mikomo_7 test user response
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Note
The output below is sample output for instructional purposes, and is not specific to any of the data providers on our network.
{
"accounts": [
{
"investmentAccount": {
"accountId": "1222577818",
"accountNumber": "string",
"accountNumberDisplay": "string",
"accountType": "401(k) PLAN",
"allowedCheckWriting": true,
"allowedOptionTrade": true,
"availableCashBalance": 985,
"balanceAsOf": "2020-11-30T05:00:00Z",
"balanceList": [
{
"balanceDate": "2020-11-30T05:00:00Z",
"balanceDescription": "string",
"balanceName": "string",
"balanceType": "string",
"balanceValue": 760,
"currency": {
"currencyCode": "string",
"currencyRate": 621,
"originalCurrencyCode": "string"
}
}
],
"balanceType": "string",
"brokerId": "string",
"calendaryearFor401K": "2020-11-30T05:00:00Z",
"contribution": [
{
"employeeAfterTaxAmount": 66,
"employeeAfterTaxPercentage": 984,
"employeeDeferPreTaxAmount": 968,
"employeeDeferPreTaxPercentage": 302,
"employeePreTaxAmount": 900,
"employeePreTaxPercentage": 285,
"employeeYearToDate": 1000,
"employerMatchAmount": 590,
"employerMatchPercentage": 104,
"employerYearToDate": 1000,
"rolloverContributionAmount": 282,
"rolloverContributionPercentage": 773,
"securityId": "string",
"securityIdType": "string"
}
],
"currency": {
"currencyCode": "string",
"currencyRate": 672,
"originalCurrencyCode": "string"
},
"currentValue": 797,
"dailyChange": 51,
"description": "string",
"employerName": "string",
"error": {
"code": "string",
"message": "string"
},
"fiAttributes": [
{
"name": "string",
"value": "string"
}
],
"holdings": [
{
"assetClasses": [
{
"assetClass": "string",
"percent": 897
}
],
"averageCost": true,
"cashAccount": true,
"changeInPrice": 714,
"currency": {
"currencyCode": "string",
"currencyRate": 846,
"originalCurrencyCode": "string"
},
"currentUnitPrice": 52,
"currentUnitPriceDate": "2020-11-30T05:00:00Z",
"description": "string",
"expirationDate": "2020-11-30T05:00:00Z",
"faceValue": 227,
"fiAssetClasses": [
{
"assetClass": "string",
"percent": 924
}
],
"fiAttributes": [
{
"name": "string",
"value": "string"
}
],
"heldInAccount": "string",
"holdingId": "string",
"holdingName": "string",
"holdingSubType": "string",
"holdingType": "string",
"inv401kSurce": "string",
"marketValue": 351,
"originalPurchaseDate": "2020-11-30T05:00:00Z",
"positionType": "string",
"purchasedPrice": 703,
"rate": 885,
"securityId": "string",
"securityIdType": "string",
"symbol": "string",
"taxLots": [
{
"costBasis": 381,
"currentValue": 120,
"originalPurchaseDate": "2020-11-30T05:00:00Z",
"postionType": "string",
"purchasedPrice": 194,
"quantity": 969
}
],
"units": 953
}
],
"interestRate": 312,
"interestRateAsOf": "2020-11-30T05:00:00Z",
"interestRateType": "string",
"investmentLoans": [
{
"currentLoanBalance": 736,
"dateAsOf": "2020-11-30T05:00:00Z",
"initialLoanBalance": 8,
"loanDescription": "string",
"loanId": "string",
"loanInterestToDate": "800",
"loanMaturityDate": "2020-11-30T05:00:00Z",
"loanNextPaymentDate": "2020-11-30T05:00:00Z",
"loanPaymentAmount": 133,
"loanPaymentFrequency": "string",
"loanPaymentInitial": 543,
"loanPaymentsRemaining": 64,
"loanRate": 151,
"loanStartDate": "2020-11-30T05:00:00Z",
"loanTotalProjectedInterest": 381
}
],
"lastActivityDate": "2020-11-30T05:00:00Z",
"lineOfBusiness": "string",
"margin": true,
"marginBalance": 1,
