PhiloFITS
Individual Client Management · staff operations
No Tea FITS writes

Investment clients

Sensitive identifiers are always masked in this list.

ClientContactIdentityStatusOnboardingVersion
Load clients to begin.

Create individual client

Creates a PhiloFITS-owned investment client. Tea FITS fields shown here are metadata only and are not sent upstream.

Identity and contact
Address (PhiloFITS-owned; not confirmed by Tea FITS)
Tea FITS metadata (unverified; no call is made)

Manage client

Tea FITS account/client references are not confirmed by CheckAccount Swagger. Links are stored encrypted and marked UNVERIFIED.