- What does the 'calculateSuitability' method do?
- What does the 'riskProfile' parameter for calculateSuitability represent?
- 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 we go live (get production keys)?
- What is needed as a payload for the `userfile0` parameter?
- How do I get notifications for API upgrades / maintenance?
- In the Pre-Live Certification checklist it specifies a returns process, can we get more detail around what is expected?
- Can I add new users to the TransactAPI admin panel?
- When would you use the updateKycAml method?
- Is KYC/AML done at the party level or at the account level?
- Is there a limit to the amount of times I can run a KYC/AML check on a party?
- Are the KYC and AML statuses updated automatically?
- How do I integrate the challenge questions for the enhanced KYC/AML check?
- What does the 'maxAmount' parameter for createOffering represent?
- What does the 'minAmount' parameter for createOffering represent?
- What does the 'targetAmount' parameter for createOffering represent?
- What does the 'unitPrice' parameter for createOffering represent?
- What do the 'startDate' and 'endDate' parameters for createOffering represent?
- What is the difference between a "Returned" ACH transfer and an ACH chargeback?
- How long does it take for credit card transactions to appear in the escrow account?
- What is the best way to pass through the credit card fee to investors?
- What disclaimers are required to integrate payment processing APIs?
- Are debit cards as well as credit cards supported?
- Do you offer transfer agent services or partner with any vendors currently that offer those services?
- What do I need to do to trigger the trade to transition to the SETTLED state?
- Could you provide a curl example request for uploadTradeDocument?
- How do I set up my DocuSign template in order to have the fields automatically populate with fields from TransactAPI?
- Is it possible to provide other fields/values other than the fields as specified in the TAPI DocuSign Template Manual?
- Is there a webhook for when a user signs subscription documents?