Financial Data Exchange (FDX) · Schema

InvestmentAccountType

The account type. Plaid consumes basic balance account information from the `accounts/{accountId}` endpoint for a subset of the possible account types described in the FDX specification.

Financial DataOpen BankingOpen FinanceFinancial Data ExchangeConsumer PermissionedAccount DataTransactionsInvestmentsInsuranceTax DataPayrollRESTOAuth2FAPICFPB 1033

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "InvestmentAccountType",
  "description": "The account type.\nPlaid consumes basic balance account information from the `accounts/{accountId}` endpoint for a subset of the possible account types described in the FDX specification.\n",
  "type": "string",
  "example": "ROTH",
  "enum": [
    "401A",
    "401K",
    "403B",
    "529",
    "BROKERAGEPRODUCT",
    "COVERDELL",
    "DIGITALASSET",
    "DEFINEDBENEFIT",
    "DEFERREDPROFITSHARINGPLAN",
    "ESOP",
    "GUARDIAN",
    "INDIVIDUALPENSIONPLAN",
    "INSTITUTIONALTRUST",
    "INVESTMENTACCOUNT",
    "IRA",
    "KEOGH",
    "LIFEINCOMEFUND",
    "LOCKEDINRETIREMENTACCOUNT",
    "LOCKEDINRETIREMENTINCOMEFUND",
    "LOCKEDINRETIREMENTSAVINGSPLAN",
    "NONQUALIFIEDPLAN",
    "OTHERINVESTMENT",
    "ROLLOVER",
    "ROTH",
    "PRESCRIBEDREGISTEREDRETIREMENTINCOMEFUND",
    "PREPAID",
    "REGISTEREDPENSIONPLAN",
    "REGISTEREDDISABILITYSAVINGSPLAN",
    "REGISTEREDEDUCATIONSAVINGSPLAN",
    "REGISTEREDRETIREMENTINCOMEFUND",
    "REGISTEREDRETIREMENTSAVINGSPLAN",
    "RESTRICTEDLIFEINCOMEFUND",
    "RESTRICTEDLOCKEDINSAVINGSPLAN",
    "SPECIFIEDPENSIONPLAN",
    "SARSEP",
    "TAXABLE",
    "TAXFREESAVINGSACCOUNT",
    "TDA",
    "TRUST",
    "TERM",
    "UGMA",
    "UTMA",
    "VARIABLEANNUITY"
  ]
}