\n
\n );\n};\n","import React, { useMemo, useCallback } from 'react';\nimport { RouteComponentProps, withRouter } from 'react-router';\nimport { Link } from 'react-router-dom';\nimport _ from 'lodash';\nimport {\n Text,\n ContactPhone,\n BootstrapDropdown as Dropdown,\n Header,\n SubHeader,\n SiteLogo,\n ContactEmail,\n} from '@tradingblock/components';\nimport { ApplicationStep, AllApplicationSteps } from '../types';\nimport { getApplicationStepUrl, isApplicationStepInvalid } from '../services';\nimport { useApplication } from '../context';\nimport { useData } from '../state/selectors';\nimport { ApplicationType } from '@tradingblock/types';\n\nconst PageHeaderComponent: React.FC\n \n
\n \n
\n\n {!authToken && (\n \n \n
\n
\n \n
\n \n
\n \n
\n {/* \n
\n \n \n \n
\n
\n \n
\n \n
\n {!isSaving && saveType === 'unload' && (\n\n Application has been reset!\n
\n )}\n \n )}\n {authToken && (\n\n \n
\n
\n
\n ))}\n \n
\n {getText(`accountHolderDisclosures.${type}`)}\n
\n{getText('accountHolderDisclosures', 'description')}
\n\n {_.map(AllAccountHolderDisclosureKeys, (d: AccountHolderDisclosureKey, i) => (\n\n \n \n setValues(updateFieldsDependentOnAccountHolderDisclosure(values, fieldPrefix, d, value))\n }\n />\n \n {accountHolder &&\n accountHolder.disclosures &&\n accountHolder.disclosures[d] === BooleanToggleType.Yes &&\n getDisclosureContingentFields(d)}\n
\n ))}\n {getText(`accountHolderDisclosures.${d}`)}
\n\n
\n \n {!_.isEmpty(error) && !!submitCount && (\n \n \n
\n \n
\n \n
\n - \n
\n
\n {onRemove && (\n \n
\n \n
\n \n \n
\n )}\n \n {!_.isEmpty(error) && !!submitCount && (\n \n \n 1 ? () => arrHelpers.remove(i) : undefined}\n />\n
\n ))}\n {_.size(value) < MaxNumberOfPhones && (\n \n
\n \n
- \n {/** TODO: This should be in a checklist/radio list component, however, current one is too tied to formik\n * We will refactor when components are in audit phase.\n */}\n {requestedInvestigationDocument.requestedDocuments.map(requestedDocumentOption => (\n
- \n \n \n ))}\n
\n \n \n
\n )}\n\n {isIdCard && (\n <>\n {/* Only display if there is no frontImage state currently set*/}\n {frontImage === null && (\n \n \n \n
\n )}\n {/* Only display if there is no backImage state currently set*/}\n {backImage === null && (\n \n \n \n
\n )}\n \n )}\n \n \n
\n
\n )}\n \n );\n}\n","import React from 'react';\nimport { Field, FieldArray } from 'formik';\nimport _ from 'lodash';\nimport { BaseFieldProps, Text, AddIcon, LocalizeButton as Button } from '@tradingblock/components';\nimport { PublicOfficialModel } from '../../types';\nimport { PublicOfficialField } from './';\n\ninterface PublicOfficialsArrayFieldProps extends BaseFieldProps {\n value?: PublicOfficialModel[];\n}\n\nexport const PublicOfficialsArrayField: React.FC- \n {errors.map((error, errorIndex) => (\n // if the error code is INVALID_DOCUMENT, apply some CSS to make the error more visible\n
\n \n
\n {_.size(value) > 1 && (\n
\n ))}\n \n
\n {_.size(value) > 1 && (\n \n \n
\n )}\n \n
\n
\n
\n ))}\n \n
{getText('accountDisclosures')}
\n\n {getText('accountDisclosures', 'description')}\n
\n\n {_.map(AllAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n\n \n \n setValues(updateFieldsDependentOnAccountDisclosure(values, d, value))\n }\n />\n \n {getDisclosureContingentFields(d)}\n
\n ))}\n\n {values.type === ApplicationType.Entity && (\n <>\n {getText(`accountDisclosures.${d}`)}
\n\n
\n {getText('accountDisclosures.entityDisclosures')}\n
\n {_.map(AllEntityAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n\n \n \n setValues(updateFieldsDependentOnAccountDisclosure(values, d, value))\n }\n />\n \n {getDisclosureContingentFields(d)}\n
\n ))}\n\n {values.entityAccountType !== EntityAccountType.PersonalTrust && (\n <>\n {getText(`accountDisclosures.${d}`)}
\n\n
\n {getText('accountDisclosures.entityNonTrustDisclosures')}\n
