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You are viewing early implementations that may change before release. Use them to prepare and provide feedback to our team. Check out Swan's public roadmap to see what else is in the works.

Company onboarding fields

Field reference for company account holder onboarding.

Work in progress

Field requirements and validations are being finalized. This section will be updated before release.

Account

API v1API v2
accountCountryaccountInfo.country
accountNameaccountInfo.name

Account administrator

API v1API v2
legalRepresentativePersonalAddress.addressLine1accountAdmin.address.addressLine1
legalRepresentativePersonalAddress.addressLine2accountAdmin.address.addressLine2
legalRepresentativePersonalAddress.cityaccountAdmin.address.city
legalRepresentativePersonalAddress.countryaccountAdmin.address.country
legalRepresentativePersonalAddress.postalCodeaccountAdmin.address.postalCode
legalRepresentativePersonalAddress.stateaccountAdmin.address.state
-accountAdmin.birthInfo.birthDate (new)
-accountAdmin.birthInfo.city (new)
-accountAdmin.birthInfo.country (new)
-accountAdmin.birthInfo.postalCode (new)
emailaccountAdmin.email
-accountAdmin.firstName
-accountAdmin.lastName (new)
-accountAdmin.nationality (new)
languageaccountAdmin.preferredLanguage
-accountAdmin.taxIdentificationNumber (new)
typeOfRepresentationaccountAdmin.typeOfRepresentation
-accountAdmin.unitedStatesTaxInfo.isUnitedStatesPerson (new)
-accountAdmin.unitedStatesTaxInfo.unitedStatesTaxIdentificationNumber (new)
-accountAdmin.userDeviceInfo.geoloc.lat (new)
-accountAdmin.userDeviceInfo.geoloc.lng (new)
-accountAdmin.userDeviceInfo.ip (new)
-accountAdmin.userDeviceInfo.userAgent (new)

Company

API v1API v2
residencyAddress.addressLine1company.address.addressLine1
residencyAddress.addressLine2company.address.addressLine2
residencyAddress.citycompany.address.city
residencyAddress.countrycompany.address.country
residencyAddress.postalCodecompany.address.postalCode
residencyAddress.statecompany.address.state
acquisitionChannelcompany.acquisitionChannel
businessActivityDescriptioncompany.businessActivityDescription
-company.businessActivityCode (new)
companyTypecompany.companyType
-company.forecastYearlyIncome (new)
-company.headcount (new)
-company.legalFormCode (new)
monthlyPaymentVolumecompany.monthlyPaymentVolume
namecompany.name
-company.registrationDate (new)
registrationNumbercompany.registrationNumber
-company.regulatoryClassification (new)
-company.signupDate (new)
taxIdentificationNumbercompany.taxIdentificationNumber
tradeNamecompany.tradeName
vatNumbercompany.vatNumber
-company.websites (new)
API v1API v2
representatives[i].residencyAddress.addressLine1company.representatives[i].address.addressLine1
representatives[i].residencyAddress.addressLine2company.representatives[i].address.addressLine2
representatives[i].residencyAddress.citycompany.representatives[i].address.city
representatives[i].residencyAddress.countrycompany.representatives[i].address.country
representatives[i].residencyAddress.postalCodecompany.representatives[i].address.postalCode
representatives[i].residencyAddress.statecompany.representatives[i].address.state
representatives[i].birthDatecompany.representatives[i].birthInfo.birthDate
representatives[i].birthCitycompany.representatives[i].birthInfo.city
representatives[i].birthCountryCodecompany.representatives[i].birthInfo.country
representatives[i].birthCityPostalCodecompany.representatives[i].birthInfo.postalCode
representatives[i].entityNamecompany.representatives[i].entityName
representatives[i].firstNamecompany.representatives[i].firstName
representatives[i].lastNamecompany.representatives[i].lastName
representatives[i].legalFormcompany.representatives[i].legalForm
representatives[i].nationalitycompany.representatives[i].nationality
representatives[i].preferredFirstNamecompany.representatives[i].preferredFirstName
representatives[i].registrationNumbercompany.representatives[i].registrationNumber
representatives[i].rolescompany.representatives[i].roles
representatives[i].gendercompany.representatives[i].sex
representatives[i].typecompany.representatives[i].type
-company.representatives[i].email (new)

Ultimate Beneficial Owners

API v1API v2
individualUltimateBeneficialOwners[i].residencyAddress.addressLine1company.ultimateBeneficialOwners[i].address.addressLine1
individualUltimateBeneficialOwners[i].residencyAddress.addressLine2company.ultimateBeneficialOwners[i].address.addressLine2
individualUltimateBeneficialOwners[i].residencyAddress.citycompany.ultimateBeneficialOwners[i].address.city
individualUltimateBeneficialOwners[i].residencyAddress.countrycompany.ultimateBeneficialOwners[i].address.country
individualUltimateBeneficialOwners[i].residencyAddress.postalCodecompany.ultimateBeneficialOwners[i].address.postalCode
individualUltimateBeneficialOwners[i].residencyAddress.statecompany.ultimateBeneficialOwners[i].address.state
individualUltimateBeneficialOwners[i].birthDatecompany.ultimateBeneficialOwners[i].birthInfo.birthDate
individualUltimateBeneficialOwners[i].birthCitycompany.ultimateBeneficialOwners[i].birthInfo.city
individualUltimateBeneficialOwners[i].birthCountryCodecompany.ultimateBeneficialOwners[i].birthInfo.country
individualUltimateBeneficialOwners[i].birthCityPostalCodecompany.ultimateBeneficialOwners[i].birthInfo.postalCode
-company.ultimateBeneficialOwners[i].controlTypes (new)
individualUltimateBeneficialOwners[i].firstNamecompany.ultimateBeneficialOwners[i].firstName
individualUltimateBeneficialOwners[i].identityDocumentDetails.expiryDatecompany.ultimateBeneficialOwners[i].identityDocumentDetails.expiryDate
individualUltimateBeneficialOwners[i].identityDocumentDetails.issueDatecompany.ultimateBeneficialOwners[i].identityDocumentDetails.issueDate
individualUltimateBeneficialOwners[i].identityDocumentDetails.issuingAuthoritycompany.ultimateBeneficialOwners[i].identityDocumentDetails.issuingAuthority
individualUltimateBeneficialOwners[i].identityDocumentDetails.numbercompany.ultimateBeneficialOwners[i].identityDocumentDetails.number
individualUltimateBeneficialOwners[i].identityDocumentDetails.typecompany.ultimateBeneficialOwners[i].identityDocumentDetails.type
individualUltimateBeneficialOwners[i].lastNamecompany.ultimateBeneficialOwners[i].lastName
individualUltimateBeneficialOwners[i].directcompany.ultimateBeneficialOwners[i].ownership.direct
individualUltimateBeneficialOwners[i].indirectcompany.ultimateBeneficialOwners[i].ownership.indirect
individualUltimateBeneficialOwners[i].totalCapitalPercentagecompany.ultimateBeneficialOwners[i].ownership.percentage
-company.ultimateBeneficialOwners[i].qualificationType (new)
individualUltimateBeneficialOwners[i].gendercompany.ultimateBeneficialOwners[i].sex
individualUltimateBeneficialOwners[i].taxIdentificationNumbercompany.ultimateBeneficialOwners[i].taxIdentificationNumber
-company.ultimateBeneficialOwners[i].unitedStatesTaxInfo.isUnitedStatesPerson (new)
-company.ultimateBeneficialOwners[i].unitedStatesTaxInfo.unitedStatesTaxIdentificationNumber (new)