Accounts Resource - v1.0

Entity: account

Attribute Name Container Type Aggregated/ Manual Description

(* All the fields defined here are w.r.t aggregation. In case of manual accounts, these attributes are provided by the user)

Endpoints
401kLoan  investment money Aggregated The amount borrowed from the 401k account.
Note: The 401k loan field is only applicable to the 401k account type.
GET accounts/{accountId}
accountName  All containers string Both The account name as it appears at the site. (The POST accounts service response return this field as name) GET accounts
GET accounts/{accountId} 
POST accounts
accountNumber  All containers string Both 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/ Bill: The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site, 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. 
GET accounts
GET accounts/{accountId} 
POST accounts
associatedProviderAccountId  bank,
investment
long[] Aggregated This field consists of provider account ids other than the base provider account id which was created while the user added the account first time. This attribute comes in the response only if the de-duplication feature is on and the same account is mapped to one or more provider account ids. This means the account is owned by more than one user. E.g. Joint Accounts.  GET accounts
GET accounts/{accountId} 
aggregationSource All containers string Both The source through which the account(s) are added in the system. GET accounts
GET accounts/{accountId} 
amountDue  creditCard
loan
insurance
bill
money Both The amount due to be paid for the account.
Additional Details:
Credit Card: The total amount due for the purchase of goods or services that must be paid by the due date. 
Loan: The amount due to be paid on the due date.
Note: The amount due at the account-level can differ from the amount due at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
GET accounts
GET accounts/{accountId} 
annuityBalance  insurance
investment
money Both Indicates the contract value of the annuity.
Note: The annuity balance field is applicable only to annuities.
GET accounts/{accountId}
interestPaidYTD  loan money Aggregated Interest paid from the start of the year to date.  GET accounts
GET accounts/{accountId} 
interestPaidLastYear  loan money Aggregated Interest paid in last calendar year.  GET accounts
GET accounts/{accountId} 
interestRateType loan string Aggregated The type of the interest rate, for example, fixed or variable. GET accounts
GET accounts/{accountId} 
collateral loan string Aggregated Property or possession offered to support a loan that can be seized on a default. GET accounts
GET accounts/{accountId} 
annualPercentageYield bank decimal Aggregated Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.   GET accounts
GET accounts/{accountId} 
premium  insurance money Aggregated The financial cost that the policyholder pays to the insurance company to obtain an insurance cover. The premium is paid as a lump sum or in installments during the duration of the policy. GET accounts
GET accounts/{accountId} 
remainingBalance   insurance money Aggregated The sum of the future payments due to be paid to the insurance company during a policy year. It is the policy rate minus the payments made till date.
Note: The remaining balance field is applicable only to auto insurance and home insurance.
GET accounts
GET accounts/{accountId} 
policyEffectiveDate  insurance date Aggregated The date on which the insurance policy coverage commences. GET accounts
GET accounts/{accountId} 
policyFromDate  insurance date Aggregated The date the insurance policy began. GET accounts
GET accounts/{accountId} 
policyToDate  insurance date Aggregated The date to which the policy exists. GET accounts
GET accounts/{accountId} 
deathBenefit  insurance money Aggregated The death benefit amount on a life insurance policy and annuity. It is usually equal to the face amount of the policy, but sometimes can vary for a whole life and universal life insurance policies.
Note: The death benefit amount field is applicable only to annuities and life insurance.
GET accounts
GET accounts/{accountId} 
policyTerm  insurance term Aggregated The duration for which the policy is valid or in effect. For example, one year, five years, etc. GET accounts
GET accounts/{accountId} 
policyStatus  insurance string Aggregated The status of the policy. GET accounts
GET accounts/{accountId} 
apr  creditCard decimal Aggregated The annual percentage rate (APR) is the yearly rate of interest on the credit card account. 
Additional Details: The yearly percentage rate charged when a balance is held on a credit card. This rate of interest is applied every month on the outstanding credit card balance.
GET accounts/{accountId}
bankTransferCode bank entity[] Aggregated Bank and branch identification information. GET accounts
GET accounts/{accountId} 
isAsset  All containers boolean Both Indicates if the account has to be considered as an asset or liability.
Additional Details: The annuity account type under the insurance container and all the life insurance account types except TERM_LIFE_INSURANCE are asset accounts. For the insurance container, isAsset = false does not indicate the account is a liability.
GET accounts
GET accounts/{accountId} 
availableBalance  Bank money Aggregated The balance in the account that is available for spending. For checking accounts with overdraft, available balance may include overdraft amount, if end site adds overdraft balance to available balance. GET accounts
GET accounts/{accountId} 
availableCash  creditCard money Aggregated The amount that is available for an ATM withdrawal, i.e., the cash available after deducting the amount that is already withdrawn from the total cash limit.
Additional Details: The available cash amount at the account-level can differ from the available cash at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
GET accounts
GET accounts/{accountId} 
availableCredit  creditCard
loan
money Aggregated Credit Card: Amount that is available to spend on the credit card. It is usually the Total credit line- Running balance- pending charges.
Loan: The unused portion of  line of credit, on a revolving loan (such as a home-equity line of credit).
Additional Details:
Note: The available credit amount at the account-level can differ from the available credit field at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
GET accounts
GET accounts/{accountId} 
availableLoan  investment money Aggregated The cash available to withdraw from the account, including all margin loans that may be available. GET accounts/{accountId}
balance  bank
creditCard
investment
insurance
loan
bill
money Both The total account value.
Additional Details:
Bank: available balance or current balance.
Credit Card: running Balance.
Investment: The total balance of all the investment account, as it appears on the FI site.
Insurance: CashValue or amountDue
Loan: principalBalance
Bill: amountDue
GET accounts
GET accounts/{accountId} 
