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OpenAPI Specification

openapi: 3.2.0
info:
  title: TIAA Financial Data Exchange Accounts Plans API
  description: The TIAA Financial Data Exchange (FDX) API provides authorized fintechs and financial aggregators with secure access to customer account data, including balances, transactions, investment positions, and income information from TIAA retirement and brokerage accounts. This API is built on the FDX open standard (v6.x) and uses OAuth 2.0 for customer-consented data sharing.
  version: '6.0'
  contact:
    name: TIAA Developer Support
    url: https://developer.tiaa.org/public/fdx
  termsOfService: https://developer.tiaa.org/public/terms
  license:
    name: TIAA API License
    url: https://developer.tiaa.org/public/terms
servers:
- url: https://api.tiaa.org/fdx/v6
  description: TIAA FDX Production API
tags:
- name: Plans
  description: Plan configuration and eligibility
paths:
  /plans/{planId}:
    get:
      operationId: getPlan
      summary: Get Plan Details
      description: Returns SIA configuration and eligibility rules for a specific plan.
      tags:
      - Plans
      security:
      - ClientCredentials: []
      parameters:
      - name: planId
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Plan details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Plan'
components:
  schemas:
    Plan:
      type: object
      properties:
        planId:
          type: string
        planName:
          type: string
        planType:
          type: string
          enum:
          - 401k
          - 403b
          - 457b
          - QDRO
        siaEnabled:
          type: boolean
        eligibilityRules:
          type: object
          properties:
            minimumAge:
              type: integer
            minimumServiceMonths:
              type: integer
            employeeClassesEligible:
              type: array
              items:
                type: string
        maxAllocationPercentage:
          type: number
          format: double
        minAllocationPercentage:
          type: number
          format: double
  securitySchemes:
    OAuth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://auth.tiaa.org/oauth2/authorize
          tokenUrl: https://auth.tiaa.org/oauth2/token
          scopes:
            openid: OpenID Connect
            profile: Customer profile
            accounts: Account data access
            transactions: Transaction data access
            investments: Investment data access
            tax: Tax document access