List Investor Passports

Get/filter a list of Investor Passports.

Query Parameters
name string
phase string Possible values: [new, onboarding, kyc, review, rejected, failed, self-accredited]
type string Possible values: [Entity, Individual]
title string
representative string
country string
accreditation_type string

Responses

200 Schema object[] _id string The investor passport's primary key. id string A virtual of _id. phase string; Possible values: [new, onboarding, kyc, review, rejected, failed, self-accredited] The phase the investor passport is currently in. name string The name of the Entity or Individual. type string Possible values: [Entity, Individual] The type of investor passport. title string The title of the individual who represents the Entity. representative string The name of the individual who represents the Entity. country string The country of formation or residence. accreditation_type string Possible values: [NetWorthOver1m, SoloOver200k, JointOver300k, Certification, DirectorOfFund, KnowledgeableEmployee, EachOwnerAccredited, AssetsOver5m, AUM5m, InvestmentAdvisor, FinancialEntity] How the investor is accredited. See https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor metadata object Extra data to store with the investor passport.