DriveWealth

DriveWealth Beneficiaries API

The Beneficiaries API from DriveWealth — 1 operation(s) for beneficiaries.

GitHub OpenAPI

Operations 3

POST /accounts/{accountID}/beneficiaries Create Account Beneficiaries
GET /accounts/{accountID}/beneficiaries Retrieve Account Beneficiaries
DELETE /accounts/{accountID}/beneficiaries Delete Account Beneficiaries

Documentation

📖
Documentation
https://developer.drivewealth.com/apis/docs/opening-accounts

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/drivewealth/refs/heads/main/openapi/drivewealth-beneficiaries-api-openapi.yml

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OpenAPI Specification

drivewealth-beneficiaries-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: DriveWealth Accounts Beneficiaries API
  version: '1.0'
servers:
- url: https://bo-api.drivewealth.io/back-office
  description: Sandbox server (Uses test data)
- url: https://bo-api.drivewealth.net/back-office
  description: Production Server (Uses LIVE data)
tags:
- name: Beneficiaries
  x-displayName: Beneficiaries
paths:
  /accounts/{accountID}/beneficiaries:
    post:
      tags:
      - Beneficiaries
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Create Account Beneficiaries
      description: Creates an Account Beneficiary by accountID.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BeneficiaryReq'
        required: true
      responses:
        '200':
          description: Creating an Account Beneficiary was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BeneficiaryRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
    get:
      tags:
      - Beneficiaries
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Retrieve Account Beneficiaries
      description: Retrieves a list of Account Beneficiaries by accountID.
      responses:
        '200':
          description: Retrieving a list of Account Beneficiaries was Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BeneficiaryRes'
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
    delete:
      tags:
      - Beneficiaries
      parameters:
      - in: path
        name: accountID
        schema:
          $ref: '#/components/schemas/accountID'
        required: true
      summary: Delete Account Beneficiaries
      description: Removes all Accounts Beneficiaries by accountID.
      responses:
        '202':
          description: Removing all Account Beneficiaries was Accepted.
      security:
      - bearerAuth: []
        dwAppKey: []
      - sessionToken: []
        dwAppKey: []
components:
  schemas:
    accountID:
      type: string
      example: cc07f91b-7ee1-4868-b8fc-823c70a1b932.1407775317759
      description: The user's unique account identifier.
    BeneficiaryReq:
      type: object
      properties:
        primary:
          type: array
          description: An array of objects containing the primary beneficiary details
          items:
            oneOf:
            - $ref: '#/components/schemas/beneficiariesObject'
        contingent:
          type: array
          description: An array of objects containing the contingent beneficiary details.
          items:
            oneOf:
            - $ref: '#/components/schemas/beneficiariesObject'
    BeneficiaryRes:
      type: object
      properties:
        primary:
          type: array
          description: An array of objects containing the primary beneficiary details
          items:
            oneOf:
            - $ref: '#/components/schemas/beneficiariesObject'
        contingent:
          type: array
          description: An array of objects containing the contingent beneficiary details.
          items:
            oneOf:
            - $ref: '#/components/schemas/beneficiariesObject'
    beneficiariesObject:
      type: object
      description: An object containing the information of a beneficiary.
      properties:
        type:
          type: string
          example: ENTITY
          description: Type of beneficiary.
          enum:
          - PERSON
          - ENTITY
        name:
          $ref: '#/components/schemas/name'
        percentage:
          type: number
          example: '0.25'
          description: Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
        email:
          type: string
          example: tom@ac.com
          description: The email of the entity.
        formationDate:
          type: string
          example: '2010-10-25'
          description: 'Entity formation date. Must follow the YYYY-MM-DD format. Only required if type: `ENTITY`.'
        primaryContact:
          type: string
          example: '5512478089'
          description: 'Primary phone contact of entity. Only required if type: `ENTITY`'
        phone:
          type: string
          example: '4153647890'
          description: Phone number of beneficiary.
        created:
          type: string
          example: '2022-12-29T18:32:15.533Z'
          description: The when the beneficiary was added to the account.
    name:
      type: string
      example: Tom Ace
      description: Full name or entity name of type.
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
    dwAppKey:
      type: apiKey
      in: header
      name: dw-client-app-key
    sessionToken:
      type: apiKey
      in: header
      name: dw-auth-token