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A Holder represents the person or company behind one or more Accounts. Create the Holder before creating Alias Accounts that connect customer-facing account information to ledger Accounts.

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Before you start

Decide whether the Holder is an Individual or Corporate record. The selected type controls which identity and registration fields appear in the form.

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Create the Holder

1
Go to the Holders page and click the New Holder button.
2
A window will open where you can choose the type of holder that you want to create.
  • If you select Individual (Natural Person), you will be redirected to the New Holder page, where you can specify the information of the individual.
  • If you select Corporate (Legal Person), you will be redirected to the New Holder page, where you can specify the information of the company.
3
Follow the instruction on screen to fill in all the necessary information and click Save.
4
If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Holder.

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Field guide

FieldWhat to enterExample
Holder typeSelect whether the Holder is an individual person or a company.Individual
Legal name or full nameOfficial name used to identify the Holder.John Doe
DocumentTax ID, national ID, or company registration number expected by your operation.12345678900
EmailContact email for the Holder.john.doe@example.com
PhoneContact phone number, including country or area code when required.+5511999999999
Address fieldsRegistration or billing address for the Holder.Sao Paulo, BR
External IDOptional ID from your CRM, core banking, KYC, or customer system.customer_123
Metadata KeyOptional classification or integration field name.kycStatus
Metadata ValueValue for the metadata key.approved

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What to do next

After creating the Holder, create an Alias Account to connect the Holder to a Midaz ledger Account in Creating an Alias Account.

API equivalent

Create Holder endpoint