Envestnet

Envestnet Statements API

Statements API

GitHub OpenAPI

Operations 1

GET /statements Envestnet Get Statements #

Documentation

📖
Documentation
https://developer.envestnet.com/products/yodlee/account-aggregation/docs/api-reference
📖
Documentation
https://developer.envestnet.com/products/yodlee/account-token/docs/api-reference
📖
Documentation
https://developer.envestnet.com/products/yodlee/account-verification/docs
📖
Documentation
https://developer.envestnet.com/resources/yodlee/credit-accelerator/docs/api-reference
📖
Documentation
https://developer.envestnet.com/products/yodlee/insights/docs/api-reference
📖
Documentation
https://developer.envestnet.com/products/yodlee/personalized-views/docs/api-reference

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/envestnet/refs/heads/main/openapi/envestnet-statements-api-openapi.yml

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OpenAPI Specification

envestnet-statements-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Envestnet Aggregation APIs Account Token Statements API
  description: 'This file describes the Yodlee Aggregation product APIs using the swagger notation that you can use to build your financial application.  You can generate the client SDK in Python, JavaScript, PHP, or any other languages according to your development needs. For more details about the APIs, refer to <a href="https://developer.envestnet.com/resources/yodlee/yodlee-api-overview/docs">Yodlee API v1.1 - Overview</a>.<br><br>You will have to set the header before making the API call. The following headers apply to all the APIs:<ul><li>Authorization: This header holds the access token</li> <li> Api-Version: 1.1</li></ul><b>Note</b>: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.'
  termsOfService: https://developer.yodlee.com/terms/condition
  contact:
    email: developer@yodlee.com
  license:
    name: Yodlee Developer License
    url: https://developer.yodlee.com/terms/condition#_Services_1
  version: 1.1.0
servers:
- url: /
tags:
- name: Statements
  description: Statements API
paths:
  /statements:
    get:
      tags:
      - Statements
      summary: Envestnet Get Statements
      description: The statements service is used to get the list of statement related information. <br>By default, all the latest statements of active and to be closed accounts are retrieved for the user. <br>Certain sites do not have both a statement date and a due date. When a fromDate is passed as an input, all the statements that have the due date on or after the passed date are retrieved. <br>For sites that do not have the due date, statements that have the statement date on or after the passed date are retrieved. <br>The default value of "isLatest" is true. To retrieve historical statements isLatest needs to be set to false.<br>
      operationId: getStatements
      parameters:
      - name: accountId
        in: query
        description: accountId
        allowEmptyValue: false
        schema:
          type: string
      - name: container
        in: query
        description: creditCard/loan/insurance
        allowEmptyValue: false
        schema:
          type: string
      - name: fromDate
        in: query
        description: from date for statement retrieval (YYYY-MM-DD)
        allowEmptyValue: false
        schema:
          type: string
      - name: isLatest
        in: query
        description: isLatest (true/false)
        allowEmptyValue: false
        schema:
          type: string
      - name: status
        in: query
        description: ACTIVE,TO_BE_CLOSED,CLOSED
        allowEmptyValue: false
        schema:
          type: string
      responses:
        200:
          description: OK
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/StatementResponse'
        400:
          description: 'Y800 : Invalid value for accountId<br>Y800 : Invalid value for status<br>Y805 : Multiple containers not supported<br>Y800 : Invalid value for container<br>Y800 : Invalid value for isLatest<br>Y800 : Invalid value for fromDate<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
components:
  schemas:
    StatementResponse:
      title: StatementResponse
      type: object
      properties:
        statement:
          type: array
          readOnly: true
          items:
            $ref: '#/components/schemas/Statement'
    Money:
      title: Money
      type: object
      properties:
        amount:
          type: number
          description: Value of amount.
          format: double
        convertedAmount:
          type: number
          description: Value of the converted amount.
          format: double
        currency:
          type: string
          description: Currency should be a valid three-letter ISO Code.
          enum:
          - USD
          - AUD
          - BRL
          - CAD
          - EUR
          - GBP
          - HKD
          - IDR
          - INR
          - JPY
          - NZD
          - SGD
          - ZAR
          - CNY
          - VND
          - MYR
          - CHF
          - AED
          - AFA
          - ALL
          - AMD
          - ANG
          - AOA
          - ARS
          - AWG
          - AZM
          - BAM
          - BBD
