AnnuityAccountDescriptor

An annuity account. For example, a fixed or variable annuity account. The `accountType` field for annuity accounts may be set to any of the following: - `ANNUITY`: A form of insurance or investment entitling the investor to a series of annual sums. - `FIXEDANNUITY`: A type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account. - `VARIABLEANNUITY`: A type of insurance contract that promises to pay back the buyer based on the performance of an underlying portfolio of mutual funds selected by the buyer. **Note:** Annuity accounts are discoverable-only. Plaid does not consume downstream data (balances, transactions, Auth) for annuity accounts.

Financial DataOpen BankingOpen FinanceFinancial Data ExchangeConsumer-PermissionedAccount DataTransactionInvestmentsInsuranceTax DataPayrollRESTAuthenticationFAPICFPB 1033
View JSON Schema on GitHub

JSON Schema

fdx-annuityaccountdescriptor.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "AnnuityAccountDescriptor",
  "description": "An annuity account. For example, a fixed or variable annuity account.\n\nThe `accountType` field for annuity accounts may be set to any of the following:\n\n- `ANNUITY`: A form of insurance or investment entitling the investor to a series of annual sums.\n- `FIXEDANNUITY`: A type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account.\n- `VARIABLEANNUITY`: A type of insurance contract that promises to pay back the buyer based on the performance of an underlying portfolio of mutual funds selected by the buyer.\n\n**Note:** Annuity accounts are discoverable-only. Plaid does not consume downstream data (balances, transactions, Auth) for annuity accounts.\n",
  "allOf": [
    {
      "$ref": "#/components/schemas/AccountDescriptor"
    },
    {
      "type": "object",
      "properties": {
        "accountCategory": {
          "type": "string",
          "example": "ANNUITY_ACCOUNT",
          "enum": [
            "ANNUITY_ACCOUNT"
          ]
        },
        "accountType": {
          "$ref": "#/components/schemas/AnnuityAccountType"
        }
      },
      "required": [
        "accountType",
        "accountCategory"
      ]
    }
  ]
}

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