Search Account

This method is used to search all accounts for a specific keyword within the account information.

Request Method : POST

Request Parameters

Parameter Required Type Description
clientID yes string Transact API Client ID
developerAPIKey yes string Transact API Developer Key
searchKeyword yes string Keyword to search within all accounts

Sample Request

curl -k -X POST https://api.norcapsecurities.com/tapiv3/index.php/v3/searchAccount
 -d clientID=someclientid
 -d developerAPIKey=somedeveloperkey
 -d searchKeyword=john

Response Parameters

Parameter Type Description
statusCode string API Status Code
statusDesc string API Status Description
accountDetails string Array of account includes all information of the matched accounts

Sample Response

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "accountDetails": [
  {
  "accountId": "A34554",
  "accountName": "john",
  "type": "Individual",
  "entityType": "Revocable Trust",
  "residentType": "domestic account",
  "address1": "First street",
  "address2": "Fourth Avenue",
  "city": "ATLANTA",
  "state": "GA",
  "zip": "43543",
  "country": "USA",
  "phone": "4152323232",
  "taxID": "43543543",
  "kycStatus": "pending",
  "kycDate": "2016-02-23 13:29:30",
  "amlStatus": "pending",
  "amlDate": "2016-02-23 13:29:30",
  "suitabilityScore": "5",
  "suitabilityDate": "2016-02-23 13:29:30",
  "suitabilityApprover": "Smith",
  "accreditedStatus": "pending",
  "accreditedInvestor": "income",
  "accreditedInvestorDate": "02-02-2016",
  "506cLimit": "50000",
  "accountTotalLimit": "1000000",
  "singleInvestmentLimit": "1000",
  "associatedAC": "yes",
  "syndicate": "yes",
  "tags": "real estate",
  "notes": "Offers",
  "approvalStatus": "pending",
  "approvalPrincipal": "Charles",
  "approvalLastReview": "12-02-2016"
  }
  ]
 }
Click on the "Test it yourself" button to see how it works
Click on the "Error Codes" button to see list of error codes

Custodial Account