2. Create a Client

A client represents the legal entity that holds power of attorney over end-investor accounts. How many clients you need depends on your setup:

• Direct model — your company itself holds power of attorney. You have a single client.
• Intermediary model — other organisations hold power of attorney through your platform. You create one client per organisation.

Client permissions are configured in two layers:

1. Partner level — default settings that all your clients inherit.
2. Client level — overrides for individual clients when needed.

Customized power of attorney forms are possible on client level. This is considered an edge case and must be manually setup by Fondo.

curl -i -X POST \
  https://api.sandbox.fondo.se/v2/partner/client \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
  -H 'Content-Type: application/json' \
  -d '{
    "id": "49ad7378-121c-4a53-9894-dfd14a7b4877",
    "displayName": "Advise",
    "name": "Advise AB",
    "bankAccounts": [
      {
        "feeType": "client_fee_oneoff",
        "iban": "SE7280000810340009783242"
      }
    ],
    "serviceTypes": [
      {
        "accountServiceType": "portfolioManagement"
      }
    ],
    "crn": "5011121421",
    "country": "SE"
  }'

The response returns the persisted client including its id (used in all subsequent calls) and an activation code per service type.

Next: Onboard a customer