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PUT
/
investors
/
{investor_id}
/
trusted-contact
Set or update an investor's trusted contact
curl --request PUT \
  --url https://api.bluumfinance.com/v1/investors/{investor_id}/trusted-contact \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "first_name": "Mary",
  "last_name": "Doe",
  "email": "mary@example.com",
  "phone": "+15555550199"
}
'
{
  "object": "trusted_contact",
  "livemode": false,
  "investor_id": "inv_01j9x8m2k7qpzwv3t5r6y8n0ab",
  "first_name": "Mary",
  "last_name": "Doe",
  "email": "mary@example.com",
  "phone": "+15555550199"
}

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

FINRA-defined "designated trusted contact" record. Per FINRA SR Rule 4512, partners must give end-users a way to add or update a trusted contact post-onboarding. All four fields are required together.

​
first_name
string
required
Example:

"Mary"

​
last_name
string
required
Example:

"Doe"

​
email
string<email>
required
Example:

"mary@example.com"

​
phone
string
required

Phone number in E.164 format.

Example:

"+15555550199"

Response

Trusted contact updated successfully.

​
object
enum<string>
required
Available options:
trusted_contact
​
investor_id
string
required
​
first_name
string
required
​
last_name
string
required
​
email
string
required
​
phone
string
required
​
livemode
boolean