> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.
# Creating a Holder
> Register a new Holder in the Midaz Module to represent the person or entity that owns one or more Accounts.
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.
## 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.
## Create the Holder
***
Go to the **Holders** page and click the **New Holder** button.
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.
Follow the instruction on screen to fill in all the necessary information and click **Save**.
If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Holder.
## Field guide
***
### Individual
**Basic Information**
| Field | What to enter | Example |
| ----------- | ------------------------------------------------------------------------------- | -------------- |
| External ID | Optional ID from your CRM, core banking, KYC, or customer system. | `customer_123` |
| Holder type | A read-only field that indicates the type of Holder. | `Individual` |
| Name | The full name of the Holder. | `John Doe` |
| Document | Tax ID, national ID, or company registration number expected by your operation. | `12345678900` |
**Contact Information**
| Field | What to enter | Example |
| --------------- | -------------------------------------------------------------------------- | ----------------------- |
| Primary Email | The main email used to contact the Holder. | `john.doe@example.com` |
| Secondary Email | An alternative email used to contact the Holder. | `john.doe2@example.com` |
| Mobile Phone | Contact phone number, including country or area code when required. | `+5511999999999` |
| Other Phone | An alternative phone number, including country or area code when required. | `+551188888888` |
**Addresses**
| Field | What to enter | Example |
| -------------- | -------------------------------------------------------------- | ----------------- |
| Address Line 1 | Street name and building number. | `Rua Botucatu 10` |
| Address Line 2 | Extra address details, for example, apartment or suite number. | `Casa B` |
| Zip Code | Postal or ZIP code. | `04023060` |
| City | City where the address is located. | `São Paulo` |
| State | State, province, or region. | `SP` |
| Country | Two-letter country code (ISO 3166-1 alpha-2). | `BR` |
**Personal Details**
| Field | What to enter | Example |
| ------------- | --------------------------------------------------------- | ------------- |
| Favorite Name | Nickname or preferred name. | `Johnny` |
| Social Name | Social name, if different from the legal name. | `Johnny Doe` |
| Gender | Gender identity of the person. | `Male` |
| Birth Date | Date of birth in mm/dd/yyyy format. | `12-01-1990` |
| Civil Status | Civil status — for example: Single, Married, or Divorced. | `Married` |
| Nationality | Nationality, for example, Brazilian. | `Brazilian` |
| Mother's Name | Mother's full name. | `Jane Doe` |
| Father's Name | Father's full name. | `Richard Doe` |
| Status | Current status of the individual in the system. | `Active` |
**Metadata**
| Field | What to enter | Example |
| ----- | -------------------------------------------------- | ----------- |
| Key | Optional classification or integration field name. | `kycStatus` |
| Value | Value for the metadata key. | `approved` |
### Corporate
**Basic Information**
| Field | What to enter | Example |
| ----------- | ------------------------------------------------------------------------------- | ---------------- |
| External ID | Optional ID from your CRM, core banking, KYC, or customer system. | `company_123` |
| Type | A read-only field that indicates the type of Holder. | `Legal Person` |
| Name | The name of the company in the system. | `ACME` |
| Document | Tax ID, national ID, or company registration number expected by your operation. | `59014899000183` |
**Contact Information**
| Field | What to enter | Example |
| --------------- | -------------------------------------------------------------------------- | ------------------- |
| Primary Email | The main email used to contact the company. | `acme@example.com` |
| Secondary Email | An alternative email used to contact the Holder. | `acme2@example.com` |
| Mobile Phone | Contact phone number, including country or area code when required. | `+5511999999999` |
| Other Phone | An alternative phone number, including country or area code when required. | `+551188888888` |
**Addresses**
| Field | What to enter | Example |
| -------------- | -------------------------------------------------------------- | --------------- |
| Address Line 1 | Street name and building number. | `Rua Silva 100` |
| Address Line 2 | Extra address details, for example, apartment or suite number. | `Cj 12` |
| Zip Code | Postal or ZIP code. | `04013060` |
| City | City where the address is located. | `São Paulo` |
| State | State, province, or region. | `SP` |
| Country | Two-letter country code (ISO 3166-1 alpha-2). | `BR` |
**Company Details**
| Field | What to enter | Example |
| ----------------------- | ----------------------------------------------------------- | -------------------------------- |
| Trade Name | The registered business name of the company, if applicable. | `ACME BR` |
| Activity | The type of business or activity the company engages in. | `Electronic devices development` |
| Legal Type | The legal structure of the company. | `Limited Liability` |
| Founding Date | The date when the company was established. | `01-01-2010` |
| Company Size | The size classification of the company. | `Medium` |
| Status | Current status of the individual in the system. | `Active` |
| Representative Name | The legal representative's name. | `Jane Doe` |
| Representative Document | The document number of the legal representative. | `43522116992` |
| Representative Email | The email address of the legal representative. | `janedoe@corporate.com` |
| Role | The role of the legal representative within the company. | `CFO` |
**Metadata**
| Field | What to enter | Example |
| ----- | -------------------------------------------------- | ----------- |
| Key | Optional classification or integration field name. | `kycStatus` |
| Value | Value for the metadata key. | `approved` |
## 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](/en/lerian-console/midaz-console/crm-creating-alias-account).
[Create Holder endpoint](/en/reference/midaz/crm/create-holder)