Deprecated Endpoints¶

Requests authenticate with the Authorization: Bearer {clientID}:{apiKey} header. The examples below read the host and credentials from $TAPI_HOST, $TAPI_CLIENT_ID and $TAPI_API_KEY — see Running the Examples.

Sandbox base URL: https://api-sandboxdash.norcapsecurities.com — the examples read it from $TAPI_HOST.

`POST /v3/addCreditCard`¶

Deprecated

This endpoint is deprecated and no longer links credit cards. All requests return status code 999.

Use POST /v3/linkCreditCard instead.

Example Response¶

{
  "statusCode": "999",
  "statusDesc": "This endpoint has been deprecated. Use linkCreditCard instead."
}

`POST /v3/addCustodyAccountSupplement`¶

Deprecated

This endpoint is deprecated and may be removed in a future version.

This method is used to request a custodial account. This is the first step to opening a custodial account through North Capital Private Securities. This is specifically for IRA accounts.

Parameters¶

Parameter	Type	Required	Description
`accountId`	string	Yes	Account ID that is generated by the API once an account is created (createAccount)
`appointmentOfInvestmentManager`	string	No	1 - I/We wish to appoint an investment manager. Complete Part 1A 2 - No appointment at this time
`proxyVotingPreferences`	string	No	1 - Receive all proxy materials 2 - Send all proxy marterials to an investment manager 3 - Do not send proxy material
`otherServices`	string	No	Please provide the details of the other services required.
`methodOfContributionOrFunding`	string	No	1 - Transfer Direct movement of assets from an IRA into this IRA 2 - Regular Contribution Includes catch-up contributions. 3 - Roth Conversion A taxable movement from a Traditional or Simple IRA into this Roth IRA. By selecting this transaction, you irrevocably designate this contribution as a conversion. 4 - Rollover Distribution from an IRA or eligible employersponsored retirement plan that is being deposited into this IRA. By selecting this transaction, you irrevocably designate this contribution as a rollover. 5 - SEP Contribution Contribution made under a SEP plan. SEP contributions are reported for the year in which the contribution is made
`methodOfContributionTaxYear`	string	No	If "methodOfContributionOrFunding is option 2 - this is required to complete "Contribution for Tax Year 'YYYY'.
`internationalAccountNumber`	string	No	If the account is an international account, please include the account number here.
`bankFirmName1`	string	No	Name of the bank/firm where the assets are currently held.
`bankCountry1`	string	No	Country of the bank/firm where the assets are currently held.
`bankAccountName1`	string	No	Name on the account where the assets are currently held.
`bankAccountNumber1`	string	No	Account number of the account where the assets are currently held.
`bankFirmName2`	string	No	Name of the bank/firm where the assets are currently held.
`bankCountry2`	string	No	Country of the bank/firm where the assets are currently held.
`bankAccountName2`	string	No	Name on the account where the assets are currently held.
`bankAccountNumber2`	string	No	Account number of the account where the assets are currently held.
`maritalStatus`	string	No	1 - Not married. 2 - Married If you designate a primary beneficiary other than or in addition to your spouse, spousal consent may be required. Stored as sent and not validated.
`mailingAddressLine1`	string	No	Mailing Address Line 1
`mailingAddressLine2`	string	No	Mailing Address Line 2
`mailingCity`	string	No	Mailing Address City
`mailingState`	string	No	Mailing Address State
`mailingZipCode`	string	No	Mailing Address Zip Code
`mailingCountry`	string	No	Mailing Address Country

Example Request¶

curl -X POST "$TAPI_HOST/v3/addCustodyAccountSupplement" \
  -H "Authorization: Bearer $TAPI_CLIENT_ID:$TAPI_API_KEY" \
  -d accountId=someaccountid \
  -d proxyVotingPreferences=proxyVotingPreferences \
  -d otherServices=otherServices \
  -d methodOfContributionOrFunding=type \
  -d "methodOfContributionTaxYear=some year" \
  -d internationalAccountNumber=internationalAccountNumber \
  -d bankFirmName1=bankFirmName1 \
  -d bankCountry1=bankCountry1 \
  -d bankAccountName1=bankAccountName1 \
  -d bankAccountNumber1=bankAccountNumber1 \
  -d bankFirmName2=bankFirmName \
  -d bankCountry2=bankCountry \
  -d bankAccountName2=bankAccountName \
  -d bankAccountNumber2=bankAccountNumber \
  -d maritalStatus=1 \
  -d "mailingAddressLine1=Mailing Address Line 1" \
  -d "mailingAddressLine2=Mailing Address Line 2" \
  -d "mailingCity=Mailing Address City" \
  -d "mailingState=Mailing Address State" \
  -d "mailingZipCode=Mailing Address Zip Code" \
  -d "mailingCountry=Mailing Address Country"

