> ## 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

***

<Steps>
  <Step>
    Go to the **Holders** page and click the **New Holder** button.
  </Step>

  <Step>
    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.
  </Step>

  <Step>
    Follow the instruction on screen to fill in all the necessary information and click **Save**.
  </Step>

  <Step>
    If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Holder.
  </Step>
</Steps>

## Field guide

***

| Field                   | What to enter                                                                   | Example                |
| ----------------------- | ------------------------------------------------------------------------------- | ---------------------- |
| Holder type             | Select whether the Holder is an individual person or a company.                 | `Individual`           |
| Legal name or full name | Official name used to identify the Holder.                                      | `John Doe`             |
| Document                | Tax ID, national ID, or company registration number expected by your operation. | `12345678900`          |
| Email                   | Contact email for the Holder.                                                   | `john.doe@example.com` |
| Phone                   | Contact phone number, including country or area code when required.             | `+5511999999999`       |
| Address fields          | Registration or billing address for the Holder.                                 | `Sao Paulo, BR`        |
| External ID             | Optional ID from your CRM, core banking, KYC, or customer system.               | `customer_123`         |
| Metadata Key            | Optional classification or integration field name.                              | `kycStatus`            |
| Metadata 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).

<Card title="API equivalent" type="tip" horizontal>
  [Create Holder endpoint](/en/reference/midaz/crm/create-holder)
</Card>