openapi: 3.0.0 x-chase-info: 107195//Partner//Aggregators/Product/306 x-chase-info2: 58432/true/jpmc/servicing/inquiry-maintenance/ info: x-chase-governance-level: tags version: 4.0.0 title: Account and Customer Information API description: Account and Customer Information API servers: - url: https://api2.chase.com/jpmc/servicing/inquiry-maintenance/fdx/v4 description: Account and Customer Information API paths: /ping: get: tags: - Ping summary: Keep Alive description: Verifies the application alive status parameters: - $ref: "#/components/parameters/interactionIdParam" operationId: alive responses: "200": description: Healthcheck response content: application/json: schema: $ref: "#/components/schemas/PingResponse" examples: Successful Ping: value: status: ok "500": description: Subsystem unavailable content: application/json: examples: Internal Server Error: value: code: 500 message: Internal Server Error schema: $ref: "#/components/schemas/Error" /accounts: get: operationId: searchForAccounts tags: - Account Information summary: Search for account description: >- Retrieve account information and a list of account transactions. You can specify one or more accounts, and limit the list of transactions by date and time. You can also specify the total number of transactions to return, and whether you want to the return list to start at the first available transaction record, or at a record further into the available data. parameters: - $ref: "#/components/parameters/authorizationParam" examples: Example1LightweightPayload: value: abcd12345 - $ref: "#/components/parameters/interactionIdParam" examples: Example1LightweightPayload: value: 123456 - $ref: "#/components/parameters/resultTypeParam" examples: Example1LightweightPayload: value: lightweight responses: "200": description: An array of accounts content: application/json: schema: $ref: "#/components/schemas/Accounts" examples: AccountsLightweight: description: >- Lightweight response for accounts info. Only returns fields referenced in the 'AccountDescriptor' entity value: accounts: - depositAccount: accountId: "4814737" accountNumberDisplay: ...2325 accountType: CHECKING nickname: CHASE CHECKING status: OPEN fiAttributes: [] - depositAccount: accountId: "4804208" accountNumberDisplay: ...5584 accountType: CHECKING nickname: TOTAL CHECKING status: OPEN fiAttributes: [] - locAccount: accountId: "4814739" accountNumberDisplay: ...0654 accountType: CREDITCARD nickname: CREDIT LOC status: OPEN fiAttributes: [] - investmentAccount: accountId: "4804210" accountNumberDisplay: ...4403 accountType: BROKERAGE nickname: You Invest Trade-Ret status: OPEN fiAttributes: [] - locAccount: accountId: "4804213" accountNumberDisplay: ...7722 accountType: LINEOFCREDIT nickname: PERSONAL LOC status: OPEN fiAttributes: [] - annuityAccount: accountId: "4897305" accountNumberDisplay: ...1965 accountType: ANNUITY nickname: AEGON status: OPEN fiAttributes: [] AccountsDetails: description: >- Retrieve account information and account transactions. The payload contains all the fields included in the Account object, which includes all the fields in the AccountDescriptor. value: accounts: - depositAccount: accountId: "4814737" accountNumberDisplay: ...2325 accountType: CHECKING nickname: CHASE CHECKING status: OPEN fiAttributes: [] currency: currencyCode: USD interestRate: 0 transferIn: true transferOut: true lastActivityDate: "2019-02-08" transactionsIncluded: false balanceAsOf: "2019-08-02" currentBalance: 4085.17 availableBalance: 4085.17 interestYtd: 0 - depositAccount: accountId: "4804208" accountNumberDisplay: ...5584 accountType: CHECKING nickname: TOTAL CHECKING status: OPEN fiAttributes: [] currency: currencyCode: USD interestRate: 0 transferIn: true transferOut: true lastActivityDate: "2019-02-19" transactionsIncluded: false balanceAsOf: "2019-08-02" currentBalance: 2091.31 availableBalance: 2091.31 interestYtd: 0 - locAccount: accountId: "4814739" accountNumberDisplay: ...0654 accountType: CREDITCARD nickname: CREDIT LOC status: OPEN fiAttributes: - name: rewardName value: AARP Rewards - name: creditCardBrandGuid value: 62fb22b1-2eb9-4b39-b10c-924ea3dbc2bc currency: currencyCode: USD transactionsIncluded: false creditLine: 20000 availableCredit: 20000 nextPaymentAmount: 0 nextPaymentDate: "2019-12-01" currentBalance: 0 minimumPaymentAmount: 0 lastPaymentAmount: 100 lastPaymentDate: "2019-03-12" pastDueAmount: 0 lastStmtBalance: 0 lastStmtDate: "2019-07-04" currentRewardsBalance: 5500 rewardProgramId: 404 purchasesApr: 17.74 advancesApr: 25.74 cashAdvanceLimit: 4000 availableCash: 0 - locAccount: accountId: "5666288" accountNumberDisplay: ...1375 accountType: LINEOFCREDIT nickname: PERSONAL LOC status: OPEN fiAttributes: [] currency: currencyCode: USD balanceType: LIABILITY interestRate: 8.24 transferIn: true transferOut: false transactionsIncluded: false balanceAsOf: "2020-06-30" creditLine: 23000 availableCredit: 0 nextPaymentAmount: 15 nextPaymentDate: "2020-07-25" principalBalance: 389.23 currentBalance: 15 lastPaymentAmount: 0 lastPaymentDate: "2020-06-29" pastDueAmount: 0 lastStmtDate: "2020-06-30" - investmentAccount: accountId: "4804210" accountNumberDisplay: ...4403 accountType: BROKERAGE nickName: You Invest Trade-Ret status: OPEN fiAttributes: [] availableCashBalance: 381.31 balanceList: - balanceDate: 2019-07-09T12:000:00.000Z balanceDescription: Cash account balanceName: Cash (1) balanceType: AMOUNT balanceValue: 381.31 - balanceDate: 2019-07-09T12:000:00.000Z balanceDescription: Trade account balanceName: Trade (1) balanceType: AMOUNT balanceValue: 3132.03 marginBalance: 0 shortBalance: 0 openOrders: - orderType: BUY holdings: - securityId: 46625H100 securityIdType: CUSIP holdingName: JPMorgan Chase & Co. holdingType: STOCK positionType: LONG heldInAccount: CASH description: JPM STOCK symbol: JPM currentUnitPrice: 113.35 currentUnitPriceDate: 2019-07-09T12:000:00.000Z units: 10 marketValue: 1133.5 faceValue: 1033.23 averageCost: true cashAccount: false rate: 1.6 expirationDate: 2019-07-09T12:000:00.000Z debtSecurity: parValue: 100 yieldToMaturity: 0 - securityId: 46625H100 securityIdType: CUSIP holdingName: JPMorgan Chase & Co. holdingType: STOCK positionType: LONG heldInAccount: CASH description: JPM STOCK symbol: JPM currentUnitPrice: 113.35 currentUnitPriceDate: 2019-07-09T12:000:00.000Z units: 10 marketValue: 1133.5 faceValue: 1033.23 averageCost: true cashAccount: false rate: 1.6 expirationDate: 2019-07-09T12:000:00.000Z sweepSecurity: currentBalance: 1677 availableBalance: 1233 balanceAsOf: 2019-07-09T12:000:00.000Z - securityId: 46625H100 securityIdType: CUSIP holdingName: JPMorgan Chase & Co. holdingType: STOCK positionType: LONG heldInAccount: CASH description: JPM STOCK symbol: JPM currentUnitPrice: 113.35 currentUnitPriceDate: 2019-07-09T12:000:00.000Z units: 10 marketValue: 1133.5 faceValue: 1033.23 averageCost: true cashAccount: false rate: 1.6 expirationDate: 2019-07-09T12:000:00.000Z optionSecurity: optionType: call strikePrice: 5 expireDate: 2019-07-09T12:000:00.000Z sharesPerContract: 100 - investmentAccount: accountId: "4804210" accountNumberDisplay: ...4403 accountType: BROKERAGE error: code: "402" description: Account type not supported nickname: You Invest Trade-Ret fiAttributes: [] - loanAccount: accountId: "4920005" accountNumberDisplay: ...0805 accountType: AUTOLOAN nickname: CHASE AUTO ACCOUNT status: OPEN currency: currencyCode: USD interestRate: 4.94 transactionsIncluded: false balanceAsOf: "2020-08-19" principalBalance: 27631.63 originalPrincipal: 32691.8 originatingDate: "2019-02-21" loanTerm: 72 totalNumberOfPayments: 72 nextPaymentAmount: 526.67 nextPaymentDate: "2020-02-07" paymentFrequency: MONTHLY lastPaymentAmount: 526.67 lastPaymentDate: "2020-01-07" maturityDate: "2025-03-07" interestPaidYearToDate: 125.13 fiAttributes: - name: loanPaymentsRemaining value: "67" - loanAccount: accountId: "4905190" accountNumberDisplay: ...5126 accountType: MORTGAGE nickname: MORTGAGE LOAN status: OPEN currency: currencyCode: USD interestRate: 3.5 transactionsIncluded: false balanceAsOf: "2020-06-30" principalBalance: 290805.3 escrowBalance: 2469.92 originalPrincipal: 371000 originatingDate: "2013-06-25" loanTerm: 0 totalNumberOfPayments: 360 nextPaymentAmount: 2266.6 nextPaymentDate: "2020-07-01" paymentFrequency: MONTHLY lastPaymentAmount: 2335.05 lastPaymentDate: "2020-06-15" maturityDate: "2043-07-01" interestPaidYearToDate: 5164.35 - annuityAccount: accountId: "5717498" accountNumberDisplay: ...6789 accountType: ANNUITY nickname: AEGON status: OPEN fiAttributes: [] currency: currencyCode: USD transactionsIncluded: false netPresentValue: 10710.77 "400": description: Bad Request content: application/json: schema: $ref: "#/components/schemas/Error" example: code: "401" description: Input invalid "401": $ref: "#/components/responses/Unauthorized" "404": description: Not Found content: application/json: schema: $ref: "#/components/schemas/Error" example: code: "601" description: Customer not found "500": $ref: "#/components/responses/InternalServerError" /accounts/{accountId}: get: operationId: getAccount tags: - Account Information description: Get a specific account summary: Get an account parameters: - $ref: "#/components/parameters/authorizationParam" examples: Example1DepositDetailsPayload: value: abcd12345 Example2InvestmentDetailsPayload: value: wxyz45678 Example3MortgageDetailsPayload: value: npqr54321 Example4HomeEquityLOCDetailsPayload: value: wsxe24680 Example5AnnuityDetailsPayload: value: wsxe24681 Example6AutoLoanDetailsPayload: value: abcd98765 Example7CreditCardDetailsPayload: value: wxyz98765 - $ref: "#/components/parameters/interactionIdParam" examples: Example1DepositDetailsPayload: value: 123456 Example2InvestmentDetailsPayload: value: 345673 Example3MortgageDetailsPayload: value: 653241 Example4HomeEquityLOCDetailsPayload: value: 135791 Example5AnnuityDetailsPayload: value: 135643 Example6AutoLoanDetailsPayload: value: 987654 Example7CreditCardDetailsPayload: value: 874739 - $ref: "#/components/parameters/accountIdParam" examples: Example1DepositDetailsPayload: value: 3813048 Example2InvestmentDetailsPayload: value: 3746272 Example3MortgageDetailsPayload: value: 5253641 Example4HomeEquityLOCDetailsPayload: value: 4845310 Example5AnnuityDetailsPayload: value: 5717498 Example6AutoLoanDetailsPayload: value: 4920005 Example7CreditCardDetailsPayload: value: 4817322 responses: "200": description: >- This can be either DepositAccount, LocAccount, InvestmentAccount, LoanAccount or AnnuityAccount content: application/json: schema: type: object oneOf: - properties: depositAccount: $ref: "#/components/schemas/DepositAccount" - properties: locAccount: $ref: "#/components/schemas/LocAccount" - properties: investmentAccount: $ref: "#/components/schemas/InvestmentAccount" - properties: loanAccount: $ref: "#/components/schemas/LoanAccount" - properties: annuityAccount: $ref: "#/components/schemas/AnnuityAccount" examples: Checking Account: value: depositAccount: accountId: "3813048" accountNumberDisplay: ...7233 accountType: CHECKING nickname: TOTAL CHECKING status: OPEN fiAttributes: [] currency: currencyCode: USD interestRate: 0 transferIn: true transferOut: true lastActivityDate: "2019-05-30" transactionsIncluded: false balanceAsOf: "2019-08-02" currentBalance: 354.1 availableBalance: 354.1 interestYtd: 0 Certificate Of Deposit Account: value: depositAccount: accountId: "4806949" accountNumberDisplay: ...0816 accountType: CD nickname: CD 90-179 DAYS status: OPEN fiAttributes: [] currency: currencyCode: USD interestRate: 1.59 transferIn: true transferOut: true transactionsIncluded: false balanceAsOf: "2019-08-02" currentBalance: 1260398.82 availableBalance: 1260398.82 annualPercentageYield: 1.6 interestYtd: 10398.82 maturityDate: "2019-10-06" term: 4 Mortgage Account: value: loanAccount: accountId: "5253641" accountNumberDisplay: ...3354 accountType: MORTGAGE nickname: MORTGAGE LOAN status: CLOSED currency: currencyCode: USD interestRate: 5.5 transactionsIncluded: false balanceAsOf: "2020-06-01" principalBalance: 0 escrowBalance: 0 originalPrincipal: 83877 originatingDate: "2010-04-21" loanTerm: 0 totalNumberOfPayments: 360 nextPaymentAmount: 0 paymentFrequency: MONTHLY lastPaymentAmount: 699.94 lastPaymentDate: "2020-04-12" maturityDate: "2040-05-01" interestPaidYearToDate: 957.39 Home Equity Line Of Credit Account (LOC): value: locAccount: accountId: "4845310" accountNumberDisplay: ...6698 accountType: HOMEEQUITYLINEOFCREDIT nickname: HOME EQ LOC C status: OPEN fiAttributes: [] currency: currencyCode: USD balanceType: LIABILITY interestRate: 4.01 transferIn: true transferOut: false transactionsIncluded: false balanceAsOf: "2020-06-01" creditLine: 28000 availableCredit: 0 nextPaymentAmount: 145.35 nextPaymentDate: "2020-06-10" principalBalance: 18185.35 currentBalance: 18279.19 lastPaymentAmount: 100 lastPaymentDate: "2020-05-04" pastDueAmount: 0 lastStmtDate: "2020-05-15" Credit Card Account (LOC): value: locAccount: accountId: "4817322" accountNumberDisplay: ...8442 accountType: CREDITCARD nickname: CREDIT LOC status: OPEN fiAttributes: - name: rewardName value: United MileagePlus® Card - name: creditCardBrandGuid value: 51fb24b1-aeb9-4b39-b10c-924ea3dbc2bc currency: currencyCode: USD transactionsIncluded: false creditLine: 20000 availableCredit: 0 nextPaymentAmount: 95 nextPaymentDate: "2019-11-25" currentBalance: 2040.55 minimumPaymentAmount: 95 lastPaymentAmount: 1.08 lastPaymentDate: "2019-08-30" pastDueAmount: 25 lastStmtBalance: 2040.55 lastStmtDate: "2019-10-28" currentRewardsBalance: 3000 rewardProgramId: 404 purchasesApr: 14.74 advancesApr: 20.74 cashAdvanceLimit: 4000 availableCash: 0 Brokerage Account: value: investmentAccount: accountId: "4804210" accountNumberDisplay: ...4403 accountType: BROKERAGE nickName: You Invest Trade-Ret status: OPEN fiAttributes: [] availableCashBalance: 381.31 balanceList: - balanceDate: 2019-07-09T12:000:00.000Z balanceDescription: Cash account balanceName: Cash (1) balanceType: AMOUNT balanceValue: 381.31 - balanceDate: 2019-07-09T12:000:00.000Z balanceDescription: Trade account balanceName: Trade (1) balanceType: AMOUNT balanceValue: 3132.03 marginBalance: 0 shortBalance: 0 openOrders: - orderType: BUY holdings: - securityId: 46625H100 securityIdType: CUSIP holdingName: JPMorgan Chase & Co. holdingType: STOCK positionType: LONG heldInAccount: CASH description: JPM STOCK symbol: JPM currentUnitPrice: 113.35 currentUnitPriceDate: 2019-07-09T12:000:00.000Z units: 10 marketValue: 1133.5 faceValue: 1033.23 averageCost: true cashAccount: false rate: 1.6 expirationDate: 2019-07-09T12:000:00.000Z debtSecurity: parValue: 100 yieldToMaturity: 0 - securityId: 46625H100 securityIdType: CUSIP holdingName: JPMorgan Chase & Co. holdingType: STOCK positionType: LONG heldInAccount: CASH description: JPM STOCK symbol: JPM currentUnitPrice: 113.35 currentUnitPriceDate: 2019-07-09T12:000:00.000Z units: 10 marketValue: 1133.5 faceValue: 1033.23 averageCost: true cashAccount: false rate: 1.6 expirationDate: 2019-07-09T12:000:00.000Z sweepSecurity: currentBalance: 1677 availableBalance: 1233 balanceAsOf: 2019-07-09T12:000:00.000Z - securityId: 46625H100 securityIdType: CUSIP holdingName: JPMorgan Chase & Co. holdingType: STOCK positionType: LONG heldInAccount: CASH description: JPM STOCK symbol: JPM currentUnitPrice: 113.35 currentUnitPriceDate: 2019-07-09T12:000:00.000Z units: 10 marketValue: 1133.5 faceValue: 1033.23 averageCost: true cashAccount: false rate: 1.6 expirationDate: 2019-07-09T12:000:00.000Z optionSecurity: optionType: call strikePrice: 5 expireDate: 2019-07-09T12:000:00.000Z sharesPerContract: 100 AnnuityAccount: value: annuityAccount: accountId: "5717498" accountNumberDisplay: ...6789 accountType: ANNUITY nickname: AEGON status: OPEN fiAttributes: [] currency: currencyCode: USD transactionsIncluded: false netPresentValue: 10710.77 loanAccount: value: loanAccount: accountId: "4920005" accountNumberDisplay: ...0805 accountType: AUTOLOAN nickname: CHASE AUTO ACCOUNT status: OPEN currency: currencyCode: USD interestRate: 4.94 transactionsIncluded: false balanceAsOf: "2020-08-19" principalBalance: 27631.63 originalPrincipal: 32691.8 originatingDate: "2019-02-21" loanTerm: 72 totalNumberOfPayments: 72 nextPaymentAmount: 526.67 nextPaymentDate: "2020-02-07" paymentFrequency: MONTHLY lastPaymentAmount: 526.67 lastPaymentDate: "2020-01-07" maturityDate: "2025-03-07" interestPaidYearToDate: 125.13 fiAttributes: - name: loanPaymentsRemaining value: "67" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "500": $ref: "#/components/responses/InternalServerError" /accounts/{accountId}/transactions: get: operationId: searchForAccountTransactions tags: - Account Transactions description: >- Retrieves account transactions

Notes
*NOTE: Annuity, IRA, CD accounts do not have transactions and will return an error indicating as such.*

Notes
1. Endpoint returns all transactions for the dates specified,regardless of the times specified.
2. If startTime and endTime parameters are equal (in this case, the range requested is 0), then one day of transactions is returned.
