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The Investor Profile is a comprehensive representation of the investor’s financial situation. It drives risk assessment, financial planning, and portfolio construction.

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Profile sections

The profile is modular. Each section can be updated independently as you collect data from your user:
SectionWhat it captures
DemographicsMarital status, number of dependents
EmploymentStatus, employer, occupation, annual income, income stability
TaxFiling status, federal tax bracket, state tax rate
InsuranceLife, disability, health, long-term care coverage
Estate PlanningWill status, trust, power of attorney, beneficiary designations
Cash FlowMonthly expenses, monthly savings, emergency fund months
Investment PreferencesExperience level, time horizon, liquidity needs, ESG preference
PartnerSpouse/partner employment, income, and retirement details

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Creating and updating a profile

Use PUT to create or update the profile. Only include the sections you want to set — omitted sections are not changed: 
# Set employment and tax sections
curl -X PUT "$BASE_URL/wealth/accounts/$ACCOUNT_ID/profile" \
  -H "Authorization: Basic $AUTH" \
  -H "Content-Type: application/json" \
  -d '{
    "employment": {
      "status": "employed",
      "employer": "Acme Corp",
      "occupation": "Software Engineer",
      "annual_income": "185000.00",
      "income_stability": "stable"
    },
    "tax": {
      "filing_status": "married_filing_jointly",
      "federal_tax_bracket": "24",
      "state_tax_rate": "0"
    }
  }'

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Reading the profile

curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/profile" \
  -H "Authorization: Basic $AUTH"

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Profile snapshots

Snapshots capture a point-in-time record of the profile. Useful for compliance, auditing, and tracking changes over time. 
# List snapshots
curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/profile/snapshots" \
  -H "Authorization: Basic $AUTH"

# Get a specific snapshot
curl -X GET "$BASE_URL/wealth/accounts/$ACCOUNT_ID/profile/snapshots/$SNAPSHOT_ID" \
  -H "Authorization: Basic $AUTH"

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Key endpoints

MethodPathDescription
PUT/wealth/accounts/{id}/profileCreate or update profile
GET/wealth/accounts/{id}/profileGet current profile
GET/wealth/accounts/{id}/profile/snapshotsList profile snapshots
GET/wealth/accounts/{id}/profile/snapshots/{snapshot_id}Get snapshot detail