KoreConX External API

KoreConX Captable API is intended for Issuer companies to send the captable data for both Reg A and Reg CF to the KoreConx All-in-One Platform. Authentication - Please add the following to the header of every request: X-API-KEY : "API_KEY provided by KoreConX.com"

POST Add Investment

https://compliance-api-sandbox.koreconx.com/api/compliance-api/add-investment

Request Body:
content-type: Application/json

Schema Definition :
“KCX_Platform_ID”: integer | required| ex:”4321” |Provided by KoreConX,

“KCX_Listing_ID”: integer | required| ex:”4321” |Provided by KoreConX,

“source_button_id”: string | required | ex:”ExampleInvestNowButton” |Investment Button ID or Investment Landing Page ID,

“offering_type”: string | required | value:”RegA+” |any one from options: RegA+, RegCF, RegD, RegS,

“investor_email_id”: string | required | ex:”investor@example.com” |Investor Email ID,

“number_of_shares”: whole number | required | ex.”200”| Number of Shares,

“investment_amount”: Decimal number | required |ex: “1000.00”| must be USD with two decimal point,

“investment_date”: datetime | required |ex: “2022-04-20 22:22:22”| Format: YYYY-MM-DD HH:MM:SS,

“investing_as”: string | required |ex: “jt_in_common”| any one from options: person, jt_right_of_survivorship, jt_in_common, tenants_by_entirety, company, trust,

“investor_first_name”: string | required |ex: “Mary”| Investor First Name,

“investor_middle_name”: string | optional |ex: “Elizabeth”| Investor Middle Name,

“investor_last_name”: string | required |ex: “Smith”| Investor Last Name,

“investor_mobile_phone”: string | required |ex: “999-999-9999”| Investor Mobile Phone Number,

“investor_address1”: string | required |ex: “1234 My Street”| Investor Address Line 1,

“investor_address2”: string | optional |ex: “APT 4321”| Investor Address Line 2,

“investor_city”: string | required |ex: “Kingston”| Investor Address City,

“investor_state”: string | required |ex: “NY”| Investor Address two/three letter state code,

“investor_country”: string | required |ex: “US”| Investor Address two letter country code,

“investor_zip”: string | required |ex: “12401”| Investor Address Zip Code,

“investor_dob”: date | required |ex: “1980-04-20”| Investor must be 18 years of age or above at the time of the investment. Format: YYYY-MM-DD,

“investor_national_id_number”: string | required |ex: “123456789”| Investor SSN, SIN or any other National ID number,

“investor_national_id_country”: string | required |ex: “US”| Investor SSN, SIN or any other National ID two letter country code,

Provide at least one either Driver License Details or Passport Details or BOTH

“investor_driver_license_number”: string | required if passport details not provided |ex: “123456789”| Investor Driver License Number,

“investor_driver_license_expiry_date”: date | required if ‘investor_driver_license_number’ provided |ex: “2030-04-20”| Investor Driver License Expiry Date must be a future date compared to the date of investment. Format: YYYY-MM-DD,

“investor_driver_license_state”: string | required if ‘investor_driver_license_number’ provided |ex: “NY”| Investor Driver License two/three letter state code,

“investor_driver_license_country”: string | required if ‘investor_driver_license_number’ provided |ex: “US”| Investor Driver License two letter country code,

“investor_passport_number”: string | required if driver license details not provided |ex: “123456789”| Investor Passport Number,

“investor_passport_expiry_date”: date | required if ‘investor_passport_number’ provided |ex: “2030-04-20”| Investor Passport Expiry Date must be a future date compared to the date of investment. Format: YYYY-MM-DD,

“investor_passport_country”: string | required if ‘investor_passport_number’ provided |ex: “US”| Investor Passport two letter country code,

Enter Company or Trust information in Investor Institution Fields when ‘investing_as’ : ‘company’ or ‘trust’

“investor_institution_name”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “ABC Name”| Company Name or Trust Name,

“investor_institution_tax_id_number”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “4321”| Tax ID Number of Company or Trust,

“investor_institution_formation_date”: date | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “1980-04-20”| Company or Trust Formation Date. Format: YYYY-MM-DD,

“investor_institution_formation_state”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “NY”| Company or Trust Formation two/three letter state code,

“investor_institution_contact_first_name”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “John”| Company or Trust Contact First Name,

