Entities

Get Entity Document Upload URL

Get a pre-signed URL to upload a KYB document. Use HTTP PUT to upload the file to the returned URL, then confirm it. For a document that belongs to a specific representative (e.g. their ID or proof of address), pass their representative_id here and again on the confirm call, which records the link.

post/entities/{entity_id}/documents/upload-url

Request

Path parameters

entity_idstring required

The entity being onboarded.

Request body

proof_type'accredited' | 'address' | 'articles_of_organization' | 'bank_statement' | 'client_contract' | 'client_invoice' | 'beneficial_owner_address' | 'beneficial_owner_id' | 'beneficial_owner_id_back' | 'beneficial_ownership_register' | 'bylaws' | 'certificate_of_good_standing' | 'corporate_resolution' | 'drivers_license' | 'due_diligence' | 'ein' | 'final_edd_report' | 'periodic_review_report' | 'government_issued_business_license' | 'hemp_cultivator_state_license' | 'incorporation' | 'industry_related_license' | 'lease_agreement' | 'llc_resolution' | 'money_service_business_license' | 'money_transmitter_registration' | 'mortgage_statement' | 'national_id' | 'org_chart' | 'partnership_agreement' | 'partnership_agreement_due_diligence' | 'partnership_resolution' | 'personal_address' | 'remote_employees_due_diligence' | 'signed_ss4' | 'tax_exemption_certificate' | 'uk_officer_passport' | 'officer_registry' | 'uk_registry' | 'shareholder_registry' | 'uk_w8_en' | 'utility_bill' | 'us_based_office_proof_of_address_due_diligence' | 'pitch_deck' | 'active_business_registration' | 'proof_of_ownership_or_banking_authorization' | 'non_profit_bylaws' | 'operating_agreement' | 'flow_of_funds' | 'aml_sanction' | 'registration_or_license' | 'sec_filing' | 'legal_opinion' | 'certificate_of_formation_master_llc' | 'series_operating_agreement' | 'share_subscription_agreement' | 'fund_subscription_agreement' | 'safe_agreement' | 'convertible_note_agreement' | 'loan_promissory_note' | 'token_purchase_agreement' | 'saft_agreement' | 'deal_memo_hybrid_agreement' | 'issuer_due_diligence_report' | 'protocol_ecosystem_questionnaire' | 'investment_company_due_diligence_form' | 'us_based_operations_due_diligence_form' | 'register_of_directors' | 'articles_of_association' | 'memorandum_of_association' | 'non_profit_status' | 'ofac_sanctions_screening_policy' | 'aml_kyc_policy' | 'w8_bene' | 'corporate_structure_chart' | 'custody_safeguarding_agreement' | 'reserve_attestation' | 'sanctions_vendor_service_agreement' | 'contractual_fund_flow_agreements' required
file_namestring required

Original file name including extension.

content_typestring

MIME type of the file (e.g. application/pdf, image/png).

representative_idstring uuid nullable

Attach this document to a representative (e.g. their ID or proof of address). Pass the representative_id returned when the representative was added or listed; omit for business-level documents. Pass the same value again when confirming the upload. The confirm call is what records the link.

Response

Successful Response

upload_urlstring required

Pre-signed URL to upload the file via HTTP PUT.

object_keystring required

Object key, required when confirming the upload.

max_bytesinteger required

Maximum allowed file size in bytes.

expires_in_secondsinteger required

Number of seconds until the upload URL expires.

Changes

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