Provider Accounts Resource - v1.0

Entity: providerAccount

Attribute Name Type Description Endpoints
id long Unique identifier for the provider account resource. This is created during account addition. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
providerId long Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user. GET providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
aggregationSource  string The source through which the providerAccount is added in the system. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
refreshInfo entity The entity that holds information of the add/update process and its staus initiated on the provider account. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
isManual boolean Indicates whether account is a manual or aggregated provider account. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
createdDate  date The date on when the provider account is created in the system. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
lastUpdated  dateTime The date on when the provider account is last updated. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}
loginForm entity This entity gets returned in the response for only MFA based provider accounts during the add/update account polling process. This indicates that the MFA information is expected from the user to complete the process. This represents the structure of MFA form that is displayed to the user in the provider site. GET providerAccounts
POST providerAccounts
PUT providerAccounts/{providerAccountId}
GET providerAccounts/{providerAccountId}


Entity: refreshInfo

Attribute Name Type Description Endpoints
statusCode  integer The status code of last update attempted for the account. GET providerAccounts/{providerAccountId}
POST providerAccounts
PUT providerAccounts/{providerAccountId}
statusMessage  string The status message of last update attempted for the account. GET providerAccounts/{providerAccountId}
POST providerAccounts
PUT providerAccounts/{providerAccountId}
status  string The status of last update attempted for the account. GET providerAccounts/{providerAccountId}
POST providerAccounts
PUT providerAccounts/{providerAccountId}
additionalStatus  string The additional status information of the last update attempted for the account. GET providerAccounts/{providerAccountId}
POST providerAccounts
PUT providerAccounts/{providerAccountId}
additionalInfo string Information on whether the data retrieval was a partial failure or a complete failure. GET providerAccounts/{providerAccountId}
nextRefreshScheduled  dateTime Next scheduled time for account update. GET providerAccounts/{providerAccountId}
lastRefreshed dateTime Time when the account was last updated/created successfully or partially. GET providerAccounts/{providerAccountId}
lastRefreshAttempt  dateTime Time when last action was attempted for the account. GET
providerAccounts/ {providerAccountId}
actionRequired string Information on whether an update credentials action is required for the provider account. “UPDATE_CREDENTIALS” value will be provided in the response, if the provider account needs an action to be taken by the user due to errors.  GET providerAccounts/{providerAccountId}
message string INVOKE_UPDATE_PROVIDER_ACCOUNT_WITH_CREDENTIALS_PARAM will be the value that will be provided in the response to communicate customers that the PUT service to be invoked with credentials when there are credential errors. GET providerAccounts/{providerAccountId}
account entity Account information that has to be verified. PUT providerAccounts/verification
GET providerAccounts/verification/ {providerAccountId}


Entity: account

Attribute Name Type Description Endpoints
id long Unique identifier generated by Yodlee for the account that needs to be verified. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
accountNumber string Account number provided by the user for verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
accountName string Name of the account provided by the user for CDV verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
accountType string Account type provided by the user for verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
bankTransferCode entity Bank transfer code of the account provided by the user for CDV verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
verification entity Verification details of the account. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}


Entity: bankTransferCode

Attribute Name Type Description Endpoints
id string Routing number of the account. This attribute is provided only in case of CDV verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
type string Indicates that the id provided was routing number. This attribute is provided in the response only in case of CDV verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}


Entity: verification

Attribute Name Type Description Endpoints
type string Type of verification to be performed. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
status string Status of verification. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}
reason string The level of verificaiton state. PUT providerAccounts/verification
GET providerAccounts/verification/{providerAccountId}


Entity: loginForm

Attribute Name Type Description Endpoints
id long The identifier of the login form. GET providerAccounts/{providerAccountId}
GET provider/{ProviderId}
forgetPasswordURL string The forget password URL of the provider site. GET providerAccounts/{providerAccountId}
GET provider/{ProviderId}
formType string The type of the forms on which the user information is required. GET providerAccounts/{providerAccountId}
GET provider/{ProviderId}
help  string The help that can be displayed to the customer in the login form. GET providerAccounts/{providerAccountId}
GET provider/{ProviderId}
row entity[] This indicates one row in the form. It will have one label and it may have single or multiple fields. GET providerAccounts/{providerAccountId}
GET provider/{ProviderId}
mfaInfoTitle string The title for the mfa information demanded from the user. This is the title displayed in the provider site. This field is applicable for mfa form types only. GET providerAccounts/{providerAccountId}
mfaInfoText string The text displayed in the provider site while requesting the mfa information from the user.  This field is applicable for mfa form types only. GET providerAccounts/{providerAccountId}
mfaTimeout long The time out before which the user is expected to provide mfa information. This field is applicable for mfa form types only. This would be an useful information that could be displayed to the users. GET providerAccounts/{providerAccountId}


