first_name

string

First name

last_name

string

Last name

middle_initials

string (nullable)

Middle initials

ssn

string (nullable)

Social Security Number, full or last 4 digits

email

string(email) (nullable)

Personal or work email address

date_of_birth

string(date) (nullable)

Date of birth

home_address

object (nullable)

Home address

street

string (nullable)

Street

city

string (nullable)

City

state

string (nullable)

State

zip

string (nullable)

Zip code

id

string

Unique ID for the account

created_at

string

Timestamp of when account data was pulled

updated_at

string

Date and time for when account was most recently updated

external_id

string (nullable)

Unique identifier for account at the financial Institution

type

string (nullable)

General or parent type of the account

subtype

string (nullable)

Account’s subtype, example PLAN_401_K, MONEY_MARKET, or HOME_EQUITY

mask

string

Last 4 digits of the account number associated with the account

nickname

string (nullable)

User friendly account name

currency_code

string (nullable)

Three-character ISO 4217 currency code

balance

string (nullable)

Current account balance,PENDING transactions may not be updated with the current balance.

Asset-type accounts (CHECKING, SAVINGS, INVESTMENT) may have a negative balance if they are marked as overdraft. Debt-type accounts (CREDIT_CARD, LOAN, LINE_OF_CREDIT, MORTGAGE) may have a negative balance if overpaid.

available_balance

Balance available in asset accounts, such as checking and savings, PENDING transactions may not be updated with the current balance.

All account types have a positive value for available_balance as determined from the balance field.

credit_limit

string
(nullable)

Credit limit associated with the account

id

string

Unique ID for the transaction

created_at

string

Timestamp of when transaction was retrieved

updated_at

string

Date and time at when transaction was most recently updated

account_id

string

Unique ID for the account where transaction occurred

external_id

string (nullable)

Unique identifier of transaction at the financial institution

amount

string (nullable)

Transaction amount

currency_code

string (nullable)

Three-character ISO 4217 currency code

check_number

string (nullable)

Check number associated with transaction

categories

string

Transaction category, view the complete Transaction category list below

description

string

Original description of transaction as provided by data provider

status

string

Transaction status, either POSTED or PENDING

type

string

Transaction type of transaction, either CREDIT or DEBIT

posted_at

string

Date and time transaction posted to the account

transacted_at

string

Date and time transaction took place

memo

string (nullable)

Additional transaction description

merchant_category_code

Integer

ISO 18245 transaction category code

location

object

Location where transaction occurred, contains latitude and longitude