Upload onboarding document

curl --request POST \
  --url https://api.sandbox.trio.com.br/v2/onboarding/documents \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: multipart/form-data' \
  --header 'Trio-Version: <trio-version>' \
  --form document_type=financial_statement \
  --form file=@example-file \
  --form reference_id=01a0ee9f-7418-625f-e4b2-624b4ad4959f \
  --form reference_type=entity

import requests

url = "https://api.sandbox.trio.com.br/v2/onboarding/documents"

files = { "file": ("example-file", open("example-file", "rb")) }
payload = {
    "document_type": "financial_statement",
    "reference_id": "01a0ee9f-7418-625f-e4b2-624b4ad4959f",
    "reference_type": "entity"
}
headers = {
    "Trio-Version": "<trio-version>",
    "Authorization": "Basic <encoded-value>"
}

response = requests.post(url, data=payload, files=files, headers=headers)

print(response.text)

const form = new FormData();
form.append('document_type', 'financial_statement');
form.append('file', 'example-file');
form.append('reference_id', '01a0ee9f-7418-625f-e4b2-624b4ad4959f');
form.append('reference_type', 'entity');

const options = {
  method: 'POST',
  headers: {'Trio-Version': '<trio-version>', Authorization: 'Basic <encoded-value>'}
};

options.body = form;

fetch('https://api.sandbox.trio.com.br/v2/onboarding/documents', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.sandbox.trio.com.br/v2/onboarding/documents",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--",
  CURLOPT_HTTPHEADER => [
    "Authorization: Basic <encoded-value>",
    "Content-Type: multipart/form-data",
    "Trio-Version: <trio-version>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.sandbox.trio.com.br/v2/onboarding/documents"

	payload := strings.NewReader("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Trio-Version", "<trio-version>")
	req.Header.Add("Authorization", "Basic <encoded-value>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.sandbox.trio.com.br/v2/onboarding/documents")
  .header("Trio-Version", "<trio-version>")
  .header("Authorization", "Basic <encoded-value>")
  .body("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.sandbox.trio.com.br/v2/onboarding/documents")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Trio-Version"] = '<trio-version>'
request["Authorization"] = 'Basic <encoded-value>'
request.body = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--"

response = http.request(request)
puts response.read_body

{
  "data": {
    "document_type": "financial_statement",
    "id": "01a0ee9f-4ff4-e363-41fe-8ced18a18eef",
    "inserted_at": "2026-09-29T19:23:33.236814Z",
    "reference_id": "01a0ee9f-7418-625f-e4b2-624b4ad4959f",
    "reference_type": "entity",
    "updated_at": "2026-09-29T19:23:33.236814Z"
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

POST

onboarding

documents

Upload onboarding document

curl --request POST \
  --url https://api.sandbox.trio.com.br/v2/onboarding/documents \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: multipart/form-data' \
  --header 'Trio-Version: <trio-version>' \
  --form document_type=financial_statement \
  --form file=@example-file \
  --form reference_id=01a0ee9f-7418-625f-e4b2-624b4ad4959f \
  --form reference_type=entity

import requests

url = "https://api.sandbox.trio.com.br/v2/onboarding/documents"

files = { "file": ("example-file", open("example-file", "rb")) }
payload = {
    "document_type": "financial_statement",
    "reference_id": "01a0ee9f-7418-625f-e4b2-624b4ad4959f",
    "reference_type": "entity"
}
headers = {
    "Trio-Version": "<trio-version>",
    "Authorization": "Basic <encoded-value>"
}

response = requests.post(url, data=payload, files=files, headers=headers)

print(response.text)

const form = new FormData();
form.append('document_type', 'financial_statement');
form.append('file', 'example-file');
form.append('reference_id', '01a0ee9f-7418-625f-e4b2-624b4ad4959f');
form.append('reference_type', 'entity');

const options = {
  method: 'POST',
  headers: {'Trio-Version': '<trio-version>', Authorization: 'Basic <encoded-value>'}
};

options.body = form;

fetch('https://api.sandbox.trio.com.br/v2/onboarding/documents', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.sandbox.trio.com.br/v2/onboarding/documents",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--",
  CURLOPT_HTTPHEADER => [
    "Authorization: Basic <encoded-value>",
    "Content-Type: multipart/form-data",
    "Trio-Version: <trio-version>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.sandbox.trio.com.br/v2/onboarding/documents"

	payload := strings.NewReader("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Trio-Version", "<trio-version>")
	req.Header.Add("Authorization", "Basic <encoded-value>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.sandbox.trio.com.br/v2/onboarding/documents")
  .header("Trio-Version", "<trio-version>")
  .header("Authorization", "Basic <encoded-value>")
  .body("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.sandbox.trio.com.br/v2/onboarding/documents")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Trio-Version"] = '<trio-version>'
request["Authorization"] = 'Basic <encoded-value>'
request.body = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"document_type\"\r\n\r\nfinancial_statement\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"; filename=\"example-file\"\r\nContent-Type: application/octet-stream\r\n\r\n\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_id\"\r\n\r\n01a0ee9f-7418-625f-e4b2-624b4ad4959f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"reference_type\"\r\n\r\nentity\r\n-----011000010111000001101001--"

response = http.request(request)
puts response.read_body

{
  "data": {
    "document_type": "financial_statement",
    "id": "01a0ee9f-4ff4-e363-41fe-8ced18a18eef",
    "inserted_at": "2026-09-29T19:23:33.236814Z",
    "reference_id": "01a0ee9f-7418-625f-e4b2-624b4ad4959f",
    "reference_type": "entity",
    "updated_at": "2026-09-29T19:23:33.236814Z"
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

{
  "error": {
    "error_code": "INVALID_PARAMETER",
    "error_message": "Invalid parameters: /amount: Invalid integer. Got: string",
    "errors": [
      {
        "field": "/amount",
        "message": "Invalid integer. Got: string"
      }
    ]
  }
}

IMPORTANT: This feature is only available after a distribution channel has been created for your organization.To request the creation of a distribution channel, contact Trio Support or your Trio Account Manager.

Authorizations

Authorization

string

header

required

Basic authentication header of the form Basic <encoded-value>, where <encoded-value> is the base64-encoded string username:password.

Headers

Trio-Version

enum<string>

required

Version of the v2 contract the client is written against. Each breaking change publishes a new version.

Available options:

2026-10-19.v2

Trio-Target-Org-Id

string<uuid>

ID of another org to act on instead of the API key's own org. The key's org must have been granted access to it, and the request is refused with 403 FORBIDDEN otherwise. When that access or the API key is read-only, only GET and HEAD requests may carry it. When the target org requires mTLS, so does the request. Leave it out to act on the key's own org.

Body

multipart/form-data

Document parameters and binary file

Multipart form params to upload an onboarding document

document_type

enum<string>

required

Document type, among the required_documents the onboarding asked for

Available options:

power_of_attorney,

financial_statement,

identification,

company_contract

file

required

The PDF file

reference_id

string<uuid>

required

The entity_id, or the representative id, the POST /v2/onboarding response published

reference_type

enum<string>

required

Whether the document is the entity's or a representative's

Available options:

entity,

entity_representative

Response

Document uploaded successfully

The onboarding document uploaded

data

object

required

Show child attributes