“investor_institution_contact_last_name”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “Smith”| Company or Trust Contact Last Name,

“investor_institution_contact_position”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “CEO”| Company or Trust Contact Position,

“investor_institution_address1”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “4321 My Street”| Company or Trust Address Line 1,

“investor_institution_address2”: string | optional |ex: “APT 1234”| Company or Trust Address Line 2,

“investor_institution_city”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “Kingston”| Company or Trust Address City,

“investor_institution_state”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “NY”| Company or Trust Address two/three letter state code,

“investor_institution_country”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “US”| Company or Trust Address two letter country code,

“investor_institution_zip”: string | required if ‘investing_as’ : ‘company’ or ‘trust’ |ex: “12401”| Company or Trust Address Zip Code,

Enter Company information only in Investor Company Fields when ‘investing_as’ : ‘company’

“investor_company_legal_extension”: string | required if ‘investing_as’ : ‘company’ |ex: “CORP”| Company Legal Extension Code in UPPERCASE,

COMPANY LEGAL EXTENSION TABLE

‘CODE’ => ‘EXTENSION’

‘NLE’ => ‘(No Legal Extension/Entity)’,
‘LLC’ => ‘Limited Liability Company (LLC)’,
‘CORP’ => ‘Corporation (CORP)’,
‘INC’ => ‘Incorporated (INC)’,
‘LLP’ => ‘Limited Liability Partners (LLP)’,
‘PLC’ => ‘Public Limited Company (PLC)’,
‘PBC’ => ‘Public Benefit Corporation (PBC)’,
‘LTD’ => ‘Limited Company (Ltd)’,
‘CO’ => ‘Company (Co.)’,
‘PC’ => ‘Professional Corporation (PC)’,
‘FND’ => ‘Foundation (FND)’,
‘ILP’ => ‘Incorporated Limited Partnership (ILP)’,
‘VCLP’ => ‘Venture Capital Limited Partnership (VCLP)’,
‘ESVCLP’ => ‘Early-stage Venture Capital Limited Partnership (ESVCLP)’,
‘AFOF’ => ‘Australian Venture Capital Fund of Funds (AFOF)’,
‘VCMP’ => ‘Venture Capital Management Partnership (VCMP)’,
‘NL’ => ‘No Liability (NL)’,
‘PTY LTD’ => ‘Proprietary Limited Company (PTY LTD)’,
‘PTY’ => ‘Unlimited Proprietary (PTY)’,
‘LTC’ => ‘Look-Through Company (LTC)’,
‘JSC’ => ‘Joint-Stock Company (JSC)’,
‘LP’ => ‘Limited Partnership (LP)’,
‘FC’ => ‘Foreign Company (FC)’,
‘IE’ => ‘Individual Establishment (IE)’,
‘PTE LTD’ => ‘Private Limited Company (PTE LTD)’,
‘SDN BHD’ => ‘Sendirian Berhad (SDN BHD)’,
‘SP’ => ‘Sole Proprietorship (SP)’,
‘P’ => ‘Partnership (P)’,
‘BHD’ => ‘Berhad (BHD)’,
‘SSC’ => ‘Singapore Subsidiary Company (SSC)’,
‘CIC’ => ‘Community Interest Company (CIC)’,
‘CIO’ => ‘Charitable Incorporated Organisation (CIO)’,
‘SLP’ => ‘Scottish Limited Partnerships (SLP)’,
‘PUC’ => ‘Private Unlimited Company (PUC)’,
‘PC LBS’ => ‘Private Company Limited by Shares (PC LBS)’,
‘PC LBG’ => ‘Private Company Limited by Guarantee (PC LGS)’,
‘IPS’ => ‘Industrial and Provident Society (IPS)’,
‘CO OP’ => ‘Co-operative (CO OP)’,
‘PUBC’ => ‘Public Company’,
‘CLBNSC’ => ‘Company limited By Guarantee Not Having a Share Capital (CLBNSC)’,
‘SMC’ => ‘Single Member Company (SMC)’,
‘UC’ => ‘Unlimited Company (UC)’,
‘UCITS’ => ‘Undertakings for Collective Investment in Transferable Securities (UCITS)’,
‘HUF’ => ‘Hindu Undivided Family (HUF)’,
‘DC’ => ‘Dormant Company (DC)’,
‘FOB’ => ‘Family Owned Business (FOB)’,
‘SC’ => ‘Small Company (SC)’,
‘PSU’ => ‘Public Sector Undertaking (PSU)’,
‘OPC’ => ‘One-person company (OPC)’,
‘IC’ => ‘Incorporation Company (IC)’,
‘BT’ => ‘Business Trust (BT)’,
‘CC’ => ‘Close corporation (CC)’,
‘PLLC’ => ‘Professional Limited Liability Company (PLLC)’,
‘LTD GTE’ => ‘Limited by Guarantee (LTD GTE)’

