Customers
Customers represent individuals or businesses that you may create financial products for.
You cannot create customer resources directly — they are automatically created once an application is approved.
A customer can be an IndividualCustomer, BusinessCustomer, BusinessWalletCustomer, or TrustCustomer.
Suggestion
We recommend listening to webhooks to be notified when a customer is created. Once you get notified, you may interact immediately with the customer resource to create financial products for them (e.g. deposit accounts).
Getting Started
Once a customer is created, you can:
- Update customer information - Modify contact details, addresses, and authorized users
- Create financial products - Open deposit accounts, issue cards, and set up payments
- Archive customers - When a customer relationship ends
Related Resources
| Resource | Description |
|---|---|
| Applications | Applications that create customers when approved |
| Accounts | Financial accounts associated with customers |
| Cards | Cards issued to customers |