\n {_.map(AllEntityNonTrustAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n\n \n \n setValues(updateFieldsDependentOnAccountDisclosure(values, d, value))\n }\n />\n \n {getDisclosureContingentFields(d)}\n
\n ))}\n \n )}\n \n )}\n\n {getText(`accountDisclosures.${d}`)}
\n{getText('serviceProfile')}
\n {_.map(AllServiceProfileKeys, (d: ServiceProfileKey, i) => (\n\n \n \n
\n ))}\n\n {getText(`serviceProfile.${d}`)}
\n{getText('marketData')}
\n\n \n \n
\n {values.marketData.personalUse === BooleanToggleType.Yes && (\n <>\n {_.map(AllMarketDataRegulatoryKeys, (d: MarketDataQuestionnaireKey, i) => (\n {getText('marketData.personalUse')}
\n\n \n \n
\n ))}\n \n )}\n {(values.marketData.secCftcRegistration === 'yes' ||\n values.marketData.associationRegistration === 'yes' ||\n values.marketData.jobFunctions === 'yes') && (\n <>\n {_.map(AllMarketDataInvestmentProKeys, (d: MarketDataQuestionnaireKey, i) => (\n {getText(`marketData.${d}`)}
\n\n \n \n
\n ))}\n \n )}\n {values.marketData.investmentProfessional === 'yes' && (\n <>\n {_.map(AllMarketDataCapitalTradingKeys, (d: MarketDataQuestionnaireKey, i) => (\n {getText(`marketData.${d}`)}
\n\n \n \n
\n ))}\n \n )}\n {values.marketData.capitalTrading === 'yes' && (\n <>\n {_.map(AllMarketDataBenefitsKeys, (d: MarketDataQuestionnaireKey, i) => (\n {getText(`marketData.${d}`)}
\n\n \n \n
\n ))}\n \n )}\n {isPro(values) && (\n <>\n {getText(`marketData.${d}`)}
\n{getText('proSubscriber.header')}
\n\n \n \n
\n \n )}\n {getText('proSubscriber')}
\n{getText('proSubscriber.next')}
\n- \n
- {getText('proSubscriber.NYSE')} \n
- {getText('proSubscriber.AMEX')} \n
- {getText('proSubscriber.NASDAQ')} \n
- {getText('proSubscriber.OPRA')} \n
{getText('proSubscriber.final')}
\n{getText('proSubscriber.label')}
\n{getText('agreements')}
\n\n\n
{getText('agreements.agreeToAll')}
\n {_.map(\n getAllAgreementKeysForApplication(values, apiAgreementRequired),\n (agreementKey: AgreementKey, i: number) => (\n\n \n
\n
\n )\n )}\n \n onClickedAgreementLink(agreementKey)}\n >\n {getText(`agreements.${agreementKey}`)}\n {' '}\n
\n \n\n
\n \n {getText('agreements.declined', undefined, {\n data: {\n contactUsLink: (\n
\n \n \n \n \n setValues({\n ...values,\n beneficiaries: _.map(values.beneficiaries, (b, j) => {\n if (i === j) {\n const isIndividual = beneficiaryType === BeneficiaryType.Individual;\n return {\n ...b,\n beneficiaryType,\n relationship: isIndividual ? b.relationship : undefined,\n firstName: isIndividual ? b.firstName : '',\n lastName: isIndividual ? b.lastName : '',\n middleName: isIndividual ? b.middleName : '',\n suffix: isIndividual ? b.suffix : '',\n dateOfBirth: isIndividual ? b.dateOfBirth : {},\n ssn: isIndividual ? b.ssn : '',\n trustName: isIndividual ? undefined : b.trustName,\n ein: isIndividual ? undefined : b.ein,\n };\n }\n return b;\n }),\n })\n }\n />\n \n {b.beneficiaryType === BeneficiaryType.Individual && (\n <>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n )}\n {b.beneficiaryType === BeneficiaryType.Trust && (\n <>\n \n \n \n \n \n )}\n \n \n {totalPercentageError && (\n
\n ))}\n {total < max && (\n {getText('beneficiaries.name', undefined, { data: { number: i + 1 } })}
\n\n\n \n
\n \n {totalPercentageError}{' '}\n {getText('beneficiaries.percent', undefined, { type: 'error' })}\n
\n )}\n\n
\n \n \n \n \n \n \n \n \n \n \n \n \n
\n ))}\n {total < max && (\n {getText('ownersOfficers.name', undefined, { data: { number: i + 1 } })}
\n\n\n \n
\n \n
\n \n \n
