tZERO Onboarding API

Managing accounts and users (create account, KYC, trusted contact, financial info).

Operations 9

POST /pi/v1/accounts/individual Onboard Individual account #
PUT /pi/v1/accounts/{accountId}/users/{userId} Update user of the account #
GET /pi/v1/accounts/{accountId} Get account by ID #
GET /pi/v1/accounts/{accountId}/users/{userId}/financialInfo Get financial information for user #
PATCH /pi/v1/accounts/{accountId}/users/{userId}/financialInfo Add or update financial information for user #
POST /pi/v1/accounts/{accountId}/trustedContact Add trusted contact #
DELETE /pi/v1/accounts/{accountId}/trustedContact/{trustedContactUserId} Remove trusted contact #
GET /pi/v1/users/{userId}/kyc Get KYC status for user #
POST /pi/v1/users/{userId}/kyc Trigger KYC for user #

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OpenAPI Specification

tzero-onboarding-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Issuance & Secondary Markets Onboarding API
  description: APIs to Create Individual broker dealer accounts, Trigger KYC on the investors in the account, Review account information and KYC results, View Primary offering that are available to invest and manage investments in the assets.
servers:
- url: https://gateway-web-api.tzero.com/app
tags:


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