“investor_company_type”: string | required if ‘investing_as’ : ‘company’ |ex: “PRI”| Company Type Code in UPPERCASE,

COMPANY TYPES TABLE

‘CODE’ => ‘TYPE’

‘PRI’ => ‘Private’,
‘PUB’ => ‘Public’,
‘NPO’ => ‘Not For Profit’,
‘FND’ => ‘Foundation’,
‘CHR’ => ‘Registered Charity’,
‘CDO’ => ‘Condominium Board’,
‘CRU’ => ‘Credit Union’,
‘CRO’ => ‘Crown Corporation’,
‘STR’ => ‘Strata Board’

“investor_company_sector”: string | required if ‘investing_as’ : ‘company’ |ex: “1770”| Company Sector Code,

COMPANY SECTORS TABLE

‘CODE’ => ‘SECTOR’

‘0500’ => ‘Oil & Gas’,
‘0530’ => ‘Oil & Gas Producers’,
‘0533’ => ‘Exploration & Production’,
‘0537’ => ‘Integrated Oil & Gas’,
‘0570’ => ‘Oil Equipment, Services & Distribution’,
‘0573’ => ‘Oil Equipment & Services’,
‘0577’ => ‘Pipelines’,
‘0580’ => ‘Alternative Energy’,
‘0583’ => ‘Renewable Energy Equipment’,
‘0587’ => ‘Alternative Fuels’,
‘1300’ => ‘Chemicals’,
‘1353’ => ‘Commodity Chemicals’,
‘1357’ => ‘Specialty Chemicals’,
‘1700’ => ‘Basic Resources’,
‘1730’ => ‘Forestry & Paper’,
‘1733’ => ‘Forestry’,
‘1737’ => ‘Paper’,
‘1750’ => ‘Industrial Metals & Mining’,
‘1753’ => ‘Aluminum’,
‘1755’ => ‘Nonferrous Metals’,
‘1757’ => ‘Iron & Steel’,
‘1770’ => ‘Mining’,
‘1771’ => ‘Coal’,
‘1773’ => ‘Diamonds & Gemstones’,
‘1775’ => ‘General Mining’,
‘1777’ => ‘Gold Mining’,
‘1779’ => ‘Platinum & Precious Metals’,
‘2300’ => ‘Construction & Materials’,
‘2353’ => ‘Building Materials & Fixtures’,
‘2357’ => ‘Heavy Construction’,
‘2700’ => ‘Industrial Goods & Services’,
‘2710’ => ‘Aerospace & Defense’,
‘2713’ => ‘Aerospace’,
‘2717’ => ‘Defense’,
‘2720’ => ‘General Industrials’,
‘2723’ => ‘Containers & Packaging’,
‘2727’ => ‘Diversified Industrials’,
‘2730’ => ‘Electronic & Electrical Equipment’,
‘2733’ => ‘Electrical Components & Equipment’,
‘2737’ => ‘Electronic Equipment’,
‘2750’ => ‘Industrial Engineering’,
‘2753’ => ‘Commercial Vehicles & Trucks’,
‘2757’ => ‘Industrial Machinery’,
‘2770’ => ‘Industrial Transportation’,
‘2771’ => ‘Delivery Services’,
‘2773’ => ‘Marine Transportation’,
‘2775’ => ‘Railroads’,
‘2777’ => ‘Transportation Services’,
‘2779’ => ‘Trucking’,
‘2790’ => ‘Support Services’,
‘2791’ => ‘Business Support Services’,
‘2793’ => ‘Business Training & Employment Agencies’,
‘2795’ => ‘Financial Administration’,
‘2797’ => ‘Industrial Suppliers’,
‘2799’ => ‘Waste & Disposal Services’,
‘3300’ => ‘Automobiles & Parts’,
‘3353’ => ‘Automobiles’,
‘3355’ => ‘Auto Parts’,
‘3357’ => ‘Tires’,
‘3500’ => ‘Food & Beverage’,
‘3530’ => ‘Beverages’,
‘3533’ => ‘Brewers’,
‘3535’ => ‘Distillers & Vintners’,
‘3537’ => ‘Soft Drinks’,
‘3570’ => ‘Food Producers’,
‘3573’ => ‘Farming & Fishing’,
‘3577’ => ‘Food Products’,
‘3700’ => ‘Personal & Household Goods’,
‘3720’ => ‘Household Goods & Home Construction’,
‘3722’ => ‘Durable Household Products’,
‘3724’ => ‘Nondurable Household Products’,