3. If the end date is the current date, only transactions until the current time are returned. The same query, executed later in the day, may return additional transactions. Transactions are pagination supported.You can set the Limit field in the request to specify the number of transactions returned.. The client should look for 'links.next.href' to determine if additional API calls are required to retrieve the data requested.The client should continue to make API calls until the key is no longer returned in the response. summary: Search for account transactions parameters: - $ref: "#/components/parameters/authorizationParam" examples: Example1DepositTransactionsPayload: value: abcd12345 Example2InvestmentTransactionsPayload: value: wxyz45678 Example3MortgageTransactionsPayload: value: npqr54321 Example4BusinessRevolvingLoCTransactionsPayload: value: wsxe24680 Example5CreditCardTransactionsPayloadFirstPage: value: wsabc2540 Example5CreditCardTransactionsPayloadSecondPage: value: xsabc2540 Example5CreditCardTransactionsPayloadLastPage: value: ysabc2540 - $ref: "#/components/parameters/interactionIdParam" examples: Example1DepositTransactionsPayload: value: 123456 Example2InvestmentTransactionsPayload: value: wxyz45678 Example3MortgageTransactionsPayload: value: 653241 Example4BusinessRevolvingLoCTransactionsPayload: value: 135791 Example5CreditCardTransactionsPayloadFirstPage: value: 135791 Example5CreditCardTransactionsPayloadSecondPage: value: 135792 Example5CreditCardTransactionsPayloadLastPage: value: 135793 - $ref: "#/components/parameters/accountIdParam" examples: Example1DepositTransactionsPayload: value: 4749855 Example2InvestmentTransactionsPayload: value: 3456433 Example3MortgageTransactionsPayload: value: 4905190 Example4BusinessRevolvingLoCTransactionsPayload: value: 4694545 Example5CreditCardTransactionsPayloadFirstPage: value: 3754773 Example5CreditCardTransactionsPayloadSecondPage: value: 3754773 Example5CreditCardTransactionsPayloadLastPage: value: 3754773 - $ref: "#/components/parameters/startTimeParam" examples: Example1DepositTransactionsPayload: value: 2019-02-26T00:00:00.000Z Example2InvestmentTransactionsPayload: value: 2019-04-23T00:00:00.000Z Example3MortgageTransactionsPayload: value: 2019-02-26T00:00:00.000Z Example4BusinessRevolvingLoCTransactionsPayload: value: 2019-02-26T00:00:00.000Z Example5CreditCardTransactionsPayloadFirstPage: value: 2020-01-01T00:00:00.000Z Example5CreditCardTransactionsPayloadSecondPage: value: 2020-01-01T00:00:00.000Z Example5CreditCardTransactionsPayloadLastPage: value: 2020-01-01T00:00:00.000Z - $ref: "#/components/parameters/endTimeParam" examples: Example1DepositTransactionsPayload: value: 2019-07-31T00:00:00.000Z Example2InvestmentTransactionsPayload: value: 2020-04-23T00:00:00.000Z Example3MortgageTransactionsPayload: value: 2020-07-31T00:00:00.000Z Example4BusinessRevolvingLoCTransactionsPayload: value: 2020-07-31T00:00:00.000Z Example5CreditCardTransactionsPayloadFirstPage: value: 2020-03-31T00:00:00.000Z Example5CreditCardTransactionsPayloadSecondPage: value: 2020-03-31T00:00:00.000Z Example5CreditCardTransactionsPayloadLastPage: value: 2020-03-31T00:00:00.000Z - $ref: "#/components/parameters/offsetParam" examples: Example5CreditCardTransactionsPayloadSecondPage: value: >- eyJzdGFydERhdGUiOiIyMDE5MDEwMSIsImVuZERhdGUiOiIyMDIwMDkxMSIsInRvdGFsRWxlbWVudHMiOjIyMTUsIm9mZnNldCI6InxQXzIwMjAwNzMwXzE5NDYwMzMifQ== Example5CreditCardTransactionsPayloadLastPage: value: >- eyJzdGFydERhdGUiOiIyMDE5MDEwMSIsImVuZERhdGUiOiIyMDIwMDkxMSIsInRvdGFsRWxlbWVudHMiOjIyMTUsIm9mZnNldCI6InxQXzIwMjAwODA0XzE5MzI0NDMifQ== - $ref: "#/components/parameters/limitParam" examples: Example5CreditCardTransactionsPayloadFirstPage: value: 5 Example5CreditCardTransactionsPayloadSecondPage: value: 5 Example5CreditCardTransactionsPayloadLastPage: value: 5 responses: "200": description: >- An array of transactions, which can be either DepositTransaction, LocTransaction (line of credit), InvestmentTransaction or LoanTransaction Transactions can be paginated. Use the links field to determine if you need additional API calls to retrieve the data you want. content: application/json: schema: $ref: "#/components/schemas/Transactions" examples: DepositTransaction: value: page: totalElements: 4 transactions: - depositTransaction: accountId: "4749855" transactionId: "0" postedTimestamp: "2019-07-31" transactionTimestamp: "2019-07-31" description: INTEREST PAYMENT status: POSTED amount: 0.01 transactionType: POSCREDIT - depositTransaction: accountId: "4749855" transactionId: "0" postedTimestamp: "2019-02-28" transactionTimestamp: "2019-02-28" description: INTEREST PAYMENT status: POSTED amount: 0.03 transactionType: POSCREDIT - depositTransaction: accountId: "4749855" transactionId: "5704579158" postedTimestamp: "2019-02-26" transactionTimestamp: "2019-02-26" description: "ALLY BANK TRANSFER WEB ID: 3770527921" status: POSTED amount: -300 transactionType: POSDEBIT - depositTransaction: accountId: "4749855" transactionId: "5705141948" postedTimestamp: "2019-02-26" transactionTimestamp: "2019-02-26" description: VENMO CASHOUT debitCreditMemo: CREDIT status: POSTED amount: 101.72 transactionType: POSCREDIT Business Revolving Credit (LOC) Transactions: value: page: totalElements: 11 transactions: - locTransaction: accountId: "4694545" postedTimestamp: "2019-12-25" description: AUTO DEBIT PMT amount: 137.91 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 137.91 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-11-25" description: AUTO DEBIT PMT amount: 142.5 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 142.5 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-11-01" description: RATE CHANGE amount: 0 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 0 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-10-25" description: AUTO DEBIT PMT amount: 292.21 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 142.21 feesAmount: 150 - locTransaction: accountId: "4694545" postedTimestamp: "2019-10-01" description: RATE CHANGE amount: 0 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 0 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-09-25" description: AUTO DEBIT PMT amount: 146.95 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 146.95 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-09-01" description: FEE ASSESSMENT amount: 150 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 0 feesAmount: 150 - locTransaction: accountId: "4694545" postedTimestamp: "2019-08-25" description: AUTO DEBIT PMT amount: 151.41 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 151.41 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-08-01" description: RATE CHANGE amount: 0 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 0 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-07-25" description: AUTO DEBIT PMT amount: 146.52 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 146.52 feesAmount: 0 - locTransaction: accountId: "4694545" postedTimestamp: "2019-06-25" description: AUTO DEBIT PMT amount: 151.41 checkNumber: "" paymentDetails: principalAmount: 0 interestAmount: 151.41 feesAmount: 0 Mortgage Loan Transaction: value: page: totalElements: 13 transactions: - loanTransaction: accountId: "4905190" postedTimestamp: "2020-01-15" description: PRINCIPAL PAYMENT amount: 300 paymentDetails: principalAmount: 300 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: "accountId: '4905190'": null "postedTimestamp: '2020-01-15'": null "description: PAYMENT": null "amount: 2335.05": null paymentDetails: principalAmount: 796.84 interestAmount: 869.12 escrowAmount: 669.09 feesAmount: 0 - loanTransaction: "accountId: '4905190'": null "postedTimestamp: '2020-01-10'": null "description: CITY TAX": null "amount: -1768.24": null paymentDetails: principalAmount: 0 interestAmount: 0 escrowAmount: -1768.24 feesAmount: 0 - loanTransaction: "accountId: '4905190'": null "postedTimestamp: '2019-12-31'": null "description: INTEREST ON ESCROW DEPOSIT": null "amount: 0.04": null paymentDetails: principalAmount: 0 interestAmount: 0 escrowAmount: 0.04 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-15" description: PAYMENT amount: 2335.05 paymentDetails: principalAmount: 793.65 interestAmount: 872.31 escrowAmount: 669.09 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-13" description: RETURNED ITEM amount: 0 paymentDetails: principalAmount: 0 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-13" description: RETURNED ITEM amount: 0 paymentDetails: principalAmount: 0 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-09" description: MISAPPLICATION