mikomo_7 response

📌

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
            }
          }
        ]
      }