Response¶

Field	Type	Description
`accountDetails`	object	The stored custodial account supplement details

Example Response¶

{
  "statusCode": "101",
  "statusDesc": "Account added successfully.",
  "accountDetails": {
    "accountId": "A3110006",
    "appointmentOfInvestmentManager": "",
    "proxyVotingPreferences": "proxyVotingPreferences",
    "otherServices": "otherServices",
    "methodOfContributionOrFunding": "type",
    "methodOfContributionTaxYear": "some year",
    "internationalAccountNumber": "internationalAccountNumber",
    "bankFirmName1": "bankFirmName1",
    "bankCountry1": "bankCountry1",
    "bankAccountName1": "bankAccountName1",
    "bankAccountNumber1": "bankAccountNumber1",
    "bankFirmName2": "bankFirmName",
    "bankCountry2": "bankCountry",
    "bankAccountName2": "bankAccountName",
    "bankAccountNumber2": "bankAccountNumber",
    "maritalStatus": "1",
    "mailingAddressLine1": "Mailing Address Line 1",
    "mailingAddressLine2": "Mailing Address Line 2",
    "mailingCity": "Mailing Address City",
    "mailingState": "Mailing Address State",
    "mailingZipCode": "Mailing Address Zip Code",
    "mailingCountry": "Mailing Address Country"
  }
}

`POST /v3/addCustodyPartySupplement`¶

Deprecated

This endpoint is deprecated and may be removed in a future version. Use POST /v3/createCustodyPartySupplement instead. Both names run the same handler and behave identically.

This method is used to add additional fields that may be required in order to open a custodial account through North Capital Private Securities.

Parameters¶

Parameter	Type	Required	Description
`partyId`	string	Yes	Party ID that is generated by the API once a party is created (createParty)
`relationship`	string	No	The party's relationship to the account owner. Put "owner" if this is the account owner.
`salutation`	string	No	The party's title. Enum: `Mr.`, `Mrs.`, `Ms.`, `Dr.` Deprecated aliases: `1` (`Mr.`), `2` (`Mrs.`), `3` (`Ms.`), `4` (`Dr.`). The field is not validated, so any other value is stored as sent.
`countryOfCitizenship`	string	No	Party's country of citizenship.
`authorizedSigner`	string	No	Is this party the authorized signer for the account? Enum (case-insensitive): `Yes`, `No`. Deprecated aliases: `1` (`Yes`), `2` (`No`). Any other value stores an empty string.
`controlPerson`	string	No	Is this party a control person for the account? Enum (case-insensitive): `Yes`, `No`. Deprecated aliases: `1` (`Yes`), `2` (`No`). Any other value stores an empty string.
`politicallyExposedPerson`	string	No	Is this person considered a politically exposed person? Enum (case-insensitive): `Yes`, `No`. Deprecated aliases: `1` (`Yes`), `2` (`No`). Any other value stores an empty string.
`politicallyExposedPersonDetails`	string	No	If the person selects "Yes" that they are a politically exposed person, then this field is required. Please provide the details of the politically exposed person.
`beneficiaryType`	string	No	The beneficiary type, if this party is a beneficiary for the account. Enum: `Spouse`, `Non-Spouse`, `Trust/Entity`. Deprecated aliases: `1` (`Spouse`), `2` (`Non-Spouse`), `3` (`Trust/Entity`). The field is not validated, so any other value is stored as sent.
`beneficiaryPercentage`	string	No	If this party is a beneficiary for the account, please provide the percentage. Stored as sent and not validated.
`mailingAddressLine1`	string	No	Mailing Address Line 1
`mailingAddressLine2`	string	No	Mailing Address Line 2
`mailingCity`	string	No	Mailing Address City
`mailingState`	string	No	Mailing Address State
`mailingZipCode`	string	No	Mailing Address Zip Code
`mailingCountry`	string	No	Mailing Address Country
`publicCompany`	string	No	Is this party associated with a public company? Enum (case-insensitive, stored lowercase): `Yes`, `No`. Deprecated aliases: `1` (`Yes`), `2` (`No`). Any other value stores an empty string.
`companyTicker`	string	No	Company Ticker if the party is associated with a public company
`associatedFirm`	string	No	If the party is associated with a broker dealer, please indicate the name of the Associated Firm
`createdIpAddress`	string	No	IP address recorded against the record

