{
"code": 705,
"message": "Account is closed",
"debugMessage": "Operation is not supported by the closed account"
}
{
"code": 704,
"message": "Account type not supported",
"debugMessage": "The account type does not support the selected action"
}
{
"code": 500,
"message": "Internal server error",
"debugMessage": "Provider custom developer-level error details for troubleshooting"
}
{
"code": 503,
"message": "Scheduled maintenance",
"debugMessage": "System is down for maintenance. Retry-After HTTP header may be used to communicate estimated time of recovery"
}
Account Information
Get detailed information for a specific account
Get account balances, liabilities, and other information.
{
"code": 705,
"message": "Account is closed",
"debugMessage": "Operation is not supported by the closed account"
}
{
"code": 704,
"message": "Account type not supported",
"debugMessage": "The account type does not support the selected action"
}
{
"code": 500,
"message": "Internal server error",
"debugMessage": "Provider custom developer-level error details for troubleshooting"
}
{
"code": 503,
"message": "Scheduled maintenance",
"debugMessage": "System is down for maintenance. Retry-After HTTP header may be used to communicate estimated time of recovery"
}
The Fiskil Data Provider will include a self-signed JWT as a Bearer token in the Authorization header.
You should verify this JWT using the JWKS URL you can find for your Data Provider instance in the Fiskil
Console. To verify the JWT you must:
Verify the signature
Ensure the token has not expired by checking the exp claim
The sub and iss claims are your data provider subdomain
The aud claim is the URI of the resource being requested (excluding any query parameters)
The jti value is unique
For further detail on security and authentication refer to our Authentication documentation
Account identifier, found in the GET /accounts endpoint response.
Note: If the status of the accountId provided is RESTRICTED, you can send a 200 response with an empty body to indicate that no payment networks are available at this time.
Unique identifier for the user the account belongs to. This will be the user that authorized the data sharing.
Value for a unique identifier
Maximum string length: 256
Example:
"someLongTermUniqueIDString"
Response
The full details of an investment, loan, deposit, or line of credit account
Deposit Account
Loan Account
Line of Credit account
Investment Account
Full details of a deposit account.
You should use a decimal amount with two places (to represent fractional values of the base currency) for all monetary amounts. For example, "currentBalance": 192.00.
The accountType field for deposit accounts may be set to any of the account types listed below.
Account display number for the end user's handle at the owning financial
institution.
The last 4 digits of this masked number should correspond to the last 4 digits of the account number.
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For example, it affects the potential benefits of refinancing, and informs whether a mortgage payment is expected to change in the future\n","type":"string","enum":["FIXED","VARIABLE"],"isRequired":true,"uniqueKey":"oneOf.1.interestRateType","typeLabel":"enum\u003cstring>"},"accountNumberDisplay":{"description":"Account display number for the end user's handle at the owning financial\ninstitution.\nThe last 4 digits of this masked number should correspond to the last 4 digits of the account number.\n","type":"string","example":"4321","uniqueKey":"oneOf.1.accountNumberDisplay","typeLabel":"string"},"nickname":{"description":"Account nickname\n","type":"string","uniqueKey":"oneOf.1.nickname","typeLabel":"string"},"accountNumber":{"type":"string","example":"loanAccount0000001","description":"Full account number for the end user's handle for the account at the owning institution\n\nRequired for accountType 'MORTGAGE'\n","uniqueKey":"oneOf.1.accountNumber","typeLabel":"string"},"escrowBalance":{"type":"number","example":3400.61,"description":"Escrow balance of loan\n","uniqueKey":"oneOf.1.escrowBalance","typeLabel":"number"},"originalPrincipal":{"type":"number","example":650400,"description":"Original