Joint Margin



{
  "name": "0TestUser0 0Smith0",
  "email": "[email protected]",
  "applicantIpAddress": "127.0.0.1",
  "repCode": "6YA",
  "applicationType": {
    "type": "joint_margin_common",
    "newAccountForm": {
      "customerType": "JOINT",
      "accountType": "MARGIN",
      "suitabilityProfile": {
        "timeHorizon": "LONGEST"
      },
      "serviceProfile": {
        "sweepInstructions": "SWEEP",
        "dividendReinvestment": "DO_NOT_REINVEST",
        "issuerDirectCommunication": "ACCEPT"
      },
      "investmentProfile": {
        "totalNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "liquidNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "annualIncomeUSD": {
          "min": 300001,
          "max": 500000
        },
        "investmentObjective": "CAPITAL_PRESERVATION",
        "investmentExperience": "EXTENSIVE",
        "riskTolerance": "LOW",
        "federalTaxBracketPercent": 5.5
      },
      "applicants": [
        {
          "identity": {
            "name": {
              "givenName": "0TestUser0",
              "familyName": "0Smith0"
            },
            "dateOfBirth": 478483200,
            "citizenshipCountry": "USA",
            "socialSecurityNumber": "666-00-8889"
          },
          "contact": {
            "homeAddress": {
              "streetAddress": [
                "300 Park St.",
                "500 Park St."
              ],
              "country": "USA",
              "city": "Charlotte",
              "state": "NC",
              "postalCode": "28277"
            },
            "phoneNumbers": [
              {
                "phoneNumber": "980-272-3670",
                "phoneNumberType": "WORK"
              }
            ],
            "emailAddresses": [
              "[email protected]",
              "[email protected]"
            ],
            "mailingAddress": {
              "streetAddress": [
                "600 Desembargador Jorge"
              ],
              "country": "USA",
              "city": "Charlotte",
              "state": "NC",
              "postalCode": "28277"
            }
          },
          "disclosures": {
            "isPoliticallyExposed": "YES",
            "isControlPerson": "YES",
            "isAffiliatedExchangeOrFINRA": "YES",
            "companySymbols": [
              "A",
              "B",
              "C"
            ],
            "firmName": "Firm LTDA",
            "politicalExposureDetail": {
              "politicalOrganization": "None",
              "immediateFamily": [
                "Mary",
                "Due"
              ]
            }
          },
          "numDependents": 2,
          "employment": {
            "employer": "Tradier",
            "employmentStatus": "EMPLOYED",
            "positionEmployed": "Software Engineer",
            "businessAddress": {
              "streetAddress": [
                "500 ABC St.",
                "800 DEF St."
              ],
              "country": "USA",
              "city": "Charlotte",
              "state": "NC",
              "postalCode": "28277"
            }
          },
          "maritalStatus": "MARRIED"
        },
        {
          "identity": {
            "name": {
              "givenName": "0Peter0",
              "familyName": "0Park0"
            },
            "dateOfBirth": "1985-04-30",
            "citizenshipCountry": "USA",
            "socialSecurityNumber": "666-00-9990"
          },
          "contact": {
            "homeAddress": {
              "streetAddress": [
                "300 Park St.",
                "500 Park St."
              ],
              "country": "USA",
              "city": "Charlotte",
              "state": "NC",
              "postalCode": "28277"
            },
            "phoneNumbers": [
              {
                "phoneNumber": "980-272-3670",
                "phoneNumberType": "WORK"
              }
            ],
            "emailAddresses": [
              "[email protected]",
              "[email protected]"
            ],
            "mailingAddress": {
              "streetAddress": [
                "600 Desembargador Jorge"
              ],
              "country": "USA",
              "city": "Charlotte",
              "state": "NC",
              "postalCode": "28277"
            }
          },
          "disclosures": {
            "isPoliticallyExposed": "YES",
            "isControlPerson": "YES",
            "isAffiliatedExchangeOrFINRA": "YES",
            "companySymbols": [
              "A",
              "B",
              "C"
            ],
            "firmName": "Firm LTDA",
            "politicalExposureDetail": {
              "politicalOrganization": "None",
              "immediateFamily": [
                "Mary",
                "Due"
              ]
            }
          },
          "numDependents": 3,
          "employment": {
            "employer": "Tradier",
            "employmentStatus": "EMPLOYED",
            "positionEmployed": "Software Engineer",
            "businessAddress": {
              "streetAddress": [
                "500 ABC St.",
                "800 DEF St."
              ],
              "country": "USA",
              "city": "Charlotte",
              "state": "NC",
              "postalCode": "28277"
            }
          },
          "maritalStatus": "MARRIED"
        }
      ]
    },
    "jointTenantsInCommonForm": {
      "participants": [
        {
          "estatePercent": 30,
          "name": "Participan 1"
        },
        {
          "estatePercent": 50,
          "name": "Participan 2"
        },
        {
          "estatePercent": 20,
          "name": "Participan 3"
        }
      ]
    },
    "optionAgreementForm": {
      "riskStandardOptions": "1985-04-30",
      "stillOpen": "YES",
      "anticipatedTradeTypes": 2,
      "priorNumYears": 1,
      "optionApproval": 2,
      "estimatedValue": 100.0,
      "priorFirms": "Prior Firm",
      "uncoveredOptionWriters": "1985-04-30",
      "investmentProfile": {
        "totalNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "liquidNetWorthUSD": {
          "min": 200001,
          "max": 500000
        },
        "annualIncomeUSD": {
          "min": 300001,
          "max": 500000
        },
        "investmentObjective": "CAPITAL_PRESERVATION",
        "investmentExperience": "EXTENSIVE",
        "riskTolerance": "LOW",
        "federalTaxBracketPercent": 5.5
      }
    },
    "trustedContactForm": {
      "givenName": "Chris",
      "familyName": "Paul",
      "emailAddress": "[email protected]",
      "phoneNumber": {
        "phoneNumber": "980-272-3670",
        "phoneNumberType": "HOME"
      }
    }
  }
}