tradevest.ai

Onboardings

Start Onboarding

post
/entities/onboardings

Start onboarding process

Authorizations
OAuth2clientCredentialsRequired
Token URL:
Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body
entityTypestring · enumRequiredPossible values:
entityIdstring · uuidRequired

Identification number in UUID format of the entity

Responses
200

OK

application/json
post
/entities/onboardings
POST /entities/onboardings HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Content-Type: application/json
Accept: */*
Content-Length: 83

{
  "entityType": "BENEFICIAL_OWNER",
  "entityId": "123e4567-e89b-12d3-a456-426614174000"
}
{
  "onboardingId": "123e4567-e89b-12d3-a456-426614174000"
}

Get Onboardings

get
/entities/onboardings

Get list of onboardings for an entity

Authorizations
OAuth2clientCredentialsRequired
Token URL:
Query parameters
onboardingEntityTypestring · enumRequiredPossible values:
entityIdstring · uuidRequired

Unique identification number of entity in UUID format

Responses
200

OK

application/json
get
/entities/onboardings
GET /entities/onboardings?onboardingEntityType=BENEFICIAL_OWNER&entityId=123e4567-e89b-12d3-a456-426614174000 HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

[
  {
    "onboardingId": "123e4567-e89b-12d3-a456-426614174000",
    "status": "CREATED",
    "entityType": "BENEFICIAL_OWNER",
    "entityId": "123e4567-e89b-12d3-a456-426614174000",
    "createdOn": "2025-12-04T16:00:40.101Z",
    "modifiedOn": "2025-12-04T16:00:40.101Z"
  }
]

Get Onboarding

get
/entities/onboardings/{onboardingId}

Get onboarding information

Authorizations
OAuth2clientCredentialsRequired
Token URL:
Path parameters
onboardingIdstring · uuidRequired

Unique onboarding identification number in UUID format

Responses
200

OK

application/json
get
/entities/onboardings/{onboardingId}
GET /entities/onboardings/{onboardingId} HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

{
  "onboardingId": "123e4567-e89b-12d3-a456-426614174000",
  "status": "CREATED",
  "entityType": "BENEFICIAL_OWNER",
  "entityId": "123e4567-e89b-12d3-a456-426614174000",
  "createdOn": "2025-12-04T16:00:40.101Z",
  "modifiedOn": "2025-12-04T16:00:40.101Z"
}

Last updated