REVERSAL amount: -2335.05 paymentDetails: principalAmount: -793.65 interestAmount: -872.31 escrowAmount: -669.09 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-09" description: MISAPPLICATION REVERSAL amount: 0 paymentDetails: principalAmount: 0 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-13" description: MISAPPLICATION REVERSAL amount: -365 paymentDetails: principalAmount: -365 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-13" description: NSF FEE ASSESSED amount: 0 paymentDetails: principalAmount: 0 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-09" description: PRINCIPAL PAYMENT amount: 365 paymentDetails: principalAmount: 365 interestAmount: 0 escrowAmount: 0 feesAmount: 0 - loanTransaction: accountId: "4905190" postedTimestamp: "2019-12-09" description: PAYMENT amount: 2335.05 paymentDetails: principalAmount: 793.65 interestAmount: 872.31 escrowAmount: 669.09 feesAmount: 0 Paginated Credit Cards (LOC) Transactions (First Page): value: page: nextOffset: >- eyJzdGFydERhdGUiOiIyMDE5MDEwMSIsImVuZERhdGUiOiIyMDIwMDkxMSIsInRvdGFsRWxlbWVudHMiOjIyMTUsIm9mZnNldCI6InxQXzIwMjAwNzMwXzE5NDYwMzMifQ== totalElements: 15 links: next: href: >- /jpmc/servicing/inquiry-maintenance/fdx/v4/accounts/3754773/transactions?limit=5&offset=eyJzdGFydERhdGUiOiIyMDE5MDEwMSIsImVuZERhdGUiOiIyMDIwMDkxMSIsInRvdGFsRWxlbWVudHMiOjIyMTUsIm9mZnNldCI6InxQXzIwMjAwNzMwXzE5NDYwMzMifQ==&startTime=2020-01-01&endTime=2020-03-31 transactions: - locTransaction: accountId: "3754773" transactionId: 201906021958585190524#20190524 referenceTransactionId: "" postedTimestamp: "2019-06-02" transactionTimestamp: "2019-06-01" description: ANNUAL MEMBERSHIP FEE debitCreditMemo: DEBIT category: "0000" status: POSTED amount: 595 transactionType: FEE - locTransaction: accountId: "3754773" transactionId: 201906201948439190524#20190524 referenceTransactionId: "" postedTimestamp: "2019-06-20" transactionTimestamp: "2019-06-20" description: AUTOMATIC PAYMENT - THANK debitCreditMemo: CREDIT category: "0000" status: POSTED amount: -595 transactionType: PAYMENT - locTransaction: accountId: "3754773" transactionId: 202006011942517200524#20200524 referenceTransactionId: "" postedTimestamp: "2020-06-01" transactionTimestamp: "2020-06-01" description: ANNUAL MEMBERSHIP FEE debitCreditMemo: DEBIT category: "0000" status: POSTED amount: 595 transactionType: FEE - locTransaction: accountId: "3754773" transactionId: 202006191945144200524#20200524 referenceTransactionId: "" postedTimestamp: "2020-06-19" transactionTimestamp: "2020-06-19" description: AUTOMATIC PAYMENT - THANK debitCreditMemo: CREDIT category: "0000" status: POSTED amount: -595 transactionType: PAYMENT - locTransaction: accountId: "3754773" transactionId: 202007301946033200724#20200724 referenceTransactionId: "24005520212953638939799" postedTimestamp: "2020-07-30" transactionTimestamp: "2020-06-18" description: Walmart debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.1 transactionType: SALE Paginated Credit Cards (LOC) Transactions (Next Page): value: page: nextOffset: >- eyJzdGFydERhdGUiOiIyMDE5MDEwMSIsImVuZERhdGUiOiIyMDIwMDkxMSIsInRvdGFsRWxlbWVudHMiOjIyMTUsIm9mZnNldCI6InxQXzIwMjAwODA0XzE5MzI0NDMifQ== totalElements: 15 links: next: href: >- /jpmc/servicing/inquiry-maintenance/fdx/v4/accounts/3754773/transactions?limit=5&offset=eyJzdGFydERhdGUiOiIyMDE5MDEwMSIsImVuZERhdGUiOiIyMDIwMDkxMSIsInRvdGFsRWxlbWVudHMiOjIyMTUsIm9mZnNldCI6InxQXzIwMjAwODA0XzE5MzI0NDMifQ==&startTime=2020-01-01&endTime=2020-03-31 transactions: - locTransaction: accountId: "3754773" transactionId: 202007301946043200724#20200724 referenceTransactionId: "24005520212953638939799" postedTimestamp: "2020-07-30" transactionTimestamp: "2020-06-18" description: Walmart debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.1 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202007311938175200724#20200724 referenceTransactionId: "24005520213249267957965" postedTimestamp: "2020-07-31" transactionTimestamp: "2020-01-22" description: JanTran02-ve debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.1 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202006011942517200524#20200524 referenceTransactionId: "24005520213128993285265" postedTimestamp: "2020-07-31" transactionTimestamp: "2020-07-01" description: JulTran03+ve debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.1 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202006191945144200524#20200524 referenceTransactionId: "24005520217794638541325" postedTimestamp: "2020-08-04" transactionTimestamp: "2020-08-04" description: AugTran03+ve debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.1 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202007301946033200724#20200724 referenceTransactionId: "24005520217794638541325" postedTimestamp: "2020-08-04" transactionTimestamp: "2020-08-04" description: AugTran03+ve debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.1 transactionType: SALE Paginated Credit Cards (LOC) Transactions (Final response): value: page: totalElements: 15 transactions: - locTransaction: accountId: "3754773" transactionId: 202009111932409200824#20200824 referenceTransactionId: "20200911035932387752796" postedTimestamp: "2020-09-11" transactionTimestamp: "2020-09-05" description: AUTOTEST090520 debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.16 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202009111932419200824#20200824 referenceTransactionId: "20200911035927714697003" postedTimestamp: "2020-09-11" transactionTimestamp: "2020-09-04" description: AUTOTEST090420 debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.16 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202009111932429200824#20200824 referenceTransactionId: "20200911035921503789631" postedTimestamp: "2020-09-11" transactionTimestamp: "2020-09-03" description: AUTOTEST090320 debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.16 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202009111932439200824#20200824 referenceTransactionId: "20200911035915275581540" postedTimestamp: "2020-09-11" transactionTimestamp: "2020-09-02" description: AUTOTEST090220 debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.16 transactionType: SALE - locTransaction: accountId: "3754773" transactionId: 202009111932449200824#20200824 referenceTransactionId: "20200911035907742977333" postedTimestamp: "2020-09-11" transactionTimestamp: "2020-09-01" description: AUTOTEST090120 debitCreditMemo: DEBIT category: "5999" status: POSTED amount: 0.16 transactionType: SALE InvestmentTransaction: value: page: totalElements: 3 transactions: - locTransaction: accountId: "4804210" transactionId: 201906211932582190829#20190621 postedTimestamp: "2019-06-21" transactionTimestamp: "2019-06-21" description: JPM PURCHASE 10 STOCKS debitCreditMemo: DEBIT status: POSTED accruedInterest: 0 commission: 0 incomeType: CGLONG positionType: LONG price: 1105.2 securityId: 46625H100 securityType: STOCK symbol: JPM transactionType: PURCHASED unitPrice: 110.52 units: 10 - investmentTransaction: accountId: "5421546" transactionId: TX-6279620200811#20200811-0 postedTimestamp: "2020-08-11" transactionTimestamp: "2020-08-11" description: "" memo: "" debitCreditMemo: DEBIT status: POSTED amount: -627.96 fiAttributes: - name: settlementDate value: "2020-08-11" transactionType: OTHER securityIdType: OTHER commission: 0 fees: 0 fractionalCash: 0 subAccountSec: CASH subAccountFund: CASH unitPrice: 0 units: 0 transferAction: OUT positionType: SHORT - investmentTransaction: accountId: "5421546" transactionId: TX6279620200811#20200811-1031877576 postedTimestamp: "2020-08-11" transactionTimestamp: "2020-08-11" description: >- CHASE DEPOSIT SWEEP MGD JPMORGAN CHASE BANK NA INTRA-DAY WITHDRWAL memo: >- CHASE DEPOSIT SWEEP MGD JPMORGAN CHASE BANK NA INTRA-DAY WITHDRWAL debitCreditMemo: CREDIT status: PENDING amount: 627.96 fiAttributes: - name: settlementDate value: "2020-08-11" transactionType: SOLD securityId: QCDSM securityIdType: SYMBOL symbol: QCDSM commission: 0 fees: 0 fractionalCash: 0 subAccountSec: CASH subAccountFund: CASH unitPrice: 0 units: -627.96 transferAction: IN positionType: SHORT "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "500": $ref: "#/components/responses/InternalServerError" /accounts/{accountId}/payment-networks: get: operationId: getAccountPaymentNetworks tags: - Money Movement description: >- Get payment networks supported by the account. This function allows third-party applications to use substitute account numbers (SAN). Substitute account numbers provide additional security, as they are easily updated as necessary in the event of