Investment Program
Independently reviewed broker/custodian agency authority for customer-owned securities, with actual tax and confirmation responsibility.
OBJECTThe Investment Program objectIndependently reviewed broker/custodian agency authority for customer-owned securities, with actual tax and confirmation responsibility.POSTCreate an investment program
/investment-programs · Fresh verified staff with payments:investments:write proposes exact actor/input contentGETRead the customer risk disclosure binding the program and required instrument_id/investment-programs/{id}/disclosure · Required instrument_id query selects the independently approved instrument in this current approved program