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Create your first business customer account to start managing corporate portfolios and trading shares.

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Getting Started

This guide walks you through creating a business customer account using the Rime API. You’ll make your first successful API call and understand the business account creation process.
Business accounts may require corporate information depending on compliance settings.

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Prerequisites

Before creating a business account, ensure you have:
  1. API access credentials - client_id and client_secret from your onboarding
  2. Authentication token - Follow our authentication guide to get your access token

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Business Account Requirements

Business accounts have specific field requirements: Required for all business accounts:
  • Account type (type) - must be business
  • Business name (business_name)
  • Your customer identifier (your internal reference for the client as external_id)
Required if tax reporting is enabled:
  • Legal Entity Identifier (lei)
  • Tax ID (tax_id)
Field requirements depend on your compliance settings. Check your distributor dashboard for tax reporting requirements.

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Step-by-Step Implementation

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Step 1: Prepare business account data

Structure your business account data with the required corporate information: 
{
  "type": "business",
  "external_id": "business-customer-123",
  "business_name": "Tech Solutions GmbH"
}

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Step 2: Create the business account

Make the API call to create your business account: 
curl -X POST https://sandbox.api.rime.finance/v1/accounts \
  -H "Authorization: Bearer ${ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "business",
    "external_id": "business-customer-123",
    "business_name": "Tech Solutions GmbH"
  }'

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Step 3: Handle the response

A successful business account creation returns a 201 Created status with the account details: 
{
  "id": "456e7890-e89b-12d3-a456-426614174001",
  "external_id": "business-customer-123",
  "type": "business",
  "country": null,
  "city": null,
  "line1": null,
  "line2": null,
  "postal_code": null,
  "state": null,
  "first_name": null,
  "last_name": null,
  "dob_day": null,
  "dob_month": null,
  "dob_year": null,
  "place_of_birth": null,
  "business_name": "Tech Solutions GmbH",
  "lei": null,
  "tax_id": null,
  "tin": null,
  "tax_residencies": null,
  "created": "2024-01-15T10:30:00Z"
}

Account Management

Use the account ID for all future operations like updating company details, viewing the portfolio, or placing orders.

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Troubleshooting

Cause: Duplicate external_id for the same distributorSolution: Ensure each business account has a unique external_id
{
  "error": "Constraint violation",
  "details": "Account with external_id 'business-corp-001' already exists"
}
Cause: Missing required business fields or invalid data formatSolution: Check business account requirements based on your tax reporting settings
{
  "error": "Validation error",
  "details": {
    "business_name": ["This field is required for business accounts"],
    "lei": [
      "This field is required when tax reporting is enabled for your distributor"
    ],
    "tax_id": [
      "This field is required when tax reporting is enabled for your distributor"
    ]
  }
}

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Next Steps

After creating a business account, you can:
  1. Retrieve fund information - Explore available investment options
  2. Get portfolio information - View the business account’s holdings
  3. Buy shares - Start trading on behalf of the business account
Looking to create individual accounts instead? Check out our individual account creation guide.
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