Wonder Project - East West Bank Management

Master Account

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Transaction details

Sub Accounts

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Account	Status	Name	Project name	Balances	Transactions	Actions

Admin: Invite User

User Email

Role

Admin: Users & Roles

Email	Role	Updated	Actions

Create Sub Account

Editing

Sub account number

Project name

Required for create. Maps to EWB additionalCustomerInfo.storeName (max 100 characters). Shown in the Sub Accounts table as Project name.

Website URL (optional)

Optional. EWB additionalCustomerInfo.websiteURL (max 100 characters). Pairs with store name for business sub-accounts per bank schema.

Customer ID (optional)

Optional. Id associated with the customer; allows only numeric characters when provided. Maps to customerId.

Required fields

First name

Required. Account holder first name (legal / KYC). Maps to Open Sub Account firstName.

Last name

Required. Account holder last name (legal / KYC). Maps to lastName.

Customer type

Required. additionalCustomerInfo.customerType — whether the party is an individual or business.

Identity (EWB)

Fields below follow East West Bank Open Sub Account rules for the selected customer type.

Date of birth

Individual only. additionalCustomerInfo.dateOfBirth (YYYY-MM-DD). Required by EWB for individuals.

Tax ID (SSN / ITIN)

Required for EWB. additionalCustomerInfo.taxIdNumber — SSN/ITIN (individual) or EIN (business), unless you use Other ID in optional fields.

Contact & address

Phone and email are sent on the request root; address fields go in additionalCustomerInfo. City, state, and ZIP are required for Create.

Phone number

Contact. Root field phoneNumber (not inside additionalCustomerInfo).

Email

Contact. Root field emailAddress.

Address line 1

Required. additionalCustomerInfo.addressLine1 — primary street address.

City

Required. additionalCustomerInfo.city.

State / region

Required. additionalCustomerInfo.state.

ZIP / postal code

Required. additionalCustomerInfo.zip.

Country

Required. ISO 3166-1 alpha-3 (e.g. USA).

Pre-populated fields

We've started these from your master account. Sub account type and sweep indicator are required for the API.

Sub account type

Required. subAccountType — Analyzed vs NonAnalyzed. Default: Analyzed.

Sweep indicator

Required. sweepIndicator — whether sweep behavior applies. Default: false.

Optional & additional

Sweep details, IDs, and ACH—leave blank when not needed.

Sweep type

Optional when sweeps apply. Default: Excess.

Peg balance

Optional. pegBalance when sweep rules use it. Default sent: 0.

Other ID number

Optional. additionalCustomerInfo.otherIdNumber — use instead of Tax ID when applicable. Individuals still need date of birth; provide Tax ID or Other ID.

ACH transactions allowed

Optional. EWB expects values like All, Debits only, Credits only, None (see Open Sub Account spec).

Close Sub Account

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