Correct an entity investor

curl --request PUT \
  --url https://partners-api.sandbox.securitize.io/investors/v1/onboarding-reliance/investors/entity/{investorId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "externalInvestorId": "ent-test-0001",
  "investorType": "entity",
  "entityName": "Test_Northwind Holdings Limited",
  "entityType": "llc",
  "entityIdNumber": "39-8873890",
  "email": "kyc.sandbox+ent0001@test.invalid",
  "phone": {
    "code": "1",
    "number": "5550000001"
  },
  "address": {
    "street": "Test Street West",
    "city": "Wilmington",
    "state": "DE",
    "countryCode": "US",
    "postalCode": "19801"
  }
}
'

const options = {
  method: 'PUT',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    externalInvestorId: 'ent-test-0001',
    investorType: 'entity',
    entityName: 'Test_Northwind Holdings Limited',
    entityType: 'llc',
    entityIdNumber: '39-8873890',
    email: 'kyc.sandbox+ent0001@test.invalid',
    phone: {code: '1', number: '5550000001'},
    address: {
      street: 'Test Street West',
      city: 'Wilmington',
      state: 'DE',
      countryCode: 'US',
      postalCode: '19801'
    }
  })
};

fetch('https://partners-api.sandbox.securitize.io/investors/v1/onboarding-reliance/investors/entity/{investorId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://partners-api.sandbox.securitize.io/investors/v1/onboarding-reliance/investors/entity/{investorId}"

payload = {
    "externalInvestorId": "ent-test-0001",
    "investorType": "entity",
    "entityName": "Test_Northwind Holdings Limited",
    "entityType": "llc",
    "entityIdNumber": "39-8873890",
    "email": "kyc.sandbox+ent0001@test.invalid",
    "phone": {
        "code": "1",
        "number": "5550000001"
    },
    "address": {
        "street": "Test Street West",
        "city": "Wilmington",
        "state": "DE",
        "countryCode": "US",
        "postalCode": "19801"
    }
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.put(url, json=payload, headers=headers)

print(response.text)

{
  "investorId": "6aca84e5dc49fe8369dd1da4",
  "externalInvestorId": "ent-test-0001",
  "email": "kyc.sandbox+ent0001@test.invalid",
  "status": "none",
  "riskLevel": "low",
  "createdAt": "2026-10-10T18:33:09.697Z",
  "details": {
    "entityName": "Test_Northwind Holdings Limited",
    "entityType": "llc",
    "entityIdNumber": "39-8873890",
    "phone": {
      "code": "1",
      "number": "5550000001"
    },
    "address": {
      "street": "Test Street West",
      "city": "Wilmington",
      "state": "DE",
      "countryCode": "US",
      "postalCode": "19801"
    }
  }
}

Entities

Correct an entity investor

Replaces the company’s record — a typo in the name, a moved address. Use it before you submit.

Full replacement, not a merge. Any optional field you omit is cleared (for example incorporationDate or address.houseNumber), so send the full record every time, entityIdNumber included. The response echoes what is now stored.

email and externalInvestorId must be the ones you sent at create: neither can change, and a different value answers 422, because a mismatch usually means the wrong investor is being addressed. Contact Securitize support if one must change.

Accepted until the entity is submitted. Once it is under review or decided, corrections answer 409 verification_in_review or 409 verification_already_settled; right after a submit, while its key parties are still being handed over, a correction can still be accepted.

An investorId that belongs to an individual answers 404 investor_not_found: an investor’s type is fixed at create.

PUT

investors

entity

{investorId}

Correct an entity investor

curl --request PUT \
  --url https://partners-api.sandbox.securitize.io/investors/v1/onboarding-reliance/investors/entity/{investorId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "externalInvestorId": "ent-test-0001",
  "investorType": "entity",
  "entityName": "Test_Northwind Holdings Limited",
  "entityType": "llc",
  "entityIdNumber": "39-8873890",
  "email": "kyc.sandbox+ent0001@test.invalid",
  "phone": {
    "code": "1",
    "number": "5550000001"
  },
  "address": {
    "street": "Test Street West",
    "city": "Wilmington",
    "state": "DE",
    "countryCode": "US",
    "postalCode": "19801"
  }
}
'

const options = {
  method: 'PUT',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    externalInvestorId: 'ent-test-0001',
    investorType: 'entity',
    entityName: 'Test_Northwind Holdings Limited',
    entityType: 'llc',
    entityIdNumber: '39-8873890',
    email: 'kyc.sandbox+ent0001@test.invalid',
    phone: {code: '1', number: '5550000001'},
    address: {
      street: 'Test Street West',
      city: 'Wilmington',
      state: 'DE',
      countryCode: 'US',
      postalCode: '19801'
    }
  })
};

fetch('https://partners-api.sandbox.securitize.io/investors/v1/onboarding-reliance/investors/entity/{investorId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://partners-api.sandbox.securitize.io/investors/v1/onboarding-reliance/investors/entity/{investorId}"

payload = {
    "externalInvestorId": "ent-test-0001",
    "investorType": "entity",
    "entityName": "Test_Northwind Holdings Limited",
    "entityType": "llc",
    "entityIdNumber": "39-8873890",
    "email": "kyc.sandbox+ent0001@test.invalid",
    "phone": {
        "code": "1",
        "number": "5550000001"
    },
    "address": {
        "street": "Test Street West",
        "city": "Wilmington",
        "state": "DE",
        "countryCode": "US",
        "postalCode": "19801"
    }
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.put(url, json=payload, headers=headers)

print(response.text)

