Accounts

Yodlee FieldPlaid FieldYodlee TypePlaid TypeCompatibleNotes
availableCash
object
availableCash.amount
number
availableCash.currency
string
includeInNetWorth
boolean
moneyMarketBalance
object
moneyMarketBalance.amount
number
moneyMarketBalance.currency
string
enrollmentDate
string
estimatedDate
string
memo
string
guarantor
string
interestPaidLastYear
object
interestPaidLastYear.amount
number
interestPaidLastYear.currency
string
lastupdated
string
balance
balances
object
object
balance.amount
balances.available
number
numbernull
balance.currency
balances.iso_currency_code, balances.unofficial_currency_code
string
stringnull
homeInsuranceType
string
id
account_id
number
string
cash
object
cash.amount
number
cash.currency
string
totalCreditLine
object
totalCreditLine.amount
number
totalCreditLine.currency
string
providerName
string
valuationType
string
marginBalance
object
marginBalance.amount
number
marginBalance.currency
string
apr
number
availableCredit
object
availableCredit.amount
number
availableCredit.currency
string
currentBalance
object
currentBalance.amount
number
currentBalance.currency
string
isManual
boolean
profile
object
profile.identifier
array
profile.identifier[].type
string
profile.identifier[].value
string
profile.address[].zip
string
profile.address[].country
string
profile.address[].address3
string
profile.address[].address2
string
profile.address[].city
string
profile.address[].sourceType
string
profile.address[].address1
string
profile.address[].street
string
profile.address[].state
string
profile.address[].type
string
profile.phoneNumber
array
profile.phoneNumber[].type
string
profile.phoneNumber[].value
string
profile.email
array
profile.email[].type
string
profile.email[].value
string
escrowBalance
object
escrowBalance.amount
number
escrowBalance.currency
string
nextLevel
string
classification
string
loanPayoffAmount
object
loanPayoffAmount.amount
number
loanPayoffAmount.currency
string
interestRateType
string
loanPayByDate
string
faceAmount
object
faceAmount.amount
number
faceAmount.currency
string
policyFromDate
string
premiumPaymentTerm
string
policyterm
string
repaymentPlanType
string
availableBalance
object
availableBalance.amount
number
availableBalance.currency
string
accountStatus
string
lifeInsuranceType
string
fullAccountNumber
string
premium
object
premium.amount
number
premium.currency
string
aggregationSource
string
overDraftLimit
object
overDraftLimit.amount
number
overDraftLimit.currency
string
nickname
string
term
string
interestRate
number
deathBenefit
object
deathBenefit.amount
number
deathBenefit.currency
string
address
object
address.zip
string
address.country
string
address.address3
string
address.address2
string
address.city
string
address.sourceType
string
address.address1
string
address.street
string
address.state
string
address.type
string
cashValue
object
cashValue.amount
number
cashValue.currency
string
holder
array
holder.identifier
array
holder[].identifier[].type
string
holder[].identifier[].value
string
holder[].gender
string
holder[].ownership
string
holder[].name
object
holder[].name.middle
string
holder[].name.last
string
holder[].name.fullName
string
holder[].name.first
string
401kLoan
object
401kLoan.amount
number
401kLoan.currency
string
homeValue
object
homeValue.amount
number
homeValue.currency
string
accountNumber
string
This may be similar to "mask" of Plaid's account data, if it masks the account number to 4 digits
createdDate
string
interestPaidYTD
object
interestPaidYTD.amount
number
interestPaidYTD.currency
string
providerAccountId
number
collateral
string
dataset
array
dataset[].lastUpdated
string
dataset[].updateEligibility
string
dataset[].additionalStatus
string
dataset[].nextUpdateScheduled
string
dataset[].name
string
dataset[].lastUpdateAttempt
string
runningBalance
object
runningBalance.amount
number
runningBalance.currency
string
sourceId
string
dueDate
string
frequency
string
maturityAmount
object
maturityAmount.amount
number
maturityAmount.currency
string
associatedProviderAccountId
array
isAsset
boolean
principalBalance
object
principalBalance.amount
number
principalBalance.currency
string
totalCashLimit
object
totalCashLimit.amount
number
totalCashLimit.currency
string
maturityDate
string
minimumAmountDue
object
minimumAmountDue.amount
number
minimumAmountDue.currency
string
annualPercentageYield
number
accountType
subtype
string
stringnull
originationDate
