Create Subaccount

Mutation Variables

{
  "addSubaccount": {
      "organizationIdentifier": "xyz789",
      "bankAccountIdentifier": "abc123",
      "subaccount": {
          "subaccountFolderIdentifier": 4,
          "nickname": "abc123",
          "hasCompletedSignatureCard": false,
          "initialBalance": Decimal,
          "initialAccruedInterest": Decimal,
          "authorizerIdentifier": "4",
          "subaccountType": "STANDARD",
          "openedDate": "2007-12-03T10:15:30Z",
          "updatedAt": "2007-12-03T10:15:30Z",
          "closeDate": "2007-12-03T10:15:30Z",
          "beneficiary": {
              "beneficiaryType": "INDIVIDUAL",
              "residentType": "US_RESIDENT",
              "citizenship": "abc123",
              "firstName": "xyz789",
              "lastName": "xyz789",
              "ssn": "abc123",
              "itin": "abc123",
              "ssnOrItinNotRequired": false,
              "dateOfBirth": "2007-12-03T10:15:30Z",
              "businessName": "xyz789",
              "ein": "xyz789",
              "phoneNumber": "xyz789",
              "emailAddress": "xyz789",
              "hasCompletedW9": true,
              "hasCompletedW8": false,
              "hasCompletedBenOwnerForm": false,
              "beneficialOwnerInfoRequired": false,
              "address": {
                  "lineOne": "xyz789",
                  "lineTwo": "xyz789",
                  "city": "abc123",
                  "stateCode": "abc123",
                  "zipCode": "xyz789",
                  "addressType": "MAILING",
                  "isInternational": false,
                  "countryCode": "abc123"
                },
              "mailingAddress": {
                  "lineOne": "xyz789",
                  "lineTwo": "xyz789",
                  "city": "abc123",
                  "stateCode": "abc123",
                  "zipCode": "xyz789",
                  "addressType": "PHYSICAL",
                  "isInternational": false,
                  "countryCode": "abc123"
                }
            }
        }
    },
  "initialFunding": {
      "totalBalance": Decimal,
      "allTimeInterestPortion": Decimal,
      "ytdInterestPortion": Decimal
    }
}

Mutation

mutation addExternalComplianceSubaccount($addExternalComplianceSubaccount: AddExternalComplianceSubaccountInput!) {
  addExternalComplianceSubaccount(addExternalComplianceSubaccount: $addExternalComplianceSubaccount) {
    beneficiaryResult {
      ...ResultModelFragment
    }
    isSuccessful
    subaccount {
      ...SubaccountFragment
    }
    subaccountResult {
      ...ResultModelFragment
    }
  }
}

Example Response

{
  "data": {
    "addExternalComplianceSubaccount": {
      "beneficiaryResult": {
                  "isSuccessful": true,
                  "pendingSteps": ["abc123"]
            },
      "isSuccessful": true,
      "subaccount": Subaccount,
      "subaccountResult": {
              "isSuccessful": true,
              "pendingSteps": ["abc123"]
            }
    }
  }
}

Adding a folder

Mutation Variables

{
    "addSubaccountFolder": {
      "bankAccountIdentifier": "abc123",
      "organizationIdentifier": "abc123",
      "fullFolderPath": "xyz789",
      "subaccountFolder": {
          "name": "xyz789",
          "parentIdentifier": "4"
        }
    }
}

Mutation

mutation addSubaccountFolder($addSubaccountFolder: AddSubaccountFolderInput!) {
  addSubaccountFolder(addSubaccountFolder: $addSubaccountFolder) {
    identifier
    name
    parentIdentifier
  }
}

Example Response

{
  "data": {
    "addSubaccountFolder": {
      "identifier": 4,
      "name": "xyz789",
      "parentIdentifier": 4
    }
  }
}