a data breach. An empty list will be sent when user has turned the SAN sharing OFF. summary: >- Get payment networks supported by the account. Chase supports two network types. ACH and RTP. parameters: - $ref: "#/components/parameters/authorizationParam" examples: Example1SANPayload: value: xyzabc123 - $ref: "#/components/parameters/interactionIdParam" examples: Example1SANPayload: value: 10101234123 - $ref: "#/components/parameters/accountIdParam" examples: Example1SANPayload: value: 1234123 responses: "200": description: >- Information required to execute a payment transaction against this account content: application/json: schema: $ref: "#/components/schemas/AccountPaymentNetworkList" examples: Tokenized Account Number: value: paymentNetworks: - bankId: "121000358" identifier: "987654321" identifierType: TOKENIZED_ACCOUNT_NUMBER type: US_ACH transferIn: true transferOut: true - bankId: "121000358" identifier: "987654321" identifierType: TOKENIZED_ACCOUNT_NUMBER type: US_RTP transferIn: true transferOut: false "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "500": $ref: "#/components/responses/InternalServerError" /customers/current: get: operationId: getCustomerInfo tags: - Personal Information description: >- Get information about the customer within the authorization scope. The customer information will be on profile level, not account specific level. The application must have appropriate permission to access personal information in order to successfully make this request. summary: Get current authenticated customer information parameters: - $ref: "#/components/parameters/authorizationParam" examples: ExampleProfilePIIPayload: value: abcd12345 - $ref: "#/components/parameters/interactionIdParam" examples: ExampleProfilePIIPayload: value: 123456 responses: "200": description: >- Encrypted data describing current authenticated customer with available profile level information. Successful response is returned in JWE, hence, requires further decryption to get appropriate data. content: application/jwt: schema: $ref: "#/components/schemas/Customer" examples: Encrypted Response: summary: Encrypted response following JWE format value: >- eyJjdHkiOiJKV1QiLCJlbmMiOiJBMjU2R0NNIiwiYWxnIjoiUlNBLU9BRVAtMjU2In0.R2CFqEhFEH-9cyu6F9XpT6T11Be0pU138n-7BWt7ehHj9qE3vOzx5XaEZLmqy8MA8frNy1lWgu0Q9Y7Nn_WxZ40Jyq_PFCA9XRZ9oOfCptMy4JlBbL3531ajCFXCKteue0f0E8lsoaOKVkpKwY6oIm4sdeeXHsOVxXXAOz607xH-Mg9yjcTuDybmuik71NyUejxZvW1ismP3XB8yYf4QXs_rrFAgx_37bW_7YuDG5YwCGSgq43qI3fMZPBv2_fS7UM4zQwFW98OUbzrYIeZ2RlGlPrW8Jw_dytJ1w3bJqsysv_EuRQ23jyAhFXieUa7UIsyW6ZgoXUJejT84HNY4gQ.LsnMKoljDDDFA7ln.FiBwjuT3eR8ynAXmtvkzPODpC9ZJgczCO_FMJxIl8ryRqL9HpN7ANKlQcKg0A5wpFU-yiqD6k-kfsQI1-yMEuvkBZVziGL0ajoEhKNwGRaYBwboHysNCWZFRmPQjGYOoVTLg3fplqtWWX_PFiqp9aur1tAh0Eg85Qam-jk2xfqpLOElvSgoIxbic8s6fjrI3nbz5UlcS5nLTL8heQL6mh9ituf7Q8LqlFRLmf1j2KzAjrdjYWnnPQ-EPke2bV4CS6TQ3wbT87iioOYZeioz9d9uJ89JG0yMV6_V9Fg4CwniEr1ATpNK-wJP9uHRQn4yKphxKM1awNWRz-tmNYlYO5Pk2vi1liauquwZKbpZOCsfdpOlfxhyefYUlBYUfJ16ZKHAhJH0YXDFlQXDkxN9v6T-LZAypEqySgAACYkgzMTQdGdYNlLErdY8vA0QZyvCssEDcBd1re0Lua00vp9khZ6z57IQtRcpECsLS_251WQe-Zq0yrhlv2adq7jR3tLarzfDX8LZIzAoflVhJJ3S5uGtXI5E-z8hhzIb3oIZhVQ7F0IpYRyp29cdjHHhNhMj-RUNI0uUgbIdncKwYP7M2P9wGCM18MkkX8V4JJGuzpSUjILyvwD5IPgZOnhiKV-0jytIwZEqd-l7I7g-hGbNab2_0IqceJVOWGI2BNqWbIpI5XyYpvO0baQYxx4JfyHyqtVN4v-XY4r55rJfXyisi5czvC2kouFbhmQKt-lcM3vZb-7oBGSUcuoyzAMjlSioanOdhiaSP1RXT365GIoq4SnngiNaY3J_n84vi1pw75awe3RWIJbKyds5yy7R9zqFiP9OeRXUgeEu7BSJK4ej1d0hc9FxRpNyvTfDaCCB7FpgjiRZfFv2392SydfLBOL4-s5v_94cjUDc3OCV-t1OK4Oos0nHcK5-6lW_De0jcrDf7_-ruL_GE0soAlDhQfBrXaO-kpzYsnvEASCsMrtB-SasU4pvVnZ_NKHIOtgb-dt-Ds7S73Mg0EluzP3o4gDIQkhU1sd_A5-pI-8KKbcWGwryPVcMQH0EQ_JBtZqY8zVLm2PZA-gUcEqOsyA.7FjVwsNUBX8WGyXslX5_RQ Unencrypted Response: summary: Customer object before encryption value: name: first: John last: Smith middle: Adams email: - John.Smith@example.com addresses: - line1: 25 Washington Dr line2: Apt 322 city: Newark state: NJ postalCode: 111110000 country: US telephones: - number: 1111111111 "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "500": $ref: "#/components/responses/InternalServerError" /customers/current/customer-id: get: tags: - Customer ID summary: Retrieve the Customer Id description: >- Retrieve the customer ID belonging to the authorizing user. Customer ID uniquely identify a Chase user. This endpoint does not encrypt the payload. parameters: - $ref: "#/components/parameters/authorizationParam" - $ref: "#/components/parameters/interactionIdParam" operationId: getCustomerId responses: "200": description: A successful retrieval of the user id content: application/json: schema: type: object required: - customerId properties: customerId: description: Unique customer ID type: string maxLength: 255 example: >- bd48e2c19f89cc338b16e50f49fg2879ce285e687fd1d3ae0c025aca67c33fd102e8ee26719ea9c17b21fb9b80718bf595459a194e3e6cc5981d6bf5f78be491 "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "500": $ref: "#/components/responses/InternalServerError" /accounts/{accountId}/contact: get: operationId: getAccountContact tags: - Personal Information description: >- Get information about the customer within the authorization scope. The customer information will be on account level. The application must have appropriate permission to access personal information in order to successfully make this request. summary: Get an account's contact information parameters: - $ref: "#/components/parameters/authorizationParam" examples: ExampleSoleOwnerPayload: value: abc123hgad ExampleSecondaryAccountOwnerPayload: value: abc123hgaf ExampleBusinessAccountOwnerPayload: value: abc123hgan ExampleCardsAccountOwnerPayload: value: abc123hgadm - $ref: "#/components/parameters/interactionIdParam" examples: ExampleSoleOwnerPayload: value: partner1 ExampleSecondaryAccountOwnerPayload: value: partner2 ExampleBusinessAccountOwnerPayload: value: partner3 ExampleCardsAccountOwnerPayload: value: partner4 - $ref: "#/components/parameters/accountIdParam" examples: ExampleSoleOwnerPayload: value: 5678679 ExampleSecondaryAccountOwnerPayload: value: 1234566 ExampleBusinessAccountOwnerPayload: value: 3456789 ExampleCardsAccountOwnerPayload: value: 3456732 responses: "200": description: Details used to verify an account content: application/jwt: schema: $ref: "#/components/schemas/AccountContact" examples: Encrypted Response: summary: Encrypted response following JWE format value: >- eyJjdHkiOiJKV1QiLCJlbmMiOiJBMjU2R0NNIiwiYWxnIjoiUlNBLU9BRVAtMjU2In0.R2CFqEhFEH-9cyu6F9XpT6T11Be0pU138n-7BWt7ehHj9qE3vOzx5XaEZLmqy8MA8frNy1lWgu0Q9Y7Nn_WxZ40Jyq_PFCA9XRZ9oOfCptMy4JlBbL3531ajCFXCKteue0f0E8lsoaOKVkpKwY6oIm4sdeeXHsOVxXXAOz607xH-Mg9yjcTuDybmuik71NyUejxZvW1ismP3XB8yYf4QXs_rrFAgx_37bW_7YuDG5YwCGSgq43qI3fMZPBv2_fS7UM4zQwFW98OUbzrYIeZ2RlGlPrW8Jw_dytJ1w3bJqsysv_EuRQ23jyAhFXieUa7UIsyW6ZgoXUJejT84HNY4gQ.LsnMKoljDDDFA7ln.FiBwjuT3eR8ynAXmtvkzPODpC9ZJgczCO_FMJxIl8ryRqL9HpN7ANKlQcKg0A5wpFU-yiqD6k-kfsQI1-yMEuvkBZVziGL0ajoEhKNwGRaYBwboHysNCWZFRmPQjGYOoVTLg3fplqtWWX_PFiqp9aur1tAh0Eg85Qam-jk2xfqpLOElvSgoIxbic8s6fjrI3nbz5UlcS5nLTL8heQL6mh9ituf7Q8LqlFRLmf1j2KzAjrdjYWnnPQ-EPke2bV4CS6TQ3wbT87iioOYZeioz9d9uJ89JG0yMV6_V9Fg4CwniEr1ATpNK-wJP9uHRQn4yKphxKM1awNWRz-tmNYlYO5Pk2vi1liauquwZKbpZOCsfdpOlfxhyefYUlBYUfJ16ZKHAhJH0YXDFlQXDkxN9v6T-LZAypEqySgAACYkgzMTQdGdYNlLErdY8vA0QZyvCssEDcBd1re0Lua00vp9khZ6z57IQtRcpECsLS_251WQe-Zq0yrhlv2adq7jR3tLarzfDX8LZIzAoflVhJJ3S5uGtXI5E-z8hhzIb3oIZhVQ7F0IpYRyp29cdjHHhNhMj-RUNI0uUgbIdncKwYP7M2P9wGCM18MkkX8V4JJGuzpSUjILyvwD5IPgZOnhiKV-0jytIwZEqd-l7I7g-hGbNab2_0IqceJVOWGI2BNqWbIpI5XyYpvO0baQYxx4JfyHyqtVN4v-XY4r55rJfXyisi5czvC2kouFbhmQKt-lcM3vZb-7oBGSUcuoyzAMjlSioanOdhiaSP1RXT365GIoq4SnngiNaY3J_n84vi1pw75awe3RWIJbKyds5yy7R9zqFiP9OeRXUgeEu7BSJK4ej1d0hc9FxRpNyvTfDaCCB7FpgjiRZfFv2392SydfLBOL4-s5v_94cjUDc3OCV-t1OK4Oos0nHcK5-6lW_De0jcrDf7_-ruL_GE0soAlDhQfBrXaO-kpzYsnvEASCsMrtB-SasU4pvVnZ_NKHIOtgb-dt-Ds7S73Mg0EluzP3o4gDIQkhU1sd_A5-pI-8KKbcWGwryPVcMQH0EQ_JBtZqY8zVLm2PZA-gUcEqOsyA.7FjVwsNUBX8WGyXslX5_RQ Personal Primary Account Owner (Decrypted): value: holders: name: - first: Beth last: Parker relationship: SOLE_OWNER emails: - BPacct@gmail.com addresses: - line1: 123 Cupcake St city: Silver Spring state: MD, postalCode: 10001 telephones: - type: HOME country: US number: 555555555 Personal Secondary Account Owner (Decrypted): value: holders: name: - first: Beth last: Parker relationship: PRIMARY_OWNER - first: Julie last: Jackson relationship: SECONDARY_JOINT addresses: - line1: 123 Cupcake St city: Silver Spring state: MD, postalCode: 10001 Business Account Owner (Decrypted): value: holders: name: - company: Beth's Cupcakes relationship: SOLE_OWNER emails: - BPacct@gmail.com addresses: - line1: 123 Cupcake St city: Silver Spring state: MD, postalCode: 10001 telephones: - type: HOME country: US number: 555555555 Cards Account Owner (Decrypted): value: holders: name: - first: Mark last: Carey relationship: SOLE_OWNER emails: - mark.carey1@gmail.com addresses: - line1: 654 Sundrive St city: Ozone Spring state: MD, postalCode: 10001 telephones: - type: HOME country: US number: 555555557 - type: CELL country: US number: 800555557 "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "500": $ref: "#/components/responses/InternalServerError" components: parameters: accountIdParam: name: accountId in: path description: Account ID required: true schema: type: string authorizationParam: name: authorization in: header description: >- Three-legged oAuth access_token received in the user consent flow POST response body as a bearer token. required: true schema: type: string interactionIdParam: name: FDX-InteractionId in: header description: >- Client-determined identifier used for tracing purposes. It is unique to the client instance, and enables support people to trace a full path of interactions through multiple sub-systems. This field value is echoed back to the client in the response header of the server. required: true schema: type: string resultTypeParam: name: resultType in: query description: >- Indicates if result is either a detailed response or a lightweight response. Defaults to lightweight required: false schema: type: string enum: - lightweight - details default: lightweight startTimeParam: name: startTime in: query description: >- Start time for use in retrieval. Converted to U.S.Eastern Standard Time (EST) before retrieval, EST is assumed if no time is provided.It must be in the ISO-8601 format (examples in parenthesis), otherwise a 702 error code is returned. 1. YYYY (2019). 2. YYYY-MM (2019-07). 3. YYYY-MM-DD (2019-07-16). 4. YYYY-MM-DDThh:mmTZD (2019-07-16T19:20+01:00 or 2019-07-16T19:20Z). 5. YYYY-MM-DDThh:mm:ssTZD (2019-07-16T19:20:30-01:00 or 2019-07-16T19:20:30Z). 6. YYYY-MM-DDThh:mm:ss.sTZD YYYY-MM-DDThh:mm:ss.sTZD (2019-07-16T19:20:30.45+01:00 or 2019-07-16T19:20:30.45Z). Note: 703 error code returned if startTime is after endTime or if startTime is greater than 2 years from the current time. required: false schema: type: string default: 90 days before endTime endTimeParam: name: endTime in: query description: >- End time for use in retrieval. Converted to U.S.Eastern Standard Time (EST) before retrieval, EST is assumed if no time is provided.It must be in the ISO-8601 format (examples in parenthesis). 1. YYYY (2019). 2. YYYY-MM (2019-07). 3. YYYY-MM-DD (2019-07-16). 4. YYYY-MM-DDThh:mmTZD (2019-07-16T19:20+01:00 or 2019-07-16T19:20Z). 5. YYYY-MM-DDThh:mm:ssTZD (2019-07-16T19:20:30-01:00 or 2019-07-16T19:20:30Z). 6. YYYY-MM-DDThh:mm:ss.sTZD YYYY-MM-DDThh:mm:ss.sTZD (2019-07-16T19:20:30.45+01:00 or 2019-07-16T19:20:30.45Z). required: false schema: type: string default: The current time offsetParam: name: offset in: query description: Record position from which to start the request. It is an encoded value. required: false schema: type: string limitParam: name: limit in: query description: >- Total number of records to return in the call. The size of your return payload can have a substantial impact on the performance of both your application and Chase servers. See the Pagination documentation for this API for best practices. required: false schema: type: integer responses: BadRequest: description: Bad Request content: application/json: schema: $ref: "#/components/schemas/Error" example: code: "402" description: >- Account type not supported. See the Supported Account Types documentation for this API for more details. NotFound: description: Not Found content: application/json: schema: $ref: "#/components/schemas/Error" example: code: "701" description: Account not found Unauthorized: description: Unauthorized content: application/json: schema: $ref: "#/components/schemas/Error" example: code: "602" description: >- Customer not authorized. Partner must contact Chase with the FDX-InteractionId to resolve. InternalServerError: description: Internal Server Error content: application/json: schema: $ref: "#/components/schemas/Error" example: code: "500" description: Internal server error schemas: PingResponse: description: ok properties: status: type: string description: Healthcheck status example: ok Account: title: Account Entity description: >- Inherits all elements from the AccountDescriptor, of which this is a subset. allOf: - $ref: "#/components/schemas/AccountDescriptor" - type: object properties: parentAccountId: description: >- Long-term persistent identity of the parent account. This is used to group accounts. Not applicable for Annuity Account. allOf: - $ref: "#/components/schemas/Identifier" currency: allOf: - $ref: "#/components/schemas/Currency" description: Account currency code. Chase supports only the USD currency code type: object interestRate: allOf: - $ref: "#/components/schemas/Number" description: >- Interest rate of the account. Not applicable for Annuity Account. x-chase-dataelem: INTL/20170/N/N transferIn: allOf: - $ref: "#/components/schemas/Boolean" description: >- Account is eligible for incoming transfers. Not applicable for Annuity Account. transferOut: allOf: - $ref: "#/components/schemas/Boolean" description: >- Account is eligible for outgoing transfers. Not applicable for Annuity Account. lastActivityDate: allOf: - $ref: "#/components/schemas/Timestamp" description: >- Date that the most recent transaction occurred on an account. Not applicable for Annuity Account. transactionsIncluded: allOf: - $ref: "#/components/schemas/Boolean" description: >- Default is false. If present and true, a call to retrieve transactions does not return any further details about this account. This is an optimization that allows a Durable Data API server to return transactions and account details in a single call. AccountDescriptor: title: AccountDescriptor Entity description: >- Provides lightweight account information, when lightweight is specified in the call. properties: accountId: allOf: - $ref: "#/components/schemas/Identifier" description: >- Long-term persistent identity of the account. Not an account number. This identity must be unique to the owning institution. error: description: Returned if an error occurs when retrieving this account allOf: - $ref: "#/components/schemas/Error" accountNumberDisplay: type: string description: >- Account identity to display to customer.This is a masked account number. accountType: $ref: "#/components/schemas/AccountType" nickname: type: string maxLength: 256 description: Name given by the user. Used in UIs to assist in account selection status: $ref: "#/components/schemas/AccountStatus" fiAttributes: type: array description: >- Array of attributes that are specific to the financial institution that has created the application using this API.Annuity Account Status will always be OPEN items: $ref: "#/components/schemas/FiAttribute" type: object AccountDescriptorList: title: AccountDescriptorList Entity description: >- When you specify a lightweight payload, this object contains multiple AccountDescriptor objects, one for each account returned. properties: accountDescriptor: type: array items: $ref: "#/components/schemas/AccountDescriptor" AccountContact: title: Account Contact Entity type: object properties: holders: type: array items: $ref: "#/components/schemas/AccountHolder" description: Owners of the acount emails: type: array items: type: string description: Email addresses associated with the account x-chase-dataelem: CONF/140224/Y/Y addresses: type: array items: $ref: "#/components/schemas/DeliveryAddress" description: Physical mail addresses associated with the account telephones: type: array items: $ref: "#/components/schemas/TelephoneNumber" description: Telephone numbers associated with the account Accounts: title: Accounts entity description: A list of account objects in an array, as specified by the API call. properties: accounts: type: array items: oneOf: - type: object properties: depositAccount: $ref: "#/components/schemas/DepositAccount" - type: object properties: locAccount: $ref: "#/components/schemas/LocAccount" - type: object properties: investmentAccount: $ref: "#/components/schemas/InvestmentAccount" - type: object properties: loanAccount: $ref: "#/components/schemas/LoanAccount" - type: object properties: annuityAccount: $ref: "#/components/schemas/AnnuityAccount" AccountPaymentNetwork: title: Payment Network Supported by Account description: >- Details required to execute a