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Member Service Codes and Rules

Field Codes

Rules and Error Codes

Title Options

The title field is case insensitive.

Code
“Dr.”
“Ms.”
“Miss”
“Mr.”
“Mrs.”

Suffix Options

The suffix field is case insensitive.

Code
“Jr.”
“Sr.”
“II”
“III”
“IV”

Marital Status

Code Description
“S” Single
“M” Married
“P” Domestic Partner
“D” Divorced
“W” Widowed
“C” Civil Union

Top Marginal Tax Bracket

Code Tax Bracket Range
1 0%–15%
2 16%–25%
3 26%–30%
4 31%–35%
5 over 35%

Employment Status

Code
“Employed”
“Self-Employed”
“Retired”
“Student”
“Unemployed”
“Other”

Occupation Types

The occupation field is case insensitive.

Code
“Administrative”
“Business Owner”
“Consulting”
“Creative”
“Education”
“Engineering”
“Finance”
“Health Care”
“Homemaker”
“Information Systems”
“Legal”
“Management”
“Marketing”
“Operations”
“Other/Not Specified”
“Sales”
“Service”
“Training”

Member Field Error Codes

Code Description
invalid.date
invalid.citizenship
invalid.zipcode
invalid.ssn
invalid.choice
invalid.statecode
invalid.value

Member Business Rule and Associated Error Code

Code Description
member.unique.ssn.rule There are too many clients with the same SSN created under the Institutional Advisor firm./There are too many clients with the same SSN created on Folio Investing platform.
member.unique.login.id The username/loginid has to be unique. See ‘Check Username Availability’ endpoint about how to check.
member.riskwise.rule The client fails Riskwise(KYC) validation.
member.legal.age.state.rule The client is too young to invest in the home state specified.
member.tenpct.security.rule The tickers listed in directorOrTenPercentShareholderCompany field might not be valid.
member.primary.address.cannot.be.po.box PO Box is prohibited in the primary address object.
member.accreditation.annual.income.rule Accreditation annual income must be at least $200,001 or above, when specified.
member.accreditation.netWorth.rule Accreditation net worth must be at least $1,000,001 or above, when specified.
member.partner.code.rule Partnercode and promotioncode specified for retail member is invalid.
member.no.duplicate.client.by.same.ssn There is already one managed clients managed by the specific advisor.

Accreditation Verification Rule Error Code

Code Description
invalid.accreditation.verification.sublevel
invalid.accreditation.verification.method
invalid.accreditation.verification.expiration.date
accreditation.verification.parent.level.invalid.choice
accreditation.verification.sub.level.invalid.choice

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