Subledgers

How to open a subledger

1min

Subledgers can be opened under any master account, such as a checking or savings account.
The only information required to open a sub ledger is the master account number and Title field. The Title is typically set to the name of the partner. Subledgers also support a beneficiary profile for storing additional data such as the name and address associated with the subledger. Your Integration manager will assist you with any questions related to the data used to populate these fields, as they can vary by use case and program.
Once opened, the subledger is ready within a few seconds.
Curl
POST /core/v1/dda/subaccounts
{
  "masterAccountNumber": "2001231234",
  "title": "Acme Co",
  "beneficiary": {
    "referenceId": "ABC789",
    "entityName": "Acme Co",
    "streetAddress1": "400 Business Street",
    "streetAddress2": "Suite 123",
    "city": "New York",
    "state": "NY",
    "postalCode": "10025",
    "countryCode": "US",
    "phoneNumber": "2015551234",
    "emailAddress": "[email protected]",
    "notes": "Testing 123"
  }
}
POST /core/v1/dda/subaccounts
{
  "masterAccountNumber": "2001231234",
  "title": "Acme Co",
  "beneficiary": {
    "referenceId": "ABC789",
    "entityName": "Acme Co",
    "streetAddress1": "400 Business Street",
    "streetAddress2": "Suite 123",
    "city": "New York",
    "state": "NY",
    "postalCode": "10025",
    "countryCode": "US",
    "phoneNumber": "2015551234",
    "emailAddress": "acme@test.com",
    "notes": "Testing 123"
  }
}
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Updated 15 Oct 2024

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