transaction against the account within the payment network type: object properties: bankId: type: string description: Bank identifier used by the payment network ie. Routing Number identifier: type: string description: >- Account number or a tokenized number used to identify the account within the payment network identifierType: $ref: "#/components/schemas/PaymentNetworkIdentifierType" type: $ref: "#/components/schemas/PaymentNetworkType" transferIn: type: boolean description: >- Can transfer funds to the account using this information. Set to true transferOut: type: boolean description: >- Can transfer funds from the account using this information. Set to true AccountPaymentNetworkList: description: |- An array of payment networks supported by the account. Chase supports two network type (US_ACH, US_RTP), results are not paginated. type: object properties: paymentNetworks: type: array items: $ref: "#/components/schemas/AccountPaymentNetwork" AnnuityAccount: title: AnnuityAccount Entity description: >- Annuity account. Supported for Account light-weight, heavy-wegiht and account detailed call. allOf: - $ref: "#/components/schemas/Account" - type: object properties: netPresentValue: description: Surrender or cash balance value allOf: - $ref: "#/components/schemas/Number" Currency: title: Currency Entity properties: currencyCode: description: Chase only supports USD (US Dollars) in this field. type: string maxLength: 3 x-chase-dataelem: PBL/180351/N/N $ref: "#/components/schemas/Iso4217Code" type: object DepositAccount: title: DepositAccount Entity allOf: - $ref: "#/components/schemas/Account" - type: object properties: balanceAsOf: description: As-of date of balances. ISO 8601 Date format - YYYY-MM-DD allOf: - $ref: "#/components/schemas/Timestamp" currentBalance: allOf: - $ref: "#/components/schemas/Number" description: Balance of funds in account availableBalance: $ref: "#/components/schemas/Number" description: Balance of funds available for use type: number format: double x-chase-dataelem: CONF/160554/N/N annualPercentageYield: allOf: - $ref: "#/components/schemas/Number" description: Annual Percentage Yield interestYtd: allOf: - $ref: "#/components/schemas/Number" description: YTD Interest term: type: integer description: >- Term of CD in months. For terms that are defined in days, Chase convert them to months by multiplying with 0.03287671232876712 (12 / 365). Chase then rounds them to the their nearest whole integer value, i.e. 1.5000 becomes 2, 1.4999 becomes 1 maturityDate: description: Maturity date for CDs. ISO 8601 Date format - YYYY-MM-DD allOf: - $ref: "#/components/schemas/Timestamp" DepositTransaction: title: DepositTransaction Entity allOf: - $ref: "#/components/schemas/Transaction" - properties: transactionType: allOf: - $ref: "#/components/schemas/DepositTransactionType" description: Deposit transaction type checkNumber: type: integer format: int64 description: The sequential number that identifies a check. x-chase-dataelem: INTL/180301/N/N type: object Error: title: Error Entity description: >- An error entity which is used at the API level for error responses or at the account level to indicate a problem specific to a particular | Error Code | Error Message | HTTP Status Code | | ---------- | ------------------------------------------- | ---------------- | | `401` | Input invalid | `400` | | `402` | Account type not supported | `400` | | `403` | Missing required 'FDX-InteractionId' header | `400` | | `500` | Internal server error | `500` | | `601` | Customer not found | `404` | | `602` | Customer not authorized | `401` | | `701` | Account not found | `404` | properties: code: type: string maxLength: 4 description: >- Long term persistent identifier which can be used to trace error condition back to log information message: type: string maxLength: 256 description: >- End user displayable information to help the customer diagnose an error type: object FiAttribute: title: FiAttribute Entity description: Financial platform provider-specific attribute properties: name: type: string maxLength: 150 description: Name of attribute value: type: string description: Value of attribute type: object InvestmentAccount: title: InvestmentAccount Entity description: Investment account entity. type: object allOf: - $ref: "#/components/schemas/Account" - type: object properties: availableCashBalance: description: Cash available to trade allOf: - $ref: "#/components/schemas/Number" balanceList: type: array description: Array of InvestmentBalance items items: $ref: "#/components/schemas/InvestmentBalance" currentValue: description: Total current value of all investments allOf: - $ref: "#/components/schemas/Number" marginBalance: description: >- Margin balance available (more specifically, equity margin buying power) allOf: - $ref: "#/components/schemas/Number" shortBalance: description: Short balance allOf: - $ref: "#/components/schemas/Number" holdings: type: array description: Array of holdings items: $ref: "#/components/schemas/Holding" openOrders: type: array description: Array of open orders items: $ref: "#/components/schemas/OpenOrder" InvestmentBalance: title: InvestmentBalance entity description: Investment balance entity type: object properties: balanceDate: description: The date for which this balance is as of allOf: - $ref: "#/components/schemas/Timestamp" balanceDescription: type: string description: Description of the balance entity balanceName: type: string description: Name of the balance entity balanceType: $ref: "#/components/schemas/InvestmentBalanceType" balanceValue: description: Value of the balance allOf: - $ref: "#/components/schemas/Number" Holding: title: Holding Entity description: > Holding entity. This entity contains a populated DebtSecurity or OptionSecurity object if applicable to the holding type allOf: - type: object properties: securityId: description: Unique identifier of the security type: string securityIdType: description: Security identifier type allOf: - $ref: "#/components/schemas/SecurityIdType" holdingName: description: Holding name or security name type: string holdingType: description: Only applicable for private bank accounts allOf: - $ref: "#/components/schemas/HoldingType" positionType: $ref: "#/components/schemas/PositionType" heldInAccount: $ref: "#/components/schemas/HeldInAccount" description: description: >- Description of the holding. Only applicable for private bank accounts type: string symbol: description: Ticker/market symbol type: string currentUnitPrice: description: Current unit price allOf: - $ref: "#/components/schemas/Number" currentUnitPriceDate: description: Current unit price as of date allOf: - $ref: "#/components/schemas/Timestamp" units: description: Number of stocks or shares allOf: - $ref: "#/components/schemas/Number" marketValue: description: Market value at the time of data retrieved allOf: - $ref: "#/components/schemas/Number" faceValue: description: Required for bonds. Face value at the time of data retrieved allOf: - $ref: "#/components/schemas/Number" averageCost: description: Cost is average of all purchases for holding allOf: - $ref: "#/components/schemas/Boolean" cashAccount: description: >- If true, indicates that this holding is used to maintain proceeds from sales, dividends,and other cash postings to the investment account allOf: - $ref: "#/components/schemas/Boolean" rate: description: RFor CDs, bonds, and other rate based holdings allOf: - $ref: "#/components/schemas/Number" expirationDate: description: For CDs, bonds, and other time-based holdings allOf: - $ref: "#/components/schemas/Timestamp" - oneOf: - type: object properties: debtSecurity: $ref: "#/components/schemas/DebtSecurity" - type: object properties: optionSecurity: $ref: "#/components/schemas/OptionSecurity" - type: object properties: sweepSecurity: $ref: "#/components/schemas/SweepSecurity" DebtSecurity: title: DebtSecurity entity description: Debt security entity. Non-null when holding entity is of debt type. type: object properties: callType: $ref: "#/components/schemas/CallType" debtType: $ref: "#/components/schemas/DebtType" parValue: description: Par value amount allOf: - $ref: "#/components/schemas/Number" yieldToMaturity: description: Yield to maturity allOf: - $ref: "#/components/schemas/Number" OptionSecurity: title: OptionSecurity entity description: Option security entity. Non-null when holding entity is of option type. type: object properties: optionType: $ref: "#/components/schemas/OptionType" expireDate: description: Expiration date of option allOf: - $ref: "#/components/schemas/Timestamp" sharesPerContract: description: