Create an RMD profile
POST/v1/households/:householdId/rmd/profiles
Creates an RMD profile for the household with the given ID, and returns it with annuals set to null. Send accountId to track one of your firm's accounts: contactId then becomes a primary owner of that account. Leave accountId out for an account entered by hand, which has no owner, so its required minimum distributions cannot be calculated. For an inherited IRA, send originalOwnerBirthYear and originalOwnerDeathYear. If accountId is not an account of your firm, or contactId is not a contact of the household, the response is 403. If your firm has no household with that ID, the response is 404.
Request
Responses
- 201
- 400
- 401
- 403
- 404
- 409
- 429
The RMD profile you created.
householdId is not an integer, or the request body is invalid, for example contactId, accountLabel or isInherited is missing, a rate is not from 0 to 100, or beneficiaryType or spouseElection is not one of the values listed.
The access token is missing, invalid, or expired.
The access token does not have the write:household scope or the write:crm scope.
Your firm has no household with that ID.
Another RMD profile of your firm tracks the account accountId.
Too many requests. Wait the number of seconds in the Retry-After-per-person header (script-audience tokens) or the Retry-After header (other requests) before you retry. See Rate limit.