Deprecated Endpoints¶
All requests require clientID and developerAPIKey parameters for authentication.
Base URL: https://api-sandboxdash.norcapsecurities.com
Endpoints¶
POST /v3/addCustodyAccountSupplementPOST /v3/addCustodyPartySupplementPOST /v3/recordAttestationPOST /v3/requestCustodialAccountPOST /v3/updateCustodialAccountRequest
POST /v3/addCustodyAccountSupplement¶
Deprecated
This endpoint is deprecated and may be removed in a future version.
This method is used to request a custodial account. This is the first step to opening a custodial account through North Capital Private Securities. This is specifically for IRA accounts.
Parameters¶
| Parameter | Type | Required | Description |
|---|---|---|---|
accountId | string | Yes | Account ID that is generated by the API once an account is created (createAccount) |
appointmentOfInvestmentManager | string | No | 1 - I/We wish to appoint an investment manager. Complete Part 1A 2 - No appointment at this time |
proxyVotingPreferences | string | No | 1 - Receive all proxy materials 2 - Send all proxy marterials to an investment manager 3 - Do not send proxy material |
otherServices | string | No | Please provide the details of the other services required. |
methodOfContributionOrFunding | string | No | 1 - Transfer Direct movement of assets from an IRA into this IRA 2 - Regular Contribution Includes catch-up contributions. 3 - Roth Conversion A taxable movement from a Traditional or Simple IRA into this Roth IRA. By selecting this transaction, you irrevocably designate this contribution as a conversion. 4 - Rollover Distribution from an IRA or eligible employersponsored retirement plan that is being deposited into this IRA. By selecting this transaction, you irrevocably designate this contribution as a rollover. 5 - SEP Contribution Contribution made under a SEP plan. SEP contributions are reported for the year in which the contribution is made |
methodOfContributionTaxYear | string | No | If "methodOfContributionOrFunding is option 2 - this is required to complete "Contribution for Tax Year 'YYYY'. |
internationalAccountNumber | string | No | If the account is an international account, please include the account number here. |
bankFirmName1 | string | No | Name of the bank/firm where the assets are currently held. |
bankCountry1 | string | No | Country of the bank/firm where the assets are currently held. |
bankAccountName1 | string | No | Name on the account where the assets are currently held. |
bankAccountNumber1 | string | No | Account number of the account where the assets are currently held. |
bankFirmName2 | string | No | Name of the bank/firm where the assets are currently held. |
bankCountry2 | string | No | Country of the bank/firm where the assets are currently held. |
bankAccountName2 | string | No | Name on the account where the assets are currently held. |
bankAccountNumber2 | string | No | Account number of the account where the assets are currently held. |
maritalStatus | string | No | 1 - Not married. 2 - Married If you designate a primary beneficiary other than or in addition to your spouse, spousal consent may be required. Stored as sent and not validated. |
mailingAddressLine1 | string | No | Mailing Address Line 1 |
mailingAddressLine2 | string | No | Mailing Address Line 2 |
mailingCity | string | No | Mailing Address City |
mailingState | string | No | Mailing Address State |
mailingZipCode | string | No | Mailing Address Zip Code |
mailingCountry | string | No | Mailing Address Country |
Example Request¶
curl -k -X POST https://api-sandboxdash.norcapsecurities.com/v3/addCustodyAccountSupplement
-d clientID=someclientid
-d developerAPIKey=someclientid
-d accountId=someaccountid
-d proxyVotingPreferences=proxyVotingPreferences
-d otherServices=otherServices
-d methodOfContributionOrFunding=type
-d methodOfContributionTaxYear=some year
-d internationalAccountNumber=internationalAccountNumber
-d bankFirmName1=bankFirmName1
-d bankCountry1=bankCountry1
-d bankAccountName1=bankAccountName1
-d bankAccountNumber1=bankAccountNumber1
-d bankFirmName2=bankFirmName
-d bankCountry2=bankCountry
-d bankAccountName2=bankAccountName
-d bankAccountNumber2=bankAccountNumber
-d maritalStatus=1
-d mailingAddressLine1=Mailing Address Line 1
-d mailingAddressLine2=Mailing Address Line 2
-d mailingCity=Mailing Address City
-d mailingState=Mailing Address State
-d mailingZipCode=Mailing Address Zip Code
-d mailingCountry=Mailing Address Country
Response¶
| Field | Type | Description |
|---|---|---|
accountDetails | object | The stored custodial account supplement details |
Example Response¶
{
"statusCode": "101",
"statusDesc": "Account added successfully.",
"accountDetails": {
"accountId": "A3110006",
"appointmentOfInvestmentManager": "",
"proxyVotingPreferences": "proxyVotingPreferences",
"otherServices": "otherServices",
"methodOfContributionOrFunding": "type",
"methodOfContributionTaxYear": "some year",
"internationalAccountNumber": "internationalAccountNumber",
"bankFirmName1": "bankFirmName1",
"bankCountry1": "bankCountry1",
"bankAccountName1": "bankAccountName1",
"bankAccountNumber1": "bankAccountNumber1",
"bankFirmName2": "bankFirmName",
"bankCountry2": "bankCountry",
"bankAccountName2": "bankAccountName",
"bankAccountNumber2": "bankAccountNumber",
"maritalStatus": "1",
"mailingAddressLine1": "Mailing Address Line 1",
"mailingAddressLine2": "Mailing Address Line 2",
"mailingCity": "Mailing Address City",
"mailingState": "Mailing Address State",
"mailingZipCode": "Mailing Address Zip Code",
"mailingCountry": "Mailing Address Country"
}
}
POST /v3/addCustodyPartySupplement¶
Deprecated
This endpoint is deprecated and may be removed in a future version. Use POST /v3/createCustodyPartySupplement instead. Both names run the same handler and behave identically.
