1.8.0 Live Archive

v.1.8.0 - Live

2025-11-18 - Live

2025-11-04 - Test Environment

Added

Address Schema Expansion

  • Added a new optional state parameter to the Address Schema.
    • Supports compliance and address accuracy for customers in countries requiring a state (e.g., US, CA).

New Tax Endpoints

GET /taxes/tax-information

Retrieves detailed tax pot information for a specific customer and tax year.
The response includes:

  • lossPotEquities – accumulated losses from equity transactions (Aktienverlusttopf)
  • lossPotGeneral – accumulated losses from other investment instruments (allgemeiner Verlusttopf)
  • withheldCapitalGainsTax – total withheld capital gains tax (Kapitalertragsteuer)
  • usedFsa – amount of the exemption already used from the tax-free allowance (Freistellungsauftrag)
  • and additional tax details

GET /taxes/tax-exemption-orders

Returns a list of customers who have submitted a tax exemption order (isFsa = TRUE), including:

  • Order status
  • Amounts
  • Validity dates

POST /taxes/tax-exemption

Creates a new Tax Exemption Order.

  • Currently supports fsaType = INDIVIDUAL only.
  • Validation rules:
    • fsaAmount must not exceed €1,000.
    • The customer must have German tax residency.

Changed & Improved

Endpoint: PATCH /entities/legal-entity

Now supports updates to core company data, including:
legalName, legalForm, naceSectors, taxNumber, vatId, isListed, listedAt, legalEntityIdentifier, purpose, fatcaCrsDeclaration.

Validation & Process Enhancements

  • Updates to critical fields (e.g., legalName, mainAddress) require providing a documentId of an uploaded document (e.g., CURRENT_REGISTRY_EXTRACT).
  • Updates to sensitive fields (e.g., naceSectors, main address country, fatcaCrsDeclaration) will:
    • Set the Legal Entity status to REVIEW.

Fee Filtering Enhancements

Introduced new optional filtering parameters to improve fee management and data retrieval.

Endpoint

  • GET /products/fees/instances

Changes

  • Added feeInstanceStatus query parameter to Get Fee Instances.
  • Accepts values: ACTIVE, INACTIVE.
  • Default behavior: when no status is specified, only ACTIVE fee instances are returned.

Validation Improvements

Create User Endpoint

  • Removed email domain validation.
  • Partner users can now be created even if their email domain does not match the partner’s contact email address.

Create Investment Objectives Endpoint

  • Added validation ensuring that at least one investment purpose is selected.
  • Requests missing this field will be rejected.