principal of loan\n","uniqueKey":"oneOf.1.originalPrincipal","typeLabel":"number"},"originatingDate":{"title":"Date String","description":"Date loan originated\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.1.originatingDate","typeLabel":"string\u003cdate>"},"loanTerm":{"type":"integer","example":360,"description":"Term of loan in months\n","uniqueKey":"oneOf.1.loanTerm","typeLabel":"integer"},"nextPaymentAmount":{"type":"number","example":2483.12,"description":"Amount of next payment\n","uniqueKey":"oneOf.1.nextPaymentAmount","typeLabel":"number"},"nextPaymentDate":{"title":"Date String","description":"Due date of next payment\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.1.nextPaymentDate","typeLabel":"string\u003cdate>"},"lastPaymentAmount":{"type":"number","example":2483.12,"description":"Amount of last payment\n","uniqueKey":"oneOf.1.lastPaymentAmount","typeLabel":"number"},"lastPaymentDate":{"title":"Date String","description":"Last payment date\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.1.lastPaymentDate","typeLabel":"string\u003cdate>"},"maturityDate":{"title":"Date String","description":"Maturity date\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.1.maturityDate","typeLabel":"string\u003cdate>"},"interestPaidYearToDate":{"type":"number","description":"Interest paid year to date\n","uniqueKey":"oneOf.1.interestPaidYearToDate","typeLabel":"number"}},"uniqueKey":"oneOf.1","typeLabel":"Loan Account · object"},{"type":"object","title":"Line of Credit account","description":"Full details of a line of credit account. The `accountType` field for line of credit accounts may be set to any of the [account types](#line-of-credit-account-types) listed below.\n","required":["currentBalance","accountType","accountCategory","accountId","productName","status","currency"],"properties":{"accountCategory":{"type":"string","title":"Account Category type","description":"The category of account. For example, annuity, commercial, deposit, insurance, investment, loan, or line of credit.\n","enum":["LOC_ACCOUNT"],"example":"LOC_ACCOUNT","isRequired":true,"uniqueKey":"oneOf.2.accountCategory","typeLabel":"enum\u003cstring>"},"accountId":{"title":"Identifier","description":"Long-term persistent identity of the account, though not an account number.\nThis identity must be unique within your organization.\n","type":"string","maxLength":256,"example":"someLongTermUniqueIDString","isRequired":true,"uniqueKey":"oneOf.2.accountId","typeLabel":"string"},"productName":{"type":"string","example":"Premier Account","description":"Marketed product name for this account. Used in UIs to assist in account selection\n","isRequired":true,"uniqueKey":"oneOf.2.productName","typeLabel":"string"},"status":{"title":"Account Status","description":"Account status\n","type":"string","example":"OPEN","enum":["CLOSED","DELINQUENT","NEGATIVECURRENTBALANCE","OPEN","PAID","PENDINGCLOSE","PENDINGOPEN","RESTRICTED"],"isRequired":true,"uniqueKey":"oneOf.2.status","typeLabel":"enum\u003cstring>"},"currency":{"title":"Currency entity","description":"Currency of the account balances","type":"object","example":{"currencyCode":"CAD"},"properties":{"currencyCode":{"title":"ISO 4217 Code","description":"Currency, fund and precious metal codes as of Jan. 1, 2023 per [ISO 4217 Currency Code Maintenance](https://www.six-group.com/en/products-services/financial-information/data-standards.html)\n","type":"string","example":"CAD","enum":["AED","AFN","ALL","AMD","ANG","AOA","ARS","AUD","AWG","AZN","BAM","BBD","BDT","BGN","BHD","BIF","BMD","BND","BOB","BOV","BRL","BSD","BTN","BWP","BYN","BZD","CAD","CDF","CHE","CHF","CHW","CLF","CLP","CNY","COP","COU","CRC","CUC","CUP","CVE","CZK","DJF","DKK","DOP","DZD","EGP","ERN","ETB","EUR","FJD","FKP","GBP","GEL","GHS","GIP","GMD","GNF","GTQ","GYD","HKD","HNL","HTG","HUF","IDR","ILS","INR","IQD","IRR","ISK","JMD","JOD","JPY","KES","KGS","KHR","KMF","KPW","KRW","KWD","KYD","KZT","LAK","LBP","LKR","LRD","LSL","LYD","MAD","MDL","MGA","MKD","MMK","MNT","MOP","MRU","MUR","MVR","MWK","MXN","MXV","MYR","MZN","NAD","NGN","NIO","NOK","NPR","NZD","OMR","PAB","PEN","PGK","PHP","PKR","PLN","PYG","QAR","RON","RSD","RUB","RWF","SAR","SBD","SCR","SDG","SEK","SGD","SHP","SLE","SLL","SOS","SRD","SSP","STN","SVC","SYP","SZL","THB","TJS","TMT","TND","TOP","TRY","TTD","TWD","TZS","UAH","UGX","USD","USN","UYI","UYU","UYW","UZS","VED","VES","VND","VUV","WST","XAF","XAG","XAU","XBA","XBB","XBC","XBD","XCD","XDR","XOF","XPD","XPF","XPT","XSU","XTS","XUA","XXX","YER","ZAR","ZMW","ZWL"],"isRequired":true,"uniqueKey":"oneOf.2.currency.currencyCode","typeLabel":"enum\u003cstring>"}},"required":["currencyCode"],"isRequired":true,"uniqueKey":"oneOf.2.currency","typeLabel":"Currency entity · object"},"accountType":{"description":"The account type.\n","type":"string","example":"CREDITCARD","enum":["LINEOFCREDIT","CHARGE","CREDITCARD","HOMELINEOFCREDIT"],"isRequired":true,"uniqueKey":"oneOf.2.accountType","typeLabel":"enum\u003cstring>"},"currentBalance":{"type":"number","example":1722.81,"description":"Current balance of line of credit\n","isRequired":true,"uniqueKey":"oneOf.2.currentBalance","typeLabel":"number"},"accountNumberDisplay":{"description":"Account display number for the end user's handle at the owning financial\ninstitution.\nThe last 4 digits of this masked number should correspond to the last 4 digits of the account number.\n","type":"string","example":"4321","uniqueKey":"oneOf.2.accountNumberDisplay","typeLabel":"string"},"nickname":{"description":"Account nickname\n","type":"string","uniqueKey":"oneOf.2.nickname","typeLabel":"string"},"creditLine":{"type":"number","description":"Credit limit\n","uniqueKey":"oneOf.2.creditLine","typeLabel":"number"},"availableCredit":{"type":"number","description":"Available credit. Required for all accountTypes except for `CHARGE`\n","uniqueKey":"oneOf.2.availableCredit","typeLabel":"number"},"nextPaymentAmount":{"type":"number","description":"Amount of next payment\n","uniqueKey":"oneOf.2.nextPaymentAmount","typeLabel":"number"},"nextPaymentDate":{"title":"Date String","description":"Due date of next payment\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.2.nextPaymentDate","typeLabel":"string\u003cdate>"},"principalBalance":{"type":"number","description":"Principal balance\n","uniqueKey":"oneOf.2.principalBalance","typeLabel":"number"},"minimumPaymentAmount":{"type":"number","description":"Minimum payment amount\n","uniqueKey":"oneOf.2.minimumPaymentAmount","typeLabel":"number"},"lastPaymentAmount":{"type":"number","description":"Amount of last payment\n","uniqueKey":"oneOf.2.lastPaymentAmount","typeLabel":"number"},"lastPaymentDate":{"title":"Date String","description":"Last payment date\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.2.lastPaymentDate","typeLabel":"string\u003cdate>"},"pastDueAmount":{"type":"number","description":"Amount owed that the account holder failed to pay on the due date\n","uniqueKey":"oneOf.2.pastDueAmount","typeLabel":"number"},"lastStmtBalance":{"type":"number","description":"Last statement balance\n","uniqueKey":"oneOf.2.lastStmtBalance","typeLabel":"number"},"lastStmtDate":{"title":"Date String","description":"Last statement date\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.2.lastStmtDate","typeLabel":"string\u003cdate>"},"purchasesApr":{"type":"number","description":"Annual percentage rate for purchases\n","uniqueKey":"oneOf.2.purchasesApr","typeLabel":"number"},"advancesApr":{"type":"number","description":"Annual percentage rate for cash advances\n","uniqueKey":"oneOf.2.advancesApr","typeLabel":"number"}},"uniqueKey":"oneOf.2","typeLabel":"Line of Credit account · object"},{"type":"object","title":"Investment Account","description":"Full details of an investment account.\nYou should use a decimal amount with two places (to represent fractional values of the base currency) for all monetary amounts. For example, `\"currentBalance\": 192.00`\n","required":["availableCashBalance","currentValue","accountType","accountCategory","accountId","productName","status","currency"],"properties":{"accountCategory":{"type":"string","title":"Account Category type","description":"The category of account. For example, annuity, commercial, deposit, insurance, investment, loan, or line of credit.