MX Technologies managed data [deprecated] API

openapi: 3.0.0
info:
  contact:
    name: MX Platform API
    url: https://www.mx.com/products/platform-api
  description: 'The MX Platform API is a powerful, fully-featured API designed to make aggregating and enhancing financial data easy and reliable. It can seamlessly connect your app or website to tens of thousands of financial institutions.


    Just getting started? See our [use case guides](/use-cases/).

    '
  title: MX Platform accounts managed data [deprecated] API
  version: '20111101'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:
- name: managed data [deprecated]
paths:
  /managed_institutions:
    get:
      description: 'This endpoint returns a list of institutions which can be used to create partner-managed members.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration)

        :::

        '
      operationId: listManagedInstitutions
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/recordsPerPageMax1000'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InstitutionsResponseBody'
          description: OK
      summary: List managed institutions
      tags:
      - managed data [deprecated]
      deprecated: true
  /users/{user_guid}/managed_members:
    get:
      description: 'This endpoint returns a list of all the partner-managed members associated with the specified `user`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: listManagedMembers
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/recordsPerPageMax1000'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MembersResponseBody'
          description: OK
      summary: List managed members
      tags:
      - managed data [deprecated]
      deprecated: true
    post:
      description: 'Use this endpoint to create a new partner-managed `member`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: createManagedMember
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ManagedMemberCreateRequestBody'
        description: Managed member to be created.
        required: true
      responses:
        '202':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MemberResponseBody'
          description: OK
      summary: Create managed member
      tags:
      - managed data [deprecated]
      deprecated: true
  /users/{user_guid}/managed_members/{member_guid}:
    delete:
      description: 'Use this endpoint to delete the specified partner-managed `member`. The endpoint will respond with a status of `204 No Content` without a resource.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: deleteManagedMember
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/acceptHeader'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '204':
          description: No Content
      summary: Delete managed member
      tags:
      - managed data [deprecated]
      deprecated: true
    get:
      description: 'This endpoint returns the attributes of the specified partner-managed`member`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: readManagedMember
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MemberResponseBody'
          description: OK
      summary: Read managed member
      tags:
      - managed data [deprecated]
      deprecated: true
    put:
      description: 'Use this endpoint to update the attributes of the specified partner_managed `member`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: updateManagedMember
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ManagedMemberUpdateRequestBody'
        description: 'Managed member object to be updated (While no single parameter is required, the request body can''t be empty).


          :::warning Deprecated

          This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

          :::

          '
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MemberResponseBody'
          description: OK
      summary: Update managed member
      tags:
      - managed data [deprecated]
      deprecated: true
  /users/{user_guid}/managed_members/{member_guid}/accounts:
    get:
      description: 'Use this endpoint to retrieve a list of all the partner-managed accounts associated with the given partner-managed member.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: listManagedAccounts
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/recordsPerPageMax1000'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountsResponseBody'
          description: OK
      summary: List managed accounts
      tags:
      - managed data [deprecated]
      deprecated: true
    post:
      description: 'Use this endpoint to create a partner-managed account.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: createManagedAccount
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ManagedAccountCreateRequestBody'
        description: Managed account to be created.
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountResponseBody'
          description: OK
      summary: Create managed account
      tags:
      - managed data [deprecated]
      deprecated: true
  /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}:
    delete:
      description: 'Use this endpoint to delete a partner-managed account according to its unique GUID. If successful, the API will respond with a status of `204 No Content`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: deleteManagedAccount
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '204':
          description: No Content
      summary: Delete managed account
      tags:
      - managed data [deprecated]
      deprecated: true
    get:
      description: 'Use this endpoint to read the attributes of a partner-managed account according to its unique guid.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: readManagedAccount
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountResponseBody'
          description: OK
      summary: Read managed account
      tags:
      - managed data [deprecated]
      deprecated: true
    put:
      description: "Use this endpoint to update the attributes of a partner-managed account according to its unique GUID.\n:::warning Deprecated \nThis endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).\n:::\n"
      operationId: updateManagedAccount
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ManagedAccountUpdateRequestBody'
        description: Managed account object to be updated (While no single parameter is required, the request body can't be empty).
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountResponseBody'
          description: OK
      summary: Update managed account
      tags:
      - managed data [deprecated]
      deprecated: true
  /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions:
    get:
      description: 'This endpoint returns a list of all the partner-managed transactions associated with the specified `account`, scoped through a `user` and a `member`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: listManagedTransactions
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/fromDate'
      - $ref: '#/components/parameters/toDate'
      - $ref: '#/components/parameters/recordsPerPageMax1000'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionsResponseBody'
          description: OK
      summary: List managed transactions
      tags:
      - managed data [deprecated]
      deprecated: true
    post:
      description: 'Use this endpoint to create a new partner-managed `transaction`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: createManagedTransaction
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ManagedTransactionCreateRequestBody'
        description: Managed transaction to be created.
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionResponseBody'
          description: OK
      summary: Create managed transaction
      tags:
      - managed data [deprecated]
      deprecated: true
  /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid}:
    delete:
      description: 'Use this endpoint to delete the specified partner-managed `transaction`. The endpoint will respond with a status of `204 No Content` without a resource.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: deleteManagedTransaction
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/transactionGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '204':
          description: No Content
      summary: Delete managed transaction
      tags:
      - managed data [deprecated]
      deprecated: true
    get:
      description: 'Requests to this endpoint will return the attributes of the specified partner-managed `transaction`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: readManagedTransaction
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/transactionGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionResponseBody'
          description: OK
      summary: Read managed transaction
      tags:
      - managed data [deprecated]
      deprecated: true
    put:
      description: 'Use this endpoint to update the attributes of the specified partner_managed `transaction`.

