InvestorAccounts

Get investor accounts

get

Authorizations

api_key

X-API-KEYstringRequired

Query parameters

pagenumber · nullableOptionalDefault: 1

limitnumber · nullableOptionalDefault: 10

includestringOptionalExample: account,trades,individuals,legalEntities,trustedContacts

investorAccountTypestring · enumOptionalPossible values:

kycStatusstring · enumOptionalPossible values:

kybStatusstring · enumOptionalPossible values:

amlStatusstring · enumOptionalPossible values:

aicStatusstring · enumOptionalPossible values:

offeringIdanyOptional

regAQualifiedbooleanOptional

regCfQualifiedbooleanOptional

regDQualifiedbooleanOptional

emailstringOptional

accountIdstringOptionalExample: account_01j1xgme5qeqq97gpdztd7e4a6

userTypestring · enumOptionalPossible values:

startDatestring · nullableOptionalExample: 05/20/1990

endDatestring · nullableOptionalExample: 05/20/1990

userIdstringOptional

Responses

200

200

application/json

401

401

application/json

403

403

application/json

get

/clients/api/v1/investor-accounts

HTTPcURLJavaScriptPython

GET /clients/api/v1/investor-accounts HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "items": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-03-27T15:47:09.539Z",
      "updatedAt": "2026-03-27T15:47:09.539Z",
      "deletedAt": "2026-03-27T15:47:09.540Z",
      "tid": "text",
      "investorAccountType": "INDIVIDUAL",
      "user": null,
      "userId": "text",
      "email": "[email protected]",
      "name": "text",
      "regAQualified": true,
      "regCfQualified": true,
      "regDQualified": true,
      "accountId": "text",
      "account": null,
      "trades": [],
      "individuals": [],
      "legalEntities": [],
      "setupStatus": "IN_PROGRESS",
      "systemReviewLog": "text",
      "totalAmount": 1,
      "statusCheck": null,
      "trustedContacts": []
    }
  ],
  "meta": {
    "itemCount": 1,
    "totalItems": 10,
    "itemsPerPage": 1,
    "totalPages": 10,
    "currentPage": 1
  }
}

Create investor account

post

Authorizations

api_key

X-API-KEYstringRequired

Body

application/json

investorAccountTypestring · enumRequiredPossible values:

emailstring · emailOptional

namestring · min: 1 · max: 100Optional

tidstringOptional

userIdanyRequired

Responses

201

201

application/json

401

401

application/json

403

403

application/json

404

404

application/json

post

/clients/api/v1/investor-accounts

HTTPcURLJavaScriptPython

POST /clients/api/v1/investor-accounts HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 102

{
  "investorAccountType": "INDIVIDUAL",
  "email": "[email protected]",
  "name": "text",
  "tid": "text",
  "userId": null
}

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "tid": "text",
  "investorAccountType": "INDIVIDUAL",
  "user": null,
  "userId": "text",
  "email": "[email protected]",
  "name": "text",
  "regAQualified": true,
  "regCfQualified": true,
  "regDQualified": true,
  "accountId": "text",
  "account": null,
  "trades": [],
  "individuals": [],
  "legalEntities": [],
  "setupStatus": "IN_PROGRESS",
  "systemReviewLog": "text",
  "totalAmount": 1,
  "statusCheck": null,
  "trustedContacts": []
}

Get investor account by id

get

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Query parameters

includestringOptionalExample: account,trades,individuals,legalEntities,trustedContacts

Responses

200

200

application/json

idstringRequiredExample: entityprefix_01j1xgme5qeqq97gpdztd7e4a6

__entitystringOptionalExample: Entity

createdAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

updatedAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

deletedAtone of · nullableRequiredExample: 2026-03-27T15:47:09.540Z

string · date-timeOptional

or

string · date-timeOptional

tidstring · nullableRequired

investorAccountTypestring · enumRequiredPossible values:

userany · nullableOptional

userIdstring · nullableOptional

emailstring · email · nullableOptional

namestring · nullableOptional

regAQualifiedbooleanRequired

regCfQualifiedbooleanRequired

regDQualifiedbooleanRequired

accountIdstringRequired

accountanyOptional

setupStatusstring · enumRequiredPossible values:

systemReviewLogstring · nullableRequired

totalAmountnumberOptional

statusCheckanyOptional

401

401

application/json

403

403

application/json

404

404

application/json

get

/clients/api/v1/investor-accounts/{id}

HTTPcURLJavaScriptPython

GET /clients/api/v1/investor-accounts/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "tid": "text",
  "investorAccountType": "INDIVIDUAL",
  "user": null,
  "userId": "text",
  "email": "[email protected]",
  "name": "text",
  "regAQualified": true,
  "regCfQualified": true,
  "regDQualified": true,
  "accountId": "text",
  "account": null,
  "trades": [],
  "individuals": [],
  "legalEntities": [],
  "setupStatus": "IN_PROGRESS",
  "systemReviewLog": "text",
  "totalAmount": 1,
  "statusCheck": null,
  "trustedContacts": []
}

Update investor account

patch

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Body

application/json

namestringOptional

emailstring · emailOptionalExample: [email protected]

Responses

201

201

application/json

401

401

application/json

403

403

application/json

404

404

application/json

patch

/clients/api/v1/investor-accounts/{id}

HTTPcURLJavaScriptPython

PATCH /clients/api/v1/investor-accounts/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 46

{
  "name": "text",
  "email": "[email protected]"
}

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "tid": "text",
  "investorAccountType": "INDIVIDUAL",
  "user": null,
  "userId": "text",
  "email": "[email protected]",
  "name": "text",
  "regAQualified": true,
  "regCfQualified": true,
  "regDQualified": true,
  "accountId": "text",
  "account": null,
  "trades": [],
  "individuals": [],
  "legalEntities": [],
  "setupStatus": "IN_PROGRESS",
  "systemReviewLog": "text",
  "totalAmount": 1,
  "statusCheck": null,
  "trustedContacts": []
}