Client Management Systems API

Request to create an account under a specified counterpart.


The following parameters are available in the request.

Parameter

Mandatory

Description

SessionID

Y

SessionID returned by the Login Request


Account

Y

The Account object.
See Section 4.4.2.1 for details.

TemplateId

Y

Id of the account template.
Saxo Bank will create the account template. This template sets all default values of the account that are not included as in parameters.

Account Object

Parameter

Mandatory

Description

CounterPartID

Create: Y
Update: N

Id of the counterpart where the account will be created.

AccountNumber

Create: NUpdate: Y

Also known as the AttainKey. Must not be blank. Must start with <OmnibusAccountNumber>/ and contain max 16 characters. Only alpha numeric characters, '/' and '-' are allowed. The prefix (<OmnibusAccountNumber>/) is 6 characters. It means that the WLC can specify another 10 characters. All characters should be uppercase and will be converted to upper case characters on the server if not. This key must be unique in the system.

Description

N

Description.

Currency

N

Currency of the account.

InternalAccountNumber

N

Also known as the wlpInternalAccountNumber. It's the WLC's internal account id.

CommissiopGroupId

N

Commission Id to apply to the account. Possible values, for this fields, can be retrieved from the GetDataItemTypes request.

Iban

N

Iban number of account.

AccountRiskProfileId

N

The Account Risk Profile Ids. Possible values can be retrieved through the GetDataItemTypes request.

Active

N

By default active. Important to have the right checks before account is inactivated.

InterestProfileId

N

The interest profile ids. Possible values can be retrieved through the GetDataItemTypes request.
Taken from Template.
Do not use. Will be discontinued from Live. Has been removed from Test environment.

CfdInterestProfileId

N

The CFD interest profile ids. Possible values can be retrieved through the GetDataItemTypes request.
Taken from Template.
Do not use. Will be discontinued from Live. Has been removed from Test environment.

TradableInstrumentIds

N

The tradable instruments. Possible values can be retrieved through the GetDataItemTypes request.
Taken from Template.

VPAccount

N

The VP Account Object. To be used only by Nordic countries.
See Section 4.4.2.2 for details

MaxCreditLine

N

The max credit line of the account.

WealthManagementEnabled

N

If wealth management is enabled for the account.

MoneyManagerFeeProfileId

N

Money Manager Fee Profile. Allowed values can be retieved from GetDataItemsTypes request.

CfdFinanceProfileId

N

CFD Finance Profile. Allowed values can be retieved from GetDataItemsTypes request.

AccountGroupIds

N

Client Groups on an account level, these override the Counterpart client groups.

VP Account Object

Parameter

Mandatory

Description

AccountNumber

Y

Specify if the account has a VP depot.

CdIdentNumber

N

The CD Ident Number for the account.
Taken from Template

RegisterToName

N

Specify if account has a VP depot.

DividendTaxStatusId

N

The Dividend Tax Status Id of the account. Possible values can be retrieved through the GetDataItemTypes request.

