjtrelationship required

    Relationship with primary holder

  • ]
    • customerSourceBy object[]
  • Array [
    • rmType Rmtype
    rmName Rmname
    rmMobile Rmmobile
    rmEmail Rmemail
  • ]
    • customerFee object[]
  • Array [
    • manufacturerFeeCode Manufacturerfeecode
    manufacturerFeeDesc Manufacturerfeedesc
    manufacturerFeeName Manufacturerfeename
    manufacturerFeeRate object
    oneOf

    integer

    manufacturerFeeType Manufacturerfeetype
  • ]
    • trade object required
    investmentAmount Investmentamount required

    Investment amount

    paymentMethod Paymentmethod required

    Mode of payment being used to fund the trade

    alliedCompanyInvestment object
    singleDebtandHybridSecurities Singledebtandhybridsecurities
    singleEquity Singleequity
    multiEquity Multiequity
    multiDebtAndHybridSecurities Multidebtandhybridsecurities
    equityDebtAndHybridSecurities Equitydebtandhybridsecurities
    customFieldDetails object[]
  • Array [
    • question Question
    questionId Questionid
    answer Answer
    answerId Answerid
    additionalAnswer Additionalanswer
  • ]
    • dematDetails object
    depositoryType Depositorytype required

    type of depository

    dpId Dpid required

    dp id

    dpName Dpname required

    dp name

    clientId Clientid required

    client id

    cml Cml

    cml file

    sipDetails object
    drawDownPercentage Drawdownpercentage
    installmentFrequency Installmentfrequency
    installmentAmount Installmentamount
    installmentAmountInWords Installmentamountinwords
    startDate date-time
    endDate date-time
    numberOfInstallments Numberofinstallments
Responses

Successful Response

Schema
    reqId Reqid
    errors object[]
  • Array [
    • errorType Errortype

    Error Type

    errorMessage Errormessage

    Error Message

  • ]
    • data object
    accountId Accountid

    Unique id to identify an account

    tradeId Tradeid

    Unique id to identify trade

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