API Reference
  1. Administration API
  2. Admin Hierarchy

Create Advisor

post
https://api-{tenant}.stage2.tappbank.com/org/branches/private/v1/branch//advisor

Creates and assigns an Advisor to the specified branch. Advisors are the front-line admin role that invites and manages client portfolios.

Access: Root Advisor only.

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Path Params
string
required
Body Params
string
required
length between 2 and 255
string
required
length between 2 and 255
string
required

Format: MM/DD/YYYY

string
required
string
required
^\+1\d{10}$
string
required

Format: XXX-XX-XXXX (e.g. 123-45-6789). Dashes are required.

license
object
required
address
object
required
string
length ≤ 255
Headers
uuid

Unique device identifier — generate once per device and reuse

Responses

Updated about 1 month ago

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Response
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application/json

Updated about 1 month ago

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