cash investment money Aggregated The amount that is available for immediate withdrawal or the total amount available to purchase securities in a brokerage or investment account.
Note: The cash balance field is only applicable to brokerage related accounts.
GET accounts
GET accounts/{accountId} 
cashValue  insurance money Aggregated The amount of cash value available in the consumer's life insurance policy account - except for term insurance policy - for withdrawals, loans, etc. This field is also used to capture the cash value on the home insurance policy.It is the standard that the insurance company generally prefer to reimburse the policyholder for his or her loss, i.e., the cash value is equal to the replacement cost minus depreciation. The cash value is also referred to as surrender value in India for life insurance policies.
Note: The cash value field is applicable to all types of life insurance (except for term life) and home insurance.
GET accounts
GET accounts/{accountId} 
classification bank
creditCard
investment
reward
loan
insurance
string Aggregated The classification of the account such as personal, corporate, etc. GET accounts/{accountId}
CONTAINER All containers string Aggregated The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc. GET accounts
GET accounts/{accountId} 
currentBalance  bank money Aggregated The balance in the account that is available at the beginning of the business day; it is equal to the ledger balance of the account. GET accounts
GET accounts/{accountId} 
dueDate  creditCard
loan
insurance
bill
date Both The date on which the due amount has to be paid.
Additional Details:
Credit Card: The monthly date by when the minimum payment is due to be paid on the credit card account.
Loan: The date on or before which the due amount should be paid.
Note: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
GET accounts
GET accounts/{accountId} 
expirationDate  insurance date Aggregated The date on which the insurance policy expires or matures.
Additional Details: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
GET accounts/{accountId}
faceAmount  insurance money Aggregated The amount stated on the face of a consumer's policy that will be paid in the event of his or her death or any other event as stated in the insurance policy. The face amount is also referred to as the sum insured or maturity value in India.
Note: The face amount field is applicable only to life insurance.
GET accounts/{accountId}
id  All containers long Both The primary key of the account resource and the unique identifier for the account. GET accounts 
GET accounts/{accountId}
GET investmentOptions
GET accounts/historicalBalances
POST accounts
interestRate  bank
loan
decimal Aggregated Bank: The interest rate offered by a FI to its depositors on a bank account. 
Loan: Interest rate applied on the loan.
Additional Details:
Note: The Interest Rate field is only applicable for the following account types: savings, checking, money market, and certificate of deposit.
GET accounts
GET accounts/{accountId} 
lastPayment  bill money Aggregated The last payment made for the account. GET accounts/{accountId}
lastPaymentAmount  creditCard
loan
insurance
bill
money Aggregated Last/Previous payment amount on the account.  Portion of the principal and interest paid on previous month or period to satisfy a loan.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the payment that was made for any of the previous billing cycles.
GET accounts/{accountId}
lastPaymentDate  creditCard
loan
insurance
bill
date Aggregated The date on which the payment for the previous or current billing cycle is done. 
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account-level can differ from the last payment date at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
GET accounts/{accountId}
lastUpdated  All containers dateTime Both The date time the account information was last retrieved from the provider site and updated in the Yodlee system.  GET accounts
GET accounts/{accountId} 
isManual  All containers boolean Both Indicates if an account is aggregated from a site or it is a manual account i.e. account information manually provided by the user. GET accounts
GET accounts/{accountId} 
marginBalance  investment money Aggregated The amount of borrowed funds used to purchase securities.
Note: Margin balance is displayed only if the brokerage account is approved for margin. The margin balance field is only applicable to brokerage related accounts.
GET accounts
GET accounts/{accountId} 
maturityAmount  bank money Aggregated The maturity amount on the CD is the amount(principal and interest) paid on or after the maturity date. 
Additional Details: The Maturity Amount field is only applicable for the account type CD(Fixed Deposits).
GET accounts/{accountId}
maturityDate  bank
loan
date Aggregated The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan at which point the principal amount (including pending interest) is due to be paid.
Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty.
The final payment date of a loan, i.e., the principal amount (including pending interest) is due to be paid.
GET accounts
GET accounts/{accountId} 
minimumAmountDue  creditCard
insurance
bill
loan
money Aggregated The minimum amount due is the lowest amount of money that a consumer is required to pay on the credit card each month. GET accounts
GET accounts/{accountId} 
moneyMarketBalance  investment money Aggregated The amount in the money market fund or its equivalent such as bank deposit programs.
Note: The money market balance field is only applicable to brokerage related accounts.
GET accounts/{accountId}
nickname All containers string Both The nickname of the account as provided by the consumer to identify an account. The account nickname can be used instead of the account name. GET accounts
GET accounts/{accountId} 
refreshinfo All containers entity Aggregated The status and details on the last update/add action attempted for the account. GET accounts
GET accounts/{accountId} 
runningBalance  creditCard money Aggregated The amount that is currently owed on the credit card account. GET accounts/{accountId}
accountStatus  All containers string Both The status of the account that is updated by the consumer through an application or an API. Additional Details:
ACTIVE: All the added manual and aggregated accounts status will be made “ACTIVE” by default.
TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED
INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services
CLOSED: Users can update the status as CLOSED, if the account is closed with the provider. 
GET accounts
GET accounts/{accountId} 
totalCashLimit  creditCard money Aggregated The maximum amount that can be withdrawn from an ATM using the credit card. Credit cards issuer allow cardholders to withdraw cash using their cards – the cash limit is a percent of the overall credit limit. GET accounts
GET accounts/{accountId} 
totalCreditLine  creditCard money Aggregated Total credit line is the amount of money that can be charged to a credit card. If credit limit of $5,000 is issued on a credit card, the total charges on the card cannot exceed this amount. GET accounts
