Investment Transaction Type
The type of an investment transaction. Plaid maps these enums to Plaid [investment transaction types](https://plaid.com/docs/api/accounts/#investment-transaction-types-schema). Plaid doesn't map these enums to Plaid-specific transaction subtypes. Plaid maps these enums as follows: * ADJUSTMENT - fee * ATM - cash * CASH - cash * CHECK - cash * CLOSURE - Plaid suggests using SOLDTOCLOSE, PURCHASETOCLOSE, OPTIONEXERCISE or OPTIONEXPIRATION to indicate the specific type of closure, instead of using this enum. * CLOSUREOPT - Plaid suggests using SOLDTOCLOSE, PURCHASETOCLOSE, OPTIONEXERCISE or OPTIONEXPIRATION to indicate the specific type of closure, instead of using this enum. * CONTRIBUTION - buy (if transaction involves a security) or cash * DEP - cash * DEPOSIT - cash * DIRECTDEBIT - cash * DIRECTDEP - cash * DIV - cash * DIVIDEND - cash * DIVIDENDREINVEST - buy * EXPENSE - cash * FEE - fee * INCOME - cash * INTEREST - cash * INVEXPENSE - cash * JRNLFUND - transfer * JRNLSEC - transfer * MARGININTEREST - cash * OPTIONEXERCISE - transfer * OPTIONEXPIRATION - transfer * OTHER - cash - (unclassified) * PAYMENT - cash * POS - cash * PURCHASED - buy * PURCHASEDTOCOVER - buy * PURCHASETOCLOSE - buy * PURCHASETOOPEN - buy * REINVESTOFINCOME - buy * REPEATPMT - cash * RETURNOFCAPITAL - cash * SOLD - sell * SOLDTOCLOSE - sell * SOLDTOOPEN - sell * SPLIT - transfer * SRVCHG - fee * TRANSFER - transfer * XFER - transfer
Financial DataOpen BankingOpen FinanceFinancial Data ExchangeConsumer PermissionedAccount DataTransactionsInvestmentsInsuranceTax DataPayrollRESTOAuth2FAPICFPB 1033
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"title": "Investment Transaction Type",
"description": "The type of an investment transaction.\nPlaid maps these enums to Plaid [investment transaction types](https://plaid.com/docs/api/accounts/#investment-transaction-types-schema).\nPlaid doesn't map these enums to Plaid-specific transaction subtypes.\nPlaid maps these enums as follows:\n\n* ADJUSTMENT - fee\n* ATM - cash\n* CASH - cash\n* CHECK - cash\n* CLOSURE - Plaid suggests using SOLDTOCLOSE, PURCHASETOCLOSE, OPTIONEXERCISE or OPTIONEXPIRATION to indicate the specific type of closure, instead of using this enum.\n* CLOSUREOPT - Plaid suggests using SOLDTOCLOSE, PURCHASETOCLOSE, OPTIONEXERCISE or OPTIONEXPIRATION to indicate the specific type of closure, instead of using this enum.\n* CONTRIBUTION - buy (if transaction involves a security) or cash\n* DEP - cash\n* DEPOSIT - cash\n* DIRECTDEBIT - cash\n* DIRECTDEP - cash\n* DIV - cash\n* DIVIDEND - cash\n* DIVIDENDREINVEST - buy\n* EXPENSE - cash\n* FEE - fee\n* INCOME - cash\n* INTEREST - cash\n* INVEXPENSE - cash\n* JRNLFUND - transfer\n* JRNLSEC - transfer\n* MARGININTEREST - cash\n* OPTIONEXERCISE - transfer\n* OPTIONEXPIRATION - transfer\n* OTHER - cash - (unclassified)\n* PAYMENT - cash\n* POS - cash\n* PURCHASED - buy\n* PURCHASEDTOCOVER - buy\n* PURCHASETOCLOSE - buy\n* PURCHASETOOPEN - buy\n* REINVESTOFINCOME - buy\n* REPEATPMT - cash\n* RETURNOFCAPITAL - cash\n* SOLD - sell\n* SOLDTOCLOSE - sell\n* SOLDTOOPEN - sell\n* SPLIT - transfer\n* SRVCHG - fee\n* TRANSFER - transfer\n* XFER - transfer\n",
"type": "string",
"enum": [
"ADJUSTMENT",
"ATM",
"CASH",
"CHECK",
"CLOSURE",
"CLOSUREOPT",
"CONTRIBUTION",
"DEP",
"DEPOSIT",
"DIRECTDEBIT",
"DIRECTDEP",
"DIV",
"DIVIDEND",
"DIVIDENDREINVEST",
"EXPENSE",
"FEE",
"INCOME",
"INTEREST",
"INVEXPENSE",
"JRNLFUND",
"JRNLSEC",
"MARGININTEREST",
"OPTIONEXERCISE",
"OPTIONEXPIRATION",
"OTHER",
"PAYMENT",
"POS",
"PURCHASED",
"PURCHASEDTOCOVER",
"PURCHASETOCLOSE",
"PURCHASETOOPEN",
"REINVESTOFINCOME",
"REPEATPMT",
"RETURNOFCAPITAL",
"SOLD",
"SOLDTOCLOSE",
"SOLDTOOPEN",
"SPLIT",
"SRVCHG",
"TRANSFER",
"XFER"
]
}