Create External Account

Create one or multiple external accounts for a customer or program manager.

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Path Params
string
enum
required

Identifier type for the customer. Use 'id' for the Passport-assigned ID or 'externalId' for the program manager-assigned ID.

Allowed:
string
required

The customer identifier value, corresponding to the selected parentIdType.

Body Params

Details required to create an external account.

string
required

The bank account number.

string
required

Name of the bank account holder as it appears on bank records.

string
enum
required

Holder type of the account.

Allowed:
string
required

9-digit routing number used for ACH transactions.

string
enum
required

Type of the account.

Allowed:
string

Reference ID assigned by the program manager.

string

Comment passed by the user.

number

Phone number of the bank account holder.

holderAddress
object

Address of the bank account holder.

string

Purpose of adding the external account.

string

9-digit routing number used for Wire transactions.

linkedDocument
array of objects

Authorization documents linked to the external account. Allowed extensions: pdf, jpg, bmp, txt, tiff, rtf, doc, docx, xls, csv, wav, jpeg, png, xlsx, efx.

linkedDocument
tags
array of strings

Custom tags for categorizing the external account.

tags
metaData
object

Custom key-value metadata for the external account.

validateAccount
array of objects

Validate the account details using a validation method. Only program manager-enabled validations can be passed.

validateAccount
string
enum

Validate the account details using prenote.

Allowed:
string
enum

Validate the account details using micro deposit.

Allowed:
Headers
string
enum
required

Controls response timing. NEVER returns an immediate response; ALWAYS defers processing.

Allowed:
Responses

202

The request has been accepted for processing. Expected when PromiseMode is ALWAYS.

299

The external account was created successfully, but the action may impact transacting. Check the warning details.

400

The request could not be processed due to invalid or missing parameters.

401

The request lacks valid authentication credentials. Verify the API key and authorization header.

403

The authenticated user does not have permission to perform this operation.

500

An unexpected error occurred on the Passport server while processing the request.

Language
Credentials
Header
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Response
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application/json