Envestnet · Schema

VerifiedAccount

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
fullAccountNumber string
accountType string The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Agg
providerAccountId integer The primary key of the provider account resource.

Aggregated / Manual: Both
Applicable containers: All containers
holder array
id integer
accountNumber string The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account n
bankTransferCode array Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
    providerName string Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
    View JSON Schema on GitHub

    JSON Schema

    envestnet-verifiedaccount-schema.json Raw ↑
    {
      "$schema": "https://json-schema.org/draft/2020-12/schema",
      "$id": "#/components/schemas/VerifiedAccount",
      "title": "VerifiedAccount",
      "type": "object",
      "properties": {
        "fullAccountNumber": {
          "type": "string"
        },
        "accountType": {
          "type": "string",
          "description": "The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account. <br><b>Valid Values:</b><br><b>Aggregated Account Type</b><br><b>bank</b><ul><li>CHECKING</li><li>SAVINGS</li><li>CD</li><li>PPF</li><li>RECURRING_DEPOSIT</li><li>FSA</li><li>MONEY_MARKET</li><li>IRA</li><li>PREPAID</li></ul><b>creditCard</b><ul><li>OTHER</li><li>CREDIT</li><li>STORE</li><li>CHARGE</li><li>OTHER</li></ul><b>investment (SN 1.0)</b><ul><li>BROKERAGE_MARGIN</li><li>HSA</li><li>IRA</li><li>BROKERAGE_CASH</li><li>401K</li><li>403B</li><li>TRUST</li><li>ANNUITY</li><li>SIMPLE</li><li>CUSTODIAL</li><li>BROKERAGE_CASH_OPTION</li><li>BROKERAGE_MARGIN_OPTION</li><li>INDIVIDUAL</li><li>CORPORATE</li><li>JTTIC</li><li>JTWROS</li><li>COMMUNITY_PROPERTY</li><li>JOINT_BY_ENTIRETY</li><li>CONSERVATORSHIP</li><li>ROTH</li><li>ROTH_CONVERSION</li><li>ROLLOVER</li><li>EDUCATIONAL</li><li>529_PLAN</li><li>457_DEFERRED_COMPENSATION</li><li>401A</li><li>PSP</li><li>MPP</li><li>STOCK_BASKET</li><li>LIVING_TRUST</li><li>REVOCABLE_TRUST</li><li>IRREVOCABLE_TRUST</li><li>CHARITABLE_REMAINDER</li><li>CHARITABLE_LEAD</li><li>CHARITABLE_GIFT_ACCOUNT</li><li>SEP</li><li>UTMA</li><li>UGMA</li><li>ESOPP</li><li>ADMINISTRATOR</li><li>EXECUTOR</li><li>PARTNERSHIP</li><li>SOLE_PROPRIETORSHIP</li><li>CHURCH</li><li>INVESTMENT_CLUB</li><li>RESTRICTED_STOCK_AWARD</li><li>CMA</li><li>EMPLOYEE_STOCK_PURCHASE_PLAN</li><li>PERFORMANCE_PLAN</li><li>BROKERAGE_LINK_ACCOUNT</li><li>MONEY_MARKET</li><li>SUPER_ANNUATION</li><li>REGISTERED_RETIREMENT_SAVINGS_PLAN</li><li>SPOUSAL_RETIREMENT_SAVINGS_PLAN</li><li>DEFERRED_PROFIT_SHARING_PLAN</li><li>NON_REGISTERED_SAVINGS_PLAN</li><li>REGISTERED_EDUCATION_SAVINGS_PLAN</li><li>GROUP_RETIREMENT_SAVINGS_PLAN</li><li>LOCKED_IN_RETIREMENT_SAVINGS_PLAN</li><li>RESTRICTED_LOCKED_IN_SAVINGS_PLAN</li><li>LOCKED_IN_RETIREMENT_ACCOUNT</li><li>REGISTERED_PENSION_PLAN</li><li>TAX_FREE_SAVINGS_ACCOUNT</li><li>LIFE_INCOME_FUND</li><li>REGISTERED_RETIREMENT_INCOME_FUND</li><li>SPOUSAL_RETIREMENT_INCOME_FUND</li><li>LOCKED_IN_REGISTERED_INVESTMENT_FUND</li><li>PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND</li><li>GUARANTEED_INVESTMENT_CERTIFICATES</li><li>REGISTERED_DISABILITY_SAVINGS_PLAN</li><li>DIGITAL_WALLET</li><li>OTHER</li></ul><b>investment (SN 