\n \n ))}\n \n )}\n />\n );\n};\n","import React, { useCallback } from 'react';\nimport { Field } from 'formik';\nimport { Section, HelpText, CheckboxField, AddressField } from '@tradingblock/components';\nimport { AcceptedCountries, AllStates, getGroupedCountryOptions } from '@tradingblock/types';\nimport {\n ApplicationFormSection,\n AccountHolderType,\n DefaultAccountHolder,\n PersonType,\n ApplicationStep,\n AccountHolderField,\n} from '../../../../types';\nimport { PhonesArrayField, PersonField } from '../../../fields';\nimport {\n updateFieldsDependentOnDifferentMailingAddress,\n copyAccountHolderPrimaryAddresses,\n getNumberOfApplicationInformationEntitySections,\n} from '../../../../services';\n\ninterface AccountHolderContactSectionProps extends ApplicationFormSection {\n type: AccountHolderType;\n}\n\nconst AccountHolderContactSection: React.FC\n {h ? h.firstName : null} {h ? h.lastName : null}\n
\n\n {isUgma ? getText('ugmaAccountHolder') : getText(fieldPrefix)}\n
\n\n {type !== 'primary' &&{getText('defaults.phones')}
\n{getText('defaults.phones', 'description')}
\n\n{getText('accountHolders.address')}
\n\n \n
\n )}\n\n\n
{getText('accountHolders.mailingAddress')}
\n{getText('accountHolders.mailingAddress', 'description')}
\n\n {isUgma ? getText('ugmaAccountHolder') : getText(fieldPrefix)}\n
\n{getText('accountHolders.personal-info')}
\n{getText('foreignDueDiligence')}
\n{getText('accountHolders.employment')}
\n\n\n
\n );\n };\n\n return (\n \n
\n \n {/* Image of the driver's license from the public folder */}\n
\n \n {/* Image of the passport from the public folder */}\n ![\"Passport\"](\"/images/passport.png\")
\n
\n \n {getText('registration.helpText')}
\n \n {getText(!authToken ? `registration${config.isVirtual ? '-virtual' : ''}` : 'authenticated')}\n
\n\n {!authToken && <>{getText('registration', 'description')} }\n {getText('registration.help', undefined, {\n data: {\n helpLink: (\n
\n \n
\n
\n\n {showLanguageSelection && (\n \n
\n \n
{getText('userName', undefined, { data: { siteGroup } })}
\n\n {getText('authenticated', 'description', { data: { username } })}{' '}\n {getText('authenticated.signout', 'description', {\n data: {\n signoutLink: {getText('authenticated.signout')},\n },\n })}\n
\n{getText('userName', undefined, { data: { siteGroup } })}
\n{getText(config.isVirtual ? 'userName-virtual' : 'userName', 'description', { data: { siteGroup } })}
\n\n{getText('password')}
\n{getText('securityQuestions')}
\n{getText('securityQuestions', 'description')}
\n\n {_.map(_.range(0, TotalSecurityChallenges), idx => (\n\n \n \n \n \n
\n \n {address.address2}\n \n )}\n {address.city && address.state && (\n <>\n
\n {address.city},
\n
\n\n {personType === PersonType.AccountHolder &&
\n {children}\n
}\n
\n {phones.map((p, i) => (\n
\n Original Document Name: {originalFileName}\n
\n \n Status:{' '}\n \n
\n Taken On: {dayjs(takenOn).format('MM/DD/YYYY')}\n \n )}\n
\n {getText(`entity.${entityTypeTextPrefix}`)}\n
\n\n\n
\n
\n {application.entityAccountType === EntityAccountType.PersonalTrust && (\n <>\n
\n {application.ownerCountry === Country.UnitedStatesOfAmerica && (\n <>\n
\n \n )}\n
\n {getText('entity', `${entityTypeTextPrefix}.address.text`)}\n
\n
\n {getText('entity.businessPhone')}\n
\n
\n {isUgma ? getText('ugmaAccountHolder') : getText(fieldPrefix)}\n
\n\n {type !== 'primary' && (\n\n
{getText('defaults.phones')}
\n{getText('accountHolders.addresses')}
\n\n {getText('accountHolders.address.label')}\n
\n
\n {getText('accountHolders.mailingAddress.label')}\n
\n {accountHolder.differentMailingAddress &&
{getText('accountHolders.personal-info')}
\n\n {getText('accountHolders.personal-info.dateOfBirth')}:{' '}\n
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n {getText('accountHolders.personal-info.maritalStatus')}:{' '}\n
\n {getText('accountHolders.personal-info.dependents')}:
{getText('accountHolders.citizen')}
\n\n
\n {getText('accountHolders.citizen.citizenshipCountry')}:{' '}\n
\n {getText('accountHolders.citizen.birthCountry')}:{' '}\n
\n {getText('taxIdentificationNumber')}:{' '}\n {foreignTaxWithholding.taxIdentificationNumber ? (\n
\n {getText('treatyCountry')}:{' '}\n {foreignTaxWithholding.treatyCountry ?