          - BDT
          - BGL
          - BHD
          - BIF
          - BMD
          - BND
          - BOB
          - BSD
          - BTN
          - BWP
          - BYR
          - BZD
          - CDF
          - CLP
          - COP
          - CRC
          - CUP
          - CVE
          - CYP
          - CZK
          - DJF
          - DKK
          - DOP
          - DZD
          - EEK
          - EGP
          - ERN
          - ETB
          - FJD
          - FKP
          - GEL
          - GGP
          - GHC
          - GIP
          - GMD
          - GNF
          - GTQ
          - GYD
          - HNL
          - HRK
          - HTG
          - HUF
          - ILS
          - IMP
          - IQD
          - IRR
          - ISK
          - JEP
          - JMD
          - JOD
          - KES
          - KGS
          - KHR
          - KMF
          - KPW
          - KRW
          - KWD
          - KYD
          - KZT
          - LAK
          - LBP
          - LKR
          - LRD
          - LSL
          - LTL
          - LVL
          - LYD
          - MAD
          - MDL
          - MGF
          - MKD
          - MMK
          - MNT
          - MOP
          - MRO
          - MTL
          - MUR
          - MVR
          - MWK
          - MXN
          - MZM
          - NAD
          - NGN
          - NIO
          - NOK
          - NPR
          - OMR
          - PAB
          - PEN
          - PGK
          - PHP
          - PKR
          - PLN
          - PYG
          - QAR
          - ROL
          - RUR
          - RWF
          - SAR
          - SBD
          - SCR
          - SDD
          - SEK
          - SHP
          - SIT
          - SKK
          - SLL
          - SOS
          - SPL
          - SRG
          - STD
          - SVC
          - SYP
          - SZL
          - THB
          - TJR
          - TMM
          - TND
          - TOP
          - TRL
          - TTD
          - TVD
          - TWD
          - TZS
          - UAH
          - UGX
          - UYU
          - UZS
          - VEB
          - VUV
          - WST
          - XAF
          - XAG
          - XAU
          - XCD
          - XDR
          - XOF
          - XPD
          - XPF
          - XPT
          - YER
          - YUM
          - ZMK
          - ZWD
          - ADP
          - ATS
          - BEF
          - BUK
          - CSD
          - CSK
          - DDM
          - DEM
          - ECS
          - ESP
          - FIM
          - GRD
          - GWP
          - IEP
          - ITL
          - LUF
          - MLF
          - NLG
          - PTE
          - SUR
          - TPE
          - UAK
          - XBA
          - XBB
          - XBC
          - XBD
          - XEU
          - XFO
          - XFU
          - XGF
          - XMK
          - XRM
          - XTS
          - YDD
          - YUD
          - ZRN
          - TJS
          - RON
          - BGN
          - BTC
          - XBT
          - CNH
          - RUB
          - TRY
          - GHS
          - TMT
          - ZMW
          - VEF
          - SSP
          - ALK
        convertedCurrency:
          type: string
          description: Currency should be a valid three-letter ISO Code.
          enum:
          - USD
          - AUD
          - BRL
          - CAD
          - EUR
          - GBP
          - HKD
          - IDR
          - INR
          - JPY
          - NZD
          - SGD
          - ZAR
          - CNY
          - VND
          - MYR
          - CHF
          - AED
          - AFA
          - ALL
          - AMD
          - ANG
          - AOA
          - ARS
          - AWG
          - AZM
          - BAM
          - BBD
          - BDT
          - BGL
          - BHD
          - BIF
          - BMD
          - BND
          - BOB
          - BSD
          - BTN
          - BWP
          - BYR
          - BZD
          - CDF
          - CLP
          - COP
          - CRC
          - CUP
          - CVE
          - CYP
          - CZK
          - DJF
          - DKK
          - DOP
          - DZD
          - EEK
          - EGP
          - ERN
          - ETB
          - FJD
          - FKP
          - GEL
          - GGP
          - GHC
          - GIP
          - GMD
          - GNF
          - GTQ
          - GYD
          - HNL
          - HRK
          - HTG
          - HUF
          - ILS
          - IMP
          - IQD
          - IRR
          - ISK
          - JEP
          - JMD
          - JOD
          - KES
          - KGS
          - KHR
          - KMF
          - KPW
          - KRW
          - KWD
          - KYD
          - KZT
          - LAK
          - LBP
          - LKR
          - LRD
          - LSL
          - LTL
          - LVL
          - LYD
          - MAD
          - MDL
          - MGF
          - MKD
          - MMK
          - MNT
          - MOP
          - MRO
          - MTL
          - MUR
          - MVR
          - MWK
          - MXN
          - MZM
          - NAD
          - NGN
          - NIO
          - NOK
          - NPR
          - OMR
          - PAB
          - PEN
          - PGK
          - PHP
          - PKR
          - PLN
          - PYG
          - QAR
          - ROL