        :::warning Deprecated

        This endpoint has been deprecated. For more information, reference the [Migration guide](https://docs.mx.com/api-reference/platform-api/overview/migration).

        :::

        '
      operationId: updateManagedTransaction
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/accountGuid'
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/transactionGuid'
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ManagedTransactionUpdateRequestBody'
        description: Managed transaction object to be updated (While no single parameter is required, the request body can't be empty)
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TransactionResponseBody'
          description: OK
      summary: Update managed transaction
      tags:
      - managed data [deprecated]
      deprecated: true
components:
  schemas:
    ManagedMemberCreateRequest:
      properties:
        id:
          description: The unique partner-defined identifier for the member.
          example: member123
          type: string
        institution_code:
          description: The code identifying a financial institution.
          example: mxbank
          type: string
        metadata:
          description: Additional information you can store about the `member`.
          example: some metadata
          type: string
        name:
          description: The name of the `member`.
          example: MX Bank
          type: string
      required:
      - institution_code
      type: object
    ManagedMemberCreateRequestBody:
      properties:
        member:
          $ref: '#/components/schemas/ManagedMemberCreateRequest'
      type: object
    SupportedProducts:
      type: string
      enum:
      - account_verification
      - identity_verification
      - transactions
      - transaction_history
      - statements
      - investments
      - rewards
    TransactionResponseBody:
      properties:
        transaction:
          $ref: '#/components/schemas/TransactionResponse'
      type: object
    ManagedTransactionCreateRequestBody:
      properties:
        transaction:
          $ref: '#/components/schemas/ManagedTransactionCreateRequest'
      type: object
    PaginationResponse:
      properties:
        current_page:
          description: The page delivered by the current response.
          example: 1
          type: integer
        per_page:
          description: The number of records delivered with each page.
          example: 25
          type: integer
        total_entries:
          description: The total number of records available.
          example: 1
          type: integer
        total_pages:
          description: The total number of pages available.
          example: 1
          type: integer
      type: object
    ManagedAccountUpdateRequestBody:
      properties:
        account:
          $ref: '#/components/schemas/ManagedAccountUpdateRequest'
      type: object
    AccountResponse:
      properties:
        account_number:
          description: The account number associated with the account. This will typically be a masked or partial account number.
          example: '3331261'
          type: string
          nullable: true
        account_ownership:
          description: The type of ownership associated with the account. `NULL` is returned if not received in the data feed.
          example: INDIVIDUAL
          nullable: true
          type: string
          enum:
          - UNKNOWN
          - INDIVIDUAL
          - JOINT
          - MULTIPLE
          - null
        annuity_policy_to_date:
          description: The date until which the policy is in effect.
          example: '2025-12-31'
          nullable: true
          type: string
        annuity_provider:
          description: The provider of the insurance policy.
          example: Metlife
          nullable: true
          type: string
        annuity_term_year:
          description: The effective duration of an insurance policy (one year, five years, etc.).
          example: 30
          nullable: true
          type: integer
        apr:
          description: The annual percentage rate associated with the `account`.
          example: 1
          nullable: true
          type: number
        apy:
          description: The annual percentage yield associated with the `account`.
          example: 2.35
          nullable: true
          type: number
        available_balance:
          description: 'The balance that is available for use in asset accounts like checking and savings.