2.0)</b><ul><li>BROKERAGE_CASH</li><li>BROKERAGE_MARGIN</li><li>INDIVIDUAL_RETIREMENT_ACCOUNT_IRA</li><li>EMPLOYEE_RETIREMENT_ACCOUNT_401K</li><li>EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B</li><li>TRUST</li><li>ANNUITY</li><li>SIMPLE_IRA</li><li>CUSTODIAL_ACCOUNT</li><li>BROKERAGE_CASH_OPTION</li><li>BROKERAGE_MARGIN_OPTION</li><li>INDIVIDUAL</li><li>CORPORATE_INVESTMENT_ACCOUNT</li><li>JOINT_TENANTS_TENANCY_IN_COMMON_JTIC</li><li>JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS</li><li>JOINT_TENANTS_COMMUNITY_PROPERTY</li><li>JOINT_TENANTS_TENANTS_BY_ENTIRETY</li><li>CONSERVATOR</li><li>ROTH_IRA</li><li>ROTH_CONVERSION</li><li>ROLLOVER_IRA</li><li>EDUCATIONAL</li><li>EDUCATIONAL_SAVINGS_PLAN_529</li><li>DEFERRED_COMPENSATION_PLAN_457</li><li>MONEY_PURCHASE_RETIREMENT_PLAN_401A</li><li>PROFIT_SHARING_PLAN</li><li>MONEY_PURCHASE_PLAN</li><li>STOCK_BASKET_ACCOUNT</li><li>LIVING_TRUST</li><li>REVOCABLE_TRUST</li><li>IRREVOCABLE_TRUST</li><li>CHARITABLE_REMAINDER_TRUST</li><li>CHARITABLE_LEAD_TRUST</li><li>CHARITABLE_GIFT_ACCOUNT</li><li>SEP_IRA</li><li>UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA</li><li>UNIFORM_GIFT_TO_MINORS_ACT_UGMA</li><li>EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP</li><li>ADMINISTRATOR</li><li>EXECUTOR</li><li>PARTNERSHIP</li><li>PROPRIETORSHIP</li><li>CHURCH_ACCOUNT</li><li>INVESTMENT_CLUB</li><li>RESTRICTED_STOCK_AWARD</li><li>CASH_MANAGEMENT_ACCOUNT</li><li>EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP</li><li>PERFORMANCE_PLAN</li><li>BROKERAGE_LINK_ACCOUNT</li><li>MONEY_MARKET_ACCOUNT</li><li>SUPERANNUATION</li><li>REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP</li><li>SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP</li><li>DEFERRED_PROFIT_SHARING_PLAN_DPSP</li><li>NON_REGISTERED_SAVINGS_PLAN_NRSP</li><li>REGISTERED_EDUCATION_SAVINGS_PLAN_RESP</li><li>GROUP_RETIREMENT_SAVINGS_PLAN_GRSP</li><li>LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP</li><li>RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP</li><li>LOCKED_IN_RETIREMENT_ACCOUNT_LIRA</li><li>REGISTERED_PENSION_PLAN_RPP</li><li>TAX_FREE_SAVINGS_ACCOUNT_TFSA</li><li>LIFE_INCOME_FUND_LIF</li><li>REGISTERED_RETIREMENT_INCOME_FUND_RIF</li><li>SPOUSAL_RETIREMENT_INCOME_FUND_SRIF</li><li>LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF</li><li>PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF</li><li>GUARANTEED_INVESTMENT_CERTIFICATES_GIC</li><li>REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP</li><li>DEFINED_CONTRIBUTION_PLAN</li><li>DEFINED_BENEFIT_PLAN</li><li>EMPLOYEE_STOCK_OPTION_PLAN</li><li>NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A</li><li>KEOGH_PLAN</li><li>EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K</li><li>DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP</li><li>EMPLOYEE_BENEFIT_PLAN</li><li>EMPLOYEE_SAVINGS_PLAN</li><li>HEALTH_SAVINGS_ACCOUNT_HSA</li><li>COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA</li><li>TESTAMENTARY_TRUST</li><li>ESTATE</li><li>GRANTOR_RETAINED_ANNUITY_TRUST_GRAT</li><li>ADVISORY_ACCOUNT</li><li>NON_PROFIT_ORGANIZATION_501C</li><li>HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA</li><li>INDIVIDUAL_SAVINGS_ACCOUNT_ISA</li><li>CASH_ISA</li><li>STOCKS_AND_SHARES_ISA</li><li>INNOVATIVE_FINANCE_ISA</li><li>JUNIOR_ISA</li><li>EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO</li><li>PUBLIC_PROVIDENT_FUND_PPF</li><li>EMPLOYEES_PENSION_SCHEME_EPS</li><li>NATIONAL_PENSION_SYSTEM_NPS</li><li>INDEXED_ANNUITY</li><li>ANNUITIZED_ANNUITY</li><li>VARIABLE_ANNUITY</li><li>ROTH_403B</li><li>SPOUSAL_IRA</li><li>SPOUSAL_ROTH_IRA</li><li>SARSEP_IRA</li><li>SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP</li><li>OFFSHORE_TRUST</li><li>IRREVOCABLE_LIFE_INSURANCE_TRUST</li><li>INTERNATIONAL_TRUST</li><li>LIFE_INTEREST_TRUST</li><li>EMPLOYEE_BENEFIT_TRUST</li><li>PRECIOUS_METAL_ACCOUNT</li><li>INVESTMENT_LOAN_ACCOUNT</li><li>GRANTOR_RETAINED_INCOME_TRUST</li><li>PENSION_PLAN</li><li>DIGITAL_WALLET</li><li>OTHER</li></ul><b>loan</b><ul><li>MORTGAGE</li><li>INSTALLMENT_LOAN</li><li>PERSONAL_LOAN</li><li>HOME_EQUITY_LINE_OF_CREDIT</li><li>LINE_OF_CREDIT</li><li>AUTO_LOAN</li><li>STUDENT_LOAN</li><li>HOME_LOAN</li></ul><b>insurance</b><ul><li>AUTO_INSURANCE</li><li>HEALTH_INSURANCE</li><li>HOME_INSURANCE</li><li>LIFE_INSURANCE</li><li>ANNUITY</li><li>TRAVEL_INSURANCE</li><li>INSURANCE</li></ul><b>realEstate</b><ul> <li>REAL_ESTATE</li></ul><b>reward</b><ul><li>REWARD_POINTS</li></ul><b>Manual Account Type</b><br><b>bank</b><ul><li>CHECKING</li><li>SAVINGS</li><li>CD</li><li>PREPAID</li></ul><b>credit</b><ul>  <li>CREDIT</li></ul><b>loan</b><ul>  <li>PERSONAL_LOAN</li><li>HOME_LOAN</li></ul><b>insurance</b><ul><li>INSURANCE</li><li>ANNUITY</li></ul><b>investment</b><ul><li>BROKERAGE_CASH</li></ul><br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br></ul>",
          "readOnly": true
        },
        "providerAccountId": {
          "type": "integer",
          "description": "The primary key of the provider account resource.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br>",
          "format": "int64",
          "readOnly": true
        },
        "holder": {
          "type": "array",
          "items": {
            "$ref": "#/components/schemas/AccountHolder"
          }
        },
        "id": {
          "type": "integer",
          "format": "int64"
        },
        "accountNumber": {
          "type": "string",
          "description": "The account number as it appears on the site. (The POST accounts service response return this field as number)<br><b>Additional Details</b>:<b> Bank/ Loan/ Insurance/ Investment</b>:<br> The account number for the bank account as it appears at the site.<br><b>Credit Card</b>: The account number of the card account as it appears at the site,<br>i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.<br><b>Applicable containers</b>: All Containers<br><b>Aggregated / Manual</b>: Both <br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>POST accounts</li></ul>",
          "readOnly": true
        },
        "bankTransferCode": {
          "type": "array",
          "description": "Bank and branch identification information.<br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: bank, investment, loan<br><b>Endpoints</b>:<br><ul></ul>",
          "readOnly": true,
          "items": {
            "$ref": "#/components/schemas/BankTransferCode"
          }
        },
        "providerName": {
          "type": "string",
          "description": "<b>Applicable containers</b>: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities<br>",
          "readOnly": true
        }
      }
    }

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