Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Create a Trustee

This request creates a trustee on the brokerage platform so that the trustee may be associated with a corporate account.

A trustee is a user who is authorized to access the corporate account. The default level of access is Detail Level Viewer but this can be changed by the authorized representative of the corporate firm/account to any other available level. Learn more.

Note: You must provide the client's personal email address. Email addresses created or provided by the firm are not permitted. Folio cannot accept any client email address with the same domain name that is associated with your Firm, unless that account is owned by your Firm. Further, you must establish processes to ensure that all client profile information, including but not limited to email address and other personal data, is accurate and complete, and that you update the Folio system with all client profile changes when they are received by your Firm.

Request URL

Syntax POST /restapi/trustees
Example URL https://testapi.foliofn.com/restapi/trustees

Response Data Fields

Field Required? Description
title No The title of the member. See Title Codes for available codes.
firstName Yes

The first name of the trustee. Maximum of 20 characters.

Valid first, middle, and last characters are capital and lower case letters (Aa through Zz) as well as space ( ), dash (-) and period (.) — not underscore, comma, brackets or other characters.

In cases where there is more than one first, middle, or last name for a person, the names should be separated by a space or dash, space permitting.

middleName No The middle name of the trustee. Maximum of 20 characters.
lastName Yes The last name of the trustee. Maximum of 35 characters.
Suffix No The suffix of the name of the member. See Suffix Codes for available codes.
email1 Yes

The primary email address of the trustee. This field must be a well-formed email address (i.e. example@example.com). We ask that you have the user enter this field twice and ensure that both entries match.

User text:

A valid email address is required for all customers.
dateOfBirth Yes

The trustee's date of birth. Must follow ISO-8601 formatted date. Requests to create members under 18 years of age will be rejected. Note that this field cannot be changed once set without special manual processing at Folio based upon user provided document review.

The following user text may be displayed to explain this field:

A minor cannot open an online brokerage account on his/her own. However, it is possible for someone under the age of 18 to buy and sell stock using an account with his/her name attached to it. In order for a minor to open a brokerage account, a parent or a guardian must also be on the account.
loginId Yes

The username of the trustee to be created. The length must be between 8 and 12 characters. Only letters and digits are allowed. All letters are treated as lower case. This field is not editable by the member or the firm after it is created.

User Text:

Your username must be 8–12 characters. It cannot contain symbols or spaces and is not case sensitive. You will not be able to change your username once this application is complete.

Request Example


POST /restapi/trustees HTTP/1.1
Content-Type: application/json
{
  "dateOfBirth" : "1978-01-12T00:00:00.000-05:00",
  "email1" : "trustee@email.com",
  "firstName" : "firstname",
  "lastName" : "lastname",
  "loginId" : "trusteeusername"
}	

Response Example


HTTP/1.1 201 Created
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Location: https://testapi.foliofn.com/restapi/trsutees/trusteeusername
Link: <https://testapi.foliofn.com/restapi/trustees/trusteeusername>; rel="GET"; type="application/json"; title="getTrustee", <https://testapi.foliofn.com/restapi/trustees/trusteeusername>; rel="PUT"; type="application/json"; title="updateTrustee"
Content-Type: text/html; charset=iso-8859-1
Content-Length: 0
Date: Fri, 21 Feb 2014 18:34:13 GMT

Change Log

09/02/2016

  1. Added Note Section

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