"micrNumber": "string",
"nickname": "Investment Account",
"openOrders": [
{
"description": "string",
"inv401kSource": "string",
"limitPrice": 234,
"orderDate": "2020-11-30T05:00:00Z",
"orderDuration": "string",
"orderId": "string",
"orderType": "string",
"securityId": "string",
"securityIdType": "string",
"stopPrice": 111,
"subAccount": "string",
"symbol": "string",
"unitPrice": 840,
"units": 76,
"unitType": "string"
}
],
"parentAccountId": "string",
"pensionSource": [
{
"amount": 152,
"asOfDate": "2020-11-30T05:00:00Z",
"displayName": "string",
"frequency": "string",
"paymentOption": "string",
"startDate": "2020-11-30T05:00:00Z"
}
],
"percentageChange": 379,
"planId": "string",
"priorInterestRate": 857,
"productName": "string",
"rolloverAmount": 194,
"routingTransitNumber": "string",
"shortBalance": 138,
"status": "string",
"transactionsIncluded": false,
"transferIn": true,
"transferOut": true,
"vesting": [
{
"otherVestAmount": 563,
"otherVestPercentage": 618,
"strikePrice": 515,
"symbol": "string",
"unVestedBalance": 185,
"unVestedQuantity": 648,
"vestedBalance": 76,
"vestedQuantity": 923,
"vestingDate": "2020-11-30T05:00:00Z",
"vestingPercentage": 799
}
]
}
},
{
"annuityAccount": {
"annualIncrease": 269,
"annualIncreaseType": "string",
"annuityProductType": "string",
"annuityValueBasis": "string",
"netPresentValue": 149,
"paymentAmount": 309,
"paymentEndDate": "2020-11-30T05:00:00Z",
"paymentFrequency": "string",
"paymentStartDate": "2020-11-30T05:00:00Z",
"periodCertainGuarantee": "string",
"totalPaymentCount": 483
}
},
{
"insuranceAccount": {
"accountCategory": "string",
"accountId": "1254778531",
"accountNumber": "string",
"accountNumberDisplay": "string",
"accountType": "J",
"balanceType": "string",
"bills": [
{
"autoPayAmount": 908,
"autoPayDate": "2020-11-30T05:00:00Z",
"autoPayEnabled": true,
"dueDate": "2020-11-30T05:00:00Z",
"lastPaymentAmount": 143,
"lastPaymentDate": "2020-11-30T05:00:00Z",
"minimumPaymentDue": 973,
"pastDueAmount": 520,
"statementBalance": 16,
"statementDate": "2020-11-30T05:00:00Z",
"totalPaymentDue": 14
}
],
"currency": {
"currencyCode": "string",
"currencyRate": 295,
"originalCurrencyCode": "string"
},
"description": "string",
"error": {
"code": "string",
"message": "string"
},
"fiAttributes": [
{
"name": "string",
"value": "string"
}
],
"interestRate": 698,
"interestRateAsOf": "2020-11-30T05:00:00Z",
"interestRateType": "string",
"lastActivityDate": "2020-11-30T05:00:00Z",
"lineOfBusiness": "string",
"micrNumber": "string",
"nickname": "Insurance Account",
"parentAccountId": "string",
"policyCoverageAmount": 156,
"policyEndDate": "2020-11-30T05:00:00Z",
"policyPremium": 799,
"policyPremiumTerm": "string",
"policyStartDate": "2020-11-30T05:00:00Z",
"priorInterestRate": 800,
"productName": "string",
"routingTransitNumber": "string",
"status": "string",
"transactionsIncluded": false,
"transferIn": true,
"transferOut": true
}
},
{
"loanAccount": {
"accountId": "1316072226",
"accountNumber": "string",
"accountNumberDisplay": "string",
"accountType": "COMMERCIALLOAN",
"balanceAsOf": "2020-11-30T05:00:00Z",
"balanceType": "string",
"compoundingPeriod": "string",
"currency": {
"currencyCode": "string",
"currencyRate": 761,
"originalCurrencyCode": "string"
},
"description": "string",
"error": {
"code": "string",
"message": "string"
},
"escrowBalance": 223,
"fiAttributes": [
{
"name": "string",
