INinvestbamboo
Account Management

Create New User

This single endpoint helps you create brokerage accounts for your users. The required data below are used to determine user trading eligibility and are required by US regulations:

  • basic_info: Personal details, contact information, residence
  • verified_identity_info: Government ID verification data
  • affiliation_info: Professional associations, director roles
  • brokerage_account_info: Investment profile required to confirm US trading eligibility

A dictionary endpoint is provided below to give insight into all the questions and acceptable values for the fields within the payload.

Enabling Extended Hours at Account Creation

To enable Extended Hours trading for a user at the point of account creation, add the following field inside the brokerage_account_info object in your request payload:

"extended_hours_opt_in": "REQUESTED"

When this field is included, the user's account will be configured to support trading during pre-market and post-market sessions as soon as the account is active.

Note: You are not required to opt users in at account creation. Users are also able to opt out at any time using the <a href="#tag/Account-Management/operation/Web.Api.ExtendedHoursController.opt_in">Enable or Disable Extended Hours Trading</a> endpoint.

post/api/one_step_registration

Request

  • Base URL
    https://powered-by-bamboo-sandbox.investbamboo.com
  • Auth
    none declared. Required headers: content-type, accept-language, x-request-source, x-client-token

Headers

content-typestring required

Acceptable content type

accept-languagestring required

Acceptable language; 'en' for English

x-request-sourcestring required

The tenant's username

x-client-tokenstring required

API Consumer Authorisation Token

Request body

Example request

{
  "basic_info": {
    "residence_country_code": "NGA",
    "province": "Lagos State",
    "postal_code": "100001",
    "referral_code": "113792",
    "phone_number": "+2347083864023",
    "last_name": "Doe",
    "gender": "Man",
    "first_name": "John",
    "email": "johndoe@gmail.com",
    "date_of_birth": "1927-02-19",
    "country_code": "NGA",
    "city": "Lagos",
    "citizenship": "Nigerian"
  },
  "verified_identity_info": {
    "address": "22 Babatunde Anjous Lekki",
    "city": "Lekki",
    "date_of_birth": "1927-02-19",
    "document_type": "BVN",
    "expiration_date": "2026-10-10",
    "full_name": "John Doe",
    "gender": "Man",
    "identifier": "22488743663",
    "image": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAB9gA...",
    "front_id_image": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAB9gA...",
    "back_id_image": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAB9gA...",
    "phone_number": "+2347083864023",
    "residence_country": "NGA",
    "state": "Lagos"
  },
  "brokerage_account_info": {
    "employment_status": "SELF_EMPLOYED",
    "yearly_income": 12500,
    "source_of_wealth": "COMPANY",
    "risk_tolerance": "LOW",
    "position": "AUDITOR",
    "net_worth": 62500,
    "marital_status": "MARRIED",
    "liquid": 12500,
    "goal": "FREQUENT",
    "experience": "NONE",
    "employment_type": "AGRICULTURE",
    "company": "Phil Technologies LTD.",
    "extended_hours_opt_in": "REQUESTED"
  }
}

Response

Account created

expiration_timeinteger required

expiration time

jwtstring required

Bearer jwt

refresh_tokenstring required

Bearer refresh token

Example response

{
  "expiration_time": 1697532406,
  "jwt": "eyJhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJ3ZWIiLCJleHAiOjE2OTc1MzI0MDYsImlhdCI6MTY5NDk0MDQwNiwiaXNzIjoid2ViIiwianRpIjoiMTE5MGRjMDEtZjQxNS00NmQ3LWFjOTctYzM5M2Y2MWEzYWJjIiwibmJmIjoxNjk0OTQwNDA1LCJyZXNpZGVuY2VfY291bnRyeSI6Ik5HQSIsInN1YiI6NTc3MSwidHlwIjoiYWNjZXNzIn0.GN3THXBJPynv0BcKuWKc84UHexAD22iGtO8A7kSjR92VKxLaiXxz0bDC-CEa8pVKum3oVwjjdRdAXeJL6c4Tsw",
  "refresh_token": "eyJhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJ3ZWIiLCJleHAiOjE2OTczNTk2MDYsImlhdCI6MTY5NDk0MDQwNiwiaXNzIjoid2ViIiwianRpIjoiYWQ4MDA2MzMtMWU4Ny00MGQ0LWFkMTMtNzc4YjY0M2JlNWQwIiwibmJmIjoxNjk0OTQwNDA1LCJyZXNpZGVuY2VfY291bnRyeSI6Ik5HQSIsInN1YiI6NTc3MSwidHlwIjoicmVmcmVzaCJ9.a5Vn2ApDrDBnroDk-7n3neJOuZPDOJxSP29V85rej_eKx4w0JiJ112-tghkSi3xijf0RSkw_AeVq-9sS7bjr0w",
  "user": {
    "application_id": 50083181,
    "date_of_birth": "1927-02-19",
    "email": "johndoe@gmail.com",
    "first_name": "John",
    "full_name": "John Doe",
    "id": 4101,
    "last_name": "Doe",
    "name": "John",
    "phone_number": "+2347083864023",
    "registration_step": "Pending review",
    "surname": "Doe"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.