‘3726’ => ‘Furnishings’,
‘3728’ => ‘Home Construction’,
‘3740’ => ‘Leisure Goods’,
‘3743’ => ‘Consumer Electronics’,
‘3745’ => ‘Recreational Products’,
‘3747’ => ‘Toys’,
‘3760’ => ‘Personal Goods’,
‘3763’ => ‘Clothing & Accessories’,
‘3765’ => ‘Footwear’,
‘3767’ => ‘Personal Products’,
‘3780’ => ‘Tobacco’,
‘4500’ => ‘Health Care’,
‘4530’ => ‘Health Care Equipment & Services’,
‘4533’ => ‘Health Care Provvalueers’,
‘4535’ => ‘Medical Equipment’,
‘4537’ => ‘Medical Supplies’,
‘4570’ => ‘Pharmaceuticals & Biotechnology’,
‘4573’ => ‘Biotechnology’,
‘4577’ => ‘Pharmaceuticals’,
‘5300’ => ‘Retail’,
‘5330’ => ‘Food & Drug Retailers’,
‘5333’ => ‘Drug Retailers’,
‘5337’ => ‘Food Retailers & Wholesalers’,
‘5370’ => ‘General Retailers’,
‘5371’ => ‘Apparel Retailers’,
‘5373’ => ‘Broadline Retailers’,
‘5375’ => ‘Home Improvement Retailers’,
‘5377’ => ‘Specialized Consumer Services’,
‘5379’ => ‘Specialty Retailers’,
‘5500’ => ‘Media’,
‘5553’ => ‘Broadcasting & Entertainment’,
‘5555’ => ‘Media Agencies’,
‘5557’ => ‘Publishing’,
‘5700’ => ‘Travel & Leisure’,
‘5750’ => ‘Travel & Leisure’,
‘5751’ => ‘Airlines’,
‘5752’ => ‘Gambling’,
‘5753’ => ‘Hotels’,
‘5755’ => ‘Recreational Services’,
‘5757’ => ‘Restaurants & Bars’,
‘5759’ => ‘Travel & Tourism’,
‘6500’ => ‘Telecommunications’,
‘6530’ => ‘Fixed Line Telecommunications’,
‘6570’ => ‘Mobile Telecommunications’,
‘7530’ => ‘Electricity’,
‘7535’ => ‘Conventional Electricity’,
‘7537’ => ‘Alternative Electricity’,
‘7570’ => ‘Gas, Water & Multiutilities’,
‘7573’ => ‘Gas Distribution’,
‘7575’ => ‘Multiutilities’,
‘7577’ => ‘Water’,
‘8300’ => ‘Banks’,
‘8500’ => ‘Insurance’,
‘8530’ => ‘Nonlife Insurance’,
‘8532’ => ‘Full Line Insurance’,
‘8534’ => ‘Insurance Brokers’,
‘8536’ => ‘Property & Casualty Insurance’,
‘8538’ => ‘Reinsurance’,
‘8570’ => ‘Life Insurance’,
‘8600’ => ‘Real Estate’,
‘8630’ => ‘Real Estate Investment & Services’,
‘8637’ => ‘Real Estate Services’,
‘8670’ => ‘Real Estate Investment Trusts’,
‘8671’ => ‘Industrial & Office REITs’,
‘8672’ => ‘Retail REITs’,
‘8673’ => ‘Resvalueential REITs’,
‘8674’ => ‘Diversified REITs’,
‘8675’ => ‘Specialty REITs’,
‘8676’ => ‘Mortgage REITs’,
‘8677’ => ‘Hotel & Lodging REITs’,
‘8700’ => ‘Financial Services’,
‘8771’ => ‘Asset Managers’,
‘8773’ => ‘Consumer Finance’,
‘8775’ => ‘Specialty Finance’,
‘8777’ => ‘Investment Services’,
‘8779’ => ‘Mortgage Finance’,
‘8900’ => ‘Equity/Non-Equity Investment Instruments’,
‘8980’ => ‘Equity Investment Instruments’,
‘8990’ => ‘Nonequity Investment Instruments’,
‘9500’ => ‘Technology’,
‘9530’ => ‘Software & Computer Services’,
‘9533’ => ‘Computer Services’,
‘9535’ => ‘Internet’,
‘9537’ => ‘Software’,
‘9570’ => ‘Technology Hardware & Equipment’,
‘9572’ => ‘Computer Hardware’,
‘9574’ => ‘Electronic Office Equipment’,
‘9576’ => ‘Semiconductors’,
‘9578’ => ‘Telecommunications Equipment’,