GET accounts/{accountId} 
totalUnvestedBalance  investment money Aggregated The total unvested balance that appears in an investment account. GET accounts/{accountId}
totalVestedBalance  investment money Aggregated The total vested balance that appears in an investment account. GET accounts/{accountId}
accountType  All containers string Both 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. GET accounts
GET accounts/{accountId} 
escrowBalance  loan money Aggregated The amount a mortgage company holds to pay a consumer's non-mortgage related expenses like insurance and property taxes. 
Additional Details:
Note: The escrow balance field is only applicable to the mortgage account type.
GET accounts/{accountId}
homeInsuranceType  insurance string Aggregated Type of home insurance. GET accounts/{accountId}
lifeInsuranceType  insurance string Aggregated Type of life insurance. GET accounts/{accountId}
originalLoanAmount  loan money Aggregated The amount of loan that the lender has provided. GET accounts
GET accounts/{accountId} 
providerId  All containers string Both Identifier of the provider site. The primary key of provider resource.  GET accounts
GET accounts/{accountId} 
providerName  All containers string Both Service provider or institution name where the account originates. This belongs to the provider resource.  GET accounts
GET accounts/{accountId} 
principalBalance  loan money Aggregated The principal or loan balance is the outstanding balance on a loan account, excluding the interest and fees. The principal balance is the original borrowed amount plus any applicable loan fees, minus any principal payments. GET accounts/{accountId}
premiumPaymentTerm  insurance term Aggregated The number of years for which premium payments have to be made in a policy. GET accounts
GET accounts/{accountId} 
recurringPayment  loan money Aggregated The monthly or periodic payment on a loan that is recurring in nature. The recurring payment amount is usually same as the amount due, unless late fees or other charges are added eventually changing the amount due for a particular month. GET accounts/{accountId}
term  bank
loan
term Aggregated The tenure for which the CD account is valid  or in case of loan, the number of years/months over which the loan amount  has to be repaid.
Additional Details: 
Bank: The Term field is only applicable for the account type CD.
Loan: The period for which the loan agreement is in force. The period, before or at the end of which, the loan should either be repaid or renegotiated for another term.
GET accounts
GET accounts/{accountId} 
totalCreditLimit  loan money Aggregated The maximum amount of credit a financial institution extends to a consumer through a line of credit or a revolving loan like HELOC. 
Additional Details:
Note: The credit limit field is applicable only to LOC and HELOC account types.
GET accounts/{accountId}
enrollmentDate  reward date Aggregated Date on which the user is enrolled on the rewards program. GET accounts/{accountId}
primaryRewardUnit  reward string Aggregated Primary reward unit for this reward program. E.g. miles, points, etc. GET accounts
GET accounts/{accountId} 
rewardBalance reward entity[] Aggregated Information of different reward balances associated with the account. GET accounts/{accountId}
currentLevel  reward string Aggregated Current level of the reward program the user is associated with. E.g. Silver, Jade etc. GET accounts/{accountId}
nextLevel  reward string Aggregated The eligible next level of the rewards program. GET accounts/{accountId}
shortBalance  investment money Aggregated The sum of the current market values of short positions held in a brokerage account.
Note: The short balance balance field is only applicable to brokerage related accounts.
GET accounts/{accountId}
holderProfile bank
creditCard
loan
investment
insurance
bill
reward
entity[] Aggregated Profile information about holder. GET accounts
GET accounts/{accountId} 
lastEmployeeContributionAmount investment money Aggregated Indicates the last amount contributed by the employee to the 401k account.
Note: The last employee contribution amount field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
GET accounts/{accountId}
lastEmployeeContributionDate investment date Aggregated The date on which the last employee contribution was made to the 401k account.
Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
GET accounts/{accountId}
providerAccountId  All containers long Both The primary key of the provider account resource. GET accounts
GET accounts/{accountId} 
memo  bank
creditCard
insurance
loan
bill
investment
otherAssets
otherLiabilities
string Both The additional description or notes given by the user. GET accounts
GET accounts/{accountId} 
originationDate  loan date Both The date on which the loan is disbursed. GET accounts
GET accounts/{accountId} 
createdDate  bank
creditCard
insurance
loan
bill
investment
otherAssets
otherLiabilities
reward
dateTime Both The date on which the account is created in the Yodlee system.
Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.
GET accounts
GET accounts/{accountId} 
frequency  bill
creditCard
insurance
loan
string Both The frequency of the billing cycle of the account in case of card and bills. The frequency in which premiums are paid in an insurance policy such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan  account. GET accounts
GET accounts/{accountId} 
overDraftLimit  bank money Aggregated The overdraft Limit for the account.
Note: The overdraft Limit is provided only for AUS, INDIA, UK, NZ locales.
GET accounts
GET accounts/{accountId} 
valuationType  realEstate string Manual The valuation Type indicates whether the home value is calculated either manually or by Yodlee Partners. GET accounts
GET accounts/{accountId} 
homeValue  realEstate money Manual The home value of the real estate account. GET accounts
GET accounts/{accountId} 
estimatedDate  realEstate date Manual The date on which the home value was estimated. GET accounts
GET accounts/{accountId} 
address  realEstate address Manual The home address of the real estate account. The address entity for home address consists of street, state, zip and city only. GET accounts
GET accounts/{accountId} 
includeInNetWorth bank
creditCard
loan
investment
insurance
realEstate
otherAssets
otherLiabilities
boolean Aggregated Used to determine  whether an account to be considered in the networth calculation. GET accounts
GET accounts/{accountId} 
investmentPlan investment entity[] Aggregated Investment Plan information.
Required Feature Enablement: investment Options.
GET investmentOptions
historicalBalances bank
creditCard
investment
insurance
realEstate
loan
entity[] Both Balance details of the accounts at daily, monthly and weekly levels. GET accounts/historicalBalances
GET derived/networth
cashAPR creditCard decimal Aggregated The APR applicable to cash withdrawals on the credit card account. GET accounts
GET accounts/{accountId} 


