Paxos Account Members API

Account Members allow you to associate an Identity with an Account on our Platform. Each Account can be linked to multiple Identities, which supports Joint Accounts (where two Identities have the ability to transact against a single Profile) Account members are effectively immutable. In order to update an account member, clients should remove then re-add the account member with the desired state. The API requires clients to have write access on the account and all identities associated with the account.

OpenAPI Specification

paxos-account-members-api-openapi.yml Raw ↑
openapi: 3.0.0
info:
  title: Paxos Account Members API
  version: '2.0'
  description: '<p>Welcome to Paxos APIs. At Paxos, our mission is to enable the movement of any asset, any time, in a trustworthy way. These APIs serve that mission by making it easier than ever for you to directly integrate our product capabilities into your application, leveraging the speed, stability, and security of the Paxos platform.</p> <p>The documentation that follows gives you access to our Crypto Brokerage, Trading, and Exchange products. It includes APIs for market data, orders, and the held rate quote flow.</p> <p>To test in our sandbox environment, <a href="https://account.sandbox.paxos.com" target="_blank">sign up</a> for an account. For more information about Paxos and our APIs, visit <a href="https://www.paxos.com/" target="_blank">Paxos.com</a>.</p>

    '
  x-logo:
    url: /docs/paxos.svg
    backgroundColor: '#FFFFFF'
    altText: Paxos logo
servers:
- url: https://api.paxos.com/v2
  description: Production
- url: https://api.sandbox.paxos.com/v2
  description: Sandbox
tags:
- name: Account Members
  description: "Account Members allow you to associate an Identity with an Account on our Platform.\nEach Account can be linked to multiple Identities, which supports Joint Accounts (where two Identities have the ability\nto transact against a single Profile)  \n\nAccount members are effectively immutable. In order to update an account member,\nclients should remove then re-add the account member with the desired state.\n\nThe API requires clients to have write access on the account and all identities\nassociated with the account.\n"
paths:
  /identity/account-members:
    post:
      summary: Add Account Members
      description: 'Add one or more account members to a given account.


        The account members added by this API do not affect existing account members. For example,

        if an account has two members, and one member is added using this API, then the account will

        end up with three members.


        For more information on properties of account members, see [Account Members](#account-members).'
      operationId: AddAccountMembers
      responses:
        '200':
          description: A successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AddAccountMembersResponse'
              examples:
                Add Institution Members:
                  value:
                    account_id: 79c27a0e-46a2-4276-9769-e1ebc055fa72
                    members:
                    - identity_id: 11a3122a-0c50-4950-9934-2ad48a782b78
                      roles:
                      - FINANCIAL_ADVISOR
                      id: 01516495-031a-4c6c-b277-5734ea9cb99c
                    - identity_id: 08ba6b70-bcc0-4e4a-a67f-1d28842dedfc
                      roles:
                      - AUTHORIZED_USER
                      id: 1039d953-808f-495f-902d-c15480942885
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AddAccountMembersRequest'
            examples:
              Add Account Members:
                value:
                  account_id: 79c27a0e-46a2-4276-9769-e1ebc055fa72
                  members:
                  - identity_id: 11a3122a-0c50-4950-9934-2ad48a782b78
                    roles:
                    - FINANCIAL_ADVISOR
                  - identity_id: 08ba6b70-bcc0-4e4a-a67f-1d28842dedfc
                    roles:
                    - AUTHORIZED_USER
        required: true
      tags:
      - Account Members
      security:
      - OAuth2:
        - identity:write_account
  /identity/account-members/{id}:
    delete:
      summary: Remove Account Member
      description: Removes an account member from an account.
      operationId: DeleteAccountMember
      responses:
        '200':
          description: A successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DeleteAccountMemberResponse'
      parameters:
      - name: id
        description: The account member ID that should be removed from the account.
        in: path
        required: true
        schema:
          type: string
      tags:
      - Account Members
      security:
      - OAuth2:
        - identity:write_account
components:
  schemas:
    AccountMember:
      type: object
      properties:
        identity_id:
          type: string
        type:
          $ref: '#/components/schemas/AccountMemberAccountRoleType'
        roles:
          type: array
          items:
            $ref: '#/components/schemas/AccountMemberAccountRoleType'
        id:
          type: string
          description: 'Account member ID. Note: This field is auto-generated. Specifying an ID when creating an account member is a client error.'
      required:
      - identity_id
    AddAccountMembersRequest:
      type: object
      properties:
        account_id:
          type: string
          description: ID of account to which members will be added.
        members:
          type: array
          items:
            $ref: '#/components/schemas/AccountMember'
          description: A non-empty array of account members to be added. Account members allow additional identities to act on this account (e.g. joint accounts).
      required:
      - account_id
      - members
    AccountMemberAccountRoleType:
      type: string
      enum:
      - BENEFICIAL_OWNER
      - AUTHORIZED_USER
      - FINANCIAL_ADVISOR
    DeleteAccountMemberResponse:
      type: object
    AddAccountMembersResponse:
      type: object
      properties:
        account_id:
          type: string
          description: ID of account to which members were added.
        members:
          type: array
          items:
            $ref: '#/components/schemas/AccountMember'
          description: List of account members that were added to the account.
      required:
      - account_id
  securitySchemes:
    OAuth2:
      type: oauth2
      description: 'Paxos APIs use [OAuth 2](https://tools.ietf.org/html/rfc6749) with the [client credentials](https://tools.ietf.org/html/rfc6749#section-4.4) grant flow.


