This list can change. The fields collected are driven dynamically by the session API and may be added to, removed, or adjusted over time as compliance requirements evolve — so this page may not always reflect the exact current set. For the authoritative, up-to-date list, refer to the Create a Session API reference.
Customer information
| Field | Required | Notes |
|---|---|---|
| First name | Yes | |
| Last name | Yes | |
| Yes | ||
| Phone number | Yes | International format (e.g. +1234567890) |
| Date of birth | No | |
| Address line 1 | No | |
| Address line 2 | No | |
| City | No | |
| State / Province | No | |
| Postal code | No | |
| Country code | No | ISO country code (e.g. US) |
| Employment status | No | One of EMPLOYEE, SELF-EMPLOYED, RETIRED, UNEMPLOYED, OTHER (SELF_EMPLOYED also accepted) |
| Employment description | No | Free-text description of employment |
| Occupation | No | |
| Primary source of funds | No | One of EMPLOYMENT, SAVINGS, WINNINGS, MARITAL, REAL_ESTATE, TRUST, INVESTMENT, COMPANY, COMPANY_CAPITAL, LOAN, PRIVATE_CAPITAL, GRANT, OTHER |
| Source description | No | Free-text description of the funding source |
| Monthly deposit volume | No | Expected monthly deposit amount |
| Deposit currency | No | ISO currency code (e.g. USD) |