Entity: refreshinfo

Attribute Name Container Type Aggregated/ Manual Description Endpoints
statusCode All containers Integer Aggregated The status code of last update attempted for the account. GET accounts
GET accounts/{accountId} 
statusMessage All containers string Aggregated The status message of last update attempted for the account. GET accounts
GET accounts/{accountId} 
nextRefreshScheduled All containers dateTime Aggregated The scheduled next update time. GET accounts
GET accounts/{accountId} 
lastRefreshed All containers dateTime Aggregated Time when the account was last updated successfully.  GET accounts
GET accounts/{accountId} 
lastRefreshAttempt All containers dateTime Aggregated Time when the update was last attempted for the account irrespective of failure or success.
Note: This differs from the lastRefreshed field, as lastRefreshed indicates the successful update time. 
GET accounts
GET accounts/{accountId} 


Entity: bankTransferCode

Attribute Name Container Type Aggregated/ Manual Description Endpoints
id bank string Aggregated The FI's branch identification number.
Additional Details: The routing number of the bank account in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom). 
GET accounts/{accountId}
type bank string Aggregated The bank transfer code type varies depending on  the region of the account origination. GET accounts/{accountId}


Entity: holderProfile

Attribute Name Container Type Aggregated/ Manual Description Endpoints
name bank name AGGREGATED The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page and additional navigation is required to aggregate it. Customers who require the full account holder name field, will have to contact sales.
GET accounts
GET accounts/{accountId} 


Entity: investmentPlan

Attribute Name Container Type Aggregated/ Manual Description Endpoints
id investment long Aggregated The unique identifier of the investment plan resource.
Required Feature Enablement: investment Options
GET investmentOptions
planName investment string Aggregated The name given to a plan by the sponsor.
Required Feature Enablement: investment Options.
GET investmentOptions
planNumber investment string Aggregated The plan number given to a plan by the sponsor.
Required Feature Enablement: investment Options.
GET investmentOptions
providerId investment string Aggregated The id of the provider resource. Provider is the one who manages the 401k accounts for the sponsors.
Required Feature Enablement: investment Options.
GET investmentOptions
providerName investment string Aggregated The name of the provider. Provider is the one who manages the 401k accounts for the sponsors.
Required Feature Enablement: investment Options.
GET investmentOptions
asOfDate  investment date Aggregated The date as of when the options were retrieved.
Required Feature Enablement: investment Options.
GET investmentOptions
returnAsOfDate  investment date Aggregated Date corresponding to the published returns.
Required Feature Enablement: investment Options.
GET investmentOptions
lastUpdated investment dateTime Aggregated The date when the information was last updated in the system.
Required Feature Enablement: investment Options.
GET investmentOptions
feesAsofDate investment date Aggregated Date corresponding to the published fees.
Required Feature Enablement: investment Options.
GET investmentOptions
investmentOptions investment entity[] Aggregated Investment Option information.
Required Feature Enablement: investment Options.
GET investmentOptions


Entity: investmentOptions

Attribute Name Container Type Aggregated/ Manual Description Endpoints
id  investment long Aggregated A unique identifier of the investment option resource.
Required Feature Enablement: investment Options.
GET investmentOptions
cusipNumber  investment string Aggregated The nine-digit, alphanumeric numbers that are used to identify securities.
Required Feature Enablement: investment Options.
GET investmentOptions
description  investment string Aggregated The description of a security.
Required Feature Enablement: investment Options.
GET investmentOptions
fiveYearReturn  investment decimal Aggregated Annualized return over a period of 5 years given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
holdingType investment string Aggregated The type of the security.
Required Feature Enablement: investment Options.
GET investmentOptions
isin  investment string Aggregated International Securities Identification Number. A code that uniquely identifies a specific securities issue.
Required Feature Enablement: investment Options.
GET investmentOptions
oneMonthReturn  investment decimal Aggregated Absolute return over a period of 1 month given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
oneYearReturn  investment decimal Aggregated Annualized return over a period of 1 year given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
price  investment money Aggregated The price of a security.
Required Feature Enablement: investment Options.
GET investmentOptions
priceAsOfDate  investment date Aggregated The date the price was last updated in the provider site.
Required Feature Enablement: investment Options.
GET investmentOptions
sedol  investment string Aggregated SEDOL(Stock Exchange Daily Official List) is a security identifier used in the United Kingdom and Ireland for clearing purposes.
Required Feature Enablement: investment Options.
GET investmentOptions
symbol  investment string Aggregated Identifier representing a particular security listed on an exchange or otherwise traded publicly.
Required Feature Enablement: investment Options.
GET investmentOptions
tenYearReturn  investment decimal Aggregated Annualized return over a period of 10 years given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
threeMonthReturn  investment decimal Aggregated Absolute return over a period of 3 months given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
threeYearReturn  investment decimal Aggregated Annualized return over a period of three years given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
inceptionToDateReturn  investment decimal Aggregated The return from inception date to today given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
yearToDateReturn  investment decimal Aggregated The return from the start of the year to today given as a percentage.
Required Feature Enablement: investment Options.
GET investmentOptions
inceptionDate  investment date Aggregated The date on which the fund/options has began its operations.
Required Feature Enablement: investment Options.
GET investmentOptions
grossExpenseRatio  investment decimal Aggregated The total percentage of a mutual fund's assets that are devoted to running the fund.
Required Feature Enablement: investment Options.
GET investmentOptions
grossExpenseAmount  investment money Aggregated The total amount of a mutual fund's assets that are devoted to running the fund.
Required Feature Enablement: investment Options.
GET investmentOptions
netExpenseRatio  investment decimal Aggregated The total percentage of a mutual fund's assets that are devoted to running the fund which includes waivers and reimbursements.
Required Feature Enablement: investment Options.
GET investmentOptions
netExpenseAmount  investment money Aggregated The total amount of a mutual fund's assets that are devoted to running the fund which includes waivers and reimbursements.
Required Feature Enablement: investment Options.
GET investmentOptions


Entity: rewardBalance

Attribute Name Container Type Aggregated/ Manual Description Endpoints
description  reward string Aggregated The description for the reward balance as available at provider source. GET accounts/{accountId}
balance  reward decimal Aggregated The actual reward balance. GET accounts/{accountId}
units  reward string Aggregated Unit of reward balance - miles, points, segments, dollars, credits. GET accounts/{accountId}
balanceType  reward string Aggregated The type of reward balance. GET accounts/{accountId}
expiryDate  reward date Aggregated The date on which the balance expires. GET accounts/{accountId}
balanceToLevel  reward string Aggregated The balance required to reach a reward level. GET accounts/{accountId}
balanceToReward  reward string Aggregated The balance required to qualify for a reward such as retaining membership, business reward, etc. GET accounts/{accountId}


