Trading tokenized stocks with the Stocks API (Beta) needs no whitelisting call: the first trade in each stock whitelists the investor’s wallet.
Before you whitelist
The investor must be ready on both sides:
The wallet does not need to be registered first: whitelisting registers it with the investor and adds it to your wallet list. EVM wallets only.
Whitelist
- the token is enabled for your account — else
403 token_not_enabled; - the investor is verified — else
422 investor_not_verified; - the suitability (and the DLT test, in the EEA) is verified — else
422 suitability_not_verified; - the address is not held by another investor — else
409 wallet_conflict; - the token’s issuer accepts investors from the investor’s country — else
422 country_not_allowed.
201 with the current status and creates nothing new.
If the token’s registry already holds the wallet for this investor, the answer is whitelisted at once (see Tokens that share a registry).
Follow it until it is whitelisted
The answer is immediate; reaching the chain is not. Poll the list for the token until the status leavesprocessing. There are no notifications.
The list comes first with the whitelistings you requested, newest first, with the status read live:
whitelisted as soon as the token’s on-chain registry holds the wallet. If any status cannot be read at that moment, the whole call answers 502 whitelist_unavailable: call again.
Tokens that share a registry
Several tokens can read their holders from one on-chain registry. A wallet whitelisted on one of them is whitelisted on all of them, with no further call. After your own whitelistings, the list shows every other token enabled for your account whose registry already holds one of your wallets for the investor, aswhitelisted:
whitelistedAton such a row is the date of your whitelisting of that wallet on a token of the same registry. It is absent when you never requested one there: the wallet is listed because the registry already holds it, for example after the investor whitelisted it elsewhere.- Only the wallets you registered or whitelisted for this investor are checked. A wallet you never sent is not listed.
?tokenAddress=narrows the list to one token, including these rows.