SOAP 1.2 Definition

Request

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns="http://www.saxobank.com/service/cms/2013/08" xmlns:arr="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
   <soapenv:Header>
     <ns:SessionId>string</ns:SessionId>
   </soapenv:Header>
   <soapenv:Body>
     <ns:CreateAccountRequest>
       <!-Optional:->
       <ns:Account>
         <!-Optional:->
         <ns:CounterpartId>int</ns:CounterpartId>
         <ns:AccountNumber>string</ns:AccountNumber>
         <!-Optional:->
         <ns:Description>string</ns:Description>
         <!-Optional:->
         <ns:Currency>string</ns:Currency>
         <!-Optional:->
         <ns:InternalAccountNumber>string</ns:InternalAccountNumber>
         <!-Optional:->
         <ns:CommissionGroupId>int</ns:CommissionGroupId>
         <!-Optional:->
         <ns:Iban>string</ns:Iban>
         <!-Optional:->
         <ns:AccountRiskProfileId>int</ns:AccountRiskProfileId>
         <!-Optional:->
         <ns:Active>bool</ns:Active>
         <!-Optional:->
         <ns:InterestProfileId>int</ns:InterestProfileId>
         <!-Optional:->
         <ns:CfdInterestProfileId>int</ns:CfdInterestProfileId>
         <!-Optional:->
         <ns:TradableInstrumentIds>
           <!-Zero or more repetitions:->
           <arr:int>int</arr:int>
         </ns:TradableInstrumentIds>
         <!-Optional:->
         <ns:VPAccount>
           <ns:AccountNumber>string</ns:AccountNumber>
           <!-Optional:->
           <ns:CdIdentNumber>string</ns:CdIdentNumber>
           <!-Optional:->
           <ns:RegisterToName>bool</ns:RegisterToName>
           <!-Optional:->
           <ns:DividendTaxStatusId>int</ns:DividendTaxStatusId>
         </ns:VPAccount>
         <!-Optional:->
         <ns:MaxCreditLine>decimal</ns:MaxCreditLine>
         <!-Optional:->
         <ns:WealthManagementEnabled>bool</ns:WealthManagementEnabled>
 	 <ns:MoneyManagerFeeProfileId>int</ns:MoneyManagerFeeProfileId>
	 <ns:CfdFinanceProfileId>int</ns:CfdFinanceProfileId>
 	 <ns:AccountGroupIds>
 	 	<arr:int>int</arr:int>
 	 </ns:AccountGroupIds>
       </ns:Account>
       <!-Optional:->
       <ns:TemplateId>int</ns:TemplateId>
     </ns:CreateAccountRequest>
   </soapenv:Body>
 </soapenv:Envelope>


RESPONSE

<soapenv:Envelope xmlns:i="http://www.w3.org/2001/XMLSchema-instance"  xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns="http://www.saxobank.com/service/cms/2013/08" xmlns:arr="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
   <soapenv:Header>
     <ns:SessionId>string</ns:SessionId>
   </soapenv:Header>
   <soapenv:Body>
     <req:CreateAccountRequest xmlns:req="http://www.saxobank.com/service/cms/2013/08">
       <Account xmlns="http://www.saxobank.com/service/cms/2013/08">
         <CounterpartId>int</CounterpartId>
         <AccountNumber>string</AccountNumber>
       </Account>
       <TemplateId xmlns="http://www.saxobank.com/service/cms/2013/08">int</TemplateId>
     </req:CreateAccountRequest>
   </soapenv:Body>
 </soapenv:Envelope>

Code Examples

Code example 10: CreateAccount request

<soapenv:Envelope xmlns:i="http://www.w3.org/2001/XMLSchema-instance"  xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns="http://www.saxobank.com/service/cms/2013/08" xmlns:arr="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
   <soapenv:Header>
     <ns:SessionId>J8XLVeW4DLT3TLowpYFGTh81V81/3Ufgs8clS4i/eIo=</ns:SessionId>
   </soapenv:Header>
   <soapenv:Body>
     <req:CreateAccountRequest xmlns:req="http://www.saxobank.com/service/cms/2013/08">
       <Account xmlns="http://www.saxobank.com/service/cms/2013/08">
         <CounterpartId>3006888</CounterpartId>
         <AccountNumber>33930/7891123457</AccountNumber>
       </Account>
       <TemplateId xmlns="http://www.saxobank.com/service/cms/2013/08">41080</TemplateId>
     </req:CreateAccountRequest>
   </soapenv:Body>
 </soapenv:Envelope>


Code example 11: CreateAccount Response

<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
   <s:Header>
     <ActivityId CorrelationId="219f61b7-3077-4921-8d5f-696ebd66dbdf" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">e394fd2c-96ae-46ca-9f37-7c1b38d8bdd3</ActivityId>
   </s:Header>
   <s:Body>
     <CreateAccountResponse xmlns="http://www.saxobank.com/service/cms/2013/08">
       <AccountNumber>33930/7891123457</AccountNumber>
     </CreateAccountResponse>
   </s:Body>
 </s:Envelope>