Saxo Bank

Saxo Bank Signups API

The Signups resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response. Full client registrations. The Signups resource is intended for an IB to upload complete details of a prospective client. A signup is completed by first POSTing information to the signups endpoint. Subsequently you may POST to the /signups/files endpoint to add files to the signup. A number of the fields on the signup resource are user selectable options. You can get a list of options for all user selectable fields by calling the /signup/options endpoint.

GitHub OpenAPI

Operations 10

POST /cm/v2/signups/verification/initiate/{ClientKey} Initiate verification process from external vendor #
GET /cm/v2/signups/options Get all signup options #
POST /cm/v2/signups/attachments/{SignUpId} Sign up V2 attach file #
GET /cm/v1/signups/onboardingpdf/{ClientKey} Sign up V1 generate typed onboarding PDF #
POST /cm/v1/signups/verification/initiate/{ClientKey} Initiate verification process from external vendor #
PUT /cm/v1/signups/completeapplication/{SignUpId} Completes the onboarding application #
GET /cm/v1/signups/status/{ClientKey} Get the onboarding status of a client #
POST /cm/v1/signups Create client #
GET /cm/v1/signups/options Get all signup options #
POST /cm/v1/signups/attachments/{SignUpId} Adds a file to a sign up case #

Documentation

📖
Documentation
https://www.developer.saxo/openapi/learn
📖
Authentication
https://www.developer.saxo/openapi/learn/oauth-authorization-code
📖
RateLimits
https://www.developer.saxo/openapi/learn/rate-limiting
📖
RateLimits
https://raw.githubusercontent.com/api-evangelist/saxo/refs/heads/main/rate-limits/rate-limits.yml

Specifications

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

Other Resources

🔗
ReferenceDocumentation
https://www.developer.saxo/openapi/referencedocs
🔗
OpenAPIExplorer
https://www.developer.saxo/openapi/explorer
🔗
ErrorCodes
https://developer.saxobank.com/openapi/learn/status-codes
🔗
Tutorial
https://www.developer.saxo/openapi/learn/the-tutorial
🔗
SupportCenter
https://openapi.help.saxo/hc/en-us
🔗
Plans
https://raw.githubusercontent.com/api-evangelist/saxo/refs/heads/main/plans/plans.yml
🔗
FinOps
https://raw.githubusercontent.com/api-evangelist/saxo/refs/heads/main/finops/finops.yml

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OpenAPI Specification

saxo-signups-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Services.ClientManagement Signups API
  description: The Client Management service group provides services to signup and manage leads and clients.
  version: 1.1.680+525085ced8
  x-framework-version: 43.0.5+65c0bdc8ab
  x-machine: SIMOAWEB11-DK2
servers:
- url: https://gateway.saxobank.com/sim/openapi
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/saxo/refs/heads/main/openapi/saxo-signups-api-openapi.yml