How do I create an investor record?

  • Updated on Jun 23, 2025
  • Published on Jun 20, 2025
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You can create an investor record to link a person or legal entity to their investment account.

Call the UpsertInvestorRecords API, for example:

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": {
    "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",
      "investorIdentifiers": {
        "Person/Identifiers/HNWI": {
          "key": "Person/Identifiers/HNWI",
          "value": {
            "labelValue": "XY10001111"
          }
        }
      }
    }
  }
}'
JSON

Coming soon

Coming soon

This section supplements the API documentation and on-screen help text in the LUSID web app.

An investor record must have at least one user specified property identifier in the identifiers collection. It can have more than one.

An investor record must reference exactly one investor mastered separately as either a person entity or a legal entity in LUSID:

  • The investor.investorType field must be either Person or LegalEntity.

  • The investor.investorIdentifiers field must reference one of the user specified property identifiers for that person or legal entity.

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

Once created, you can call the same UpsertInvestorRecords API again to change any attribute. To delete an investor record, call the DeleteInvestorRecord API and specify one of its user specified property identifiers.