Example Request¶

curl -X POST "$TAPI_HOST/v3/addCustodyPartySupplement" \
  -H "Authorization: Bearer $TAPI_CLIENT_ID:$TAPI_API_KEY" \
  -d partyId=somepartyid \
  -d relationship=owner \
  -d salutation=Mr \
  -d countryOfCitizenship=citizenship \
  -d authorizedSigner=yes \
  -d controlPerson=yes \
  -d politicallyExposedPerson=yes \
  -d "politicallyExposedPersonDetails=some details" \
  -d beneficiaryType=Spouse \
  -d beneficiaryPercentage=100 \
  -d mailingAddressLine1=address1 \
  -d mailingAddressLine2=address2 \
  -d mailingCity=city \
  -d mailingState=state \
  -d mailingZipCode=54321 \
  -d mailingCountry=US \
  -d publicCompany=yes \
  -d companyTicker=test \
  -d associatedFirm=test

Response¶

Field	Type	Description
`party details`	object	The stored party details

The response is identical to POST /v3/createCustodyPartySupplement.

Example Response¶

{
  "statusCode": "101",
  "statusDesc": "Party added successfully.",
  "party details": {
    "partyId": "P2726935",
    "relationship": "owner",
    "salutation": "Mr",
    "countryOfCitizenship": "citizenship",
    "authorizedSigner": "Yes",
    "controlPerson": "Yes",
    "politicallyExposedPerson": "Yes",
    "politicallyExposedPersonDetails": "some details",
    "beneficiaryType": "Spouse",
    "beneficiaryPercentage": "100",
    "mailingAddressLine1": "address1",
    "mailingAddressLine2": "address2",
    "mailingCity": "city",
    "mailingState": "state",
    "mailingZipCode": "54321",
    "mailingCountry": "US"
  }
}

`POST /v3/getCreditCard`¶

Deprecated

This endpoint is deprecated and no longer returns credit card information. All requests return status code 999.

Use POST /v3/getLinkedCreditCard instead.

Example Response¶

{
  "statusCode": "999",
  "statusDesc": "This endpoint has been deprecated. Use getLinkedCreditCard instead."
}

`POST /v3/getTradeStatusesForOffering`¶

Deprecated

This endpoint is deprecated and may be removed in a future version.

Use GET /v3/trades with an offeringId filter instead.

Returns every trade on one of your offerings, including canceled trades, oldest first. Every outcome, including the errors below, returns HTTP status 200; check statusCode. The equivalent list request is GET /v3/trades?deleted=true&filter={"offeringId": "8139", "tradeStatus": {"like": "CREATED"}}, where deleted=true includes canceled trades and the tradeStatus filter is optional.

Parameters¶

Parameter	Type	Required	Description
`offeringId`	string	Yes	Offering ID that is generated by the API when an offering is created (createOffering). The offering must belong to the calling client and be `Pending` or `Approved`.
`tradeStatus`	string	No	Trade Status filter. Case-insensitive substring match: `funded` returns FUNDED trades, while `SETTLED` returns both SETTLED and UNWIND SETTLED trades.

Example Request¶

curl -X POST "$TAPI_HOST/v3/getTradeStatusesForOffering" \
  -H "Authorization: Bearer $TAPI_CLIENT_ID:$TAPI_API_KEY" \
  -d offeringId=8139 \
  -d tradeStatus=CREATED

Response¶

Field	Type	Description
`Offering purchased details`	array	Trades on the offering: `tradeId`, `accountId`, `transactionType`, `totalShares`, `unitPrice` (the offering's unit price), `totalAmount`, `tradeStatus`, `RRApprovalStatus`, `PrincipalApprovalStatus`, `field1`, `field2`, `field3`, and `esignStatus` (latest subscription document status, or an empty string when none has been sent)

