API Reference
  1. Administration API
  2. Individual Clients

Invite an Individual client

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

Sends an invitation email to the specified email address. The invited user follows the onboarding flow to complete KYC and activate their account.

Access: Advisor only.

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Body Params
string
required
length between 2 and 255
string
required
length between 2 and 255
string
required
^\+1\d{10}$

E.164 format, US numbers only

string
required
length ≤ 255
uuid
required

UUID of the Advisor this client will be assigned to

Headers
uuid

Unique device identifier — generate once per device and reuse

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Updated about 1 month ago

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Updated about 1 month ago

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