\n","enum":["INVESTMENT_ACCOUNT"],"example":"INVESTMENT_ACCOUNT","isRequired":true,"uniqueKey":"oneOf.3.accountCategory","typeLabel":"enum\u003cstring>"},"accountId":{"title":"Identifier","description":"Long-term persistent identity of the account, though not an account number.\nThis identity must be unique within your organization.\n","type":"string","maxLength":256,"example":"someLongTermUniqueIDString","isRequired":true,"uniqueKey":"oneOf.3.accountId","typeLabel":"string"},"productName":{"type":"string","example":"Premier Account","description":"Marketed product name for this account. Used in UIs to assist in account selection\n","isRequired":true,"uniqueKey":"oneOf.3.productName","typeLabel":"string"},"status":{"title":"Account Status","description":"Account status\n","type":"string","example":"OPEN","enum":["CLOSED","DELINQUENT","NEGATIVECURRENTBALANCE","OPEN","PAID","PENDINGCLOSE","PENDINGOPEN","RESTRICTED"],"isRequired":true,"uniqueKey":"oneOf.3.status","typeLabel":"enum\u003cstring>"},"currency":{"title":"Currency entity","description":"Currency of the account balances","type":"object","example":{"currencyCode":"CAD"},"properties":{"currencyCode":{"title":"ISO 4217 Code","description":"Currency, fund and precious metal codes as of Jan. 1, 2023 per [ISO 4217 Currency Code Maintenance](https://www.six-group.com/en/products-services/financial-information/data-standards.html)\n","type":"string","example":"CAD","enum":["AED","AFN","ALL","AMD","ANG","AOA","ARS","AUD","AWG","AZN","BAM","BBD","BDT","BGN","BHD","BIF","BMD","BND","BOB","BOV","BRL","BSD","BTN","BWP","BYN","BZD","CAD","CDF","CHE","CHF","CHW","CLF","CLP","CNY","COP","COU","CRC","CUC","CUP","CVE","CZK","DJF","DKK","DOP","DZD","EGP","ERN","ETB","EUR","FJD","FKP","GBP","GEL","GHS","GIP","GMD","GNF","GTQ","GYD","HKD","HNL","HTG","HUF","IDR","ILS","INR","IQD","IRR","ISK","JMD","JOD","JPY","KES","KGS","KHR","KMF","KPW","KRW","KWD","KYD","KZT","LAK","LBP","LKR","LRD","LSL","LYD","MAD","MDL","MGA","MKD","MMK","MNT","MOP","MRU","MUR","MVR","MWK","MXN","MXV","MYR","MZN","NAD","NGN","NIO","NOK","NPR","NZD","OMR","PAB","PEN","PGK","PHP","PKR","PLN","PYG","QAR","RON","RSD","RUB","RWF","SAR","SBD","SCR","SDG","SEK","SGD","SHP","SLE","SLL","SOS","SRD","SSP","STN","SVC","SYP","SZL","THB","TJS","TMT","TND","TOP","TRY","TTD","TWD","TZS","UAH","UGX","USD","USN","UYI","UYU","UYW","UZS","VED","VES","VND","VUV","WST","XAF","XAG","XAU","XBA","XBB","XBC","XBD","XCD","XDR","XOF","XPD","XPF","XPT","XSU","XTS","XUA","XXX","YER","ZAR","ZMW","ZWL"],"isRequired":true,"uniqueKey":"oneOf.3.currency.currencyCode","typeLabel":"enum\u003cstring>"}},"required":["currencyCode"],"isRequired":true,"uniqueKey":"oneOf.3.currency","typeLabel":"Currency entity · object"},"accountType":{"description":"The account type.\n","type":"string","example":"ROTH","enum":["401A","401K","403B","529","BROKERAGEPRODUCT","COVERDELL","DIGITALASSET","DEFINEDBENEFIT","ESOP","GUARDIAN","INSTITUTIONALTRUST","IRA","KEOGH","NONQUALIFIEDPLAN","OTHERINVESTMENT","ROLLOVER","ROTH","SARSEP","TAXABLE","TDA","TRUST","TERM","UGMA","UTMA"],"isRequired":true,"uniqueKey":"oneOf.3.accountType","typeLabel":"enum\u003cstring>"},"availableCashBalance":{"type":"number","example":3209.54,"description":"Cash balance across all sub-accounts.\n","isRequired":true,"uniqueKey":"oneOf.3.availableCashBalance","typeLabel":"number"},"currentValue":{"type":"number","example":34938.2,"description":"Total current value of all investments\n","isRequired":true,"uniqueKey":"oneOf.3.currentValue","typeLabel":"number"},"accountNumberDisplay":{"description":"Account display number for the end user's handle at the owning financial\ninstitution.\nThe last 4 digits of this masked number should correspond to the last 4 digits of the account number.