Connect — onboard a Client and place an Investment

Connect — onboard a Client and place an Investment

Onboard an end user as a Fundrise Client and place their first investment.

1. Onboard the end user. Partner HTTP Basic auth. A 409 means this partnerReferenceId already maps to an existing Client — treat that as a successful no-op and resolve the existing Client rather than retrying with a new key.
2. Exchange the refresh token issued at Client creation for a Client-scoped access token. The refresh token does not expire and must be stored encrypted at rest — never expose it to the Client or a Client device.
3. List offerings available through Connect. Select one whose status is OPEN — CLOSED offerings cannot be invested in. Partner HTTP Basic auth.
4. Fetch the documents and disclosures for the selected offering. These must be presented to the Client. Collect every documentId — they are required as acknowledgedDocumentIds on the investment request.
5. Fetch the acknowledgments the Client must digitally accept for this offering. Client bearer auth. Fundrise requires the Partner platform to display a checkbox per acknowledgment and require the user to check it to proceed — an automated pas
6. Place the investment. Client bearer auth. acknowledgedDocumentIds must carry the documentIds the Client actually accepted in the preceding two steps. On a 500, retrying with the same partnerReferenceId is safe because it is the idempotency

What you'll need to have ready

• partnerReferenceId: Your own opaque unique id for this person. Doubles as the idempotency key for Client creation. Fundrise requires that it contain no PII — do not use an email ad
• primaryEmail
• firstName
• lastName
• taxId: The Client's tax identifier. Sensitive — never log this value.
• dateOfBirth
• address1
• address2
• city
• state
• zip
• country

For your developer

Arazzo workflow fundrise:onboard-client-and-place-investment, 6 operations: $sourceDescriptions.clientsApi.CreateClient → $sourceDescriptions.authenticationApi.GetAccessToken → $sourceDescriptions.offeringsApi.GetOfferings → $sourceDescriptions.offeringsApi.GetOfferingDocuments → $sourceDescriptions.acknowledgmentsApi.GetInvestmentAcknowledgments → $sourceDescriptions.investmentsApi.PlaceInvestment. Specs on APIs.io.