        **Token URLs:**

        - Production: https://oauth.paxos.com/oauth2/token

        - Sandbox: https://oauth.sandbox.paxos.com/oauth2/token


        Learn more in the [API credentials guide →](https://docs.paxos.com/developer/credentials)

        '
      flows:
        clientCredentials:
          tokenUrl: https://oauth.paxos.com/oauth2/token
          scopes:
            conversion:read_conversion_stablecoin: Retrieve stablecoin conversion details
            conversion:write_conversion_stablecoin: Create or cancel a stablecoin conversion
            exchange:historical_prices: Retrieve marketnaverage prices at a certain time increment
            exchange:read_order: Retrieve order or order execution details
            exchange:read_quote: Retrieve quote details for buying or selling an asset
            exchange:read_quote_execution: Retrieve quote execution details
            exchange:write_quote_execution: Create a quote execution for buying or selling an asset
            exchange:write_order: Create or cancel an order for buying or selling an asset
            fee:write_crypto_withdrawal_fee: Create a guaranteed fee for crypto withdrawal
            funding:read_bank_balance: Retrieve Paxos dedicated bank account balance
            funding:read_profile: Retrieve Profile details and deposit funds in Sandbox
            funding:write_profile: Create a Profile
            identity:read_account: Retrieve Account details
            identity:read_identity: Retrieve Identity details or documents
            identity:write_account: Create or update Account and Account Members
            identity:write_identity: Create or update Identity details and set Sandbox Identify Status
            settlement:read_transaction: Retrieve settlement transaction details
            settlement:write_transaction: Create, affirm or cancel a settlement transaction
            tax:read_tax_form: Retrieve tax details
            tax:read_tax_lot: Retrieve tax lot details
            tax:write_tax_lot: Update the given tax-lot ID
            transfer:read_deposit_address: Retrieve deposit address details
            transfer:read_fiat_account: Retrieve Fiat Account details
            transfer:read_fiat_deposit_instructions: Retrieve fiat deposit instruction details
            transfer:read_transfer: Retrieve transfer details
            transfer:read_transfer_limit: Retrieve limits for the given transaction type
            transfer:reject_crypto_deposit: Reject a crypto deposit (travel rule)
            transfer:update_crypto_deposit: Provide required travel-rule details
            transfer:write_crypto_withdrawal: Withdraw asset to a specified destination address
            transfer:write_deposit_address: Create an deposit address on a blockchain network
            transfer:write_fiat_account: Create, update or delete a Fiat Account
            transfer:write_fiat_deposit_instructions: Create, update or delete fiat deposit instructions
            transfer:write_internal_transfer: Transfer assets between two Profiles
            transfer:write_sandbox_fiat_deposit: Initiate a test fiat deposit in the Sandbox environment
            transfer:write_fiat_withdrawal: Withdraw fiat to the given destination
            events:read_event: Retrieve events
x-tagGroups:
- name: Deposits and Withdrawals
  tags:
  - Transfers
  - Fiat Transfers
  - Deposit Addresses
  - Crypto Deposits
  - Crypto Withdrawals
  - Fees
  - Internal Transfers
  - Paxos Transfers
  - Limits
- name: Identity
  tags:
  - Identity
  - Institution Members
  - Accounts
  - Account Members
  - Identity Documents
- name: API Credentials
  tags:
  - API Credentials
- name: Profiles
  tags:
  - Profiles
- name: Sandbox
  tags:
  - Sandbox Deposits
  - Sandbox Identity
  - Sandbox Fiat Transfers
- name: Settlements
  tags:
  - Settlement
- name: Stablecoin Conversion
  tags:
  - Stablecoin Conversion
- name: Taxes
  tags:
  - Tax Forms
- name: Trading
  tags:
  - Market Data
  - Orders
  - Quotes
  - Quote Executions
  - Pricing
  - Issuer Quotes
- name: Rewards
  tags:
  - Monitoring Addresses
  - Statements
  - Payments
- name: Rewards (Alpha)
  tags:
  - Reward Addresses
  - Claims
  - Payout Groups
  - Rewards
- name: Events
  tags:
  - Events
  - Event Types
  - Event Objects