Provider Accounts Resource

This page refers to Yodlee API v1.0. The latest API version's data model documentation is available here.

Entity: providerAccount

Attribute Name	Type	Description	Endpoints
id	long	Unique identifier for the provider account resource. This is created during account addition.	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
providerId	long	Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.	GET providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
aggregationSource	string	The source through which the providerAccount is added in the system. Valid Values: Provider Account Agg Source	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
refreshInfo	entity	The entity that holds information of the add/update process and its staus initiated on the provider account.	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
isManual	boolean	Indicates whether account is a manual or aggregated provider account.	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
createdDate	date	The date on when the provider account is created in the system.	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
lastUpdated	dateTime	The date on when the provider account is last updated.	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}
loginForm	entity	This entity gets returned in the response for only MFA based provider accounts during the add/update account polling process. This indicates that the MFA information is expected from the user to complete the process. This represents the structure of MFA form that is displayed to the user in the provider site.	GET providerAccounts POST providerAccounts PUT providerAccounts/{providerAccountId} GET providerAccounts/{providerAccountId}

Entity: refreshInfo

Attribute Name	Type	Description	Endpoints
statusCode	integer	The status code of last update attempted for the account. Valid Values: Refresh Status Code and Message	GET providerAccounts/{providerAccountId} POST providerAccounts PUT providerAccounts/{providerAccountId}
statusMessage	string	The status message of last update attempted for the account. Valid Values: Refresh Status Code and Message	GET providerAccounts/{providerAccountId} POST providerAccounts PUT providerAccounts/{providerAccountId}
status	string	The status of last update attempted for the account. Valid Values: Provider Account Status	GET providerAccounts/{providerAccountId} POST providerAccounts PUT providerAccounts/{providerAccountId}
additionalStatus	string	The additional status information of the last update attempted for the account. Valid Values: Provider Account Status	GET providerAccounts/{providerAccountId} POST providerAccounts PUT providerAccounts/{providerAccountId}
additionalInfo	string	Information on whether the data retrieval was a partial failure or a complete failure. Valid Values: Provider Account Status	GET providerAccounts/{providerAccountId}
nextRefreshScheduled	dateTime	Next scheduled time for account update.	GET providerAccounts/{providerAccountId}
lastRefreshed	dateTime	Time when the account was last updated/created successfully or partially.	GET providerAccounts/{providerAccountId}
lastRefreshAttempt	dateTime	Time when last action was attempted for the account.	GET providerAccounts/ {providerAccountId}
actionRequired	string	Information on whether an update credentials action is required for the provider account. “UPDATE_CREDENTIALS” value will be provided in the response, if the provider account needs an action to be taken by the user due to errors.	GET providerAccounts/{providerAccountId}
message	string	INVOKE_UPDATE_PROVIDER_ACCOUNT_WITH_CREDENTIALS_PARAM will be the value that will be provided in the response to communicate customers that the PUT service to be invoked with credentials when there are credential errors.	GET providerAccounts/{providerAccountId}
account	entity	Account information that has to be verified.	PUT providerAccounts/verification GET providerAccounts/verification/ {providerAccountId}

Entity: account

Attribute Name	Type	Description	Endpoints
id	long	Unique identifier generated by Yodlee for the account that needs to be verified.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
accountNumber	string	Account number provided by the user for verification.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
accountName	string	Name of the account provided by the user for CDV verification.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
accountType	string	Account type provided by the user for verification. Valid Values: Account Type	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
bankTransferCode	entity	Bank transfer code of the account provided by the user for CDV verification.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
verification	entity	Verification details of the account.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}

Entity: bankTransferCode

Attribute Name	Type	Description	Endpoints
id	string	Routing number of the account. This attribute is provided only in case of CDV verification.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
type	string	Indicates that the id provided was routing number. This attribute is provided in the response only in case of CDV verification.	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}

Entity: verification

Attribute Name	Type	Description	Endpoints
type	string	Type of verification to be performed. Valid Values: Verification Type	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
status	string	Status of verification. Valid Values: Verification Status	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}
reason	string	The level of verificaiton state. Valid Values: Verification Reasons	PUT providerAccounts/verification GET providerAccounts/verification/{providerAccountId}

