Wealth Management Test User

Last Updated: September 11th, 2024

For more information on how to use these test accounts see: Introduction to Sandbox

Notes:

  • For connector and providerId parameters, use the value mikomo.
  • Passwords for these test accounts are the same as the username.

GenericUser_WealthManagement

  • 3 accounts
  • payment-network: ❌
  • customer: ❌
ACCOUNT TYPES TRANSACTIONS
Account category:accountType accountType (Number of transactions): accountId
Range: date range
investmentAccount: IRA, 401K, BROKERAGE IRA(3)2044231936
Range: 2024-01-31 to 2024-02-28

401K(0)1859112729
Range: (none)

BROKERAGE(4)7638022448
Range: 2024-05-17 to 2024-05-20

Change log

DateUpdate
2024-Sept-12Original

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