Entities

Update Business Details

Update a business entity's KYB details before its application is submitted. Send only the fields you want to change; anything you omit keeps its current value. Use this to fill in the business phone, tax ID, website, description, industry, account purpose, and digital-currency questions, and the registered legal and physical addresses, or to correct details captured at creation. Send physical_address together with business_address; omitting it keeps any physical address already on file, or uses the legal address when none is set. Returns the refreshed onboarding status, including what is still required next.

patch/entities/{entity_id}/business-details

Request

Path parameters

entity_idstring required

The entity being onboarded.

Request body

business_phonestring nullable

Business phone number.

business_taxidstring nullable

Business tax ID: the EIN for US businesses, or the local registration/tax number elsewhere (e.g. UEN in Singapore, UTR in the UK).

business_websitestring nullable

Public website of the business.

business_descriptionstring nullable

Short description of what the business does.

business_asset_source_descriptionstring nullable

Description of the source of the business's assets. Required before submitting an application that requests stablecoins.

industry'accounting_bookkeeping' | 'accounting_bookkeeping_tax_preparation' | 'advertising' | 'art' | 'art_theater' | 'art_painting' | 'art_sculpting' | 'beauty_cosmetic_services' | 'biotech' | 'business_management' | 'cafeterias_grill_buffets_buffets' | 'caterers' | 'cleaning_services' | 'construction' | 'consulting' | 'consulting_strategy' | 'consulting_business' | 'consulting_financial' | 'crypto' | 'crypto_exchange' | 'crypto_investments' | 'crypto_daos' | 'crypto_nfts' | 'crypto_mining' | 'saas' | 'design' | 'design_web' | 'design_digital' | 'design_interior' | 'design_fashion' | 'drinking_places_alcoholic_beverages' | 'ecommerce' | 'ecommerce_amazon' | 'ecommerce_ebay' | 'ecommerce_shopify' | 'education' | 'education_university' | 'education_financial' | 'energy' | 'energy_solar' | 'energy_wind' | 'energy_refining' | 'energy_fuel' | 'entertainment' | 'entertainment_television' | 'entertainment_film' | 'entertainment_music' | 'entertainment_print' | 'financial_services' | 'financial_services_money_services_business' | 'financial_services_payment_processor' | 'financial_services_fintech' | 'financial_services_consumer_commercial_lending' | 'fitness' | 'food' | 'food_restaurant_food_truck' | 'food_manufacturing' | 'food_service_contractors' | 'full_service_restaurants' | 'hardware' | 'health_services' | 'health_services_clinic' | 'health_services_telehealth' | 'health_services_holistic_services' | 'health_services_healthcare_tech' | 'holding' | 'insurance' | 'investment' | 'investment_venture_capital' | 'legal' | 'legal_attorney' | 'legal_paralegal' | 'limited_service_restaurants' | 'marketing' | 'marketplace' | 'merchant_banking' | 'merges_and_acquisitions' | 'mining' | 'mobile_food_services' | 'nonprofit' | 'other' | 'private_equity' | 'professional_services' | 'professional_services_architect' | 'professional_services_attorney' | 'professional_services_doctor' | 'professional_services_engineer' | 'professional_services_paralegal' | 'real_estate' | 'real_estate_short_term_rental' | 'real_estate_development' | 'real_estate_investing' | 'real_estate_property_management' | 'recruiting' | 'research' | 'research_medical' | 'research_scientific' | 'research_market' | 'retail_wholesale' | 'security' | 'security_private' | 'security_infosec' | 'shipping_warehousing' | 'sports_team' | 'support_services' | 'snack_and_nonalcoholic_beverage_bars' | 'software' | 'software_b2b' | 'software_developer_tools' | 'software_enterprise_software' | 'technology' | 'technology_agriculture' | 'technology_artificial_intelligence' | 'technology_augmented_reality' | 'technology_community' | 'technology_consumer' | 'technology_drones' | 'technology_government' | 'technology_it_telecom' | 'technology_robotics' | 'technology_virtual_reality' | 'transportation' | 'transportation_limo_car_service' | 'transportation_ride_share' | 'travel' | 'travel_agency' | 'travel_hotel_reservations' | 'waste_management' | 'cannabis'
account_purpose'additional_yield' | 'business_operations' | 'other'
account_purpose_descriptionstring nullable

Free-text detail for the account purpose, when relevant.

provides_blockchain_or_digital_currency_servicesboolean nullable

Whether the business provides blockchain or digital currency services.

transacts_in_digital_currencyboolean nullable

Whether the business transacts in digital currency.

develops_governs_supports_blockchain_protocolboolean nullable

Whether the business develops, governs, or supports a blockchain protocol.

business_namestring nullable

Legal business name.

business_date_of_incorporationstring date

ISO 8601 full-date in the format YYYY-MM-DD (per IETF RFC 3339).

incorporation_state'AL' | 'AK' | 'AZ' | 'AR' | 'CA' | 'CO' | 'CT' | 'DC' | 'DE' | 'FL' | 'GA' | 'HI' | 'ID' | 'IL' | 'IN' | 'IA' | 'KS' | 'KY' | 'LA' | 'ME' | 'MD' | 'MA' | 'MI' | 'MN' | 'MS' | 'MO' | 'MT' | 'NE' | 'NV' | 'NH' | 'NJ' | 'NM' | 'NY' | 'NC' | 'ND' | 'OH' | 'OK' | 'OR' | 'PA' | 'RI' | 'SC' | 'SD' | 'TN' | 'TX' | 'UT' | 'VT' | 'VA' | 'WA' | 'WV' | 'WI' | 'WY' | 'PR'
legal_structure'ccorp' | 'corp' | 'estate' | 'foreign_entity' | 'llc' | 'llp' | 'lp' | 'nonprofit' | 'partnership' | 'scheme' | 'scorp' | 'soleprop' | 'trust'

Example request

{
  "business_phone": "+14155550123",
  "business_taxid": "12-3456789",
  "business_website": "https://catnipcoffee.com",
  "business_description": "Specialty coffee roaster and cafe",
  "business_asset_source_description": "Operating revenue",
  "business_name": "Catnip Coffee Co",
  "business_address": {
    "address": "9 Whisker Way",
    "address_2": "Suite 9",
    "city": "San Francisco",
    "state": "CA",
    "zip": "94105"
  },
  "physical_address": {
    "address": "9 Whisker Way",
    "address_2": "Suite 9",
    "city": "San Francisco",
    "state": "CA",
    "zip": "94105"
  }
}

Response

Successful Response

entity_idstring uuid required

Public ID of the onboarded business entity, stable across the onboarding lifecycle and matching the entity_id used in the Customer API, MCP, and webhook payloads.

status'pending_document_upload' | 'pending_user_action' | 'submitted' | 'under_review' | 'approved' | 'rejected' required
business_namestring nullable required

Legal business name.

created_atstring date-time required

ISO 8601 date-time in the format YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm] (per IETF RFC 3339).

updated_atstring date-time required

ISO 8601 date-time in the format YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm] (per IETF RFC 3339).

kyc_status'not_started' | 'pending' | 'action_required' | 'approved' | 'rejected' required
onboarding_type'api' | 'smb' | 'mcp' | 'partner' required
consent_urlstring nullable required

Link where the primary representative reviews and accepts the required agreements and disclosures in their browser. Populated once the application has been submitted; share it with the primary representative. The link needs no login and anyone holding it can accept on the business's behalf, so treat it as a secret.

Changes

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