Update a representative
If a representative’s information has changed you can patch the information associated with a specific representative ID. Read our business representatives guide to learn more.
To use this endpoint from the browser, you’ll need to specify the /accounts/{accountID}/representatives.write
scope when generating a token, and provide the changed information.
When can profile data be updated:
- For unverified representatives, all profile data can be edited.
- During the verification process, missing or incomplete profile data can be edited.
- Verified representatives can only add missing profile data.
When can’t profile data be updated:
- Verified representatives cannot change any existing profile data.
If you need to update information in a locked state, please contact Moov support.
PATCH
/accounts/{accountID}/representatives/{representativeID}
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representative patched
Describes a business representative.
{
"address": {
"addressLine1": "123 Main Street",
"addressLine2": "Apt 302",
"city": "Boulder",
"country": "US",
"postalCode": "80301",
"stateOrProvince": "CO"
},
"birthDateProvided": false,
"createdOn": "2019-08-24T14:15:22Z",
"disabledOn": "2019-08-24T14:15:22Z",
"email": "amanda@classbooker.dev",
"governmentIDProvided": false,
"name": {
"firstName": "Amanda",
"lastName": "Yang",
"middleName": "Amanda",
"suffix": "Jr"
},
"phone": {
"countryCode": "1",
"number": "8185551212"
},
"representativeID": "ec7e1848-dc80-4ab0-8827-dd7fc0737b43",
"responsibilities": {
"isController": false,
"isOwner": true,
"jobTitle": "CEO",
"ownershipPercentage": 38
},
"updatedOn": "2019-08-24T14:15:22Z"
}
The specified account or representative was not found.
Representative fields locked due to verification status.
The request body could not be processed.
Request was refused due to rate limiting.
Response headers
Retry-After
number
Path parameters
accountID
string
<uuid>
required
ID of the account.
representativeID
string
<uuid>
required
ID of the representative.
Body
application/json
address
object
An individual’s residential address. Business addresses not accepted.
Show child attributes
addressLine1
string
<=32 characters
addressLine2
string
<=32 characters
city
string
<=24 characters
country
string
<=2 characters
postalCode
string
<=5 characters
stateOrProvince
string
<=2 characters
birthDate
object
An individual’s birthdate.
Show child attributes
day
integer
required
month
integer
required
year
integer
required
string
Email address.
governmentID
object
Show child attributes
itin
object
Show child attributes
full
string
<=64 characters
lastFour
string
<=4 characters
ssn
object
Show child attributes
full
string
<=64 characters
lastFour
string
<=4 characters
name
object
An individual’s name.
Show child attributes
firstName
string
Name this person was given. This is usually the same as first name.
lastName
string
Family name of this person. This is usually the same as last name.
middleName
string
Name this person was given. This is usually the same as first name.
suffix
string
Suffix of a given name.
phone
object
Show child attributes
countryCode
string
<=1 characters
number
string<phone>
<=10 characters
responsibilities
object
Describes the job responsibilities of an individual.
Show child attributes
isController
boolean
Indicates whether this individual has significant management responsibilities within the business.
isOwner
boolean
If
true
, this field indicates the individual has a business ownership stake of at least 25% in the business. If the representative does not own at least 25% of the business, this field should be false
.
jobTitle
string
<=64 characters
ownershipPercentage
integer
The percentage of ownership this individual has in the business (required if
isOwner
is true
).
Response
application/json
address
object
Show child attributes
addressLine1
string
<=60 characters
required
addressLine2
string
<=32 characters
city
string
<=24 characters
required
country
string
<=2 characters
required
postalCode
string
<=5 characters
required
stateOrProvince
string
<=2 characters
required
birthDateProvided
boolean
Indicates whether this representative’s birth date has been provided.
createdOn
string<date-time>
<=24 characters
disabledOn
string
string<email>
<=255 characters
Pattern
Email address.
governmentIDProvided
boolean
Indicates whether a government ID (SSN, ITIN, etc.) has been provided for this representative.
name
object
An individual’s name.
Show child attributes
firstName
string
<=64 characters
required
Pattern
Name this person was given. This is usually the same as first name.
lastName
string
<=64 characters
required
Pattern
Family name of this person. This is usually the same as last name.
middleName
string
<=64 characters
Pattern
Name this person was given. This is usually the same as first name.
suffix
string
<=20 characters
Pattern
Suffix of a given name.
phone
object
Show child attributes
countryCode
string
<=1 characters
number
string<phone>
<=10 characters
representativeID
string<uuid>
<=36 characters
UUID v4
responsibilities
object
Describes the job responsibilities of an individual.
Show child attributes
isController
boolean
required
Indicates whether this individual has significant management responsibilities within the business.
isOwner
boolean
required
If
true
, this field indicates that the individual has a business ownership stake of at least 25% in the business. If the representative does not own at least 25% of the business, this field should be false
.
jobTitle
string
<=64 characters
required
ownershipPercentage
integer
required
The percentage of ownership this individual has in the business (required if
isOwner
is true
).
updatedOn
string<date-time>
<=24 characters