\n","type":"string","example":"4321","uniqueKey":"oneOf.3.accountNumberDisplay","typeLabel":"string"},"nickname":{"description":"Account nickname\n","type":"string","uniqueKey":"oneOf.3.nickname","typeLabel":"string"},"balanceAsOf":{"title":"Timestamp","description":"Date and time of the balance\n\nISO 8601 date-time in format `YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm]` according to\n[IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6)\n","type":"string","format":"date-time","example":"2021-07-15T14:46:41.375Z","uniqueKey":"oneOf.3.balanceAsOf","typeLabel":"string\u003cdate-time>"},"holdings":{"type":"array","description":"Holdings in the investment account.\n","items":{"type":"object","title":"Holding entity","description":"A holding in an investment account.\nHoldings in the investment account.\n","required":["cashAccount","marketValue"],"properties":{"marketValue":{"type":"number","description":"Market value at the time of data retrieved\n","isRequired":true,"uniqueKey":"oneOf.3.holdings.items.[INDEX].marketValue","typeLabel":"number"},"cashAccount":{"type":"boolean","description":"If true, indicates that this holding is used to maintain proceeds\nfrom sales, dividends, and other cash postings to the investment account.\n","isRequired":true,"uniqueKey":"oneOf.3.holdings.items.[INDEX].cashAccount","typeLabel":"boolean"},"securityIds":{"description":"Array of security identifiers\n","type":"array","items":{"title":"Security ID entity","description":"Unique identifier for a security\n","type":"object","properties":{"id":{"title":"Identifier","description":"Value for a unique identifier\n","type":"string","maxLength":256,"example":"someLongTermUniqueIDString","uniqueKey":"oneOf.3.holdings.items.[INDEX].securityIds.items.[INDEX].id","typeLabel":"string"},"idType":{"title":"Security ID Type","description":"This field, along with `securityId` are **required** unless `symbol` is provided.\n\n**Note:** If `securityIdType` is provided, `securityId` is required.\n","type":"string","enum":["CINS","CMC","CME","CUSIP","ISIN","ITSA","NASDAQ","SEDOL","SICC","VALOR","WKN"],"uniqueKey":"oneOf.3.holdings.items.[INDEX].securityIds.items.[INDEX].idType","typeLabel":"enum\u003cstring>"}},"uniqueKey":"oneOf.3.holdings.items.[INDEX].securityIds.items.[INDEX]","typeLabel":"Security ID entity · object"},"uniqueKey":"oneOf.3.holdings.items.[INDEX].securityIds","typeLabel":"Security ID entity · object[]"},"holdingName":{"type":"string","description":"Holding name or security name\n","uniqueKey":"oneOf.3.holdings.items.[INDEX].holdingName","typeLabel":"string"},"holdingType":{"title":"Holding Type","type":"string","enum":["ANNUITY","BOND","CD","DIGITALASSET","MUTUALFUND","OPTION","OTHER","STOCK"],"uniqueKey":"oneOf.3.holdings.items.[INDEX].holdingType","typeLabel":"enum\u003cstring>"},"holdingSubType":{"title":"Holding SubType","description":"The subtype of an investment holding.\n","type":"string","enum":["CASH","MONEYMARKET"],"uniqueKey":"oneOf.3.holdings.items.[INDEX].holdingSubType","typeLabel":"enum\u003cstring>"},"symbol":{"type":"string","description":"Ticker / Market symbol\nThis field is **required** unless both `securityId` and `securityIdType` are provided\n","uniqueKey":"oneOf.3.holdings.items.[INDEX].symbol","typeLabel":"string"},"purchasedPrice":{"type":"number","description":"Price of holding at the time of purchase.\n","uniqueKey":"oneOf.3.holdings.items.[INDEX].purchasedPrice","typeLabel":"number"},"currentUnitPrice":{"type":"number","description":"Current unit price.\n","uniqueKey":"oneOf.3.holdings.items.[INDEX].currentUnitPrice","typeLabel":"number"},"currentUnitPriceDate":{"title":"Date String","description":"Current unit price as of date\n\nISO 8601 full-date in format 'YYYY-MM-DD' according\nto [IETF RFC3339](https://datatracker.ietf.org/doc/html/rfc3339.html#section-5.6)\n","type":"string","format":"date","maxLength":10,"example":"2021-07-15","uniqueKey":"oneOf.3.holdings.items.[INDEX].currentUnitPriceDate","typeLabel":"string\u003cdate>"},"units":{"type":"number","description":"**Note:** This field is required if the transaction involves a security.\n","uniqueKey":"oneOf.3.holdings.items.[INDEX].units","typeLabel":"number"},"faceValue":{"type":"number","description":"Required for bonds. 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