Close an investor account

curl --request POST \ --url https://api.bluumfinance.com/v1/investors/{investor_id}/close \ --header 'Authorization: Basic <encoded-value>' \ --header 'Content-Type: application/json' \ --data ' { "reason": "Customer requested account closure" } '

{ "id": "inv_01j9x8m2k7qpzwv3t5r6y8n0ab", "object": "investor", "created": 1740000000, "livemode": false, "metadata": {}, "status": "closed", "account_type": "individual", "currency": "USD", "balance": "0.00", "buying_power": "0", "cash_withdrawable": "0", "last_equity": "0.00", "first_name": "John", "last_name": "Doe", "email": "john.doe@example.com" }

Authorizations

Authorization

string

header

required

HTTP Basic Authentication using the API Key as username and API Secret as password.

Path Parameters

investor_id

string

required

Prefixed public id of the investor (e.g. inv_…).

Body

application/json

reason

string

Optional reason for closing the account.

Example:

"Customer requested account closure"

Response

Investor closed.

The investor (account) resource. flat: regulatory fields are flat at the top level; only address, signed_agreements[], and trusted_contact retain meaningful nesting. The Alpaca-style contact / identity / disclosures block grouping is intentionally absent.

object

string

required

The resource type discriminator.

Example:

"investor"

livemode

boolean

required

Whether this resource was created against a live API key. Test-mode keys always return false.

Example:

false

string

Prefixed public id (e.g. inv_…, ord_…, dep_…).

Example:

"inv_01j9x8m2k7qpzwv3t5r6y8n0ab"

created

integer | null

Unix-seconds timestamp of resource creation.

Example:

1747776000

metadata

object

Partner-set key/value map for cross-referencing.

Show child attributes

status

enum<string>

Bluum-native account status.

Available options:

onboarding,

under_review,

awaiting_documents,

active,

suspended,

closed,

declined,

setup_failed

Example:

"onboarding"

account_type

enum<string>

Available options:

individual,

joint,

corporate

Example:

"individual"

management_type

enum<string>

Available options:

self_directed,

advised

Example:

"self_directed"

tax_advantaged

boolean

Example:

false

tax_designation

string | null

account_number

string | null

currency

string

Example:

"USD"

balance

string

Example:

"0.00"

buying_power

string

Available buying power from the custodian brokerage account. Defaults to "0" when no custodian account exists yet.

Example:

"10000.00"

cash_withdrawable

string

Amount of cash available for withdrawal from the custodian brokerage account. Defaults to "0" when no custodian account exists yet.

Example:

"5000.00"

last_equity

string

Example:

"0.00"

crypto_status

string | null

trading_type

enum<string> | null

Available options:

cash,

margin,

null

high_yield_cash_status

enum<string>

High-Yield-Cash enrollment lifecycle for this account.

Available options:

not_registered,

pending,

active,

unenrolled

Example:

"active"

high_yield_cash_status_at

string<date-time> | null

Timestamp of the transition into the current HYC status (null when not_registered).

first_name

string

Example:

"Jane"

middle_name

string | null

last_name

string

Example:

"Doe"

date_of_birth

string<date> | null

Example:

"1990-01-01"

string<email>

Example:

"jane@example.com"

phone

string | null

Example:

"+15555550123"

address

object

Address record. street is an array of one or more street lines (multi-line addresses keep one entry per line).

Show child attributes

tax_id_type

enum<string> | null

Available options:

SSN,

ITIN,

EIN,

SIN,

NINO,

TFN,

VAT,

TIN,

UTR,

PAN,

NIN,

KRA_PIN,

OTHER

country_of_tax_residence

string | null

ISO 3166-1 alpha-2.

country_of_citizenship

string | null

ISO 3166-1 alpha-2.

country_of_birth

string | null

ISO 3166-1 alpha-2.

funding_source

enum<string>[]

Available options:

employment_income,

investments,

inheritance,

business_income,

savings,

family,

other

is_control_person

boolean

is_affiliated_exchange_or_finra

boolean

is_affiliated_exchange_or_iiroc

boolean | null

is_politically_exposed

boolean

immediate_family_exposed

boolean

employment_status

enum<string> | null

Available options:

employed,

unemployed,

student,

retired

employer_name

string | null

employer_address

string | null

employment_position

string | null

signed_agreements

object[]

Show child attributes

trusted_contact

object

Show child attributes

portfolios

object[]

Show child attributes

compliance_checks

object[] | null

Show child attributes