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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.

Individual onboarding fields

Field reference for individual 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
-accountAdmin.acquisitionChannel (new)
residencyAddress.addressLine1accountAdmin.address.addressLine1
residencyAddress.addressLine2accountAdmin.address.addressLine2
residencyAddress.cityaccountAdmin.address.city
residencyAddress.countryaccountAdmin.address.country
residencyAddress.postalCodeaccountAdmin.address.postalCode
residencyAddress.stateaccountAdmin.address.state
-accountAdmin.birthInfo.birthDate (new)
-accountAdmin.birthInfo.city (new)
-accountAdmin.birthInfo.country (new)
-accountAdmin.birthInfo.postalCode (new)
emailaccountAdmin.email
employmentStatusaccountAdmin.employmentStatus
-accountAdmin.firstName (new)
-accountAdmin.lastName (new)
monthlyIncomeaccountAdmin.monthlyIncome
-accountAdmin.nationality (new)
languageaccountAdmin.preferredLanguage
-accountAdmin.signupDate (new)
-accountAdmin.sourcesOfFunds (new)
taxIdentificationNumberaccountAdmin.taxIdentificationNumber
-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)