Create Partner Subaccount Request | Tradovate Partner API

const url = 'https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest';
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{"ctaUserId":12345,"riskCategoryId":3,"marginType":"Hedger","transferAmount":5000,"authorizedIndividual":true,"firstName":"Emily","lastName":"Johnson","country":"US","state":"NY","streetAddress1":"123 Maple Avenue","city":"Albany","zipCode":"12207","phone":"+1-518-555-0199","citizenship":"US","birthDate":{"year":1985,"month":7,"day":14}}'
};
try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}

{
  "errorText": "",
  "requestId": 987654321,
  "status": "Pending"
}

### Create a subaccount request for a user. **Available to:** Organization administrators **Environments:** Production **[Rate Limit](/overview/core-concepts/rate-limits):** 250 requests per hour, 30-second back-off, counts all requests Use this endpoint to submit a new subaccount request for a user in your organization. <Warning>**Warning:** This endpoint returns **HTTP 200** for successes **and** business errors. Always check the `errorText` field in the response body to determine whether the request succeeded or failed.</Warning> <Info>Requests with `firstName` and `lastName` fields exceeding a combined 60 characters are rejected, despite each field individually allowing up to 64 characters.</Info> **US vs Non-US Requirements** - **US citizens**: Require a valid `taxIdentifier` (Social Security Number, exactly 9 digits). The `nationalId` field is optional. - **Non-US citizens**: Require a valid `nationalId` (2-64 alphanumeric characters). The `taxIdentifier` field is optional. **`requestId` for Uploading Documents** A successful request returns a unique `requestId`. Use this value: - As the `subAccountRequestId` when uploading the user's required documents with `submitpartnersubaccountdocument` - As the `subAccountRequestId` when tracking the progress of a subaccount request with `getpartnersubaccountrequeststatus` **Optional: Attach Previously Uploaded Documents** If you have already uploaded the user's required documents via the `submitcustomerapplicationdocument` endpoint, you can link them to the subaccount request by providing all three `documentId` fields (partial sets are rejected): - `pOAFormDocId` - `governmentDocId` - `addressDocId` If you provide all three document IDs, the documents are linked directly and you do not need to call `submitpartnersubaccountdocument` afterward. **Optional: Specify an Auto-Liquidation Profile** Include `autoLiqProfileId` to assign a specific [auto-liquidation profile](/overview/prop-firm-management/risk-management/pre-trade-risk#auto-liquidation-profile) to the new account. If you omit this field, the system uses your organization's default auto-liquidation profile. The system validates that the profile exists and belongs to your organization before accepting the request. If validation fails, the response includes an `errorText`: - `"Auto-liq profile not found"`: the profile ID does not exist - `"Auto-liq profile does not belong to this organization"`: the profile belongs to a different organization Contact Evaluation Support for your organization's available profile IDs. **Common Failure Scenarios** - Invalid or non-existent `ctaUserId` - `ctaUserId` belongs to a different organization - Missing required fields (firstName, lastName, citizenship, etc.) - Invalid Social Security Number (SSN) format for US citizenship (must be exactly 9 digits) - Missing `nationalId` for non-US citizenship - Invalid country or citizenship code (must be 2-character ISO code) - Invalid name characters (letters, spaces, hyphens, apostrophes, periods only) - Combined first and last name exceeds 60 characters - Non-admin user attempting to call the endpoint - Country or state is restricted - No master account found for the organization admin - No customer application found for the master account - Insufficient funds in master account to cover the `transferAmount` - Max sub-account limit exceeded for the given trader - When providing document IDs, must provide all three or none (partial is rejected) - Provided document IDs do not exist in the database - `autoLiqProfileId` references a non-existent profile - `autoLiqProfileId` belongs to a different organization **Next Steps** - If you have not uploaded the user's required documents, use the `submitpartnersubaccountdocument` endpoint to upload them. - If you already uploaded the user's required documents and provided the document IDs, use the `getpartnersubaccountrequeststatus` endpoint to check the status of the subaccount request.

const url = 'https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest';
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{"ctaUserId":12345,"riskCategoryId":3,"marginType":"Hedger","transferAmount":5000,"authorizedIndividual":true,"firstName":"Emily","lastName":"Johnson","country":"US","state":"NY","streetAddress1":"123 Maple Avenue","city":"Albany","zipCode":"12207","phone":"+1-518-555-0199","citizenship":"US","birthDate":{"year":1985,"month":7,"day":14}}'
};
try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}

{
  "errorText": "",
  "requestId": 987654321,
  "status": "Pending"
}

Create a subaccount request for a user.

Available to: Organization administrators

Environments: Production

Rate Limit: 250 requests per hour, 30-second back-off, counts all requests

Use this endpoint to submit a new subaccount request for a user in your organization.

