Client Onboarding

Update firm client-onboarding settings

Updates the default onboarding contact, public contact details, selected firm Stripe integration, standard question settings, or up to ten custom questions. Requires Firm Owner or Admin access.

patch/client-onboarding/configuration

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/client-onboarding/configuration
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Request body

defaultOnboardingMemberIdstring uuid nullable
stripeIntegrationIdstring uuid nullable
publicContactTitlestring nullable
publicContactPhonestring nullable
standardQuestionSettingsobject

Response

Updated firm client-onboarding configuration

Changes

No recorded changes to this operation across all 3 revisions of this API.