Account Types

Value API Text Description
Checking checking Standard checking
Savings savings Standard savings
CD cd Certificates of deposit
Money Market moneyMarket Money Market
Credit Card creditCard Standard credit cards
Line Of Credit lineOfCredit Home equity,line of credit
Investment, Taxable investment Generic investment (no details)
Investment, Tax-Deferred investmentTaxDeferred Generic tax-advantaged investment (no details)
Employee Stock Purchase Plan employeeStockPurchasePlan ESPP, Employee Stock Ownership Plans (ESOP), Stock Purchase Plans
IRA ira Individual Retirement Account (not Rollover or Roth)
401K 401k 401K Plan
ROTH roth Roth IRA, Roth 401K
403B 403b 403B Plan
529 529 529 Plan
ROLLOVER rollover Rollover IRA
UGMA ugma Uniform Gifts to Minors Act
UTMA utma Uniform Transfers to Minors Act
KEOGH keogh Keogh Plan
457 457 457 Plan
401A 401a 401A Plan
Mortgage mortgage Standard Mortgages
Loan loan Auto loans, equity loans, other loans
Unknown unknown Type cannot be determined