\n {foreignTaxWithholding.letterOfExplanation && (\n <>\n {getText('letterOfExplanation')}:\n
\n
\n \n )}\n {foreignTaxWithholding.jurisdictionDoesNotIssueTIN && (\n <>\n {getText('jurisdictionDoesNotIssueTIN')}:{' '}\n
\n {getText('notIssuedForeignTIN')}:{' '}\n
\n
\n {getText('accountHolders.citizen.visaType')}:{' '}\n
\n {getText('accountHolders.citizen.visaExpirationDate')}:{' '}\n
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n {getText('foreignDueDiligence')}\n
\n {getText('foreignDueDiligence.initialDepositAmount')}:{' '}\n
\n {getText('foreignDueDiligence.initialDepositType')}:{' '}\n
\n {getText('foreignDueDiligence.expectedWithdrawalFrequency')}:{' '}\n
\n {getText('foreignDueDiligence.primaryBanking')}:{' '}\n
\n {getText('foreignDueDiligence.referredToBroker')}:{' '}\n
\n {getText('foreignDueDiligence.referredName')}:{' '}\n
\n {getText('foreignDueDiligence.referredRelationship')}:{' '}\n
\n {getText('foreignDueDiligence.initialContact')}:{' '}\n
{getText('accountHolders.employment')}
\n\n {getText('accountHolders.employment.employmentType')}:{' '}\n
\n {getText('accountHolders.employment.employer')}:
\n {getText('accountHolders.employment.jobPosition')}:
\n {getText('accountHolders.employment.yearsEmployed')}:{' '}\n
\n {getText('accountHolders.employerAddress')}\n
\n
{getText('entity.financialActivity')}
\n\n
\n
\n
\n
\n
\n
\n
\n {getText('entity.tradingBlockAccounts')}:\n
\n {_.map(entity.tradingBlockAccounts, (account, i) => (\n \n
}\n \n ))}\n
\n
\n
\n ))}\n \n );\n};\n","import React from 'react';\nimport _ from 'lodash';\nimport { Text } from '@tradingblock/components';\nimport { SummaryStepProps } from '../../../../types';\nimport { FieldValue, DateValue, MaskedValue, AddressValue } from '../../../values';\n\ninterface OwnersOfficersListProps extends Pick\n {getText('beneficiaries.name', undefined, { data: { number: i + 1 } })}\n
\n\n \n
\n
\n
\n {getText('dateOfBirth', undefined, { defaultPage: true })}:{' '}\n
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n {getText('beneficiaries.trustName')}:
\n {getText('beneficiaries.ein')}:
\n {getText('beneficiaries.address')}\n
\n
\n
\n
\n
\n ))}\n \n );\n};\n","import React from 'react';\nimport _ from 'lodash';\nimport { Text } from '@tradingblock/components';\nimport {\n AllAccountHolderDisclosureKeys,\n AccountHolderDisclosureKey,\n AccountHolderDisclosureContingentFields,\n BooleanToggleType,\n SummaryStepProps,\n AccountHolderType,\n AccountHolderField,\n DefaultAccountHolder,\n} from '../../../../types';\nimport { FieldValue } from '../../../values';\n\ninterface AccountHolderDisclosuresSummaryProps extends SummaryStepProps {\n type: AccountHolderType;\n}\n\nconst AccountHolderDisclosuresSummary: React.FC\n {getText('ownersOfficers.name', undefined, { data: { number: i + 1 } })}\n
\n\n \n
\n {getText('dateOfBirth', undefined, { defaultPage: true })}:
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n
\n -
\n -
\n {getText(`accountHolderDisclosures.${type}`)}\n
\n {_.map(AllAccountHolderDisclosureKeys, (d: AccountHolderDisclosureKey, i) => {\n return (\n\n
\n );\n })}\n \n );\n};\n\nexport const PrimaryAccountHolderDisclosuresSummary: React.FC{getText(`accountHolderDisclosures.${d}`)}
\n\n \n
\n
\n
\n
\n
\n
\n \n
\n
\n {_.map(AccountDisclosureContingentFields[key], id => (\n \n
\n \n ))}\n
{getText('accountDisclosures')}
\n {_.map(AllAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n\n
\n ))}\n\n {application.type === ApplicationType.Entity && (\n <>\n {getText(`accountDisclosures.${d}`)}
\n\n \n
\n
\n {getText('accountDisclosures.entityDisclosures')}\n
\n {_.map(AllEntityAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n\n
\n ))}\n\n {application.entityAccountType !== EntityAccountType.PersonalTrust && (\n <>\n {getText(`accountDisclosures.${d}`)}
\n\n \n
\n
\n {getText('accountDisclosures.entityNonTrustDisclosures')}\n
\n {_.map(AllEntityNonTrustAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n\n