          - RUR
          - RWF
          - SAR
          - SBD
          - SCR
          - SDD
          - SEK
          - SHP
          - SIT
          - SKK
          - SLL
          - SOS
          - SPL
          - SRG
          - STD
          - SVC
          - SYP
          - SZL
          - THB
          - TJR
          - TMM
          - TND
          - TOP
          - TRL
          - TTD
          - TVD
          - TWD
          - TZS
          - UAH
          - UGX
          - UYU
          - UZS
          - VEB
          - VUV
          - WST
          - XAF
          - XAG
          - XAU
          - XCD
          - XDR
          - XOF
          - XPD
          - XPF
          - XPT
          - YER
          - YUM
          - ZMK
          - ZWD
          - ADP
          - ATS
          - BEF
          - BUK
          - CSD
          - CSK
          - DDM
          - DEM
          - ECS
          - ESP
          - FIM
          - GRD
          - GWP
          - IEP
          - ITL
          - LUF
          - MLF
          - NLG
          - PTE
          - SUR
          - TPE
          - UAK
          - XBA
          - XBB
          - XBC
          - XBD
          - XEU
          - XFO
          - XFU
          - XGF
          - XMK
          - XRM
          - XTS
          - YDD
          - YUD
          - ZRN
          - TJS
          - RON
          - BGN
          - BTC
          - XBT
          - CNH
          - RUB
          - TRY
          - GHS
          - TMT
          - ZMW
          - VEF
          - SSP
          - ALK
    YodleeError:
      title: YodleeError
      type: object
      properties:
        errorMessage:
          type: string
          description: The descriptive message that explains the error scenario.
          readOnly: true
        errorCode:
          type: string
          description: The error code follows the format YNNN. The error codes do not change. New error codes may be added as we introduce new features and enhance functionalities.
          readOnly: true
        referenceCode:
          type: string
          description: Unique Yodlee identifier used to troubleshoot issues at Yodlee's end.
          readOnly: true
    Statement:
      title: Statement
      type: object
      properties:
        apr:
          type: number
          description: 'The APR applied to the balance on the credit card account, as available in the statement.<br><b>Note:</b> In case of variable APR, the APR available on the statement might differ from the APR available at the account-level.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          format: double
          readOnly: true
        cashApr:
          type: number
          description: 'The APR applicable to cash withdrawals on the credit card account.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          format: double
          readOnly: true
        billingPeriodStart:
          type: string
          description: 'The start date of the statement period.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        dueDate:
          type: string
          description: 'The date by when the minimum payment is due to be paid.<br><b>Note:</b> The due date that appears in the statement may differ from the due date at the account-level.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        interestAmount:
          $ref: '#/components/schemas/Money'
        statementDate:
          type: string
          description: 'The date on which the statement is generated.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        cashAdvance:
          $ref: '#/components/schemas/Money'
        billingPeriodEnd:
          type: string
          description: 'The end date of the statement period.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        principalAmount:
          $ref: '#/components/schemas/Money'
        loanBalance:
          $ref: '#/components/schemas/Money'
        amountDue:
          $ref: '#/components/schemas/Money'
        accountId:
          type: integer
          description: 'Account to which the statement belongs to.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          format: int64
          readOnly: true
        lastUpdated:
          type: string
          description: 'The date when the account was last updated by Yodlee.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        isLatest:
          type: boolean
          description: 'The field is set to true if the statement is the latest generated statement.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        minimumPayment:
          $ref: '#/components/schemas/Money'
        lastPaymentDate:
          type: string
          description: 'The date on which the last payment was done during the billing cycle.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          readOnly: true
        lastPaymentAmount:
          $ref: '#/components/schemas/Money'
        id:
          type: integer
          description: 'Unique identifier for the statement.<br><br><b>Applicable containers</b>: creditCard, loan, insurance<br>'
          format: int64
          readOnly: true
        newCharges:
          $ref: '#/components/schemas/Money'