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POST
[BETA] Request broker change

Authorizations

Authorization
string
header
required

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

Body

application/json

Broker change

amc_code
string
required

AMC (fund house) code of the folio, max 3 characters.

auth_mode
string
required

TWO_FACTOR | WET_SIGNATURE. WET_SIGNATURE requires uploading the signed form via POST /api/broker-changes/v1/{id}/image.

folio_no
string
required

Existing folio whose distributor is being changed.

investor_id
string
required

Friendly investor ID; its PAN is the primary-holder PAN on the filing.

broker_code
string

New distributor ARN, e.g. ARN-12345. Required unless ria_code is given.

client_ref
string
email
string

Primary holder email. Required for WET_SIGNATURE.

euin
string

Max 7 characters.

holder_name
string

Primary holder name as on the folio, max 40 characters.

mobile
string

Primary holder mobile, max 15 characters.

ria_code
string

New RIA code. Required when the investor moves to an RIA instead of an ARN.

sub_broker_code
string
two_fa_channel
string

MOBILE | EMAIL | BOTH. Required for TWO_FACTOR.

Response

201 - application/json

Filed request

amc_code
string
required
auth_mode
string
required
created_at
string
required
folio_no
string
required
id
string
required
investor_id
string
required
pan
string
required

Masked.

status
string
required

PENDING_DOCUMENT (wet-signature form not yet uploaded) | SUBMITTED | REJECTED.

updated_at
string
required
broker_code
string
client_ref
string
euin
string
provider_remark
string
ria_code
string
sub_broker_code
string
two_fa_channel
string