Overview
The following data describes Account types supported by Bank, Insurance and Investment containers.
Bank Account Type
Type ID | AccountTypes |
---|
1 | unknown |
2 | other |
3 | checking |
4 | savings |
7 | moneyMarket |
8 | ira |
9 | 401k |
16 | charge |
25 | CD |
72 | ppf |
73 | CMA |
77 | accountsPayable |
78 | accountsReceivable |
79 | association |
80 | cash |
81 | costOfGoodsSold |
Bill Account Type
Type ID | AccountTypes |
---|
19 | telephone |
20 | utility |
21 | cable |
22 | card |
23 | insurance |
24 | wireless |
Card Account Type
Type ID | AccountTypes |
---|
1 | unknown |
2 | other |
15 | credit |
16 | charge |
22 | card |
70 | prepaid |
71 | storeCard |
Loan Account Type
Loan Type ID | Loan Types |
---|
1 | Unknown |
2 | loan |
3 | Mortgage |
4 | Installment |
5 | Personal |
6 | HomeEquityLineOfCredit |
7 | LineOfCredit |
8 | Auto |
9 | Student |
10 | Other |
Tax
Type ID | AccountTypes |
---|
62 | Tax |
Payment Service
Type ID | AccountTypes |
---|
18 | paymentOnlyService |
22 | card |
Investment Account Type
Type ID | AccountTypes |
---|
1 | unknown |
2 | other |
5 | brokerageCash |
6 | brokerageMargin |
7 | moneyMarket |
8 | ira |
9 | 401k |
10 | 403b |
11 | trust |
12 | annuity |
13 | simple |
14 | custodial |
26 | brokerageCashOption |
27 | brokerageMarginOption |
30 | jttic |
31 | jtwros |
35 | roth |
36 | rothConversion |
37 | rollover |
39 | 529Plan |
40 | 457DeferredCompensation |
41 | 401a |
42 | psp |
43 | mpp |
44 | stockBasket |
45 | livingTrust |
46 | revocableTrust |
47 | irrevocableTrust |
48 | charitableRemainder |
49 | charitableLead |
50 | charitableGiftAccount |
51 | sep |
52 | utma |
53 | ugma |
54 | esopp |
55 | administrator |
56 | executor |
57 | partnership |
58 | soleProprietorShip |
60 | investmentClub |
61 | restrictedStockAward |
32 | communityProperty |
33 | jointByEntirety |
34 | conservatorShip |
38 | educational |
59 | church |
74 | employeeStockPurchasePlan |
73 | CMA |
75 | performancePlan |
76 | brokerageLinkAccount |