Financial Data Exchange (FDX) · Schema

Holding Type

Plaid maps the holding type to the Plaid [security type](https://plaid.com/docs/api/products/investments/#investments-transactions-get-response-securities-type). Plaid expects you to return `OTHER` and set the `holdingSubType` to indicate cash-type holdings (CASH, MONEYMARKET).

Financial DataOpen BankingOpen FinanceFinancial Data ExchangeConsumer PermissionedAccount DataTransactionsInvestmentsInsuranceTax DataPayrollRESTOAuth2FAPICFPB 1033
View JSON Schema on GitHub

JSON Schema

fdx-holdingtype.json Raw ↑ 
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Holding Type",
  "description": "Plaid maps the holding type to the Plaid [security type](https://plaid.com/docs/api/products/investments/#investments-transactions-get-response-securities-type).\nPlaid expects you to return `OTHER` and set the `holdingSubType` to indicate cash-type holdings (CASH, MONEYMARKET).\n",
  "type": "string",
  "enum": [
    "ANNUITY",
    "BOND",
    "CD",
    "DIGITALASSET",
    "MUTUALFUND",
    "OPTION",
    "OTHER",
    "STOCK"
  ]
}