Account

Operations related to the onboarding and management of accounts

📄️ Confirm account submission

Confirm that the account details and supporting document is ready for review and approval

📄️ Get business profile

For business accounts only - retrieves the business profile.

📄️ Update business profile

For business accounts only - updates the business profile

📄️ Create account

Creates an account to onboard an entity with Hubpay

📄️ Get all persons

Get all persons related to the business account

📄️ Add person

For business accounts - add details of Shareholders, Directors and Authorised Signatories<br/><ul><li><b>Shareholders</b>: Individuals who own more than 25% of the company's shares</li><li><b>Directors</b>: People legally responsible for managing the company's operations and decision-making</li><li><b>Authorised Signatories</b>: Individuals who have the authority to sign documents and make official commitments on behalf of the company</li></ul>

📄️ Get person

For business accounts - get details of a Shareholder, Director or Authorised Signatory

📄️ Update person

For business accounts - update details of Shareholders, Directors and Authorised Signatories<br/><ul><li><b>Shareholders</b>: Individuals who own more than 25% of the company's shares</li><li><b>Directors</b>: People legally responsible for managing the company's operations and decision-making</li><li><b>Authorised Signatories</b>: Individuals who have the authority to sign documents and make official commitments on behalf of the company</li></ul>

📄️ List account documents

Get submitted documents and their status

📄️ Add/update document

Add/update a document by type. If the document already exists, it will be updated with the new file. If the document does not exist, it will be created.

📄️ Upload document

Stores a document used for onboarding, RFIs, or other activities

📄️ Get document requirements

Lists required documents for the account and their status