Entity: historicalBalances

Attribute Name Container Type Aggregated/ Manual Description Endpoints
date  bank
creditCard
investment
insurance
realEstate
loan
date Both Date for which the account balance was provided.  This balance could be a carryforward, calculated or a scraped balance.
Additional Details:
Scraped: Balance shown in the provider site. This balance gets stored in Yodlee system during system/user account updates.
CarryForward: Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, error in the site, credential changes, etc.
calculated: Balances that gets calculated for the days that are prior to the account added date.  
GET accounts/historicalBalances
GET derived/networth
asOfDate  bank
creditCard
investment
insurance
realEstate
loan
date Both Date as of when the balance is last updated due to the auto account updates or user triggered updates. This balance will be carry forward for the days where there is no balance available in the system.  GET accounts/historicalBalances
balance  bank
creditCard
investment
insurance
realEstate
loan
money Both Balance amount of the account. GET accounts/historicalBalances
isAsset  bank
creditCard
investment
insurance
realEstate
loan
boolean Both Indicates whether the balance is an asset or liability. GET accounts/historicalBalances
dataSourceType  bank
creditCard
investment
insurance
realEstate
loan
string Both The source of balance information. GET accounts/historicalBalances


Enums: Bank Transfer Code Type

Type Description
BSB BSB is a Bank-State-Branch number used to identify the branch in Australia and is required for performing transfers. 
IFSC IFSC is Indian Financial System Code. It is an alphanumeric code that is used to identify the particular branch in India and is required for electronic funds settlement.
ROUTING_NUMBER Bank routing number or routing transit number (RTN) is a nine digit number used in US to identify financial institution in a transaction. Most common transaction types where routing numbers are used are ACH and wire transfers.
SORT_CODE The sort code is a six-digit number used in UK to identify both the bank and the branch where the account is held. 


Enums: Home Insurance Account Type

HomeInsuranceType Description
HOME_OWNER Home owner insurance policy for the house.
RENTAL Rental insurance is the insurance taken by the owner for the house when it is being rented out.
RENTER Renters insurance is for occupants who do not own the property but want to protect their personal belongings that are in the home.
OTHER The home insurance policy other than what has been listed here.


Enums: Life Insurance Account Type

LifeInsuranceType Description
ENDOWMENT An endowment policy is a life insurance contract designed to pay a lump sum after a specific term (on its 'maturity') or on death.
TERM_LIFE_INSURANCE Term insurance, a type of life insurance, provides coverage for a certain period of time or years. If the insured dies over the policy tenure a death benefit (or sum assured) is paid out. No payout is made if the insured survives the tenure.
ULIP ULIP is a life insurance product, which provides risk cover for the policy holder along with investment options to invest in any number of qualified investments such as stocks, bonds or mutual funds.
UNIVERSAL_LIFE_INSURANCE Universal life insurance (often shortened to UL) is a type of cash value life insurance, sold primarily in the United States of America. Under the terms of the policy, the excess of premium payments above the current cost of insurance is credited to the cash value of the policy.
VARIABLE_LIFE_INSURANCE Variable life insurance is a permanent life insurance policy with an investment component.
WHOLE_LIFE_INSURANCE Life insurance policy which is guaranteed to remain in force for the insured's entire lifetime, provided required premiums are paid, or to the maturity date.
OTHER Other type of insurances.


Enums: Insurance Policy Status

PolicyStatus Description
ACTIVE Denotes the policy is active.
INACTIVE Denotes the policy is inactive.
OTHER The status could not be determined or it is other than active/inactive.


Enums: Real Estate Valuation Type

ValuationType Description
SYSTEM Home value provided by the system.
MANUAL Home value manually provided by the user.


Enums: Reward Account Balance Type

BalanceType Description
BALANCE Reward Balance.
BALANCE_TO_LEVEL The balance required to reach a reward level.
BALANCE_TO_REWARD The balance required to qualify for a reward.
EXPIRING_BALANCE Reward Balance that will be expired.
TOTAL_BALANCE Total reward balance available.


Enums: Account Frequency

Frequency Description
DAILY Occurs every day.
ONE_TIME Occurs once.
WEEKLY Occurs once in a week.
EVERY_2_WEEKS Occurs once in two weeks.
SEMI_MONTHLY Occurs once in 15 days.
MONTHLY Occurs once in a month.
QUARTERLY Occurs once in three months.
SEMI_ANNUALLY Occurs once in six months.
ANNUALLY Occurs once in a year.
EVERY_2_MONTHS Occurs once in two months.
FIRST_DAY_MONTHLY Occurs on first day of every month.
LAST_DAY_MONTHLY Occurs on last day of every month.
EVERY_4_WEEKS Occurs once in four weeks.


Enums: Account Interest Rate Type

InterestRateType Description
UNKNOWN Unknown
OTHER Other
FIXED Fixed interest rate.
VARIABLE Variable intererest rate.


Enums: Account Aggregation Source

AggregationSource Description
SYSTEM Accounts that are pre-populated by the customers on behalf of their users in to the Yodlee system.
USER Accounts that are added by the user.


Enums: Account Classification

AccountClassification Description
CORPORATE  Corporate account.
OTHER  Other account.
PERSONAL  Personal account.
SMALL_BUSINESS  Small business account.
TRUST  Trust account.


Enums: Container

Container Applicable for Aggregated/Manual Accounts?
bank  both
creditCard both
investment both
insurance both
loan both
otherAssets manual
otherLiabilities manual
realEstate manual
reward both
bill both


Enums: Account Status

AccountStatus Description
ACTIVE Active accounts.
INACTIVE Accounts that are made inactive by the users.
TO_BE_CLOSED Accounts that are found to be closed in the provider site and awaiting confirmation from users to get closed.
CLOSED Accounts that are closed by the users.


Enums: Balances Data Source Type

DataSourceType Description
Scraped balance from the provider site.
Calculated balance by the system.
CF Last available balance that was carry forwarded for the days when account was not updated.


