Request to create an account under a specified counterpart.
SuBject | URL |
WSDL | |
End Point URL | |
Operation |
The following parameters are available in the request.
Parameter | Mandatory | Description |
SessionID | Y | SessionID returned by the Login Request |
| Y | The Account object. |
TemplateId | Y | Id of the account template. |
Account Object
Parameter | Mandatory | Description |
CounterPartID | Create: Y | 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. |
CfdInterestProfileId | N | The CFD interest profile ids. Possible values can be retrieved through the GetDataItemTypes request. |
TradableInstrumentIds | N | The tradable instruments. Possible values can be retrieved through the GetDataItemTypes request. |
VPAccount | N | The VP Account Object. To be used only by Nordic countries. |
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. |
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>