Account Fields

Field Name	Data Type	Description
`account_number`	`String`	Account number (may be partial or masked).
`apr`	`Decimal (10,6)`	Annual percentage rate.
`apy`	`Decimal (10,6)`	Annual percentage yield.
`available_balance`	`Decimal (14,2)`	Balance available for use in asset accounts (e.g. checking, savings). May include pending transactions.
`available_credit`	`Decimal (14,2)`	Credit available for liability accounts (e.g. credit cards). May include pending transactions.
`balance`	`Decimal (14,2)`	Current account balance used in MX UIs.
`cash_advance_apr`	`Decimal (10,6)`	APR for cash advances.
`cash_surrender_value`	`Decimal (10,2)`	Value returned if policy is terminated early.
`credit_limit`	`Decimal (14,2)`	Credit limit for the account.
`currency_code`	`String`	ISO 4217 currency code.
`daily_deposit_limit_current`	`Decimal (10,2)`	Current daily deposit limit.
`daily_deposit_limit_total`	`Decimal (10,2)`	Total daily deposit limit.
`day_payment_is_due`	`Integer`	Day of month payment is due.
`death_benefit`	`Decimal (10,0)`	Amount paid upon death of account holder.
`guid`	`String`	MX-defined account identifier.
`federal_insurance_status`	`String`	FDIC/NCUA insurance status.
`has_monthly_transfer_limit`	`Boolean`	Indicates monthly transfer limit (Reg D).
`hold_total`	`Decimal (14,2)`	Total holds on account.
`id`	`String (1024)`	Partner-defined unique account ID.
`insured_name`	`String`	Name of insured individual.
`interest_paid_previous_year`	`Decimal (10,2)`	Interest paid last year.
`interest_paid_ytd`	`Decimal (10,2)`	Interest paid year-to-date.
`interest_rate`	`Decimal (10,2)`	Interest rate percentage.
`is_closed`	`Boolean`	Whether account is closed.
`is_hidden`	`Boolean`	Whether account is hidden.
`last_payment`	`Decimal (10,2)`	Last payment amount.
`last_payment_at`	`Integer`	Timestamp of last payment.
`last_payment_on`	`String`	Date of last payment.
`loan_amount`	`Decimal (14,2)`	Original loan amount.
`matures_at`	`Integer`	Timestamp of maturity.
`matures_on`	`String`	Maturity date.
`member_guid`	`String`	MX member ID.
`member_id`	`String`	Partner member ID.
`metadata`	`String`	Additional stored metadata.
`minimum_balance`	`Decimal (14,2)`	Minimum required balance.
`monthly_deposit_limit_current`	`Decimal (10,2)`	Current monthly deposit limit.
`monthly_deposit_limit_total`	`Decimal (10,2)`	Total monthly deposit limit.
`minimum_payment`	`Decimal (10,2)`	Minimum payment due.
`monthly_transfer_count`	`Decimal`	Number of transfers this month.
`name`	`String (1024)`	Human-readable account name.
`next_payment`	`Decimal (10,2)`	Next payment amount.
`nickname`	`String (1024)`	User-defined account nickname.
`original_balance`	`Decimal (14,2)`	Original account balance.
`past_due_amount`	`Decimal (10,2)`	Past due amount.
`past_due_at`	`Integer`	Timestamp when account becomes past due.
`past_due_on`	`String`	Date when account becomes past due.
`payment_due_at`	`Integer`	Payment due timestamp.
`payment_due_on`	`String`	Payment due date.
`payoff_balance`	`Decimal (14,2)`	Payoff balance.
`pay_out_amount`	`Decimal (10,2)`	Insurance payout amount.
`pending_balance`	`Decimal (14,2)`	Balance after pending transactions.
`pending_transactions_total`	`Decimal (14,2)`	Total pending transactions.
`premium_amount`	`Decimal (10,2)`	Insurance premium amount.
`principal_balance`	`Decimal (10,2)`	Loan principal balance.
`routing_number`	`String`	Routing number (may be masked).
`started_at`	`Integer`	Loan start timestamp.
`started_on`	`String`	Loan start date.
`statement_balance`	`Decimal (14,2)`	Last statement balance.
`statement_closed_on`	`String`	Statement close date.
`statement_late_charges`	`Decimal (10,2)`	Late charges in statement period.
`subtype`	`String`	Account subtype.
`type`	`String`	Account type.
`user_guid`	`String`	MX user ID.
`user_id`	`String`	Partner user ID.

Account Federal Insurance Statuses

Status	Notes
`UNKNOWN_INSURED`	Default when unknown.
`NOT_INSURED`	Account is not insured.
`INSURED`	Account is insured.

Account Types

Type	Supertype	Notes
`ANY`	`UNKNOWN`	Default value
`CHECKING`	`ASSET`
`SAVINGS`	`ASSET`
`LOAN`	`LIABILITY`
`CREDIT_CARD`	`LIABILITY`
`INVESTMENT`	`ASSET`
`LINE_OF_CREDIT`	`LIABILITY`
`MORTGAGE`	`LIABILITY`
`PROPERTY`	`ASSET`
`CASH`	`ASSET`
`INSURANCE`	`LIABILITY`	Optional
`PREPAID`	`LIABILITY`	Optional

Account Subtypes

Subtype	Parent Type
`MONEY_MARKET`	`SAVINGS`
`CERTIFICATE_OF_DEPOSIT`	`SAVINGS`
`AUTO`	`LOAN`
`STUDENT`	`LOAN`
`SMALL_BUSINESS`	`LOAN`
`PERSONAL`	`LOAN`
`HOME_EQUITY`	`LOAN`
`PLAN_401_K`	`INVESTMENT`
`IRA`	`INVESTMENT`
`ROTH_IRA`	`INVESTMENT`
`TAXABLE`	`INVESTMENT`
`BROKERAGE`	`INVESTMENT`
`PENSION`	`INVESTMENT`
`HELOC`	`LOAN`
`BOAT`	`LOAN`
`RV`	`LOAN`
`VEHICLE_INSURANCE`	`INSURANCE`
`HEALTH`	`INSURANCE`
`TERM_LIFE`	`INSURANCE`
`WHOLE_LIFE`	`INSURANCE`
`HSA`	`INVESTMENT`
`BROKERAGE_MARGIN`	`INVESTMENT`
`CUSTODIAL`	`INVESTMENT`
`TRUST`	`INVESTMENT`
`ROTH_CONVERSION`	`INVESTMENT`

Account Supertypes

Supertype	Notes
`UNKNOWN`
`ASSET`	Accounts considered assets to the user.
`LIABILITY`	Accounts considered liabilities to the user.

​Account Fields

​Account Federal Insurance Statuses

​Account Types

​Account Subtypes

​Account Supertypes

Account Fields

Account Federal Insurance Statuses

Account Types

Account Subtypes

Account Supertypes