{
  "investorId": "6aca84e5dc49fe8369dd1da4",
  "externalInvestorId": "ent-test-0001",
  "email": "kyc.sandbox+ent0001@test.invalid",
  "status": "none",
  "riskLevel": "low",
  "createdAt": "2026-10-10T18:33:09.697Z",
  "details": {
    "entityName": "Test_Northwind Holdings Limited",
    "entityType": "llc",
    "entityIdNumber": "39-8873890",
    "phone": {
      "code": "1",
      "number": "5550000001"
    },
    "address": {
      "street": "Test Street West",
      "city": "Wilmington",
      "state": "DE",
      "countryCode": "US",
      "postalCode": "19801"
    }
  }
}

Authorizations

Authorization

string

header

required

OAuth 2.0 client credentials. Exchange the client id and secret Securitize issued you for a bearer token at the token URL (the host root, not under the base URL), with grant_type=client_credentials; the token lasts 2 hours and goes in the Authorization: Bearer header of every request. No scope is needed. The token identifies your partner account, so you never send a partner id, and every record you create is scoped to you.

Path Parameters

investorId

string

required

The investorId Securitize returned when you created the investor. Not your externalInvestorId.

Identifier assigned by Securitize, opaque and specific to your partner account. Store it as an opaque string.

Minimum string length: 1

Example:

"6aca84e5dc49fe8369dd1da4"

Body

application/json

The company being onboarded. The same body creates it and, on PUT, replaces it in full: an optional field you omit on PUT is cleared.

externalInvestorId

string

required

Your own id for this company, unique within your partner account. Fixed at create: on PUT send the same value.

Pattern: ^[A-Za-z0-9._-]{1,128}$

Example:

"ent-test-0001"

investorType

enum<string>

required

Always entity on this route.

Available options:

entity

entityName

string

required

Registered legal name. This is what sanctions and PEP screening run against.

Required string length: 1 - 255

entityIdNumber

string

required

Registration or tax identifier of the company as a legal person. With address.countryCode it identifies the company. Stored trimmed and upper-cased. Placeholder values (000000000, 123456789, TEST, N/A, one repeated character, fewer than 4 characters) are refused with 400 validation_error, with or without separators (spaces, dots, dashes, slashes).

Required string length: 1 - 128

Example:

"39-8873890"

string<email>

required

Contact email of the company. ASCII local part only. Unique across Securitize: an address that belongs to another investor answers 409 email_conflict. Fixed at create: on PUT send the same value.

phone

object

required

Contact phone of the company.

Show child attributes

address

object

required

Registered address. countryCode together with entityIdNumber identifies the company.

Show child attributes

entityType

enum<string>

Legal form of the company.

Available options:

revocable-trust,

irrevocable-trust,

limited-partnership/general-partnership,

joint-account,

non-profit-foundation,

for-profit-foundation,

fund,

llc,

corporation,

other

incorporationDate

string<date>

Date of incorporation, YYYY-MM-DD. Returned as a timestamp.

Example:

"2015-06-30"

Response

Corrected. details is what is now stored; omitted optional fields are absent.

The entity investor as stored, returned by create (201) and correction.

investorId

string

required

Securitize's id for this investor. Every path that names an investor takes it.

Minimum string length: 1

Example:

"6aca84e5dc49fe8369dd1da4"

externalInvestorId

string

required

Your own id, as sent at create.

Pattern: ^[A-Za-z0-9._-]{1,128}$

Example:

"ent-test-0001"

string<email>

required

The email sent at create.

status

enum<string>

required

The investor's verification state.

none — created, nothing under review. An investor stays here until you submit it.
processing — under review.
verified — verified.
manual-review — a Securitize operator is reviewing it. Not a rejection.
updates-required — Securitize needs updated information; contact Securitize support.
expired — the verification lapsed; contact Securitize support.
rejected — final.

When status becomes verified — at submit, or after Securitize's screening and compliance review — depends on your agreement with Securitize. Treat any value you do not recognise as "not verified" rather than failing.

Available options:

none,

processing,

verified,

manual-review,

updates-required,

expired,

rejected

riskLevel

enum<string>

required

Risk level computed by Securitize from the investor's countries.

Available options:

none,

low,

medium,

high

createdAt

string<date-time>

required

When the investor was created.

details

object

required

The company data Securitize holds — what was stored, not what was sent, so a field a PUT cleared is absent.

Show child attributes

Get started

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Concepts

Help

API reference

Correct an entity investor

Authorizations

Path Parameters

Body

Response