Entity: loginForm

Attribute Name	Type	Description	Endpoints
id	long	The identifier of the login form.	GET providerAccounts/{providerAccountId} GET provider/{ProviderId}
forgetPasswordURL	string	The forget password URL of the provider site.	GET providerAccounts/{providerAccountId} GET provider/{ProviderId}
formType	string	The type of the forms on which the user information is required. Valid Value: Login Form Types	GET providerAccounts/{providerAccountId} GET provider/{ProviderId}
help	string	The help that can be displayed to the customer in the login form.	GET providerAccounts/{providerAccountId} GET provider/{ProviderId}
row	entity[]	This indicates one row in the form. It will have one label and it may have single or multiple fields.	GET providerAccounts/{providerAccountId} GET provider/{ProviderId}
mfaInfoTitle	string	The title for the mfa information demanded from the user. This is the title displayed in the provider site. This field is applicable for mfa form types only.	GET providerAccounts/{providerAccountId}
mfaInfoText	string	The text displayed in the provider site while requesting the mfa information from the user. This field is applicable for mfa form types only.	GET providerAccounts/{providerAccountId}
mfaTimeout	long	The time out before which the user is expected to provide mfa information. This field is applicable for mfa form types only. This would be an useful information that could be displayed to the users.	GET providerAccounts/{providerAccountId}

Entity: row

Attribute Name	Type	Description	Endpoints
id	long	Unique identifier of the row.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
form	string	Form denotes the set of the fields that are related.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
label	string	The label text displayed for a row in the form.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
fieldRowChoice	string	Fields that belong to a particular choice are clubbed using this field. Recommendations: All the field row choices label to be grouped and displayed as options to the customer. On choosing a particular choice field, we recommend displaying the fields relevant to them. First field choice could be selected by default.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
field	entity []	Details of fields that belong to the row.	GET providerAccounts/{providerAccountId} GET providers/{providerId}

Entity: field

Attribute Name	Type	Description	Endpoints
id	long	Identifier for the field.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
name	string	Name for the field.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
value	string	Value expected from the user for the field. This will be blank and is expected to be filled and send back while submitting the login or MFA information.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
option	entity []	Provides the different values that are available for the user to choose. This field is applicable for dropdown or radio field types.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
valueEditable	boolean	Indicates whether the field is editable or not.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
isOptional	boolean	Indicates if a field is an optional field or a mandatory field.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
type	string	Indicates the display type of the field. E.g. text box, image, etc. Valid Values: Field Types	GET providerAccounts/{providerAccountId} GET providers/{providerId}
maxLength	integer	The maximum length of the login form field.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
prefix	string	The prefix string that has to be displayed before the field value.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
suffix	string	The suffix string that has to be displayed next to the field value.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
validation	entity []	The validation to be performed on a field.	GET providerAccounts/{providerAccountId} GET providers/{providerId}

Entity: validation

Attribute Name	Type	Description	Endpoints
regExp	string	The regular expression provided for a field. This helps customers validating the value entered by the users.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
errorMsg	string	The error message to be thrown, if the value is not matching the regular expression.	GET providerAccounts/{providerAccountId} GET providers/{providerId}

Entity: option

Attribute Name	Type	Description	Endpoints
displayText	string	The text that is displayed to the user for that option in the provider site.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
isSelected	boolean	The option that is selected by default in the provider site.	GET providerAccounts/{providerAccountId} GET providers/{providerId}
optionValue	string	The value that is associated with the option.	GET providerAccounts/{providerAccountId} GET providers/{providerId}

Enums: Provider Account Status

Status	Additional Status	Additional Info	Scenario
IN_PROGRESS	LOGIN_IN_PROGRESS		Provider login is in progress.
IN_PROGRESS	USER_INPUT_REQUIRED		Provider site requires MFA-based authentication and needs user input for login.
IN_PROGRESS	LOGIN_SUCCESS		Provider login is successful.
IN_PROGRESS	ACCOUNT_SUMMARY_RETRIEVED		Account summary info may not have the complete info of accounts that are available in the provider site. This depends on the sites behaviour. Account summary info may not be available at all times.
NON_UPDATABLE		UPDATED_RECENTLY	All accounts under the provider account were recently updated. Try again after 15 minutes.
NON_UPDATABLE		REFRESH_IN_PROGRESS	Refresh is in progress for the provider account. Refresh cannot be triggered when a refresh is in progress.
FAILED	NEVER_INITIATED		The add or update provider account was not triggered due to techincal reasons. This is a rare occurrence and usually resolves quickly.
FAILED	LOGIN_FAILED		Provider login failed.
FAILED	REQUEST_TIME_OUT		The process timed out.
FAILED		DATA_RETRIEVAL_FAILED	All accounts under the provider account failed with same or different errors, though login was successful.
FAILED			No additional status or information will be provided when there are errors other than the ones listed above.
PARTIAL_SUCCESS	PARTIAL_DATA_RETRIEVED	DATA_RETRIEVAL_FAILED_PARTIALLY	One/few accounts data gathered and one/few accounts failed.
PARTIAL_SUCCESS	PARTIAL_DATA_RETRIEVED_REM_SCHED	DATA_RETRIEVAL_FAILED_PARTIALLY	One/few accounts data gathered One/few accounts failed One account data partially gathered and remaining scheduled.
PARTIAL_SUCCESS	PARTIAL_DATA_RETRIEVED_REM_SCHED		One/few accounts data gathered One account data partially gathered and remaining scheduled.
SUCCESS			All accounts under the provider was added or updated successfully.

