---
title: "How do I create an investor record?"
slug: "how-do-i-create-an-investor-record"
updated: 2025-10-02T11:19:30Z
published: 2025-10-02T11:19:30Z
canonical: "support.lusid.com/how-do-i-create-an-investor-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create an investor record?

You can create an *investor record* entity to collate all the information pertaining to a particular investor in a particular jurisdiction.

Note the investor must already be mastered in LUSID as either a [person](/v1/docs/representing-people-in-lusid-using-person-entities) or a [legal entity](/v1/docs/representing-institutions-in-lusid-using-legal-entities).

## Methods

LUSID APILuminesceLUSID web app

Call the [UpsertInvestorRecords](https://www.lusid.com/docs/api/lusid/endpoints/investor-records/UpsertInvestorRecords) API, for example:

```json
curl -X POST 'https://<your-domain>.lusid.com/api/api/investorrecords/$batchUpsert'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "upsert-request-1": {
    "scope": "my-investor-record-scope",
    "displayName": "John Doe",
    "description": "Investor record for John Doe",
    "identifiers": {
      "InvestorRecord/Identifiers/External": {
        "key": "InvestorRecord/Identifiers/External",
        "value": {
          "labelValue": "IR_12345678"
        }
      },
      "InvestorRecord/Identifiers/Internal": {
        "key": "InvestorRecord/Identifiers/Internal",
        "value": {
          "labelValue": "Internal_XHSP2038"
        }
      }
    },
    "properties": {
      "InvestorRecord/Details/Country": {
        "key": "InvestorRecord/Details/Country",
        "value": {
          "labelValue": "United States"
        }
      }
    },
    "investor": {
      "investorType": "Person",
      "identifiers": {
        "Person/Identifiers/HNWI": "XY10001111"
      }
    }
  }
}'
```

[See this article](/v1/docs/setting-up-investors-using-the-lusid-web-app).

***Coming soon***

## Data fields and properties

This section supplements the [API documentation](https://www.lusid.com/docs/api/lusid/endpoints/investor-records/UpsertInvestorRecords) and on-screen help text in the LUSID web app.

### Fields

An investor record has a `scope`. It must also have at least one [user-defined property identifier](/v1/docs/what-is-an-identifier) in the `identifiers` collection (it can have more than one). Note two investor records in the same scope using the same property identifier must have different values for that identifier.

An investor record must reference exactly one `investor` mastered separately:

- The `investor.investorType` field must be either `Person` or `LegalEntity`.
- The `investor.identifiers` field must reference one of the user-defined property identifiers for that person or legal entity.

### Properties

You can optionally extend the data model of an investor record by adding [custom properties](/v1/docs/properties) from the `InvestorRecord` domain. Soon you should be able to add or remove properties independently using dedicated APIs.

## Subsequent updates

Once created, you can call the same [UpsertInvestorRecords](https://www.lusid.com/docs/api/lusid/endpoints/investor-records/UpsertInvestorRecords) API again to change any attribute. To delete an investor record, call the [DeleteInvestorRecord](https://www.lusid.com/docs/api/lusid/endpoints/investor-records/DeleteInvestorRecord) API and specify one of its user-defined property identifiers.