inv_ id. You create one with POST /v1/investors.
Investor types
Theaccount_type field sets the kind of investor:
account_type | Use case |
|---|---|
individual | Personal investor — the most common type |
joint | Shared by two or more individuals |
corporate | Business or corporate investor |
Management type
management_type selects how the investor is run:
| Value | Description | Wealth product |
|---|---|---|
self_directed | The user decides what to buy and sell (default) | Not required |
advised | Managed portfolios, financial planning, robo-advisory | Requires the Wealth add-on |
account_type: "individual" with management_type: "self_directed". Setting management_type: "advised" unlocks the managed-investing surface for tenants that have the Wealth product enabled.
Lifecycle
An investor moves through compliance before it can trade. The external status vocabulary:| Status | Meaning |
|---|---|
onboarding | Investor created, verification not yet complete |
under_review | Compliance checks running or in manual review |
awaiting_documents | Additional documents requested from the user |
active | Verified and able to fund and trade |
suspended | Temporarily blocked from activity |
closed | Investor closed |
declined | Verification failed; the investor cannot proceed |
setup_failed | Provisioning error during setup |
active immediately after creation. In production, the investor advances as compliance completes.
Related objects
Once an investor is active it anchors the rest of the platform:Wallets
Cash balances the investor funds and trades from.
Compliance & KYC
Identity verification that gates activation.
Trading
Orders placed against the investor.
Positions
Holdings created as orders fill.
For the step-by-step create-investor request and body, see the journey guide:
Create an investor. Full request and response
schemas live in the API reference.