Envestnet · Schema

InvestmentAccount

Account object that contains details about one or more aggregated investment accounts.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name	Type	Description
balance	object	The total balance of all the investment account, as it appears on the FI site.
basicHolding	array

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/InvestmentAccount",
  "title": "InvestmentAccount",
  "description": "Account object that contains details about one or more aggregated investment accounts.",
  "allOf": [
    {
      "$ref": "#/components/schemas/AccountInfo"
    }
  ],
  "properties": {
    "balance": {
      "description": "The total balance of all the investment account, as it appears on  the FI site.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "basicHolding": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicHolding"
      },
      "readOnly": true
    }
  }
}