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General Questions
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North Capital Private Securities
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API Error Messages
Webhooks
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Wire Transfers
Payment Processing
Offerings
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createOffering
Escrow Accounts
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Post-Offering
Accounts & Parties
General
Accreditation Verification
Compliance
KYC & AML
Technology Solutions
DirectAccreditation Button
DirectInvest Button
Marketplace-as-a-Service
North Capital Escrow Services
Connecting to TransactAPI
Accessing Escrow Accounts
Escrow Raises
Escrow Closings (Disbursing Funds)
Payments
Custody
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Help Center
General Questions
General Questions
Going Live (Production)
Uploading Documents
System Notifications
User Access
North Capital Private Securities
Developer Keys
Workflows
API Error Messages
Webhooks
Trades
General
Documents
DocuSign
Statuses
Trade Types
Wire Transfers
Payment Processing
Offerings
General
createOffering
Escrow Accounts
Documents
Post-Offering
Accounts & Parties
General
Accreditation Verification
Compliance
KYC & AML
Technology Solutions
DirectAccreditation Button
DirectInvest Button
Marketplace-as-a-Service
North Capital Escrow Services
Connecting to TransactAPI
Accessing Escrow Accounts
Escrow Raises
Escrow Closings (Disbursing Funds)
Payments
Custody
General Questions
How do I assign API permissions to a user in TransactAPI?
Going Live (Production)
In the Pre-Live Certification checklist it specifies a returns process, can we get more detail around what is expected?
How do we go live (get production keys)?
Uploading Documents
What is needed as a payload for the `userfile0` parameter?
System Notifications
Is there some place where I can monitor the current status of TransactAPI?
How do I get notifications for API upgrades / maintenance?
How do I view what an error code means?
User Access
Can I add new users to the TransactAPI admin panel?
How do I set up Google Authenticator for my 2 Factor Authentication (2FA)?
Can I reset 2 Factor Authentication (2FA) in TransactAPI?
How Do I Unlock a User in TransactAPI
North Capital Private Securities
WHY USE ESCROW FOR REGULATION D?
What are some things I should consider when doing real estate due diligence?
Why would I need an API for alternative investments?
Information on Crowdfunding Technology & Compliance
Which offering exemption should you choose?
Where can I submit my OBA (Outside Business Activity)?
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Developer Keys
How can we rotate out our API keys?
Workflows
TransactAPI Workflows
API Error Messages
What are all possible API error codes?
Webhooks
How do I set up webhooks and/or email notifications for certain events?
How can I authenticate that a webhook is from the TransactAPI server?
How can I encrypt webhook events?