Entities

Add Entity Representative

Add a representative (a beneficial owner or officer) to a business entity. Set is_primary to mark the primary representative (signer); exactly one primary is required before the application can be submitted. If this person already passed identity verification on another entity you administer, that verification carries over and kyc_status is approved. Otherwise verify the representative separately by submitting their KYC data or minting a self-serve verification link. This is allowed only before the application is submitted for review.

post/entities/{entity_id}/representatives

Request

Path parameters

entity_idstring required

The entity being onboarded.

Request body

is_beneficial_ownerboolean

Whether this person owns 25% or more of the business.

emailstring email required

Email address of the representative.

first_namestring nullable

Legal first name.

last_namestring nullable

Legal last name.

title_id'chief executive officer' | 'chief financial officer' | 'chief operating officer' | 'finance manager' | 'general partner' | 'managing member' | 'president' required
is_primaryboolean

Whether this representative is the primary representative (signer) for the application. Setting this demotes any existing primary; exactly one primary is required before the application can be submitted.

Example request

{
  "email": "felix@catnipcoffee.com",
  "first_name": "Felix",
  "last_name": "Whiskers"
}

Response

Successful Response

representative_idstring uuid required

ID of the created representative. Use it to submit the representative's KYC or mint a verification link.

emailstring required

Representative's email address.

title_id'chief executive officer' | 'chief financial officer' | 'chief operating officer' | 'finance manager' | 'general partner' | 'managing member' | 'president' required
is_beneficial_ownerboolean required

Whether they are a beneficial owner.

percent_ownershipstring nullable required

Ownership percentage, if any.

is_primaryboolean required

Whether they are the primary representative (signer).

kyc_status'not_started' | 'pending' | 'action_required' | 'approved' | 'rejected' required

Changes

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