Skip to main content
PUT
Update investor draft

Authorizations

Authorization
string
header
required

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

Body

application/json

Investor data

address
object
bank_accounts
array
client_ref
string
contact
object
demat
object
euin
object
fatca
object
guardian
object
holding_type
string

SINGLE | JOINT | ANYONE_OR_SURVIVOR.

joint_holders
array
nominees
array
primary_holder
object
sub_broker_code
string
submit
boolean

Whether to dispatch this investor to NSE now. Create: default true. Update (pre-REGISTERED only): default false — the investor stays/becomes a DRAFT until submitted.

tax_status
string

INDIVIDUAL | NRI_REPATRIABLE | NRI_NON_REPATRIABLE | MINOR | HUF | COMPANY | TRUST.

Response

200 - application/json

Investor data

client_ref
string
created_at
string
id
string
provider
string
providers
array
status
string

DRAFT | PENDING | PROCESSING | REGISTERED | REJECTED. DRAFT means saved but not yet submitted to NSE (submit:false, or omitted on an update). NSE registration happens asynchronously after submission — poll GET or listen for the investor.registered/investor.rejected webhook events.