- TransactAPI Workflows
- Can I add new users to the TransactAPI admin panel?
- How can I authenticate that a webhook is from the TransactAPI server?
- How do we go live (get production keys)?
- How do I view what an error code means?
- What are the different Trade Statuses and what do they mean?
- How do I test fund movements (payments) in the sandbox/staging environment?
- How do I use the linkExternalAccount (Plaid) Method for my web application?
- What is the best way to pass through the credit card fee to investors?
- What are the various ACH/CC error response codes?
- How do we attach escrow accounts to our offerings?
- When does the trade status update to settled?
- Can a company purchase the remaining shares left in an offering?
- Can my Offering Documents have special characters?
- Is there a way to get details on a specific offering through the API?
Accounts & Parties
- How can I test KYC/AML in the sandbox environment?
- How do I get an updated accreditation verification letter for an account that has already had an AI request performed?
- What should be uploaded for licensed individuals for the accredited investor verification?
- What is "Self Accredited" ?
- How do I test Accredited Investor Verifications in the sandbox environment?
- How do I set up my Direct Accreditation Button?
- How do I create/edit my Direct Accreditation Button?
- How do I set up my DirectInvest Button?
- How do I remove the Suitability Page from my DirectInvest Button?
- Is there a way to ensure that certain investors only see certain offerings in the MaaS Marketplace?