Create user

post

https://sandbox.aet.dev/api/v3/users

This endpoint allows requests to create a new user. It uses the provided username, email, password, and confirm_password values to create an account. The system will create a trust account by default for the user.

Body Params

username

string

No spaces allowed

ssn

string

password

string

confirm_password

string

rep_id

string

required

string

required

compliance_email

string

This is set to the Users email for compliance purposes.

account_type

string

enum

The type of account that will be created. Default account created is Trust

first_name

string

last_name

string

date_of_birth

date

send_email

boolean

This is uses all receive the email to proceed with onboarding .Set it to false if you will fully on board the user.

payment_source

string

enum

The payment source that will be used to bill the account.

Allowed:

address_1

string

address_2

string

city

string

state

string

zip

string

mail_to_address_1

string

Mailing address for the account being created

mail_to_address_2

string

mail_to_city

string

mail_to_state

string

mail_to_zip

string

marital_status

string

enum

Allowed:

driver_license_state

string

Drivers license registered state

driver_license_number

string

deal_token

string

rollover_from_account_type

string

enum

Required if the account_type is Inherited or Inherited Roth. If account_type is Inherited Roth then rollover_from_account_type is limited to Roth and 401k Roth.

original_account_holder_first_name

string

Only applicable if account type is Inherited or Inherited Roth

original_account_holder_last_name

string

Only applicable if account type is Inherited or Inherited Roth

original_account_holder_date_of_birth

date

Only applicable if account type is Inherited or Inherited Roth

original_account_holder_date_of_death

date

Only applicable if account type is Inherited or Inherited Roth

original_account_holder_ssn

string

Required if the account type is Inherited or Inherited Roth

original_account_holder_relationship

string

Required if the account type is Inherited or Inherited Roth

has_made_payment_election

boolean

Required if the account type is Inherited or Inherited Roth

previous_payment_election

string

enum

Only applicable if the account type is Inherited or Inherited Roth. Required if hasMadePaymentElection=true. Ignored if hasMadePaymentElection=false

Allowed:

individual_date_of_birth

date

Only applicable if the account type is Inherited or Inherited Roth. Ignored if hasMadePaymentElection=false. Required if previousPaymentElection=life_expectancy

platform_access

boolean

Designates whether the user can sign in to their account in the user portal (false for managed accounts)

Response

200Example response