            `PENDING` transactions are typically (not always) taken into account with the available balance.


            `available_balance` will usually be a positive value for all account types, determined in the same way as the balance field.

            '
          example: 1000
          type: number
          nullable: true
        available_credit:
          description: 'The amount of credit available for use in liability accounts like credit cards and lines of credit.


            `PENDING` transactions are typically (not always) taken into account with available credit.


            `available_credit` will usually be a positive value for all account types, determined in the same way as the `balance` field.

            '
          example: 4000
          nullable: true
          type: number
        balance:
          description: "The current balance of the account.\n\n`PENDING` transactions are typically not taken into account with the current balance, but this may not always be the case.\n    \nThe balance will usually be a positive value for all account types. Asset-type accounts (`CHECKING`, `SAVINGS`, `INVESTMENT`) may have a negative balance if they are in overdraft.\n\nDebt-type accounts (`CREDIT_CARD`, `LOAN`, `LINE_OF_CREDIT`, `MORTGAGE`) may have a negative balance if they are overpaid.\n"
          example: 1000
          type: number
          nullable: true
        cash_balance:
          description: The cash balance of the `account`.
          example: 2500
          nullable: true
          type: number
        cash_surrender_value:
          description: The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs.
          example: 1000
          type: number
          nullable: true
        created_at:
          description: The date and time the account was created, represented in ISO 8601 format with a timestamp.
          example: '2025-02-13T18:08:00+00:00'
          nullable: false
          type: string
        credit_limit:
          description: The credit limit associated with the `account`.
          example: 5000
          nullable: true
          type: number
        currency_code:
          description: The three-character ISO 4217 currency code, for example, `USD`.
          example: USD
          nullable: true
          type: string
        day_payment_is_due:
          description: The day of the month the payment is due. For example, the 14th is passed as `14`.
          example: 14
          nullable: true
          type: integer
        death_benefit:
          description: The amount paid to the beneficiary of the account upon death of the account owner.
          example: 1000
          nullable: true
          type: integer
        federal_insurance_status:
          description: 'The federal insurance status of the account. Indicates whether the account is insured by the FDIC (banks) or NCUA (credit unions).


            Returns an integer (`UNKNOWN_INSURED` = 0, `INSURED` = 1, `NOT_INSURED` = 2).

