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This page describes how accounts are handled in Studio. Studio is designed to handle complex legal entity and account structures.

Topology

Below is a visual representation of how organizations, entities and accounts are organized. An organization is a collection of entities, and an entity is a collection of accounts. A entity is a legal entity, which means it can be an individual or company that is government issued tax identifier.

.
└── org
    ├── entity-1
    │   ├── account-1.1
    │   ├── account-1.2
    │   └── account-1.3
    ├── entity-2
    │   ├── account-2.1
    │   ├── account-2.2
    │   └── account-2.3
    └── entity-3
        └── account-3.1

Attributes

There are certain important attributes for an organization, entity, and account that helpful to know, particularly when dealing with Studio's API.

  • An organization has a client_code which is a shorthand way to identify it. For example, ACME Investments LP might have a client_code of ACME
  • An org has a unique ID that is used to uniquely refer to it, as an alternative to client_code
  • A legal entity has a unique ID that is used to uniquely refer to it
  • An account has a unique ID that is used to uniquely refer to it