Enums: Refresh Status Code and Message

statusCode	statusMessage	Description	Additional Information
0	SUCCESS	Account has been successfully added/updated.	Not an Error
395	OAUTH_SITE_NOT_SUPPORTED	The site does not seem to be supported.	Technical Error
401	NO_CONNECTION	Request Timed Out.	Technical Error
402	STATUS_LOGIN_FAILED	Username and/or password were reported to be incorrect.	UAR Error
403	INTERNAL_ERROR	We faced a technical problem while updating your account. This kind of error is usually resolved in a few days.	Technical Error
404	LOST_REQUEST	We faced a technical problem while updating your account.	Technical Error
405	ABORT_REQUEST	User has aborted the request.	User Error
406	STATUS_PASSWORD_EXPIRED	The password or the authentication information were reported as expired.	UAR Error
407	STATUS_ACCOUNT_LOCKED	The account has been locked in the provider site.	UAR Error
408	DATA_EXPECTED	No accounts found in the provider site.	Technical Error
409	STATUS_SITE_UNAVAILABLE	Account could not be updated because the end site is experiencing technical difficulties.	Site Error
411	STATUS_SITE_OUT_OF_BUSINESS	The provider site no longer provides online services to its customers.	Site Error
412	STATUS_SITE_APPLICATION_ERROR	The provider site is experiencing technical difficulties.	Site Error
413	REQUIRED_FIELD_UNAVAILABLE	We faced a technical problem while updating your account. This kind of error is usually resolved in a few days.	Technical Error
414	STATUS_NO_ACCT_FOUND	No accounts found in the provider site.	UAR Error
415	STATUS_SITE_TERMINATED_SESSION	Experiencing technical difficulties in the provider site.	Site Error
416	STATUS_SITE_SESSION_ALREADY_ESTABLISHED	Session was already established in the provider site.	Site Error
417	STATUS_DATA_MODEL_NO_SUPPORT	Account type was not supported by Yodlee.	UAR Error
418	STATUS_HTTP_DNS_ERROR_EXCEPTION	The provider site is experiencing technical difficulties.	Site Error
419	LOGIN_NOT_COMPLETED	We couldn't update the account because of unexpected variations at the site. This kind of problem is usually resolved in a few days.	Technical Error
420	STATUS_SITE_MERGED_ERROR	The provider site has been merged with another site.	UAR Error
421	STATUS_UNSUPPORTED_LANGUAGE_ERROR	The language setting for the provider site is not English. Please request the user to visit the site and change the language setting to English.	UAR Error
422	STATUS_ACCOUNT_CANCELED	Accounts found were closed.	UAR Error
423	STATUS_ACCT_INFO_UNAVAILABLE	No accounts found in the provider site.	Site Error
424	STATUS_SITE_DOWN_FOR_MAINTENANCE	The provider site was down for maintenance.	Site Error
425	STATUS_CERTIFICATE_ERROR	The provider site is experiencing technical difficulties.	Site Error
426	STATUS_SITE_BLOCKING	The provider site is experiencing technical difficulties.	Site Error
427	STATUS_SPLASH_PAGE_EXCEPTION	We could not update the account as the site requiring the user to view a new promotion. Please request the user to log in to the site and click through to his/her account overview page to update the details.	UAR Error
428	STATUS_TERMS_AND_CONDITIONS_EXCEPTION	We could not update the account due to the site requiring the user to accept new Terms & Conditions. Please request the user to log in to the site, read and accept the T&C.	UAR Error
429	STATUS_UPDATE_INFORMATION_EXCEPTION	We could not update the account due to the site requiring user to verify his/her personal information. Please request the user to log in to the site and update the fields required.	UAR Error
430	STATUS_SITE_NOT_SUPPORTED	Site is no longer supported for data updates.	UAR Error
431	HTTP_FILE_NOT_FOUND_ERROR	We faced a browser error while retrieving data.	Site Error
432	HTTP_INTERNAL_SERVER_ERROR	We faced a browser error while retrieving data.	Site Error
475	UNIQUEID_FROM_DATA_SOURCE_ERROR	We faced issues while setting the unique identifer for an account. Example: Two accounts seem to have the same unique identifier.	Technical Error
476	ACCOUNT_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
477	BILL_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
478	STATUS_DUPLICATE_BILL	We faced duplicate bill issues while retrieving bills for an account.	Site Error
491	REWARDS_PROGRAM_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
492	REWARDS_ACTIVITY_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
494	INVESTMENT_TRANSACTION_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
495	LOAN_TRANSACTION_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
496	CARD_TRANSACTION_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
497	BANK_TRANSACTION_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
498	HOLDING_REQUIRED_FIELDS_NOT_SET	The required fields does not seem to be set due to technical issues.	Technical Error
499	HELD_ACCOUNT'S_CREDENTIALS_USED	The user has provided their online application credentials to the linking provider site.	Site Error
504	MULTIPLE_ERROR	Multiple errors have occurred and the data retrieval process at the provider site failed.	Combinations of Technical/Site/UAR errors
505	STATUS_SITE_CURRENTLY_NOT_SUPPORTED	Yodlee does not support the security system used by this site.	Site Error
506	NEW_LOGIN_INFO_REQUIRED_FOR_SITE	To log in to this site, user need to provide additional information. Request the user to perform update accounts.	UAR Error
