mikomo_5 response
Responses for user mikomo_5
Note
The output below is sample output for instructional purposes, and is not specific to any of the data providers on our network.
- List of accounts
- Account details
- Transactions (HSA)
{
Β Β Β Β "accounts":Β [
Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1437285993",
Β Β Β Β Β Β Β Β Β Β Β Β "accountNumber":Β "*****7494",
Β Β Β Β Β Β Β Β Β Β Β Β "accountType":Β "J",
Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "JointΒ WROS",
Β Β Β Β Β Β Β Β Β Β Β Β "displayName":Β "JointΒ WROS",
Β Β Β Β Β Β Β Β Β Β Β Β "nickname":Β "OurΒ account"
Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β "accountNumber":Β "*****1003",
Β Β Β Β Β Β Β Β Β Β Β Β "accountType":Β "HSA",
Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "HealthΒ SavingsΒ Account",
Β Β Β Β Β Β Β Β Β Β Β Β "displayName":Β "HealthΒ SavingsΒ Account",
Β Β Β Β Β Β Β Β Β Β Β Β "nickname":Β "HSAΒ fromΒ work"
Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "171161155",
Β Β Β Β Β Β Β Β Β Β Β Β "accountNumber":Β "*****2431",
Β Β Β Β Β Β Β Β Β Β Β Β "accountType":Β "ROTH",
Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "ROTHΒ IRA",
Β Β Β Β Β Β Β Β Β Β Β Β "displayName":Β "ROTHΒ IRA",
Β Β Β Β Β Β Β Β Β Β Β Β "nickname":Β "ROTHΒ IRA"
Β Β Β Β Β Β Β Β Β Β }
Β Β Β Β Β Β Β Β ]
Β Β Β Β Β Β }
{
Β Β Β Β Β Β Β Β "accounts":Β {
Β Β Β Β Β Β Β Β Β Β "investmentAccount":Β [
Β Β Β Β Β Β Β Β Β Β Β Β {
"accountNumber": "*****7494",
"accountId": "1437285993",
"accountType": "J",
"displayName": "Joint WROS",
"nickname": "Joint WROS",
"balanceAsOf": 1605243600,
"currentValue": 9457.69,
"availableCashBalance": 9457.69,
"marginBalance": 0,
"currency": {
"currencyRate": 0,
"currencyCode": "USD",
"originalCurrencyCode": "USD"
},
"balanceType": "ASSET",
"holdings": [
{
"securityIdType": "CUSTOM",
"positionType": "LONG",
"cashAccount": true,
"units": 9457.69,
"marketValue": 9457.69,
"fiAttributes": [
{
"name": "securityIdType",
"value": "CUSIP"
},
{
"name": "securityId",
"value": "FDIC99177"
}
]
}
]
},
{
"accountNumber": "*****1003",
"accountId": "1221963501",
"accountType": "HSA",
"displayName": "Health Savings Account",
"nickname": "Health Savings Account",
"balanceAsOf": 1605243600,
"currentValue": 6165.21,
"availableCashBalance": 6165.21,
"marginBalance": 0,
"currency": {
"currencyRate": 0,
"currencyCode": "USD",
"originalCurrencyCode": "USD"
},
"balanceType": "ASSET",
"holdings": [
{
"securityId": "316067107",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": true,
"units": 6165.21,
"symbol": "FDRXX",
"marketValue": 6165.21
}
]
},
{
"accountNumber": "*****9876",
"accountId": "171161155",
"accountType": "ROTH",
"displayName": "ROTH IRA",
"nickname": "ROTH IRA",
"balanceAsOf": 1605243600,
"currentValue": 76666.51,
"availableCashBalance": 617.35,
"marginBalance": 0,
"currency": {
"currencyRate": 0,
"currencyCode": "USD",
"originalCurrencyCode": "USD"
},
"balanceType": "ASSET",
"holdings": [
{
"securityId": "037833100",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": false,
"units": 284,
"symbol": "AAPL",
"marketValue": 33869.84,
"purchasedPrice": 20.37
},
{
"securityId": "140543828",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": false,
"units": 126.846,
"symbol": "WGIFX",
"marketValue": 7078,
"purchasedPrice": 38.53
},
{
"securityId": "239080401",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": false,
"units": 249.159,
"symbol": "DNVYX",
"marketValue": 7940.69,
"purchasedPrice": 30.96
},
{
"securityId": "31617H102",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": true,
"units": 617.35,
"symbol": "SPAXX",
"marketValue": 617.35
},
{
"securityId": "353496847",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": false,
"units": 4057.53,
"symbol": "FRIAX",
"marketValue": 8926.56,
"purchasedPrice": 2.02
},
{
"securityId": "399874825",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": false,
"units": 184.704,
"symbol": "GFFFX",
"marketValue": 11811.82,
"purchasedPrice": 30.69
},
{
"securityId": "453320822",
"securityIdType": "CUSIP",
"positionType": "LONG",
"cashAccount": false,
"units": 279.959,
"symbol": "AMEFX",
