Yodlee Account Types

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