507	BETA_SITE_WORK_IN_PROGRESS	We have just started providing data updates for this site, and it may take a few days to be successful as we get started.	Technical Error
508	INSTANT_REQUEST_TIMEDOUT	Add/update account request timed out due to technical reasons.	Technical Error
509	TOKEN_ID_INVALID	The MFA token provided is no longer valid at the site.	User Input Error
509	TOKEN_ID_INVALID	The MFA token provided is no longer valid at the site.	User Input Error
512	NO_PAYEES_ARE_FOUND_ON_SOURCE	Payees does not seem to be available in the provider site.	User Error
513	PAYEES_COULD_NOT_BE_RETRIEVED	We faced issues while retrieving payees.	Technical Error
514	SOME_PAYEE_DETAILS_COULD_NOT_BE_RETRIEVED	We faced issues while retrieving one or more payee details.	Technical Error
515	NO_PAYMENT_ACCOUNT_FOUND	The payment account does not seem to be available in the provider site.	User Error
517	GENERAL_EXCEPTION_WHILE_GATHERING_MFA_DATA	We faced a technical problem while updating your account.This kind of error is usually resolved in a few days.	Technical Error
518	NEW_MFA_INFO_REQUIRED_FOR_AGENTS	Account was not updated as the required additional authentication information was unavailable.(MFA error)	UAR Error
519	MFA_INFO_NOT_PROVIDED_TO_YODLEE_BY_USER_FOR_AGENTS	Account was not updated as the authentication information like security question and answer was unavailable or incomplete. (MFA error)	UAR Error
520	MFA_INFO_MISMATCH_FOR_AGENTS	Provider site indicates that the additional authentication information provided is incorrect. (MFA error)	UAR Error
521	ENROLL_IN_MFA_AT_SITE	New security authentication system has been introduced in the provider site.(MFA error)	UAR Error
522	MFA_INFO_NOT_PROVIDED_IN_REAL_TIME_BY_USER_VIA_APP	Request Timed Out as the required security information was unavailable or was not provided within the expected time. (MFA error)	UAR Error
523	INVALID_MFA_INFO_IN_REAL_TIME_BY_USER_VIA_APP	The authentication information user provided is incorrect. (MFA error)	UAR Error
524	USER_PROVIDED_REAL_TIME_MFA_DATA_EXPIRED	The authentication information provided has expired. (MFA error)	UAR Error
525	MFA_INFO_NOT_PROVIDED_IN_REAL_TIME_BY_GATHERER	We faced a technical problem while updating your account. This kind of error is usually resolved in a few days.	Technical Error
526	INVALID_MFA_INFO_OR_CREDENTIALS	We could not update the account as the username/password or additional security credentials are incorrect. (MFA error)	UAR Error
552	CREDENTIALS_SUSPENDED	Credentials provided by the user seems to be suspended.	User Error
553	REQUEST_TIMED_OUT_DUE_TO_USER	User has not provided the information in the required time period.	User Error
554	NO_RESPONSE_FROM_SITE	We have not received a response from site.	Site Error
556	OAUTH_SITE_UNAVAILABLE	Outh site does not seem to be available for updates.	Site Error
557	INVALID_OAUTH_REQUEST	The OAUTH request generated is invalid.	Technical Error
558	SITE_UNAVAILABLE_INFORMED_BY_SITE	Site does not seem to be available for updates and informed by site.	Site Error
559	INSUFFICIENT_PRIVILEGE	Users does not have sufficient privilege.	User Error
560	INVALID_OAUTH_TOKEN	The oauth token provided is invalid.	User Error
561	GENERIC_OAUTH_ERROR	We faced technical issues while aggregating the data from OAUTH based site.	Technical Error
562	OAUTH_CONSENT_EXPIRED	The oauth token has expired.	User Error
563	OAUTH_CONSENT_REVOKED	The oauth token has been revoked.	User Error
564	OAUTH_CONSENT_UNAVAILABLE	The oauth consent is not available.	User Error
565	CERT_UNAVAILABLE_ERROR	The certificate is not available.	Technical Error
566	CERT_DOWNLOAD_ERROR	The certificate cannot be downloaded.	Technical Error
567	OAUTH_MIGRATION_FAILED	The oauth migration has failed.	Technical Error
570	DOCUMENT_NOT_AVAILABLE	Document not available for download.	User Error
571	DOCUMENT_DOWNLOAD_FAILED	The document download process has failed due to site issues.	Site Error
572	DOCUMENT_SIZE_EXCEEDS_THE_LIMIT	The document that we are trying to download exceeded the size limit.	Technical Error
573	DOCUMENT_DOWNLOAD_REQUIRES_ADDTNL_AUTHENTICATION	Document download needs additional authentication.	User Error
574	EBILL_ENROLLMENT_REQUIRED_FOR_BILL_DOWNLOAD	User has not enrolled for the ebill.	User Error
575	DOCUMENT_DOWNLOADED_NOT_SUPPORTED	No support available for document download.	User Error
576	DOCUMENT_UPLOAD_TO_SERVER_FAILED	The downloaded document failed while uploading to our server.	Technical Error
578	DOCUMENT_TYPE_NOT_SUPPORTED	The type of the document does not seem to be supported.	Technical Error
579	DOCUMENT_PROCESSING_FAILED	We faced technical error while processing the document.	Technical Error
601	DBFILER_SUMMARY_SAVE_ERROR	We faced a technical problem while updating your account.	Technical Error
604	STATUS_REQUEST_GENERATION_ERROR_LOGIN_FAILURE	We faced technical issues while generating the request for data retrieval.	Technical Error
709	STATUS_FIELD_NOT_AVAILABLE	This error is thrown when there is a mismatch in the meta-fields.	Technical Error
801	ADD_IN_PROGRESS	Account addition is in progress.	Not an Error
802	UPDATE_IN_PROGRESS	Account update is in progress.	Not an Error
803	REFFRESH_NOT_DONE_AS_MIGRATION_IN_PROGRESS	The account cannot be refreshed as the OAuth migration is in progress.	Technical Error
811	PARTIAL_SUCCESS	Data was successfully aggregated for at least one, but not all, accounts.	Partial Success