\n ))}\n \n )}\n \n )}\n \n );\n};\n","import React from 'react';\nimport _ from 'lodash';\nimport { AgreementKey, SummaryStepProps } from '../../../../types';\nimport { FieldValue } from '../../../values';\nimport { getAllAgreementKeysForApplication } from '../../../../services';\n\nexport const AccountAgreementsSummary: React.FC{getText(`accountDisclosures.${d}`)}
\n\n \n
{getText('agreements')}
\n {_.map(getAllAgreementKeysForApplication(application), (a: AgreementKey, i) => {\n return (\n\n
\n );\n })}\n \n );\n};\n","import { Section } from '@tradingblock/components';\nimport React, { useMemo } from 'react';\nimport { useApplication, useStore } from '../../../../context';\nimport { getForcedOffRampUrl, isApplicationStepInvalid, updateApplication } from '../../../../services';\nimport { ApplicationActions } from '../../../../state/actions';\nimport { useData } from '../../../../state/selectors';\nimport {\n ApplicationFormSection,\n ClearerType,\n ApplicationStep,\n ApplicationModel,\n AllApplicationSteps,\n BooleanToggleType,\n} from '../../../../types';\nimport _ from 'lodash';\nimport { Country } from '@tradingblock/types';\nimport { useDispatch } from 'react-redux';\n\nexport const ClearerTypeSection: React.FC{getText(`agreements.${a}`)}
\n\n \n
\n
\n \n
\n \n {getText('defaults.clearerType.title')}\n
\n \n \n
\n \n {getText('defaults.clearerType.rqd')}\n
\n \n {getText('defaults.clearerType.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.best.title')}\n
\n \n {getText('defaults.clearerType.best.rqd')}\n
\n \n {getText('defaults.clearerType.best.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.assetTypes.title')}\n
\n \n {getText('defaults.clearerType.assetTypes.rqd')}\n
\n \n {getText('defaults.clearerType.assetTypes.apex')}\n
\n ({getText('defaults.clearerType.assetTypes.apexSubText')})\n
\n \n ({getText('defaults.clearerType.assetTypes.apexSubText')})\n
\n
\n \n {getText('defaults.clearerType.stockETFCommission.title')}\n
\n \n {getText('defaults.clearerType.stockETFCommission.rqd')}\n
\n \n {getText('defaults.clearerType.stockETFCommission.apex.1')}\n
\n {getText('defaults.clearerType.stockETFCommission.apex.2')}\n
\n \n {getText('defaults.clearerType.stockETFCommission.apex.2')}\n
\n
\n {/* \n {getText('defaults.clearerType.optionCommission.title')}\n
\n \n {getText('defaults.clearerType.optionCommission.rqd')}\n
\n \n {getText('defaults.clearerType.optionCommission.apex.1')}\n
\n {getText('defaults.clearerType.optionCommission.apex.2')}\n
\n \n {getText('defaults.clearerType.optionCommission.apex.2')}\n
\n
\n \n {getText('defaults.clearerType.fractionalShares.title')}\n
\n \n {getText('defaults.clearerType.fractionalShares.rqd')}\n
\n \n {getText('defaults.clearerType.fractionalShares.apex')}\n
\n \n
*/}\n \n {getText('defaults.clearerType.fractionalOptions.title')}\n
\n \n {getText('defaults.clearerType.fractionalOptions.rqd')}\n
\n \n {getText('defaults.clearerType.fractionalOptions.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.brokerAssisted.title')}\n
\n \n {getText('defaults.clearerType.brokerAssisted.rqd')}\n
\n \n {getText('defaults.clearerType.brokerAssisted.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.cashieringMethods.title')}\n
\n \n {getText('defaults.clearerType.cashieringMethods.rqd')}\n
\n \n {getText('defaults.clearerType.cashieringMethods.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.accountTypes.title')}\n
\n \n {getText('defaults.clearerType.accountTypes.rqd')}\n
\n \n {getText('defaults.clearerType.accountTypes.apex')}\n
\n \n \n
\n \n {getText('defaults.clearerType.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.best.title')}\n
\n \n {getText('defaults.clearerType.best.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.assetTypes.title')}\n
\n \n {getText('defaults.clearerType.assetTypes.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.stockETFCommission.title')}\n