string
totalVestedBalance
object
totalVestedBalance.amount
number
totalVestedBalance.currency
string
rewardBalance
array
rewardBalance[].expiryDate
string
rewardBalance[].balanceToReward
string
rewardBalance[].balanceType
string
rewardBalance[].balance
number
rewardBalance[].description
string
rewardBalance[].balanceToLevel
string
rewardBalance[].units
string
sourceAccountStatus
string
derivedApr
number
policyEffectiveDate
string
totalUnvestedBalance
object
totalUnvestedBalance.amount
number
totalUnvestedBalance.currency
string
annuityBalance
object
annuityBalance.amount
number
annuityBalance.currency
string
accountName
official_name
string
stringnull
totalCreditLimit
object
totalCreditLimit.amount
account.balances.limit
number
numbernull
totalCreditLimit.currency
account.balances.iso_currency_code
string
policyStatus
string
shortBalance
object
shortBalance.amount
number
shortBalance.currency
string
lender
string
lastEmployeeContributionAmount
object
lastEmployeeContributionAmount.amount
number
lastEmployeeContributionAmount.currency
string
providerId
string
lastPaymentDate
string
primaryRewardUnit
string
lastPaymentAmount
object
lastPaymentAmount.amount
number
lastPaymentAmount.currency
string
remainingBalance
object
remainingBalance.amount
number
remainingBalance.currency
string
userClassification
string
bankTransferCode
array
bankTransferCode[].id
string
bankTransferCode[].type
string
expirationDate
string
coverage
array
coverage[].amount
array
coverage[].amount[].cover
object
coverage[].amount[].cover.amount
number
coverage[].amount[].cover.currency
string
coverage[].amount[].unitType
string
coverage[].amount[].type
string
coverage[].amount[].limitType
string
coverage[].amount[].met
object
coverage[].amount[].met.amount
number
coverage[].amount[].met.currency
string
coverage[].planType
string
coverage[].endDate
string
coverage[].type
string
coverage[].startDate
string
cashApr
number
autoRefresh
object
autoRefresh.additionalStatus
string
autoRefresh.asOfDate
string
autoRefresh.status
string
oauthMigrationStatus
string
displayedName
name
string
string
fullAccountNumberList
object
fullAccountNumberList.paymentAccountNumber
string
This may be similar to "mask" of Plaid's account data, if it masks the account number to 4 digits
fullAccountNumberList.unmaskedAccountNumber
string
amountDue
object
amountDue.amount
number
amountDue.currency
string
currentLevel
string
originalLoanAmount
object
originalLoanAmount.amount
number
originalLoanAmount.currency
string
policyToDate
string
loanPayoffDetails
object
loanPayoffDetails.payByDate
string
loanPayoffDetails.payoffAmount
object
loanPayoffDetails.payoffAmount.amount
number
loanPayoffDetails.payoffAmount.currency
string
loanPayoffDetails.oustandingBalance.amount
number
loanPayoffDetails.oustandingBalance.currency
string
paymentProfile
object
paymentProfile.identifier
object
paymentProfile.identifier.type
string
paymentProfile.identifier.value
string
paymentProfile.address
array
paymentProfile.address[].zip
string
paymentProfile.address[].country
string
paymentProfile.address[].address3
string
paymentProfile.address[].address2
string
paymentProfile.address[].city
string
paymentProfile.address[].sourceType
string
paymentProfile.address[].address1
string
paymentProfile.address[].street
string
paymentProfile.address[].state
string
paymentProfile.address[].type
string
paymentProfile.paymentBankTransferCode
object
paymentProfile.paymentBankTransferCode.id
string
paymentProfile.paymentBankTransferCode.type
string
CONTAINER
type
string
string
lastEmployeeContributionDate
string
lastPayment
object
lastPayment.amount
number
lastPayment.currency
string
recurringPayment
object
recurringPayment.amount
number
recurringPayment.currency
string
items.item_id
Unique Id from Plaid. We will need to generate and send along.
balances.current
numbernull
balances.limit
numbernull
mask
stringnull
stringnull
N/A
items.available_products
[string]
A list of products available for the Item that have not yet been accessed.
N/A
items.billed_products
[string]
items.consent_expiration_time
stringnull
items.error
object
items.error.error_type
string
items.error.error_code
string
items.error.error_message
string
items.error.display_message
stringnull
items.error.request_id
string
items.error.causes
array
items.error.status
numbernull
items.error.documentation_url
string
items.error.suggested_action
string
items.institution_id
stringnull