Enums: Provider Account Agg Source

AggregationSource	Description
PRE_POPULATED	Indicates that the provider account is created by the system while prepopulating accounts.
USER	Indicates that the provider account is created by the user.

Enums: Verification Type

Type	Value
CHALLENGE_DEPOSIT	Veriifcation done by cross checking the transaction amounts posted on the accounts.
MATCHING	Veriifcation done by matching the attributes of accounts.

Enums: Verification Status

Status	Description
IN_PROGRESS	Verification in progress for accounts.
SUCCESS	Accounts were successfully verified.
FAILED	Account verification failed.

Enums: Verification Reasons

Reason	Description
INSTRUCTION_INITIATED	Challenge deposit verification request was initiated.
INSTRUCTION_SENT	Challenge deposit verification request was sent.

Enums: Field Types

Type	Description
text	The field values can be accepted in a clear text when the user enters the values.
password	The field values should be accepted in a masked form when the user enters the values.
option	The field values should be displayed in a drop down.
checkbox	The field values should be displayed in a check box.
radio	The field values should be displayed as radio options.
image	The field values should be displayed as image

Enums: Login Form Types

FormType	Description
login	The primary login form displayed in the provider site.
questionAndAnswer	The form requesting answers for the secret questions from the user during login.
token	The form requesting additional token information from the user during login.
image	The loginform that displays CAPTCHA for an user to enter the text during login.