\n \n {getText('defaults.clearerType.stockETFCommission.apex.1')}\n
\n {getText('defaults.clearerType.stockETFCommission.apex.2')}\n
\n \n {getText('defaults.clearerType.stockETFCommission.apex.2')}\n
\n
\n {/* \n {getText('defaults.clearerType.optionCommission.title')}\n
\n \n {getText('defaults.clearerType.optionCommission.apex.1')}\n
\n {getText('defaults.clearerType.optionCommission.apex.2')}\n
\n \n {getText('defaults.clearerType.optionCommission.apex.2')}\n
\n
\n \n {getText('defaults.clearerType.fractionalShares.title')}\n
\n \n {getText('defaults.clearerType.fractionalShares.apex')}\n
\n \n
*/}\n \n {getText('defaults.clearerType.fractionalOptions.title')}\n
\n \n {getText('defaults.clearerType.fractionalOptions.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.brokerAssisted.title')}\n
\n \n {getText('defaults.clearerType.brokerAssisted.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.cashieringMethods.title')}\n
\n \n {getText('defaults.clearerType.cashieringMethods.apex')}\n
\n \n
\n \n {getText('defaults.clearerType.accountTypes.title')}\n
\n \n {getText('defaults.clearerType.accountTypes.apex')}\n
\n \n \n
\n \n {getText('defaults.clearerType.disclaimer')}\n \n \n \n
\n \n \n
\n {getText('signin')}
\n\n {getText('signin', 'description', {\n data: { signinLink: {getText('signin.signinLink')} },\n })}\n
\n\n
\n
\n
- \n {_.map(getTradeGoalsWithDataVerification(application), ({ tradeGoalType, verified }, i) => (\n
- \n {' '}\n
\n \n ))}\n
- \n {_.map(getTradeGoalsWithDataVerificationRetirementAccount(application), ({ tradeGoalType, verified }, i) => (\n
- \n {' '}\n
\n \n ))}\n
{getText('signin')}
\n\n {getText('signin', 'description', {\n data: { signinLink: {getText('signin.signinLink')} },\n })}\n
\n\n {getText('crs', 'description', {\n data: {\n crsLink: (\n
- \n {_.map(createErrorMessages, (err, i) => (\n
- {err} \n ))}\n
\n
\n )}\n {values.jointAccountType === 'Community' && values.ownerCountry !== Country.UnitedStatesOfAmerica && (\n \n
\n )}\n \n )}\n\n {values.type === ApplicationType.Entity && (\n <>\n {getText('entityDescription')}\n {getText('entityList.header')}
\n- \n {(values.entityAccountType === EntityAccountType.LlcCCorporation ||\n values.entityAccountType === EntityAccountType.LlcSCorporation) &&\n values.clearer !== ClearerType.RQD && (\n
- \n
- \n
- \n
- \n
- \n
- \n
- \n
- \n
\n Important: Please make sure to click the link provided above to complete your\n registration process. Your account setup is not finished until you've followed the link and submitted\n the PDF. If you have any questions or need further assistance, don't hesitate to reach out to us.\n
\n \n )}\n\n {/* TODO: Once entity applications can be handled through web app, uncomment code for additional documents required for opening entity accounts\n{getText('review-documents', 'description')}
\n {getText('review-documents.files')}\n\n {(values.entityAccountType === EntityAccountType.LlcCCorporation ||\n values.entityAccountType === EntityAccountType.LlcSCorporation) && (\n <>\n- \n
- {getText('review-documents.llc.articles-of-incorp')} \n
- {getText('review-documents.llc.operating-agreement')} \n
- {getText('review-documents.llc.photo-id')} \n
- {getText('review-documents.llc.3210')} \n
- \n
- {getText('review-documents.corporate.articles-of-incorp')} \n
- {getText('review-documents.corporate.photo-id')} \n
- {getText('review-documents.corporate.3210')} \n
- \n
- {getText('review-documents.partnerships.cert-limited-partnership')} \n
- {getText('review-documents.partnerships.photo-id')} \n
- {getText('review-documents.partnerships.ppm-blank-sub')} \n
- {getText('review-documents.partnerships.3210')} \n
- \n
- {getText('review-documents.trusts.trust-agreement')} \n
- {getText('review-documents.trusts.photo-id')} \n
- {getText('review-documents.trusts.w9')} \n
- {getText('review-documents.trusts.3210')} \n
{getText('review-documents.foreign')}
\n- \n
- {getText('review-documents.foreign.drivers-license')} \n