Entity: row

Attribute Name Type Description Endpoints
id long Unique identifier of the row. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
form string Form denotes the set of the fields that are related.  GET providerAccounts/{providerAccountId}
GET providers/{providerId}
label string The label text displayed for a row in the form.  GET providerAccounts/{providerAccountId}
GET providers/{providerId}
fieldRowChoice string Fields that belong to a particular choice are clubbed using this field.
Recommendations: All the field row choices label to be grouped and displayed as options to the customer. On choosing a particular choice field, we recommend displaying the fields relevant to them. First field choice could be selected by default.
GET providerAccounts/{providerAccountId}
GET providers/{providerId}
field entity [] Details of fields that belong to the row. GET providerAccounts/{providerAccountId}
GET providers/{providerId}


Entity: field

Attribute Name Type Description Endpoints
id long Identifier for the field. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
name string Name for the field. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
value string Value expected from the user for the field. This will be blank and is expected to be filled and send back while submitting the login or MFA information. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
option entity [] Provides the different values that are available for the user to choose. This field is applicable for dropdown or radio field types. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
valueEditable boolean Indicates whether the field is editable or not. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
isOptional boolean Indicates if a field is an optional field or a mandatory field. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
type string Indicates the display type of the field. E.g. text box, image, etc. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
maxLength integer The maximum length of the login form field. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
prefix string The prefix string that has to be displayed before the field value. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
suffix string The suffix string that has to be displayed next to the field value. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
validation entity [] The validation to be performed on a field.  GET providerAccounts/{providerAccountId}
GET providers/{providerId}


Entity: validation

Attribute Name Type Description Endpoints
regExp string The regular expression provided for a field. This helps customers validating the value entered by the users. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
errorMsg string The error message to be thrown, if the value is not matching the regular expression. GET providerAccounts/{providerAccountId}
GET providers/{providerId}


Entity: option

Attribute Name Type Description Endpoints
displayText string The text that is displayed to the user for that option in the provider site. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
isSelected boolean The option that is selected by default in the provider site. GET providerAccounts/{providerAccountId}
GET providers/{providerId}
optionValue string The value that is associated with the option. GET providerAccounts/{providerAccountId}
GET providers/{providerId}


Enums: Provider Account Status

Status Additional Status Additional Info Scenario
IN_PROGRESS LOGIN_IN_PROGRESS   Provider login is in progress.
IN_PROGRESS USER_INPUT_REQUIRED   Provider site requires MFA-based authentication and needs user input for login.
IN_PROGRESS LOGIN_SUCCESS   Provider login is successful.
IN_PROGRESS ACCOUNT_SUMMARY_RETRIEVED   Account summary info may not have the complete info of accounts that are available in the provider site. This depends on the sites behaviour. Account summary info may not be available at all times.
NON_UPDATABLE   UPDATED_RECENTLY All accounts under the provider account were recently updated. Try again after 15 minutes.
NON_UPDATABLE   REFRESH_IN_PROGRESS Refresh is in progress for the provider account. Refresh cannot be triggered when a refresh is in progress.
FAILED NEVER_INITIATED   The add or update provider account was not triggered due to techincal reasons. This is a rare occurrence and usually resolves quickly.
FAILED LOGIN_FAILED   Provider login failed.
FAILED REQUEST_TIME_OUT   The process timed out.
FAILED   DATA_RETRIEVAL_FAILED All accounts under the provider account failed with same or different errors, though login was successful.
FAILED     No additional status or information will be provided when there are errors other than the ones listed above.
PARTIAL_SUCCESS PARTIAL_DATA_RETRIEVED DATA_RETRIEVAL_FAILED_PARTIALLY One/few accounts data gathered and one/few accounts failed.
PARTIAL_SUCCESS PARTIAL_DATA_RETRIEVED_REM_SCHED DATA_RETRIEVAL_FAILED_PARTIALLY One/few accounts data gathered One/few accounts failed
One account data partially gathered and remaining scheduled.
PARTIAL_SUCCESS PARTIAL_DATA_RETRIEVED_REM_SCHED   One/few accounts data gathered One account data partially gathered and remaining scheduled.
SUCCESS     All accounts under the provider was added or updated successfully.


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


Enums: Provider Account Agg Source

AggregationSource Description
PRE_POPULATED Indicates that the provider account is created by the system while prepopulating accounts.
USER Indicates that the provider account is created by the user.


Enums: Verification Type

Type Value
CHALLENGE_DEPOSIT Veriifcation done by cross checking the transaction amounts posted on the accounts.
MATCHING Veriifcation done by matching the attributes of accounts.


Enums: Verification Status

Status Description
IN_PROGRESS Verification in progress for accounts.
SUCCESS Accounts were successfully verified.
FAILED Account verification failed.


Enums: Verification Reasons

Reason Description
INSTRUCTION_INITIATED Challenge deposit verification request was initiated.
INSTRUCTION_SENT Challenge deposit verification request was sent.


Enums: Field Types

Type Description
text The field values can be accepted in a clear text when the user enters the values.
password The field values should be accepted in a masked form when the user enters the values.
option The field values should be displayed in a drop down.
checkbox The field values should be displayed in a check box.
radio The field values should be displayed as radio options.
image The field values should be displayed as image


Enums: Login Form Types

FormType Description
login  The primary login form displayed in the provider site.
questionAndAnswer The form requesting answers for the secret questions from the user during login.
token The form requesting additional token information from the user during login.
image The loginform that displays CAPTCHA for an user to enter the text during login.


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
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
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