Enums: Aggregated Account Type

Applicable Containers	AccountType
bank	CHECKING
	SAVINGS
	CD
	PPF
	RECURRING_DEPOSIT
	FSA
	MONEY_MARKET
	IRA
	PREPAID
	OTHER
creditCard	CREDIT
	STORE
	CHARGE
	OTHER
investment (SN 1.0)	BROKERAGE_MARGIN
	HSA
	IRA
	BROKERAGE_CASH
	401K
	403B
	TRUST
	ANNUITY
	SIMPLE
	CUSTODIAL
	BROKERAGE_CASH_OPTION
	BROKERAGE_MARGIN_OPTION
	INDIVIDUAL
	CORPORATE
	JTTIC
	JTWROS
	COMMUNITY_PROPERTY
	JOINT_BY_ENTIRETY
	CONSERVATORSHIP
	ROTH
	ROTH_CONVERSION
	ROLLOVER
	EDUCATIONAL
	529_PLAN
	457_DEFERRED_COMPENSATION
	401A
	PSP
	MPP
	STOCK_BASKET
	LIVING_TRUST
	REVOCABLE_TRUST
	IRREVOCABLE_TRUST
	CHARITABLE_REMAINDER
	CHARITABLE_LEAD
	CHARITABLE_GIFT_ACCOUNT
	SEP
	UTMA
	UGMA
	ESOPP
	ADMINISTRATOR
	EXECUTOR
	PARTNERSHIP
	SOLE_PROPRIETORSHIP
	CHURCH
	INVESTMENT_CLUB
	RESTRICTED_STOCK_AWARD
	CMA
	EMPLOYEE_STOCK_PURCHASE_PLAN
	PERFORMANCE_PLAN
	BROKERAGE_LINK_ACCOUNT
	MONEY_MARKET
	SUPER_ANNUATION
	REGISTERED_RETIREMENT_SAVINGS_PLAN
	SPOUSAL_RETIREMENT_SAVINGS_PLAN
	DEFERRED_PROFIT_SHARING_PLAN
	NON_REGISTERED_SAVINGS_PLAN
	REGISTERED_EDUCATION_SAVINGS_PLAN
	GROUP_RETIREMENT_SAVINGS_PLAN
	LOCKED_IN_RETIREMENT_SAVINGS_PLAN
	RESTRICTED_LOCKED_IN_SAVINGS_PLAN
	LOCKED_IN_RETIREMENT_ACCOUNT
	REGISTERED_PENSION_PLAN
	TAX_FREE_SAVINGS_ACCOUNT
	LIFE_INCOME_FUND
REGISTERED_RETIREMENT_INCOME_FUND
SPOUSAL_RETIREMENT_INCOME_FUND
LOCKED_IN_REGISTERED_INVESTMENT_FUND
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
GUARANTEED_INVESTMENT_CERTIFICATES
REGISTERED_DISABILITY_SAVINGS_PLAN
OTHER
investment (SN 2.0)	BROKERAGE_CASH
	BROKERAGE_MARGIN
	INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
	EMPLOYEE_RETIREMENT_ACCOUNT_401K
	EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
	TRUST
	ANNUITY
	SIMPLE_IRA
	CUSTODIAL_ACCOUNT
	BROKERAGE_CASH_OPTION
	BROKERAGE_MARGIN_OPTION
	INDIVIDUAL
	CORPORATE_INVESTMENT_ACCOUNT
	JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
	JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
	JOINT_TENANTS_COMMUNITY_PROPERTY
	JOINT_TENANTS_TENANTS_BY_ENTIRETY
	CONSERVATOR
	ROTH_IRA
	ROTH_CONVERSION
	ROLLOVER_IRA
	EDUCATIONAL
	EDUCATIONAL_SAVINGS_PLAN_529
	DEFERRED_COMPENSATION_PLAN_457
	MONEY_PURCHASE_RETIREMENT_PLAN_401A
	PROFIT_SHARING_PLAN
	MONEY_PURCHASE_PLAN
	STOCK_BASKET_ACCOUNT
	LIVING_TRUST
	REVOCABLE_TRUST
	IRREVOCABLE_TRUST
	CHARITABLE_REMAINDER_TRUST
	CHARITABLE_LEAD_TRUST
	CHARITABLE_GIFT_ACCOUNT
	SEP_IRA
	UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
	UNIFORM_GIFT_TO_MINORS_ACT_UGMA
	EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
	ADMINISTRATOR
	EXECUTOR
	PARTNERSHIP
	PROPRIETORSHIP
	CHURCH_ACCOUNT
