This is version 1.0 Draft B (15 May 2025) of the Platform Account Opening Standard.
Version 1.0 Draft B of Platform Account Opening
Investment Instruction Resource Guide v1.0 Draft B.pdf (206.38 KB)
Data structure and resource relationships for the investment instruction resource
Investment Instruction Resource v1.0 Draft B OpenAPI.yaml (39.08 KB)
OpenAPI Definition for the investment instruction resource
Model Portfolio Resource Guide v1.0 Draft B.pdf (190.11 KB)
Data structure and resource relationships for the model portfolio resource
Model Portfolio Resource v1.0 Draft B OpenAPI.yaml (33 KB)
OpenAPI Definition for the model portfolio resource
Money In Regular Resource Guide v1.0 Draft B.pdf (201.4 KB)
Data structure and resource relationships for the money in regular resource
Money In Regular Resource v1.0 Draft B OpenAPI.yaml (35.6 KB)
OpenAPI Definition for the money in regular resource
Money In Single Resource Guide v1.0 Draft B.pdf (189.07 KB)
Data structure and resource relationships for the money in single resource
Money In Single Resource v1.0 Draft B OpenAPI.yaml (31.48 KB)
OpenAPI Definition for the money in single resource
Money In Transfer Resource Guide v1.0 Draft B.pdf (241.14 KB)
Data structure and resource relationships for the money in transfer resource
Money In Transfer Resource v1.0 Draft B OpenAPI.yaml (41.22 KB)
OpenAPI Definition for the money in transfer resource
Money Out Regular Resource Guide v1.0 Draft B.pdf (205.58 KB)
Data structure and resource relationships for the money out regular resource
Money Out Regular Resource v1.0 Draft B OpenAPI.yaml (36.92 KB)
OpenAPI Definition for the money out regular resource
Owner Resource Guide v1.0 Draft B.pdf (182.39 KB)
Data structure and resource relationships for the owner resource
Owner Resource v1.0 Draft B OpenAPI.yaml (28.79 KB)
OpenAPI Definition for the owner resource
Person Resource Guide v1.0 Draft B.pdf (252.41 KB)
Data structure and resource relationships for the person resource
Person Resource v1.0 Draft B OpenAPI.yaml (53.74 KB)
OpenAPI Definition for the person resource
Quote Resource Guide v1.0 Draft B.pdf (159.7 KB)
Data structure and resource relationships for the quote resource
Quote Resource v1.0 Draft B OpenAPI.yaml (17.35 KB)
OpenAPI Definition for the quote resource