Warning: This endpoint returns HTTP 200 for successes and business errors. Always check the errorText field in the response body to determine whether the request succeeded or failed.

Requests with firstName and lastName fields exceeding a combined 60 characters are rejected, despite each field individually allowing up to 64 characters.

US vs Non-US Requirements

US citizens: Require a valid taxIdentifier (Social Security Number, exactly 9 digits). The nationalId field is optional.
Non-US citizens: Require a valid nationalId (2-64 alphanumeric characters). The taxIdentifier field is optional.

requestId for Uploading Documents

A successful request returns a unique requestId. Use this value:

As the subAccountRequestId when uploading the user’s required documents with submitpartnersubaccountdocument
As the subAccountRequestId when tracking the progress of a subaccount request with getpartnersubaccountrequeststatus

Optional: Attach Previously Uploaded Documents

If you have already uploaded the user’s required documents via the submitcustomerapplicationdocument endpoint, you can link them to the subaccount request by providing all three documentId fields (partial sets are rejected):

pOAFormDocId
governmentDocId
addressDocId

If you provide all three document IDs, the documents are linked directly and you do not need to call submitpartnersubaccountdocument afterward.

Optional: Specify an Auto-Liquidation Profile

Include autoLiqProfileId to assign a specific auto-liquidation profile to the new account. If you omit this field, the system uses your organization’s default auto-liquidation profile.

The system validates that the profile exists and belongs to your organization before accepting the request. If validation fails, the response includes an errorText:

"Auto-liq profile not found": the profile ID does not exist
"Auto-liq profile does not belong to this organization": the profile belongs to a different organization

Contact Evaluation Support for your organization’s available profile IDs.

Common Failure Scenarios

Invalid or non-existent ctaUserId
ctaUserId belongs to a different organization
Missing required fields (firstName, lastName, citizenship, etc.)
Invalid Social Security Number (SSN) format for US citizenship (must be exactly 9 digits)
Missing nationalId for non-US citizenship
Invalid country or citizenship code (must be 2-character ISO code)
Invalid name characters (letters, spaces, hyphens, apostrophes, periods only)
Combined first and last name exceeds 60 characters
Non-admin user attempting to call the endpoint
Country or state is restricted
No master account found for the organization admin
No customer application found for the master account
Insufficient funds in master account to cover the transferAmount
Max sub-account limit exceeded for the given trader
When providing document IDs, must provide all three or none (partial is rejected)
Provided document IDs do not exist in the database
autoLiqProfileId references a non-existent profile
autoLiqProfileId belongs to a different organization

Next Steps

If you have not uploaded the user’s required documents, use the submitpartnersubaccountdocument endpoint to upload them.
If you already uploaded the user’s required documents and provided the document IDs, use the getpartnersubaccountrequeststatus endpoint to check the status of the subaccount request.

Authentication

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Request

This endpoint expects an object.

ctaUserIdlongRequired

riskCategoryIdlongRequired

marginTypeenumRequired

Hedger, Speculator

Allowed values:

transferAmountdoubleRequired

authorizedIndividualbooleanRequired

firstNamestringRequired<=64 characters

lastNamestringRequired1-64 characters

countrystringRequired=2 characters

statestringRequired2-64 characters

streetAddress1stringRequired3-61 characters

citystringRequired2-35 characters

zipCodestringRequired4-11 characters

phonestringRequired<=21 characters

citizenshipstringRequired=2 characters

birthDateobjectRequired

autoLiqProfileIdlongOptional

traderReasonstringOptional<=8192 characters

streetAddress2stringOptional<=61 characters

taxIdentifierstringOptional<=64 characters

nationalIdstringOptional<=64 characters

pOAFormDocIdlongOptional

governmentDocIdlongOptional

addressDocIdlongOptional

Response

CreatePartnerSubAccountRequestResponse

errorTextstring<=8192 characters

Non-empty if the request failed

requestIdlong

statusenum

Approved, Denied, InAMLReview, InReview, Pending, Preapproved

1	const url = 'https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest';
2	const options = {
3	method: 'POST',
4	headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
5	body: '{"ctaUserId":12345,"riskCategoryId":3,"marginType":"Hedger","transferAmount":5000,"authorizedIndividual":true,"firstName":"Emily","lastName":"Johnson","country":"US","state":"NY","streetAddress1":"123 Maple Avenue","city":"Albany","zipCode":"12207","phone":"+1-518-555-0199","citizenship":"US","birthDate":{"year":1985,"month":7,"day":14}}'
6	};
7
8	try {
9	const response = await fetch(url, options);
10	const data = await response.json();
11	console.log(data);
12	} catch (error) {
13	console.error(error);
14	}

1	{
2	"errorText": "",
3	"requestId": 987654321,
4	"status": "Pending"
5	}