Invite a Business Owner client

Sends an invitation email to the Business Owner. They complete KYB verification during onboarding before their accounts are activated.

Access: Advisor only.

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

Advisor to assign this client to (Root Advisor / HBM only)

Headers
uuid

Unique device identifier — generate once per device and reuse

Responses

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Response
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application/json