This method is used to add additional fields that may be required in order to open a custodial account through North Capital Private Securities.
Parameters¶
| Parameter | Type | Required | Description |
|---|---|---|---|
partyId | string | Yes | Party ID that is generated by the API once a party is created (createParty) |
relationship | string | No | The party's relationship to the account owner. Put "owner" if this is the account owner. |
salutation | string | No | The party's title. Enum: Mr., Mrs., Ms., Dr. Deprecated aliases: 1 (Mr.), 2 (Mrs.), 3 (Ms.), 4 (Dr.). The field is not validated, so any other value is stored as sent. |
countryOfCitizenship | string | No | Party's country of citizenship. |
authorizedSigner | string | No | Is this party the authorized signer for the account? Enum (case-insensitive): Yes, No. Deprecated aliases: 1 (Yes), 2 (No). Any other value stores an empty string. |
controlPerson | string | No | Is this party a control person for the account? Enum (case-insensitive): Yes, No. Deprecated aliases: 1 (Yes), 2 (No). Any other value stores an empty string. |
politicallyExposedPerson | string | No | Is this person considered a politically exposed person? Enum (case-insensitive): Yes, No. Deprecated aliases: 1 (Yes), 2 (No). Any other value stores an empty string. |
politicallyExposedPersonDetails | string | No | If the person selects "Yes" that they are a politically exposed person, then this field is required. Please provide the details of the politically exposed person. |
beneficiaryType | string | No | The beneficiary type, if this party is a beneficiary for the account. Enum: Spouse, Non-Spouse, Trust/Entity. Deprecated aliases: 1 (Spouse), 2 (Non-Spouse), 3 (Trust/Entity). The field is not validated, so any other value is stored as sent. |
beneficiaryPercentage | string | No | If this party is a beneficiary for the account, please provide the percentage. Stored as sent and not validated. |
mailingAddressLine1 | string | No | Mailing Address Line 1 |
mailingAddressLine2 | string | No | Mailing Address Line 2 |
mailingCity | string | No | Mailing Address City |
mailingState | string | No | Mailing Address State |
mailingZipCode | string | No | Mailing Address Zip Code |
mailingCountry | string | No | Mailing Address Country |
publicCompany | string | No | Is this party associated with a public company? Enum (case-insensitive, stored lowercase): Yes, No. Deprecated aliases: 1 (Yes), 2 (No). Any other value stores an empty string. |
companyTicker | string | No | Company Ticker if the party is associated with a public company |
associatedFirm | string | No | If the party is associated with a broker dealer, please indicate the name of the Associated Firm |
createdIpAddress | string | No | IP address recorded against the record |
Example Request¶
curl -k -X POST https://api-sandboxdash.norcapsecurities.com/v3/addCustodyPartySupplement
-d clientID=someclientid
-d developerAPIKey=somedeveloperKey
-d partyId=somepartyid
-d relationship=owner
-d salutation=Mr
-d countryOfCitizenship=citizenship
-d authorizedSigner=yes
-d controlPerson=yes
-d politicallyExposedPerson=yes
-d politicallyExposedPersonDetails=some details
-d beneficiaryType=Spouse
-d beneficiaryPercentage=100
-d mailingAddressLine1=address1
-d mailingAddressLine2=address2
-d mailingCity=city
-d mailingState=state
-d mailingZipCode=54321
-d mailingCountry=US
-d publicCompany=yes
-d companyTicker=test
-d associatedFirm=test
Response¶
| Field | Type | Description |
|---|---|---|
party details | object | The stored party details |
The response is identical to POST /v3/createCustodyPartySupplement.
Example Response¶
{
"statusCode": "101",
"statusDesc": "Party added successfully.",
"party details": {
"partyId": "P2726935",
"relationship": "owner",
"salutation": "Mr",
"countryOfCitizenship": "citizenship",
"authorizedSigner": "Yes",
"controlPerson": "Yes",
"politicallyExposedPerson": "Yes",
"politicallyExposedPersonDetails": "some details",
"beneficiaryType": "Spouse",
"beneficiaryPercentage": "100",
"mailingAddressLine1": "address1",
"mailingAddressLine2": "address2",
"mailingCity": "city",
"mailingState": "state",
"mailingZipCode": "54321",
"mailingCountry": "US"
}
}
POST /v3/recordAttestation¶
Removed
This endpoint has been removed and can no longer be called. Use POST /v3/createCustodyAgreementAttestation to record custody agreement attestations.
POST /v3/requestCustodialAccount¶
Deprecated
This endpoint is deprecated and may be removed in a future version.
This is a deprecated function. Please use createCustodyAccountRequest instead.
POST /v3/updateCustodialAccountRequest¶
Deprecated
This endpoint is deprecated and may be removed in a future version.
This method has been deprecated. Please use updateCustodyAccountRequest (see Custodial Accounts) instead.