Tax Lots Test User
For more information on how to use these test accounts see: Sandbox Data Overview.
Notes:
For connector and providerId parameters, use the value mikomo.
Passwords for these test accounts are the same as the username.
GenericUser_TaxLots
3 accounts
payment-network: ✅
XXXXXX6789
customer: ✅
statements: ✅
XXXXXX6789
holdings:
tax lots ✅
Account Types | Accounts |
|---|---|
Account category:accountType | accountType (Number of transactions): accountId Range: date range |
depositAccount:CHECKING | CHECKING(8): XXXXXX6789 Range: 2026-05-23 to 2026-06-01 |
Investment:I | I(2): XXXXXX1234 Range: 2026-05-23 to 2026-05-23 I(10): XXXXX5566 Range: 2026-01-17 to 2026-05-24 |
All holdingIds return tax lots.