            '
          example: INSURED
          nullable: true
          type: string
          enum:
          - UNKNOWN_INSURED
          - INSURED
          - NOT_INSURED
        guid:
          description: Unique identifier for the account. Defined by MX.
          example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
          nullable: true
          type: string
        id:
          description: The unique partner-defined identifier for the account.
          example: '1040434698'
          nullable: true
          type: string
        imported_at:
          description: The date and time at which the `account` was last successfully aggregated and received data.
          example: '2015-10-13T17:57:37.000Z'
          nullable: true
          type: string
        interest_rate:
          description: The interest rate associated with the account.
          example: 3.25
          nullable: true
          type: number
        institution_code:
          description: The code identifying a financial institution.
          example: 3af3685e-05d9-7060-359f-008d0755e993
          nullable: true
          type: string
        insured_name:
          description: The name of the insured person.
          example: Tommy Shelby
          nullable: true
          type: string
        is_closed:
          description: Indicates whether an account has been closed. Closed accounts will no longer update balance or transaction information.
          example: false
          type: boolean
        is_hidden:
          description: Indicates whether the account is hidden. Hidden accounts can still have an active balance and receive transactions. Defaults to `false`.
          example: false
          nullable: true
          type: boolean
        is_manual:
          description: Indicates whether the transaction was manually created or belongs to a manual account.
          example: false
          nullable: true
          type: boolean
        last_payment:
          description: The amount of the most recent payment on the `account`.
          example: 100
          nullable: true
          type: number
        last_payment_at:
          description: The date and time when the last payment was made, represented in ISO 8601 format with a timestamp.
          example: '2023-07-25T17:14:46Z'
          nullable: true
          type: string
        loan_amount:
          description: The amount of the loan associated with the `account`.
          example: 1000
          nullable: true
          type: number
        margin_balance:
          description: Represents the amount of debt the investor owes to the broker for the use of margin. It can be positive or negative, depending on the performance of the investments made with the borrowed funds. A positive margin balance indicates that the securities purchased on margin have increased in value, whereas a negative margin balance signifies that the securities have decreased in value.
          example: 1000
          nullable: true
          type: number
        matures_on:
          description: The date on which the `account` matures.
          example: '2015-10-13T17:57:37.000Z'
          nullable: true
          type: string
        member_guid:
          description: The unique identifier for the member. Defined by MX.
          example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
          nullable: true
          type: string
        member_id:
          description: The unique, partner-defined, identifier for the member associated with this `account`.
          example: member123
          nullable: true
          type: string
        member_is_managed_by_user:
          description: This indicates whether the member is managed by the user or the MX partner. Members created with the managed member feature will have this field set to `false`.
          example: false
          nullable: true
          type: boolean
        metadata:
          description: Additional information you stored about the `account`.
          example: some metadata
          nullable: true
          type: string
        minimum_balance:
          description: The minimum balance associated with the `account`.
          example: 100
          nullable: true
          type: number
        minimum_payment:
          description: The minimum payment required for an account. This can apply to any debt account.
          example: 10
          nullable: true
          type: number
        name:
          description: The human-readable name for the resource.
          example: Test account 2
          nullable: true
          type: string
        nickname:
          description: An alternate name for the `account`.
          example: My Checking
          nullable: true
          type: string
        original_balance:
          description: The original balance associated with the `account`. This will always be positive.
          example: 10
          nullable: true
          type: number
        pay_out_amount:
          description: The amount paid out to the insured individual or beneficiary under the conditions of the insurance policy.
          example: 10
          nullable: true
          type: number
        payment_due_at:
          description: The date and time at which the next payment is due on the `account`.
          example: '2015-10-13T17:57:37.000Z'
          nullable: true
          type: string
        payoff_balance:
          description: The payoff balance for a debt `account`. This will normally be a positive number.
          example: 10
          nullable: true
          type: number
        premium_amount:
          description: The insurance policy's premium amount.
          example: 1
          nullable: true
          type: number
        property_type:
          description: Subtype if the account type is `PROPERTY`. This field should be ignored unless the type is set to PROPERTY.
          example: VEHICLE
          nullable: true
          type: string
          enum:
          - APPLIANCES
          - ART
          - COMPUTER
          - ELECTRONICS
          - FURNITURE
          - JEWELRY
          - MISCELLANEOUS
          - REAL_ESTATE
          - SPORTS_EQUIPMENT
          - VEHICLE
        routing_number:
          description: The routing number for the `account`.
          example: '68899990000000'
          nullable: true
          type: string
        started_on:
          description: The date on which the loan from a debt account started.
          example: '2025-10-13T17:57:37.000Z'
          nullable: true
          type: string
        statement_balance:
          description: The balance at the end of the account's last statement period.
          example: 1000.5
          nullable: true
          type: number
        subtype:
          description: The account's subtype, for example, `PLAN_401_K`, `MONEY_MARKET`, or `HOME_EQUITY`. Each subtype belongs to an account `type`. For a full list of account subtypes and types, see [Accounts](/api-reference/platform-api/reference/accounts).
          example: MONEY_MARKET
          nullable: true
          type: string
        today_ugl_amount:
          description: The unrealized gain/loss amount for the day for the account.
          example: 1000.5
          nullable: true
          type: number
        today_ugl_percentage:
          description: The unrealized gain/loss percentage for the date for the account.
          example: 6.9
          nullable: true
          type: number
        total_account_value:
          description: The sum of the long and short positions, the sweep account and/or cash balance, and any margin debt associated with a particular account. This amount includes the market value of all positions held in the account and is reduced by any debit balance and the amount of short options positions that are "in the money". This may sum to a negative value, and it does not represent an account balance.
          example: 1
          nullable: true
          type: number
        total_account_value_ugl:
          description: The unrealized gains and losses represent the amount the account has gained or lost based on the purchase price. This is calculated by subtracting the purchase price from the current market value. It does not affect the account until the positions are sold and "realized". This may sum to a negative value, and it does not represent an account balance.
          exam

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# Full source: https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/openapi/mx-technologies-managed-data-deprecated-api-openapi.yml