Enter Joint Investor information in Joint Investor Fields when ‘investing_as’ : ‘jt_right_of_survivorship’, ‘jt_in_common’, ‘tenants_by_entirety’

“joint_investor_first_name”: string | required if ‘investing_as’ : ‘jt_right_of_survivorship’, ‘jt_in_common’, ‘tenants_by_entirety’ |ex: “Jim”| Joint Investor First Name,

“joint_investor_middle_name”: string | optional |ex: “Smith”| Joint Investor Middle Name,

“joint_investor_last_name”: string | required if ‘investing_as’ : ‘jt_right_of_survivorship’, ‘jt_in_common’, ‘tenants_by_entirety’ |ex: “Brown”| Joint Investor Last Name,

“joint_investor_email_address”: string | required if ‘investing_as’ : ‘jt_right_of_survivorship’, ‘jt_in_common’, ‘tenants_by_entirety’ |ex: “jt_investor@example.com”| Joint Investor Email Address,

“joint_investor_phone”: string | required if ‘investing_as’ : ‘jt_right_of_survivorship’, ‘jt_in_common’, ‘tenants_by_entirety’ |ex: “888-888-8888”| Joint Investor Phone Number,

“investor_accredited”: boolean | required |ex: “0”| “0” or “1”,

“investor_net_worth”: numeric | required |ex: “100000”| Investor Net Worth,

“investor_annual_income”: numeric | required |ex: “100000”| Investor Annual Income,

“investor_accredited_qualification”: integer | required if ‘investor_accredited’ : ‘1’ |ex: “0”| value must be any one from options: 0, 1, 2, 3

INVESTOR ACCREDITED QUALIFICATION VALUES DEFINITION

0 => 401k/Other: I have an individual net worth, or joint net worth with my spouse, that exceeds $1 million including any IRA’s, 401K’s, and other retirement accounts, but excluding the net value of my primary residence.

1 => Income/Asset: I am an individual with an income of over $200,000 in each of the last two years, or joint income with my spouse exceeding $300,000 in those years, and I reasonably expect at least the same this year.

2 => Registered Person: You hold any of the following licenses from the Financial Industry Regulatory Authority (FINRA): Series 7, Series 82, or Series 65.

3 => Internal: You A director, executive officer, or general partner of the company selling the securities, or any director, executive officer, or general partner of a general partner of that issuer or a knowledgeable employee.

“financial_advisor”: boolean | optional |ex: “true”| true or false,

“financial_advisor_name”: string | required if ‘financial_advisor’ : ‘true’ |ex: “Bob Smith”| Financial Advisor Name,

“financial_advisor_email_id”: email | required if ‘financial_advisor’ : ‘true’ |ex: “financial_advisor@example.com”| Financial Advisor Email ID,

Enter Payment Information in the related fields

“funding_method”: string | required |ex: “electronic_cheque”| must be any one from options: ‘electronic_cheque’, ‘credit_card’, ‘mail_cheque’, ‘wire_transfer’, ‘crypto’, ‘Invest through Self-Directed IRA’,

“is_bank_token”: boolean | required if ‘funding_method’ : ‘electronic_cheque’ (Payment Method: Bank is available as Token or The Account Details) |ex: “0”| “0” or “1”,

“payment_method_token”: string | required if ‘funding_method’ : ‘credit_card’, ‘electronic_cheque’ (Only if ‘is_bank_token’: ‘1’, Payment Method is Bank Token) |ex: “ABCDXXXXX”| Credit Card Auth Token or Bank Token,

