Account Types

Overview

The account types below describe the various types and corresponding subtypes that MoneyKit supports and passes through for financial institution accounts.

`depository`

`depository.cash_management`

cash management account

`depository.cd`

certificate of deposit

`depository.checking`

checking account

`depository.ebt`

electronic benefit transfer

`depository.gic`

guaranteed investment certificate (CA only)

`depository.hsa`

health savings account

`depository.isa`

individual savings account (GB only)

`depository.money_market`

money market account

`depository.prepaid`

prepaid card

`depository.rdsp`

registered disability savings plan (CA only)

`depository.resp`

registered education savings plan (CA only)

`depository.rrsp`

registered retirement savings plan (CA only)

`depository.savings`

savings account

`depository.tfsa`

tax-free savings account (CA only)

`investment`

`investment.401a`

401a retirement account

`investment.401k`

401k retirement account

`investment.403b`

403b retirement account

`investment.457b`

457b retirement account

`investment.529`

529 college savings plan

`investment.brokerage`

brokerage account

`investment.crypto`

cryptocurrency account

`investment.esa`

education savings account

`investment.espp`

employee stock purchase plan

`investment.ira`

IRA (individual retirement account)

`investment.keogh`

Keogh plan

`investment.lif`

life income fund (CA only)

`investment.lira`

locked-in retirement account (CA only)

`investment.lirf`

locked-in retirement fund (CA only)

`investment.lrsp`

locked-in retirement savings plan (CA only)

`investment.rlif`

restricted life income fund (CA only)

`investment.rollover_ira`

rollover IRA

`investment.roth`

Roth IRA

`investment.roth_401k`

Roth 401k IRA

`investment.rrif`

registered retirement income fund (CA only)

`investment.sep_ira`

SEP IRA (simplified employee pension plan)

`investment.simple_ira`

Simple IRA

`investment.sipp`

self-invested personal pension (GB only)

`investment.stock_plan`

stock plan

`investment.tax_deferred`

generic tax-deferred investment account

`investment.thrift_savings_plan`

thrift savings plan

`investment.trust`

trust

`investment.ugma`

Uniform Gift to Minors Act

`investment.utma`

Uniform Transfer to Minors Act

`liability`

`liability.credit_card`

credit card

`liability.home_equity`

home equity loan

`liability.line_of_credit`

line of credit

`liability.loan`

loan

`liability.mortgage`

mortgage

`liability.student_loan`

student loan

`other`

`other.annuity`

annuity

`other.insurance`

insurancy policy

`other.life_insurance`

life insurance policy

`other.payroll`

payroll

`other.pension`

pension

`other.profit_sharing_plan`

profit sharing plan

`other.rewards`

rewards account

`unknown`

`unknown.unknown`

indicates the account type is unknown