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Yodlee: What possible acctType values exist?


For the getItemSummariesForSite API, could you please provide a list of every possible type returnable in the "acctType" field.

(Basically, I need a foolproof way to know if it is a debit-type or credit-type of account)

Thanks


Solution

  • The following data describes Account types supported by Bank, Insurance and Investment containers.

    Bank Account Type
    
    Type ID AccountTypes
    1   unknown
    2   other
    3   checking
    4   savings
    7   moneyMarket
    8   ira
    9   401k
    16  charge
    25  CD
    72  ppf
    73  CMA
    77  accountsPayable
    78  accountsReceivable
    79  association
    80  cash
    81  costOfGoodsSold
    Bill Account Type
    
    Type ID AccountTypes
    19  telephone
    20  utility
    21  cable
    22  card
    23  insurance
    24  wireless
    Card Account Type
    
    Type ID AccountTypes
    1   unknown
    2   other
    15  credit
    16  charge
    22  card
    70  prepaid
    71  storeCard
    Loan Account Type
    
    Loan Type ID    Loan Types
    1   Unknown
    2   loan
    3   Mortgage
    4   Installment
    5   Personal
    6   HomeEquityLineOfCredit
    7   LineOfCredit
    8   Auto
    9   Student
    10  Other
    Tax
    
    Type ID AccountTypes
    62  Tax
    Payment Service
    
    Type ID AccountTypes
    18  paymentOnlyService
    22  card
    Investment Account Type
    
    Type ID AccountTypes
    1   unknown
    2   other
    5   brokerageCash
    6   brokerageMargin
    7   moneyMarket
    8   ira
    9   401k
    10  403b
    11  trust
    12  annuity
    13  simple
    14  custodial
    26  brokerageCashOption
    27  brokerageMarginOption
    30  jttic
    31  jtwros
    35  roth
    36  rothConversion
    37  rollover
    39  529Plan
    40  457DeferredCompensation
    41  401a
    42  psp
    43  mpp
    44  stockBasket
    45  livingTrust
    46  revocableTrust
    47  irrevocableTrust
    48  charitableRemainder
    49  charitableLead
    50  charitableGiftAccount
    51  sep
    52  utma
    53  ugma
    54  esopp
    55  administrator
    56  executor
    57  partnership
    58  soleProprietorShip
    60  investmentClub
    61  restrictedStockAward
    32  communityProperty
    33  jointByEntirety
    34  conservatorShip
    38  educational
    59  church
    74  employeeStockPurchasePlan
    73  CMA
    75  performancePlan
    76  brokerageLinkAccount
    

    Please refer to this link. Here you'll find all the account types which you could receive in "acctType" field.