Enums: Aggregated Account Type

Applicable Containers AccountType
bank CHECKING
SAVINGS
CD
PPF
RECURRING_DEPOSIT
FSA
MONEY_MARKET
IRA
PREPAID
OTHER
creditCard CREDIT
STORE
CHARGE
OTHER
investment (SN 1.0) BROKERAGE_MARGIN
HSA
IRA
BROKERAGE_CASH
401K
403B
TRUST
ANNUITY
SIMPLE
CUSTODIAL
BROKERAGE_CASH_OPTION
BROKERAGE_MARGIN_OPTION
INDIVIDUAL
CORPORATE
JTTIC
JTWROS
COMMUNITY_PROPERTY
JOINT_BY_ENTIRETY
CONSERVATORSHIP
ROTH
ROTH_CONVERSION
ROLLOVER
EDUCATIONAL
529_PLAN
457_DEFERRED_COMPENSATION
401A
PSP
MPP
STOCK_BASKET
LIVING_TRUST
REVOCABLE_TRUST
IRREVOCABLE_TRUST
CHARITABLE_REMAINDER
CHARITABLE_LEAD
CHARITABLE_GIFT_ACCOUNT
SEP
UTMA
UGMA
ESOPP
ADMINISTRATOR
EXECUTOR
PARTNERSHIP
SOLE_PROPRIETORSHIP
CHURCH
INVESTMENT_CLUB
RESTRICTED_STOCK_AWARD
CMA
EMPLOYEE_STOCK_PURCHASE_PLAN
PERFORMANCE_PLAN
BROKERAGE_LINK_ACCOUNT
MONEY_MARKET
SUPER_ANNUATION
REGISTERED_RETIREMENT_SAVINGS_PLAN
SPOUSAL_RETIREMENT_SAVINGS_PLAN
DEFERRED_PROFIT_SHARING_PLAN
NON_REGISTERED_SAVINGS_PLAN
REGISTERED_EDUCATION_SAVINGS_PLAN
GROUP_RETIREMENT_SAVINGS_PLAN
LOCKED_IN_RETIREMENT_SAVINGS_PLAN
RESTRICTED_LOCKED_IN_SAVINGS_PLAN
LOCKED_IN_RETIREMENT_ACCOUNT
REGISTERED_PENSION_PLAN
TAX_FREE_SAVINGS_ACCOUNT
LIFE_INCOME_FUND
REGISTERED_RETIREMENT_INCOME_FUND
SPOUSAL_RETIREMENT_INCOME_FUND
LOCKED_IN_REGISTERED_INVESTMENT_FUND
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
GUARANTEED_INVESTMENT_CERTIFICATES
PENSION
REGISTERED_DISABILITY_SAVINGS_PLAN 
OTHER
investment (SN 2.0) BROKERAGE_CASH
BROKERAGE_MARGIN
INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
EMPLOYEE_RETIREMENT_ACCOUNT_401K
EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
TRUST
ANNUITY
SIMPLE_IRA
CUSTODIAL_ACCOUNT
BROKERAGE_CASH_OPTION
BROKERAGE_MARGIN_OPTION
INDIVIDUAL
CORPORATE_INVESTMENT_ACCOUNT
JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
JOINT_TENANTS_COMMUNITY_PROPERTY
JOINT_TENANTS_TENANTS_BY_ENTIRETY
CONSERVATOR
ROTH_IRA
ROTH_CONVERSION 
ROLLOVER_IRA
EDUCATIONAL
EDUCATIONAL_SAVINGS_PLAN_529
DEFERRED_COMPENSATION_PLAN_457
MONEY_PURCHASE_RETIREMENT_PLAN_401A
PROFIT_SHARING_PLAN
MONEY_PURCHASE_PLAN
STOCK_BASKET_ACCOUNT
LIVING_TRUST
REVOCABLE_TRUST
IRREVOCABLE_TRUST
CHARITABLE_REMAINDER_TRUST
CHARITABLE_LEAD_TRUST
CHARITABLE_GIFT_ACCOUNT
SEP_IRA
UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
UNIFORM_GIFT_TO_MINORS_ACT_UGMA
EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
ADMINISTRATOR 
EXECUTOR
PARTNERSHIP
PROPRIETORSHIP
CHURCH_ACCOUNT
INVESTMENT_CLUB
RESTRICTED_STOCK_AWARD
CASH_MANAGEMENT_ACCOUNT
EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
PERFORMANCE_PLAN
BROKERAGE_LINK_ACCOUNT
MONEY_MARKET_ACCOUNT
SUPERANNUATION
REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
DEFERRED_PROFIT_SHARING_PLAN_DPSP
NON_REGISTERED_SAVINGS_PLAN_NRSP
REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
REGISTERED_PENSION_PLAN_RPP
TAX_FREE_SAVINGS_ACCOUNT_TFSA
LIFE_INCOME_FUND_LIF
REGISTERED_RETIREMENT_INCOME_FUND_RIF
SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
GUARANTEED_INVESTMENT_CERTIFICATES_GIC
REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
DEFINED_CONTRIBUTION_PLAN 
DEFINED_BENEFIT_PLAN
EMPLOYEE_STOCK_OPTION_PLAN 
NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
KEOGH_PLAN
EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
EMPLOYEE_BENEFIT_PLAN
EMPLOYEE_SAVINGS_PLAN
HEALTH_SAVINGS_ACCOUNT_HSA
COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
TESTAMENTARY_TRUST
ESTATE 
GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
ADVISORY_ACCOUNT
NON_PROFIT_ORGANIZATION_501C
HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
INDIVIDUAL_SAVINGS_ACCOUNT_ISA
CASH_ISA
STOCKS_AND_SHARES_ISA
INNOVATIVE_FINANCE_ISA
JUNIOR_ISA
EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
PUBLIC_PROVIDENT_FUND_PPF
EMPLOYEES_PENSION_SCHEME_EPS
NATIONAL_PENSION_SYSTEM_NPS
INDEXED_ANNUITY
ANNUITIZED_ANNUITY
VARIABLE_ANNUITY
ROTH_403B
SPOUSAL_IRA
SPOUSAL_ROTH_IRA
SARSEP_IRA
SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
OFFSHORE_TRUST
IRREVOCABLE_LIFE_INSURANCE_TRUST
INTERNATIONAL_TRUST
LIFE_INTEREST_TRUST
EMPLOYEE_BENEFIT_TRUST
PRECIOUS_METAL_ACCOUNT
INVESTMENT_LOAN_ACCOUNT
GRANTOR_RETAINED_INCOME_TRUST
PENSION_PLAN
OTHER
bill TELEPHONE
UTILITY
CABLE
WIRELESS
BILLS
loan MORTGAGE
INSTALLMENT_LOAN
PERSONAL_LOAN
HOME_EQUITY_LINE_OF_CREDIT
LINE_OF_CREDIT
AUTO_LOAN
STUDENT_LOAN
HOME_LOAN
SECURITIES_BACKED_LINE_OF_CREDIT
OTHER
insurance AUTO_INSURANCE
HEALTH_INSURANCE
HOME_INSURANCE
LIFE_INSURANCE
ANNUITY
TRAVEL_INSURANCE
INSURANCE
realEstate REAL_ESTATE
reward REWARD_POINTS