- {getText('review-documents.foreign.passport')} \n
- {getText('review-documents.foreign.signature-image')} \n
{getText('review-documents', 'description')}
\n {getText('review-documents.files')}\n {values.type === ApplicationType.Individual &&\n (values.retirementAccount === BooleanToggleType.No || !values.retirementAccount) && (\n <>\n- \n
- {getText('review-documents.individual.photo-id')} \n
- {getText('review-documents.individual.ss-card')} \n
- {getText('review-documents.individual.3210')} \n
- \n
- {getText('review-documents.iras.photo-id')} \n
- {getText('review-documents.iras.ss-card')} \n
- {getText('review-documents.iras.3210')} \n
- \n
- {getText('review-documents.coverdell.photo-id')} \n
- {getText('review-documents.coverdell.ss-card')} \n
- {getText('review-documents.coverdell.3210')} \n
- \n {getText('review-documents.joint')}\n
- {getText('review-documents.joint.photo-id')} \n
- {getText('review-documents.joint.ss-card')} \n
- {getText('review-documents.joint.3210')} \n
- \n
- {getText('review-documents.ugma.photo-id')} \n
- {getText('review-documents.ugma.ss-card')} \n
- {getText('review-documents.ugma.3210')} \n
{getText('review-documents.foreign')}
\n- \n
- {getText('review-documents.foreign.drivers-license')} \n
- {getText('review-documents.foreign.passport')} \n
- {getText('review-documents.foreign.signature-image')} \n
{getText('investmentObjectiveType', 'description')}
\n{getText('experience')}
\n{getText('experience', 'description')}
\n\n {_.map(getAllExperienceKeysForApplication(values), (exp: ExperienceKey, i) => (\n\n
\n \n \n setValues(updateFieldsDependentOnExperienceYears(values, exp, years))\n }\n />\n
\n \n
\n \n {getText('income-net-worth')}\n
\n{getText('income-net-worth', 'description')}
\n\n{getText('characteristics')}
\n{getText('characteristics', 'description')}
\n\n{getText('characteristics.risk')}
\n )}\n{getText('beneficiaries.header')}
\n{getText('beneficiaries', 'description')}
\n{getText('ownersOfficers.header')}
\n{getText('ownersOfficers', 'description')}
\n{getText('tenantsInCommon.header')}
\n{getText('tenantsInCommon', 'description')}
\n{getText('trustedContact.header')}
\n{getText('trustedContact', 'description')}
\n\n
{getText('trustedContact')}
\n{getText('deliveryType')}
\n{getText('deliveryType.fees')}
\n\n{getText('tradeAuthorization')}
\n{getText('tradeAuthorization', 'description')}
\n\n{getText('tradingAuthorization.type')}
\n{getText('tradingAuthorization.type', 'description')}
\n{getText('tradingAuthorization.personal-info')}
\n{getText('tradingAuthorization.phones', 'description')}
\n{getText('tradingAuthorization.employment')}
\n{getText('tradingAuthorization.disclosures')}
\n{getText('tradingAuthorization.disclosures', 'description')}
\n{getText('tradingAuthorization.disclosures.industryEmployed', 'description')}
\n{getText('tradingAuthorization.disclosures.stakeholder', 'description')}
\n{getText('tradingAuthorization.signedName')}
\n{getText('signedNames')}
\n{getText('signedNames', 'description')}
\n\n\n {ownerNames.map((n, i) => (\n \n {i > 0 && i < ownerNames.length && ownerNames.length > 2 ? ', ' : ''}\n {i > 0 && i === ownerNames.length - 1 && <> {getText('signedNames.delimiter')} }\n {n}\n \n ))}\n :\n
\n\n {ownerNames.map((n, i) => (\n\n
\n
\n
{getText('defaults.clearerType.summaryTitle')}
\n\n
{getText('ownerCountry')}
\n\n
{getText('applicationType')}
\n\n
{getText('retirementAccount')}
\n\n
{getText('retirementAccountType')}
\n\n
{getText('simpleIraPlanName')}
\n\n
{getText('beneficiaryIraDecedentName')}
\n\n
{getText('jointAccountType')}
\n\n
{getText('entityAccountType')}
\n\n
{getText('flexibilityType')}
\n\n
{getText('tradeGoalType')}
\n\n {application.tradeGoalType &&
{getText('investmentObjectiveType')}
\n\n
{getText('experience')}
\n\n {_.map(getAllExperienceKeysForApplication(application), (ex: ExperienceKey) => {\n const experience = application.experience && application.experience[ex];\n return (\n \n
