Wonder Project - East West Bank Management

Master

Master account number

Sub Accounts

Account	Status	Name	Balances	Actions

Admin: Invite User

User Email

Role

Create Sub Account

Complete the form to create a new sub account. Use the help button next to a field if you'd like more detail.

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.

Address line 1

Required. additionalCustomerInfo.addressLine1 — primary street address.

Country

Required. Choose the country; the value sent is the ISO 3166-1 alpha-3 code shown in parentheses (e.g. USA).

Phone number

Required. additionalCustomerInfo.phoneNumber — contact phone for KYC.

Email

Required. additionalCustomerInfo.emailAddress — contact email on file.

Pre-populated fields

We've started these for you from your master account. Review and change anything before you submit.

Master account number

Required. masterAccountNumber — parent master account. Always matches the read-only Master tab value for this deployment.

Sub account type

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

Sweep indicator

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

Sweep type

Optional when sweeps apply. sweepType: Excess, Deficit, or TwoWay. Default: Excess.

Peg balance

Optional. pegBalance — peg amount when sweep rules use it. Default: 0.

Optional

Only fill these in if you need them—defaults are fine for most requests.

Customer ID

Optional. customerId — bank-assigned customer identifier when already known.

ACH transactions allowed

Optional. achTransactionsAllowed — restricts ACH direction. Default: All.

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