	INVESTMENT_CLUB
	RESTRICTED_STOCK_AWARD
	CASH_MANAGEMENT_ACCOUNT
	EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
	PERFORMANCE_PLAN
	BROKERAGE_LINK_ACCOUNT
	MONEY_MARKET_ACCOUNT
	SUPERANNUATION
	REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
	SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
	DEFERRED_PROFIT_SHARING_PLAN_DPSP
	NON_REGISTERED_SAVINGS_PLAN_NRSP
	REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
	GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
	LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
	RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
	LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
	REGISTERED_PENSION_PLAN_RPP
	TAX_FREE_SAVINGS_ACCOUNT_TFSA
	LIFE_INCOME_FUND_LIF
	REGISTERED_RETIREMENT_INCOME_FUND_RIF
SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
GUARANTEED_INVESTMENT_CERTIFICATES_GIC
REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
DEFINED_CONTRIBUTION_PLAN
DEFINED_BENEFIT_PLAN
EMPLOYEE_STOCK_OPTION_PLAN
NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
KEOGH_PLAN
EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
EMPLOYEE_BENEFIT_PLAN
EMPLOYEE_SAVINGS_PLAN
HEALTH_SAVINGS_ACCOUNT_HSA
COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
TESTAMENTARY_TRUST
ESTATE
GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
ADVISORY_ACCOUNT
NON_PROFIT_ORGANIZATION_501C
HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
INDIVIDUAL_SAVINGS_ACCOUNT_ISA
CASH_ISA
STOCKS_AND_SHARES_ISA
INNOVATIVE_FINANCE_ISA
JUNIOR_ISA
EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
PUBLIC_PROVIDENT_FUND_PPF
EMPLOYEES_PENSION_SCHEME_EPS
NATIONAL_PENSION_SYSTEM_NPS
INDEXED_ANNUITY
ANNUITIZED_ANNUITY
VARIABLE_ANNUITY
ROTH_403B
SPOUSAL_IRA
SPOUSAL_ROTH_IRA
SARSEP_IRA
SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
OFFSHORE_TRUST
IRREVOCABLE_LIFE_INSURANCE_TRUST
INTERNATIONAL_TRUST
LIFE_INTEREST_TRUST
EMPLOYEE_BENEFIT_TRUST
PRECIOUS_METAL_ACCOUNT
INVESTMENT_LOAN_ACCOUNT
GRANTOR_RETAINED_INCOME_TRUST
PENSION_PLAN
OTHER
bill	TELEPHONE
	UTILITY
	CABLE
	WIRELESS
	BILLS
loan	MORTGAGE
	INSTALLMENT_LOAN
	PERSONAL_LOAN
	HOME_EQUITY_LINE_OF_CREDIT
	LINE_OF_CREDIT
	AUTO_LOAN
	STUDENT_LOAN
	HOME_LOAN
	OTHER
insurance	AUTO_INSURANCE
	HEALTH_INSURANCE
	HOME_INSURANCE
	LIFE_INSURANCE
	ANNUITY
	TRAVEL_INSURANCE
	INSURANCE
realEstate	REAL_ESTATE
reward	REWARD_POINTS

Enums: Manual Account Type

Applicable Containers	AccountType
bank	CHECKING
	SAVINGS
	CD
	PREPAID
creditCard	CREDIT
loan	PERSONAL_LOAN
loan	HOME_LOAN
bill	BILLS
insurance	INSURANCE
insurance	ANNUITY
investment	BROKERAGE_CASH