Add Contact

Create one or more contact records for an existing customer account. This endpoint allows you to add authorized individuals or company representatives who can: - Manage the customer's account - Receive account updates and notifications - Execute trades on behalf of the customer Use this when a customer needs additional people with account access permissions. **Authentication:** [Bearer token required](/api-guide/getting-started/authentication#oauth-20-authentication)

Authentication

AuthorizationBearer

OAuth 2.0 Bearer token authentication. This API uses OAuth 2.0 Client Credentials flow. Please refer to the Authentication section for detailed information on how to obtain and use your OAuth credentials.

Path parameters

customerIdstringRequired

The unique identifier you received from the Get Customer’s ID API response.

Request

This endpoint expects a list of objects.
first_namestringRequired
First name of this contact person
last_namestringRequired
Last name of this contact person
date_of_birthdateRequired

DOB of contact person in ISO 8601 format (YYYY-MM-DD)

emailstringRequiredformat: "email"
Email address of the contact person
mobile_numberstringRequired

Contact mobile number in E.164 international format (e.g., +14155552671).

primary_contactbooleanRequired
Primary contact for the customer account
authorize_to_tradebooleanRequired
Whether the customer is authorised to trade with us
addressobjectRequired
middle_namestringOptional
Middle name of this contact person
employment_statusstringOptional

Employment status of the contact. See Employment Status API for a list of supported values.

industrystringOptional

Employment industry of the contact. See Employment Industry API for a list of supported values.

nationalitystringOptional
Nationality of the contact
phone_numberstringOptional
Contact phone number
proof_of_identityobjectOptional
Supporting identification documents for the contact. Provide exactly one document type per contact.

Response

Created. Contact added successfully.
customer_idstring or null
Identifier of the customer this contact belongs to.

Errors