“bank_name”: string | required if ‘funding_method’ : ‘electronic_cheque’, ‘is_bank_token’: ‘0’ |ex: “ABC Bank”| Bank Name,

“account_type”: string | required if ‘funding_method’ : ‘electronic_cheque’, ‘is_bank_token’: ‘0’ |ex: “chequing”| must be any one from options: ‘chequing’, ‘savings’,

“account_number”: string | required if ‘funding_method’ : ‘electronic_cheque’, ‘is_bank_token’: ‘0’ |ex: “123456789”| Account Number,

“routing_number”: string | required if ‘funding_method’ : ‘electronic_cheque’, ‘is_bank_token’: ‘0’ |ex: “4321”| Routing Number,

“name_on_account”: string | required if ‘funding_method’ : ‘electronic_cheque’, ‘is_bank_token’: ‘0’ |ex: “Mary Smith”| Name on Account,

Responses :

When ‘investing_as’ : ‘jt_right_of_survivorship’, ‘jt_in_common’, ‘tenants_by_entirety’

201
“success” : true,
“KCX_Investment_Ref_ID” : “Some_Investment_Ref_ID”,
“KCX_Joint_Group_ID” : “Some_Joint_Group_ID”,
“KCX_Joint_Holder_ID” : “Some_Joint_Holder_ID”,
“KCX_Investor_ID” : “Some_Investor_ID”

When ‘investing_as’ : ‘person’, ‘company’, ‘trust’

201
“success” : true,
“KCX_Investment_Ref_ID” : “Some_Investment_Ref_ID”,
“KCX_Investor_ID” : “Some_Investor_ID”

Failures:

401
“success” : false,
“message” : “Access Denied.”

401
“success” : false,
“message” : “Invalid Credentials.”

422
“success” : false,
“message” : “The given data was invalid.”
“errors” : “Validation errors”

500
“success” : false,
“message” : “Failed to update investment.”

HEADERS

application/json

None

Content-Type

application/json

None

X-API-KEY

Testing Token

BODY raw

                                                  
                                                    
{
  "KCX_Platform_ID": "",
  "KCX_Listing_ID": "",
  "source_button_id": "",
  "offering_type": "RegA+",
  "investor_email_id": "",
  "number_of_shares": "",
  "investment_amount": "",
  "investment_date": "",
  "investing_as": "",
  "investor_first_name": "",
  "investor_middle_name": "",
  "investor_last_name": "",
  "investor_mobile_phone": "",
  "investor_address1": "",
  "investor_address2": "",
  "investor_city": "",
  "investor_state": "",
  "investor_country": "",
  "investor_zip": "",
  "investor_dob": "",
  "investor_national_id_number": "",
  "investor_national_id_country": "",
  "investor_driver_license_number": "",
  "investor_driver_license_expiry_date": "",
  "investor_driver_license_state": "",
  "investor_driver_license_country": "",
  "investor_passport_number": "",
  "investor_passport_expiry_date": "",
  "investor_passport_country": "",
  "investor_institution_name": "",
  "investor_institution_tax_id_number": "",
  "investor_institution_formation_date": "",
  "investor_institution_formation_state": "",
  "investor_institution_contact_first_name": "",
  "investor_institution_contact_last_name": "",
  "investor_institution_contact_position": "",
  "investor_institution_address1": "",
  "investor_institution_address2": "",
  "investor_institution_city": "",
  "investor_institution_state": "",
  "investor_institution_country": "",
  "investor_institution_zip": "",
  "investor_company_legal_extension": "",
  "investor_company_type": "",
  "investor_company_sector": "",
  "joint_investor_first_name": "",
  "joint_investor_middle_name": "",
  "joint_investor_last_name": "",
  "joint_investor_email_address": "",
  "joint_investor_phone": "",
  "investor_accredited": "",
  "investor_accredited_qualification": "",
  "investor_net_worth": "",
  "investor_annual_income": "",
  "financial_advisor": "",
  "financial_advisor_name": "",
  "financial_advisor_email_id": "",
  "funding_method": "",
  "is_bank_token": "",
  "payment_method_token": "",
  "bank_name": "",
  "account_type": "",
  "account_number": "",
  "routing_number": "",
  "name_on_account": ""
}

Example Request