Generate Document

The generate-document endpoint offers a dynamic way to create documents by mapping provided data onto a template, resulting in a customized, pre-filled PDF document

POST

/account-api/v1/generate-document

Available Document Types for Generation

The below documents are available for generation through this endpoint:

Document Type	Reference	Description
New Accounts Documents	CASH	StoneX Customer Account Agreement
New Accounts Documents	ADOP-simple	IRA Simplifier - Simple
New Accounts Documents	ADOP-Traditional	IRA Simplifier - Traditional
New Accounts Documents	ADOP-Roth	IRA Simplifier - Roth
New Accounts Documents	W9	IRS Form W9
New Accounts Documents	W8BE	IRS Form W-8 BEN
New Accounts Documents	OPTS	Option Agreement form
New Accounts Documents	TOD	Transfer Of Death Agreement
New Accounts Documents	NEWA	New Account Application
New Accounts Documents	FASF	Foreign Account Section 312 form
New Accounts Documents	MRGN	Margin agreement document

Request

Schema

Attribute	Type	Required	Description
accountNumber	string	✔️	Account number to pull information from to populate the document
documentTypeName	string	✔️	Document Type Name of document to generate
Reference	string	✔️	Document Type Reference of document to generate
Profiles	string	✔️	Document Type Reference used for W8BE associated parties

Primary Owner

  {
    "accountNumber": "12345678",
    "documentTypeName": "New Accounts Documents",
    "Reference": "NEWA"
  }

Associated Party

  {
    "accountNumber": "12345678",
    "documentTypeName": "New Accounts Documents",
    "Reference": "W8BE",
     "Profiles":[
                  "associatedparty-1",
                ]
    
  }

Response

The response will be a PDF file. Depending on your implementation, you might need to:

• Directly display the PDF in a user interface.
• Prompt the user to download the file.
• Automatically save the file to a predefined location.

Response Headers

Key	Value
Content-Type	application/pdf