"value": "string"
}
],
"interestPaidYearToDate": 922,
"interestRate": 922,
"interestRateAsOf": "2020-11-30T05:00:00Z",
"interestRateType": "string",
"lastActivityDate": "2020-11-30T05:00:00Z",
"lastPaymentAmount": 734,
"lastPaymentDate": "2020-11-30T05:00:00Z",
"lineOfBusiness": "string",
"loanTerm": 532,
"maturityDate": "2020-11-30T05:00:00Z",
"micrNumber": "string",
"nextPaymentAmount": 956,
"nextPaymentDate": "2020-11-30T05:00:00Z",
"nickname": "Loan Account",
"originalPrincipal": 60,
"originatingDate": "2020-11-30T05:00:00Z",
"parentAccountId": "string",
"paymentFrequency": "string",
"payOffAmount": 396,
"principalBalance": 419,
"priorInterestRate": 391,
"productName": "string",
"routingTransitNumber": "string",
"status": "string",
"totalNumberOfPayments": 503,
"transactionsIncluded": false,
"transferIn": true,
"transferOut": true
}
},
{
"locAccount": {
"accountId": "1417522980",
"accountNumber": "string",
"accountNumberDisplay": "string",
"accountType": "CREDITCARD",
"advancesApr": 930,
"availableCash": 963,
"availableCredit": 403,
"balanceAsOf": "2020-11-30T05:00:00Z",
"balanceType": "string",
"cashAdvanceLimit": 747,
"creditLine": 638,
"currency": {
"currencyCode": "string",
"currencyRate": 802,
"originalCurrencyCode": "string"
},
"currentBalance": 617,
"currentRewardsBalance": 200,
"description": "string",
"error": {
"code": "string",
"message": "string"
},
"fiAttributes": [
{
"name": "string",
"value": "string"
}
],
"financeCharges": 978,
"interestRate": 981,
"interestRateAsOf": "2020-11-30T05:00:00Z",
"interestRateType": "string",
"lastActivityDate": "2020-11-30T05:00:00Z",
"lastPaymentAmount": 921,
"lastPaymentDate": "2020-11-30T05:00:00Z",
"lastStmtBalance": 115,
"lastStmtDate": "2020-11-30T05:00:00Z",
"lineOfBusiness": "string",
"micrNumber": "string",
"minimumPaymentAmount": 314,
"nextPaymentAmount": 717,
"nextPaymentDate": "2020-11-30T05:00:00Z",
"nickname": "LoC Account",
"parentAccountId": "string",
"pastDueAmount": 956,
"pointsAccrued": 235,
"pointsRedeemed": 160,
"principalBalance": 189,
"priorInterestRate": 901,
"productName": "string",
"purchasesApr": 53,
"routingTransitNumber": "string",
"status": "string",
"transactionsIncluded": false,
"transferIn": true,
"transferOut": true
}
},
{
"depositAccount": {
"accountId": "1602364511",
"accountNumber": "string",
"accountNumberDisplay": "string",
"accountType": "CHECKING",
"annualPercentageYield": 734,
"availableBalance": 720,
"balanceAsOf": "2020-11-30T05:00:00Z",
"balanceType": "string",
"currency": {
"currencyCode": "string",
"currencyRate": 516,
"originalCurrencyCode": "string"
},
"currentBalance": 281,
"description": "This is a deposit account",
"error": {
"code": "string",
"message": "string"
},
"fiAttributes": [
{
"name": "string",
"value": "string"
}
],
"interestRate": 757,
"interestRateAsOf": "2020-11-30T05:00:00Z",
"interestRateType": "string",
"interestYtd": 170,
"lastActivityDate": "2020-11-30T05:00:00Z",
"lineOfBusiness": "string",
"maturityDate": "2020-11-30T05:00:00Z",
"micrNumber": "string",
"nickname": "Deposit Account",
"openingDayBalance": 242,
"parentAccountId": "string",
"priorInterestRate": 865,
"productName": "string",
"routingTransitNumber": "string",
"status": "string",
"term": 890,
"transactionsIncluded": false,
"transferIn": true,
"transferOut": true
}
}
]
}
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Updated 4 months ago