> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://partner.tradovate.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://partner.tradovate.com/_mcp/server. # Create Partner Subaccount Request POST https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest Content-Type: application/json ### Create a subaccount request for a user.**Available to:** Organization administrators**Environments:** Live**[Rate Limit](/overview/core-concepts/rate-limits):** 250 requests per hour, 30-second back-off, counts all requestsUse 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`](/api/rest-api-endpoints/users/submit-partner-subaccount-document) - As the `subAccountRequestId` when tracking the progress of a subaccount request with [`getPartnerSubAccountRequestStatus`](/api/rest-api-endpoints/users/get-partner-subaccount-request-status)**Optional: Attach Previously Uploaded Documents**If you have already uploaded the user's required documents with [`submitCustomerApplicationDocument`](/api/rest-api-endpoints/users/submit-customer-application-document), 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`](/api/rest-api-endpoints/users/submit-partner-subaccount-document) 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 organizationContact 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, call [`submitPartnerSubAccountDocument`](/api/rest-api-endpoints/users/submit-partner-subaccount-document) to upload them. - If you already uploaded the user's required documents and provided the document IDs, call [`getPartnerSubAccountRequestStatus`](/api/rest-api-endpoints/users/get-partner-subaccount-request-status) to check the status of the subaccount request. Reference: https://partner.tradovate.com/api/rest-api-endpoints/users/create-partner-subaccount-request ## Authentication - `Authorization` header (bearer token, required) — Bearer authentication of the form `Bearer `, where token is your auth token. ## Request ### Body (application/json) This endpoint expects a CreatePartnerSubAccountRequest. - `ctaUserId` (long, required) - `riskCategoryId` (long, required) - `marginType` (enum, required) — Hedger, Speculator - Allowed values: `Hedger`, `Speculator` - `transferAmount` (double, required) - `authorizedIndividual` (boolean, required) - `firstName` (string, required) - `lastName` (string, required) - `country` (string, required) - `state` (string, required) - `streetAddress1` (string, required) - `city` (string, required) - `zipCode` (string, required) - `phone` (string, required) - `citizenship` (string, required) - `birthDate` (TradeDate, required) - `autoLiqProfileId` (long, optional) - `traderReason` (string, optional) - `streetAddress2` (string, optional) - `taxIdentifier` (string, optional) - `nationalId` (string, optional) - `pOAFormDocId` (long, optional) - `governmentDocId` (long, optional) - `addressDocId` (long, optional) ## Response ### 200 CreatePartnerSubAccountRequestResponse - `errorText` (string, optional) — Non-empty if the request failed - `requestId` (long, optional) - `status` (enum, optional) — Approved, Denied, InAMLReview, InReview, Pending, Preapproved - Allowed values: `Approved`, `Denied`, `InAMLReview`, `InReview`, `Pending`, `Preapproved` ## Types ### TradeDate - `year` (integer, required) - `month` (integer, required) - `day` (integer, required) ## Examples **Request** ```json { "ctaUserId": 1, "riskCategoryId": 1, "marginType": "Hedger", "transferAmount": 1.1, "authorizedIndividual": true, "firstName": "string", "lastName": "string", "country": "string", "state": "string", "streetAddress1": "string", "city": "string", "zipCode": "string", "phone": "string", "citizenship": "string", "birthDate": { "year": 1, "month": 1, "day": 1 } } ``` **Response** ```json { "errorText": "string", "requestId": 1, "status": "Approved" } ``` **SDK Code** ```python import requests url = "https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest" payload = { "ctaUserId": 1, "riskCategoryId": 1, "marginType": "Hedger", "transferAmount": 1.1, "authorizedIndividual": True, "firstName": "string", "lastName": "string", "country": "string", "state": "string", "streetAddress1": "string", "city": "string", "zipCode": "string", "phone": "string", "citizenship": "string", "birthDate": { "year": 1, "month": 1, "day": 1 } } headers = { "Authorization": "Bearer ", "Content-Type": "application/json" } response = requests.post(url, json=payload, headers=headers) print(response.json()) ``` ```javascript const url = 'https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest'; const options = { method: 'POST', headers: {Authorization: 'Bearer ', 'Content-Type': 'application/json'}, body: '{"ctaUserId":1,"riskCategoryId":1,"marginType":"Hedger","transferAmount":1.1,"authorizedIndividual":true,"firstName":"string","lastName":"string","country":"string","state":"string","streetAddress1":"string","city":"string","zipCode":"string","phone":"string","citizenship":"string","birthDate":{"year":1,"month":1,"day":1}}' }; try { const response = await fetch(url, options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` ```go package main import ( "fmt" "strings" "net/http" "io" ) func main() { url := "https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest" payload := strings.NewReader("{\n \"ctaUserId\": 1,\n \"riskCategoryId\": 1,\n \"marginType\": \"Hedger\",\n \"transferAmount\": 1.1,\n \"authorizedIndividual\": true,\n \"firstName\": \"string\",\n \"lastName\": \"string\",\n \"country\": \"string\",\n \"state\": \"string\",\n \"streetAddress1\": \"string\",\n \"city\": \"string\",\n \"zipCode\": \"string\",\n \"phone\": \"string\",\n \"citizenship\": \"string\",\n \"birthDate\": {\n \"year\": 1,\n \"month\": 1,\n \"day\": 1\n }\n}") req, _ := http.NewRequest("POST", url, payload) req.Header.Add("Authorization", "Bearer ") req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body)) } ``` ```ruby require 'uri' require 'net/http' url = URI("https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Post.new(url) request["Authorization"] = 'Bearer ' request["Content-Type"] = 'application/json' request.body = "{\n \"ctaUserId\": 1,\n \"riskCategoryId\": 1,\n \"marginType\": \"Hedger\",\n \"transferAmount\": 1.1,\n \"authorizedIndividual\": true,\n \"firstName\": \"string\",\n \"lastName\": \"string\",\n \"country\": \"string\",\n \"state\": \"string\",\n \"streetAddress1\": \"string\",\n \"city\": \"string\",\n \"zipCode\": \"string\",\n \"phone\": \"string\",\n \"citizenship\": \"string\",\n \"birthDate\": {\n \"year\": 1,\n \"month\": 1,\n \"day\": 1\n }\n}" response = http.request(request) puts response.read_body ``` ```java import com.mashape.unirest.http.HttpResponse; import com.mashape.unirest.http.Unirest; HttpResponse response = Unirest.post("https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest") .header("Authorization", "Bearer ") .header("Content-Type", "application/json") .body("{\n \"ctaUserId\": 1,\n \"riskCategoryId\": 1,\n \"marginType\": \"Hedger\",\n \"transferAmount\": 1.1,\n \"authorizedIndividual\": true,\n \"firstName\": \"string\",\n \"lastName\": \"string\",\n \"country\": \"string\",\n \"state\": \"string\",\n \"streetAddress1\": \"string\",\n \"city\": \"string\",\n \"zipCode\": \"string\",\n \"phone\": \"string\",\n \"citizenship\": \"string\",\n \"birthDate\": {\n \"year\": 1,\n \"month\": 1,\n \"day\": 1\n }\n}") .asString(); ``` ```php request('POST', 'https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest', [ 'body' => '{ "ctaUserId": 1, "riskCategoryId": 1, "marginType": "Hedger", "transferAmount": 1.1, "authorizedIndividual": true, "firstName": "string", "lastName": "string", "country": "string", "state": "string", "streetAddress1": "string", "city": "string", "zipCode": "string", "phone": "string", "citizenship": "string", "birthDate": { "year": 1, "month": 1, "day": 1 } }', 'headers' => [ 'Authorization' => 'Bearer ', 'Content-Type' => 'application/json', ], ]); echo $response->getBody(); ``` ```csharp using RestSharp; var client = new RestClient("https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest"); var request = new RestRequest(Method.POST); request.AddHeader("Authorization", "Bearer "); request.AddHeader("Content-Type", "application/json"); request.AddParameter("application/json", "{\n \"ctaUserId\": 1,\n \"riskCategoryId\": 1,\n \"marginType\": \"Hedger\",\n \"transferAmount\": 1.1,\n \"authorizedIndividual\": true,\n \"firstName\": \"string\",\n \"lastName\": \"string\",\n \"country\": \"string\",\n \"state\": \"string\",\n \"streetAddress1\": \"string\",\n \"city\": \"string\",\n \"zipCode\": \"string\",\n \"phone\": \"string\",\n \"citizenship\": \"string\",\n \"birthDate\": {\n \"year\": 1,\n \"month\": 1,\n \"day\": 1\n }\n}", ParameterType.RequestBody); IRestResponse response = client.Execute(request); ``` ```swift import Foundation let headers = [ "Authorization": "Bearer ", "Content-Type": "application/json" ] let parameters = [ "ctaUserId": 1, "riskCategoryId": 1, "marginType": "Hedger", "transferAmount": 1.1, "authorizedIndividual": true, "firstName": "string", "lastName": "string", "country": "string", "state": "string", "streetAddress1": "string", "city": "string", "zipCode": "string", "phone": "string", "citizenship": "string", "birthDate": [ "year": 1, "month": 1, "day": 1 ] ] as [String : Any] let postData = JSONSerialization.data(withJSONObject: parameters, options: []) let request = NSMutableURLRequest(url: NSURL(string: "https://demo.tradovateapi.com/v1/customerApplication/createpartnersubaccountrequest")! as URL, cachePolicy: .useProtocolCachePolicy, timeoutInterval: 10.0) request.httpMethod = "POST" request.allHTTPHeaderFields = headers request.httpBody = postData as Data let session = URLSession.shared let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in if (error != nil) { print(error as Any) } else { let httpResponse = response as? HTTPURLResponse print(httpResponse) } }) dataTask.resume() ```