"marketValue": 6422.25,
"purchasedPrice": 18.94
}
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β ]
Β Β Β Β Β Β Β Β Β Β Β Β }
Β Β Β Β Β Β Β Β Β Β ]
Β Β Β Β Β Β Β Β }
Β Β Β Β Β Β }
{
Β Β Β Β Β Β Β Β Β Β "transactions":Β {
Β Β Β Β Β Β Β Β Β Β Β Β "InvestmentTransaction":Β [
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "3370514755",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-11-10T05:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "REDEMPTIONΒ FROMΒ COREΒ ACCOUNTΒ FIDELITYΒ GOVERNMENTΒ CASHΒ RESERVESΒ (FDRXX)Β (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "IA",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "SL",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β 234.61
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "3370514754",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-11-10T05:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "NORMALΒ DISTRΒ PARTIALΒ CORNERΒ PHARMACYΒ (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "IA",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "OC",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β -234.61
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "7078093",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-10-30T04:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "REINVESTMENTΒ FIDELITYΒ GOVERNMENTΒ CASHΒ RESERVESΒ (FDRXX)Β (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "DV",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "RN",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β -0.05
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "7078094",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-10-30T04:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "DIVIDENDΒ RECEIVEDΒ FIDELITYΒ GOVERNMENTΒ CASHΒ RESERVESΒ (FDRXX)Β (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "DV",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "VP",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β 0.05
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "1515190063",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-10-23T04:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "PURCHASEΒ INTOΒ COREΒ ACCOUNTΒ FIDELITYΒ GOVERNMENTΒ CASHΒ RESERVESΒ (FDRXX)Β (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "IA",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "BY",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β -234.62
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "15151090062",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-10-23T04:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "PARTICΒ CONTRΒ CURRENTΒ PARTICIPANTΒ CURΒ YRΒ (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "IA",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "OC",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β 234.62
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "626781505",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-10-08T04:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "PURCHASEΒ INTOΒ COREΒ ACCOUNTΒ FIDELITYΒ GOVERNMENTΒ CASHΒ RESERVESΒ (FDRXX)Β (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "IA",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "BY",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β -234.61
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β },
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β {
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "accountId":Β "1221963501",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionId":Β "626781504",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "transactionTimestamp":Β "2020-10-08T04:00:00Z",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "description":Β "PARTICΒ CONTRΒ CURRENTΒ PARTICIPANTΒ CURΒ YRΒ (Cash)",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "category":Β "IA",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "subCategory":Β "OC",
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β "amount":Β 234.61
Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β }
Β Β Β Β Β Β Β Β Β Β Β Β ]
Β Β Β Β Β Β Β Β Β Β }
Β Β Β Β Β Β Β Β }
Updated over 1 year ago