Enums: Manual Account Type

Applicable Containers AccountType
bank CHECKING
SAVINGS
CD
PREPAID
creditCard CREDIT
loan PERSONAL_LOAN
HOME_LOAN
bill BILLS
insurance INSURANCE
ANNUITY
investment BROKERAGE_CASH


Enums: Refresh Status Code and Message

statusCode statusMessage Description Additional Information
0 SUCCESS Account has been successfully added/updated. Not an Error
395 OAUTH_SITE_NOT_SUPPORTED The site does not seem to be supported. Technical Error
401 NO_CONNECTION Request Timed Out. Technical Error
402 STATUS_LOGIN_FAILED Username and/or password were reported to be incorrect. UAR Error
403 INTERNAL_ERROR We faced a technical problem while updating your account. This kind of error is usually resolved in a few days.  Technical Error
404 LOST_REQUEST We faced a technical problem while updating your account. Technical Error
405 ABORT_REQUEST User has aborted the request. User Error
406 STATUS_PASSWORD_EXPIRED The password or the authentication information were reported as expired. UAR Error
407 STATUS_ACCOUNT_LOCKED The account has been locked in the provider site. UAR Error
408 DATA_EXPECTED No accounts found in the provider site. Technical Error
409 STATUS_SITE_UNAVAILABLE Account could not be updated because the end site is experiencing technical difficulties. Site Error
411 STATUS_SITE_OUT_OF_BUSINESS The provider site no longer provides online services to its customers. Site Error
412 STATUS_SITE_APPLICATION_ERROR The provider site is experiencing technical difficulties. Site Error
413 REQUIRED_FIELD_UNAVAILABLE We faced a technical problem while updating your account. This kind of error is usually resolved in a few days. Technical Error
414 STATUS_NO_ACCT_FOUND No accounts found in the provider site. UAR Error
415 STATUS_SITE_TERMINATED_SESSION Experiencing technical difficulties in the provider site. Site Error
416 STATUS_SITE_SESSION_ALREADY_ESTABLISHED Session was already established in the provider site. Site Error
417 STATUS_DATA_MODEL_NO_SUPPORT Account type was not supported by Yodlee. UAR Error
418 STATUS_HTTP_DNS_ERROR_EXCEPTION The provider site is experiencing technical difficulties. Site Error
419 LOGIN_NOT_COMPLETED We couldn't update the account because of unexpected variations at the  site. This kind of problem is usually resolved in a few days. Technical Error
420 STATUS_SITE_MERGED_ERROR The provider site has been merged with another site. UAR Error
421 STATUS_UNSUPPORTED_LANGUAGE_ERROR The language setting for the provider site is not English. Please request the user to visit the site and change the language setting to English. UAR Error
422 STATUS_ACCOUNT_CANCELED Accounts found were closed. UAR Error
423 STATUS_ACCT_INFO_UNAVAILABLE No accounts found in the provider site. Site Error
424 STATUS_SITE_DOWN_FOR_MAINTENANCE The provider site was down for maintenance. Site Error
425 STATUS_CERTIFICATE_ERROR The provider site is experiencing technical difficulties. Site Error
426 STATUS_SITE_BLOCKING The provider site is experiencing technical difficulties. Site Error
427 STATUS_SPLASH_PAGE_EXCEPTION We could not update the account as the site requiring the user to view a new promotion. Please request the user to log in to the site and click through to his/her account overview page to update the details. UAR Error
428 STATUS_TERMS_AND_CONDITIONS_EXCEPTION We could not update the account due to the site requiring the user to accept new Terms & Conditions. Please request the user to log in to the site, read and accept the T&C. UAR Error
429 STATUS_UPDATE_INFORMATION_EXCEPTION We could not update the account due to the site requiring user to verify his/her personal information. Please request the user to log in to the site and update the fields required. UAR Error
430 STATUS_SITE_NOT_SUPPORTED Site is no longer supported for data updates. UAR Error
431 HTTP_FILE_NOT_FOUND_ERROR We faced a browser error while retrieving data. Site Error
432 HTTP_INTERNAL_SERVER_ERROR We faced a browser error while retrieving data. Site Error
475 UNIQUEID_FROM_DATA_SOURCE_ERROR We faced issues while setting the unique identifer for an account. Example: Two accounts seem to have the same unique identifier. Technical Error
476 ACCOUNT_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
477 BILL_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
478 STATUS_DUPLICATE_BILL We faced duplicate bill issues while retrieving bills for an account. Site Error
491 REWARDS_PROGRAM_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
492 REWARDS_ACTIVITY_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
494 INVESTMENT_TRANSACTION_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
495 LOAN_TRANSACTION_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
496 CARD_TRANSACTION_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
497 BANK_TRANSACTION_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
498 HOLDING_REQUIRED_FIELDS_NOT_SET The required fields does not seem to be set due to technical issues. Technical Error
499 HELD_ACCOUNT'S_CREDENTIALS_USED The user has provided their online application credentials to the linking provider site. Site Error
504 MULTIPLE_ERROR Multiple errors have occurred and the data retrieval process at the provider site failed. Combinations of Technical/Site/UAR errors
505 STATUS_SITE_CURRENTLY_NOT_SUPPORTED Yodlee does not support the security system used by this site. Site Error
506 NEW_LOGIN_INFO_REQUIRED_FOR_SITE To log in to this site, user need to provide additional information. Request the user to perform update accounts. UAR Error