\n \n );\n })}\n
{getText('income-net-worth')}
\n\n
\n
\n
{getText('characteristics')}
\n\n
\n
\n
\n
{getText('beneficiaries')}
\n{getText('ownersOfficers')}
\n{getText('trustedContact.label')}
\n {!application.addTrustedContact && (\n\n
\n
\n
{getText('deliveryType')}
\n\n
{getText('tradeAuthorization')}
\n\n
\n
\n \n
\n
\n \n
\n \n \n
\n \n
\n
\n
\n \n
{children}
\n \n );\n};\n","import React, { useEffect, useMemo, useCallback } from 'react';\nimport { Redirect, RouteComponentProps } from 'react-router';\nimport { withLocalize, LocalizeContextProps } from 'react-localize-redux';\nimport { Formik, FormikHelpers } from 'formik';\nimport _ from 'lodash';\nimport {\n Section,\n LoadingImage,\n Text,\n TextOptions,\n Footer,\n Svg,\n GetTradingBlockSiteName,\n} from '@tradingblock/components';\nimport {\n AllApplicationSteps,\n ApplicationStep,\n ApplicationModel,\n DefaultApplicationModel,\n BaseFormProps,\n MismatchedDataModalOptions,\n ApplicationType,\n ClearerType,\n} from '../types';\nimport {\n getApplicationStepUrl,\n updateApplication,\n getForcedOffRampUrl,\n validateApplicationStepAsync,\n checkForMismatchedDataType,\n delayedScrollTo,\n isFinalApplicationSteps,\n isApplicationStepInvalid,\n canAccessApplicationStep,\n isApplicationComplete,\n getNextApplicationStep,\n} from '../services';\nimport { useApplication, useStore } from '../context';\nimport { PageTitle } from '../components';\nimport { ApplicationLoader, ApplicationFormComponents } from '../components/application';\nimport { useData, useStateSelector } from '../state/selectors';\nimport { useDispatcher } from '../components/hooks';\nimport { UiActions, ApplicationActions } from '../state/actions';\nimport config from '../config';\nimport { ErrorScrollWrapper } from '../components/ErrorScrollWrapper';\nimport { Optional } from 'utility-types';\nimport { shouldRemoveClearerOption } from '../hooks/useApplicationSteps';\nimport { useLinkClicked } from '../components/application/form-steps/LinkClickedContext';\n\ninterface ApplyPageProps extends RouteComponentProps<{ step: ApplicationStep }>, LocalizeContextProps {}\n\nconst ApplyPage: React.FC\n \n
\n
\n \n
\n \n
\n\n \n
\n
\n \n {!areDocumentsRequested && (\n \n
\n {/* eslint-disable-next-line */}\n \n
\n {/* eslint-disable-next-line */}\n \n
\n \n \n {' '}\n
\n \n
\n
\n \n
\n \n
\n \n
\n
\n \n
\n
\n \n
\n \n
\n \n
\n \n
\n
\n \n
\n \n
\n \n
\n \n
\n \n \n
\n
\n \n
\n \n
\n \n
\n )}\n\n \n
\n \n
\n
\n \n
\n \n
\n \n
\n \n )}\n {(state === 'PendingSubmit' ||\n state === 'ActionRequired' ||\n state === 'Suspended' ||\n state === 'Pending') && (\n <>\n {!areDocumentsRequested && (\n <>\n
\n
\n \n
\n \n )}\n {areDocumentsRequested && (\n <>\n
\n
\n \n
\n \n )}\n \n )}\n {(state === 'Error' || state === 'Cancelled' || state === 'Rejected') && (\n <>\n
\n
\n \n
\n \n )}\n {state === 'Complete' && (\n <>\n
\n
\n \n
\n \n )}\n {state === undefined && (\n <>\n {!areDocumentsRequested && (\n <>\n
\n
\n \n
\n \n )}\n {areDocumentsRequested && (\n <>\n
\n
\n \n
\n \n )}\n \n )}\n {(siteGrpParam === 'tb' || !siteGrpParam) && (\n <>\n
\n
\n \n )}\n\n {siteGrpParam === 'mb' && (\n
\n\n {requestedParticipantsDocuments.map(\n (participant, index) =>\n (participant.requestedCatagories.application.length > 0 ||\n participant.requestedCatagories.investigations.length > 0 ||\n participant.uploadedDocuments.length > 0) && (\n
\n {participant.uploadedDocuments.length > 0 && (\n <>\n \n
\n \n
\n\n
\n )\n )}\n \n ) : (\n <>\n \n
\n - \n {participant.uploadedDocuments.map((uploadedDocument, index) => (\n
- \n
\n \n
\n
\n
\n\n - \n {participant.requestedCatagories.application.map((requestedDocument, index) => (\n
- \n
- \n
\n \n
\n \n
\n \n
\n
\n \n
\n \n
\n
\n \n \n
\n \n \n \n
\n );\n};\n\nconst AppContentWithRouter = withRouter(AppContent);\n\nconst App: React.FC = () => {\n useEffect(() => {\n ReactGA.pageview(window.location.pathname + window.location.search);\n }, []);\n\n return (\n