HTTP status	`statusCode`	`statusDesc`	When
`200`	`101`	`Ok`	At least one trade matched
`200`	`404`	`No purchase made for this offer`	The offering has no trades, or none match `tradeStatus`
`200`	`106`	`Data/parameter missing`	`offeringId` is missing or not numeric; `Error(s)` is `offeringId :  Numeric values only`
`200`	`138`	`Offering ID does not exist.`	The offering does not exist, belongs to another client, or is not `Pending` or `Approved`
`200`	`111`	`You are not authorized to use invoke/use this method`	The API key has no permission for this method; `Method name` is `getTradeStatusesForOffering`
`200`	`110`	`Permission denied`	The API key lacks a field permission the method requires; `Permission(s) required for mandatory field(s)` lists them

Example Response¶

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "Offering purchased details": [
    {
      "tradeId": "114431043",
      "accountId": "A49501",
      "transactionType": "WIRE",
      "totalShares": "800.000000",
      "unitPrice": "2.449500",
      "totalAmount": "1959.600000",
      "tradeStatus": "CREATED",
      "RRApprovalStatus": "Pending",
      "PrincipalApprovalStatus": "Pending",
      "field1": "",
      "field2": "",
      "field3": "",
      "esignStatus": ""
    }
  ]
}

`POST /v3/recordAttestation`¶

Deprecated

This endpoint is deprecated and may be removed in a future version.

This method records an attestation for an account. It is still callable, but new integrations should use POST /v3/createCustodyAgreementAttestation to record custody agreement attestations.

Parameters¶

Parameter	Type	Required	Description
`accountId`	string	Yes	Account ID that is generated by the API once an account is created (createAccount). The account must belong to your client. Accounts removed with `deleteAccount` are still accepted, because deletion archives the account rather than deactivating it.
`attest`	integer	Yes	Attestation value, stored as an integer (`1` to attest). A JSON number `0` is treated as missing and returns `106`; the string `"0"` is accepted and stored as `0`. Non-numeric strings are stored as `0`.
`attestName`	string	Yes	Name of the person making the attestation.

Example Request¶

curl -X POST "$TAPI_HOST/v3/recordAttestation" \
  -H "Authorization: Bearer $TAPI_CLIENT_ID:$TAPI_API_KEY" \
  -d accountId=A3110006 \
  -d attest=1 \
  -d "attestName=Jane Doe"

Response¶

Field	Type	Description
`ORDER_DETAILS`	object	The recorded attestation: `Attest`, `Created date` (UTC), `Attest Name`, and `Account ID`

Every outcome returns HTTP 200, so check statusCode. A successful call returns statusCode 101. A missing accountId, attest, or attestName returns statusCode 106 with statusDesc Data/parameter missing and an Error(s) field listing each missing parameter in order, for example <br />accountId : : Missing<br />attestName : : Missing. An account that does not exist or belongs to another client returns statusCode 148 with statusDesc Account is not exist/active.. Invalid credentials return statusCode 103 with statusDesc Invalid Developer Key/Client ID OR Developer Key not Active.

Example Response¶

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "ORDER_DETAILS": {
    "Attest": "1",
    "Created date": "2026-10-08 19:49:50",
    "Attest Name": "Jane Doe",
    "Account ID": "A3110006"
  }
}

`POST /v3/requestCustodialAccount`¶

Deprecated

This endpoint is deprecated and may be removed in a future version.

This is a deprecated function. Please use createCustodyAccountRequest instead.

`POST /v3/updateCustodialAccountRequest`¶

Deprecated

This endpoint is deprecated and may be removed in a future version.

This method has been deprecated. Please use updateCustodyAccountRequest (see Custodial Accounts) instead.

Deprecated Endpoints¶

POST /v3/addCreditCard¶

Example Response¶

POST /v3/addCustodyAccountSupplement¶

Parameters¶

Example Request¶

Response¶

Example Response¶

POST /v3/addCustodyPartySupplement¶

Parameters¶

Example Request¶

Response¶

Example Response¶

POST /v3/getCreditCard¶

Example Response¶

POST /v3/getTradeStatusesForOffering¶

Parameters¶

Example Request¶

Response¶

Example Response¶

POST /v3/recordAttestation¶

Parameters¶

Example Request¶

Response¶

Example Response¶

POST /v3/requestCustodialAccount¶

POST /v3/updateCustodialAccountRequest¶

`POST /v3/addCreditCard`¶

`POST /v3/addCustodyAccountSupplement`¶

`POST /v3/addCustodyPartySupplement`¶

`POST /v3/getCreditCard`¶

`POST /v3/getTradeStatusesForOffering`¶

`POST /v3/recordAttestation`¶

`POST /v3/requestCustodialAccount`¶

`POST /v3/updateCustodialAccountRequest`¶