507 BETA_SITE_WORK_IN_PROGRESS We have just started providing data updates for this site, and it may take a few days to be successful as we get started. Technical Error
508 INSTANT_REQUEST_TIMEDOUT Add/update account request timed out due to technical reasons. Technical Error
509 TOKEN_ID_INVALID The MFA token provided is no longer valid at the site. User Input Error
509 TOKEN_ID_INVALID The MFA token provided is no longer valid at the site. User Input Error
512 NO_PAYEES_ARE_FOUND_ON_SOURCE Payees does not seem to be available in the provider site. User Error
513 PAYEES_COULD_NOT_BE_RETRIEVED We faced issues while retrieving payees. Technical Error
514 SOME_PAYEE_DETAILS_COULD_NOT_BE_RETRIEVED We faced issues while retrieving one or more payee details. Technical Error
515 NO_PAYMENT_ACCOUNT_FOUND The payment account does not seem to be available in the provider site. User Error
517 GENERAL_EXCEPTION_WHILE_GATHERING_MFA_DATA We faced a technical problem while updating your account.This kind of error is usually resolved in a few days. Technical Error
518 NEW_MFA_INFO_REQUIRED_FOR_AGENTS Account was not updated as the required additional authentication information was unavailable.(MFA error) UAR Error
519 MFA_INFO_NOT_PROVIDED_TO_YODLEE_BY_USER_FOR_AGENTS Account was not updated as the authentication information like security question and answer was unavailable or incomplete. (MFA error) UAR Error
520 MFA_INFO_MISMATCH_FOR_AGENTS Provider site indicates that the additional authentication information provided is incorrect. (MFA error) UAR Error
521 ENROLL_IN_MFA_AT_SITE New security authentication system has been introduced in the provider site.(MFA error) UAR Error
522 MFA_INFO_NOT_PROVIDED_IN_REAL_TIME_BY_USER_VIA_APP Request Timed Out as the required security information was unavailable or was not provided within the expected time. (MFA error) UAR Error
523 INVALID_MFA_INFO_IN_REAL_TIME_BY_USER_VIA_APP The authentication information user provided is incorrect. (MFA error) UAR Error
524 USER_PROVIDED_REAL_TIME_MFA_DATA_EXPIRED The authentication information provided has expired. (MFA error) UAR Error
525 MFA_INFO_NOT_PROVIDED_IN_REAL_TIME_BY_GATHERER  We faced a technical problem while updating your account. This kind of error is usually resolved in a few days. Technical Error
526 INVALID_MFA_INFO_OR_CREDENTIALS We could not update the account as the username/password or additional security credentials are incorrect. (MFA error) UAR Error
552 CREDENTIALS_SUSPENDED Credentials provided by the user seems to be suspended. User Error
553 REQUEST_TIMED_OUT_DUE_TO_USER User has not provided the information in the required time period. User Error
554 NO_RESPONSE_FROM_SITE We have not received a response from site. Site Error
556 OAUTH_SITE_UNAVAILABLE Outh site does not seem to be available for updates. Site Error
557 INVALID_OAUTH_REQUEST The OAUTH request generated is invalid. Technical Error
558 SITE_UNAVAILABLE_INFORMED_BY_SITE Site does not seem to be available for updates and informed by site. Site Error
559 INSUFFICIENT_PRIVILEGE Users does not have sufficient privilege. User Error
560 INVALID_OAUTH_TOKEN The oauth token provided is invalid. Technical Error
561 GENERIC_OAUTH_ERROR We faced technical issues while aggregating the data from OAUTH based site. Technical Error
562 OAUTH_CONSENT_EXPIRED The oauth token has expired. User Error
563 OAUTH_CONSENT_REVOKED The oauth token has been revoked. User Error
564 OAUTH_CONSENT_UNAVAILABLE The oauth consent is not available. User Error
565 CERT_UNAVAILABLE_ERROR The certificate is not available. Technical Error
566 CERT_DOWNLOAD_ERROR The certificate cannot be downloaded. Technical Error
567 OAUTH_MIGRATION_FAILED The oauth migration has failed. Technical Error
570 DOCUMENT_NOT_AVAILABLE Document not available for download. User Error
571 DOCUMENT_DOWNLOAD_FAILED The document download process has failed due to site issues. Site Error
572 DOCUMENT_SIZE_EXCEEDS_THE_LIMIT The document that we are trying to download exceeded the size limit. Technical Error
573 DOCUMENT_DOWNLOAD_REQUIRES_ADDTNL_AUTHENTICATION Document download needs additional authentication. User Error
574 EBILL_ENROLLMENT_REQUIRED_FOR_BILL_DOWNLOAD User has not enrolled for the ebill. User Error
575 DOCUMENT_DOWNLOADED_NOT_SUPPORTED No support available for document download. User Error
576 DOCUMENT_UPLOAD_TO_SERVER_FAILED The downloaded document failed while uploading to our server. Technical Error
578 DOCUMENT_TYPE_NOT_SUPPORTED The type of the document does not seem to be supported. Technical Error
579 DOCUMENT_PROCESSING_FAILED We faced technical error while processing the document. Technical Error
601 DBFILER_SUMMARY_SAVE_ERROR We faced a technical problem while updating your account. Technical Error
604 STATUS_REQUEST_GENERATION_ERROR_LOGIN_FAILURE We faced technical issues while generating the request for data retrieval. Technical Error
709 STATUS_FIELD_NOT_AVAILABLE This error is thrown when there is a mismatch in the meta-fields. Technical Error
801 ADD_IN_PROGRESS Account addition is in progress. Not an Error
802 UPDATE_IN_PROGRESS Account update is in progress. Not an Error
803 REFFRESH_NOT_DONE_AS_MIGRATION_IN_PROGRESS The account cannot be refreshed as the OAuth migration is in progress. Technical Error
811 PARTIAL_SUCCESS Data was successfully aggregated for at least one, but not all, accounts. Partial Success