Shares per contract allOf: - $ref: "#/components/schemas/Number" strikePrice: description: Strike price / Unit price allOf: - $ref: "#/components/schemas/Number" OpenOrder: title: OpenOrder entity description: Open order entity type: object properties: orderType: $ref: "#/components/schemas/OrderType" SweepSecurity: title: SweepSecurity entity description: Sweep Security entity type: object properties: currentBalance: description: Balance of funds in account allOf: - $ref: "#/components/schemas/Number" availableBalance: description: Balance of funds available for use allOf: - $ref: "#/components/schemas/Number" balanceAsOf: description: As-of date of balances allOf: - $ref: "#/components/schemas/Timestamp" InvestmentTransaction: title: InvestmentTransaction entity description: | Investment transaction entity type: object allOf: - $ref: "#/components/schemas/Transaction" - properties: commission: description: Transaction commission allOf: - $ref: "#/components/schemas/Number" fees: description: Not applicable for private bank accounts allOf: - $ref: "#/components/schemas/Number" foreignCurrency: description: >- The ISO 4217 code of the foreign currency. Only applicable for private bank accounts allOf: - $ref: "#/components/schemas/Iso4217Code" fractionalCash: description: Cash for fractional units (used for stock splits) allOf: - $ref: "#/components/schemas/Number" incomeType: $ref: "#/components/schemas/IncomeType" positionType: $ref: "#/components/schemas/PositionType" price: description: Purchase price for the units allOf: - $ref: "#/components/schemas/Number" securityId: description: Unique identifier of the security type: string securityIdType: description: Security identifier type allOf: - $ref: "#/components/schemas/SecurityIdType" securityType: description: Type of security allOf: - $ref: "#/components/schemas/SecurityType" subAccountFund: description: From which account money came in allOf: - $ref: "#/components/schemas/SubAccountType" subAccountSec: description: Sub-account security type allOf: - $ref: "#/components/schemas/SubAccountType" symbol: description: Ticker symbol. type: string transferAction: $ref: "#/components/schemas/TransferAction" transactionReason: description: Reason for this transaction allOf: - $ref: "#/components/schemas/TransactionReason" transactionType: description: Enum type string for the investment transaction allOf: - $ref: "#/components/schemas/InvestmentTransactionType" unitPrice: description: >- Price per commonly-quoted unit. allOf: - $ref: "#/components/schemas/Number" units: description: >- Quantity for security-based actions allOf: - $ref: "#/components/schemas/Number" LineItem: title: LineItem Entity properties: description: type: string description: The description of the line item amount: allOf: - $ref: "#/components/schemas/Number" description: The amount of money associated with this line item checkNumber: type: integer format: int64 description: The sequential number that identifies a check. x-chase-dataelem: INTL/180301/N/N memo: allOf: - $ref: "#/components/schemas/String255" description: Secondary item description reference: type: string maxLength: 150 description: A reference number imageIds: type: array description: >- Array of image identifiers (unique to transaction) used to retrieve images of a check or transaction receipt items: type: string type: object LocAccount: title: LocAccount Entity allOf: - $ref: "#/components/schemas/Account" - properties: availableCredit: description: Amount of credit available. allOf: - $ref: "#/components/schemas/Number" availableCash: description: Amount of cash available. Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" advancesApr: description: >- Annual percentage rate charged for cash advances. Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" balanceAsOf: description: As-of date of balances. ISO 8601 Date format - YYYY-MM-DD allOf: - $ref: "#/components/schemas/Timestamp" cashAdvanceLimit: description: Cash advance limit. Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" creditLine: description: Credit limit allOf: - $ref: "#/components/schemas/Number" currentBalance: description: Balance owed to the financial institution allOf: - $ref: "#/components/schemas/Number" principalBalance: description: Principal balance. Not applicable to cards. allOf: - $ref: "#/components/schemas/Number" currentRewardsBalance: description: Reward points balance. Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" rewardProgramId: description: Reward Program Identifier. allOf: - $ref: "#/components/schemas/String64" lastPaymentAmount: description: Last payment amount allOf: - $ref: "#/components/schemas/Number" lastPaymentDate: description: Last payment date. ISO 8601 Date format - YYYY-MM-DD allOf: - $ref: "#/components/schemas/Timestamp" lastStmtBalance: description: Last statement balance. Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" lastStmtDate: description: Last statement date, ISO 8601 Date format - YYYY-MM-DD allOf: - $ref: "#/components/schemas/Timestamp" minimumPaymentAmount: description: Minimum payment amount. Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" nextPaymentAmount: description: Next payment amount allOf: - $ref: "#/components/schemas/Number" nextPaymentDate: description: Next payment date. ISO 8601 Date format - YYYY-MM-DD allOf: - $ref: "#/components/schemas/Timestamp" pastDueAmount: description: Past due amount allOf: - $ref: "#/components/schemas/Number" purchasesApr: description: >- Annual percentage rate charged for purchases.Only applicable to cards. allOf: - $ref: "#/components/schemas/Number" LocTransaction: title: LocTransaction Entity description: A line of credit transaction. allOf: - $ref: "#/components/schemas/Transaction" - properties: transactionType: $ref: "#/components/schemas/LocTransactionType" LoanAccount: title: LoanAccount Entity allOf: - $ref: "#/components/schemas/Account" - properties: balanceAsOf: $ref: "#/components/schemas/Timestamp" description: >- As-of date for balances.Not applicable to auto lease (ALS) accounts. principalBalance: $ref: "#/components/schemas/Number" description: >- Principal balance of loan.Not applicable to auto lease (ALS) accounts escrowBalance: $ref: "#/components/schemas/Number" description: >- Escrow balance of loan.Only applicable to mortgage (HMG) accounts. originalPrincipal: $ref: "#/components/schemas/Number" description: >- Original principal of loan.Not applicable to auto lease (ALS) account. originatingDate: $ref: "#/components/schemas/Timestamp" description: >- Loan origination date. Not applicable to auto lease (ALS) account. loanTerm: type: integer description: >- Term of loan in months.Only applicable to auto loan (ALA) accounts. totalNumberOfPayments: type: integer description: >- Total number of payments. Not applicable to auto lease (ALS) account. nextPaymentAmount: $ref: "#/components/schemas/Number" description: Amount of next payment nextPaymentDate: $ref: "#/components/schemas/Timestamp" description: Date of next payment paymentFrequency: $ref: "#/components/schemas/PaymentFrequency" description: >- DAILY, WEEKLY, BIWEEKLY, SEMIMONTHLY, MONTHLY, SEMIANNUALLY, ANNUALLY.Only applicable to auto loan(ALA),auto lease(ALS) and mortgage(HMG) accounts. lastPaymentAmount: $ref: "#/components/schemas/Number" description: Last payment amount lastPaymentDate: $ref: "#/components/schemas/Timestamp" description: Last payment date maturityDate: $ref: "#/components/schemas/Timestamp" description: Maturity date interestPaidYearToDate: $ref: "#/components/schemas/Number" description: >- Interest paid year to date.Not applicable to auto lease (ALS) account. LoanTransaction: title: LoanTransaction Entity allOf: - $ref: "#/components/schemas/Transaction" - properties: transactionType: $ref: "#/components/schemas/LoanTransactionType" description: >- PAYMENT, FEE, ADJUSTMENT, INTEREST. Not applicable to any Loan accounts. paymentDetails: $ref: "#/components/schemas/PaymentDetails" description: Breakdown of payment details PaymentNetworkIdentifierType: title: Payment Network Identifier Type description: Suggested value for Payment Initiation Identifier Type type: string enum: - TOKENIZED_ACCOUNT_NUMBER PaymentNetworkType: title: Payment Network Type description: >- Supported Payment Network Type US_ACH | Automated Clearing House and US_RTP | Real Time Payments type: string enum: - US_ACH - US_RTP PaymentDetails: title: PaymentDetails Entity properties: principalAmount: $ref: "#/components/schemas/Number" description: The amount of payment applied to principal interestAmount: $ref: "#/components/schemas/Number" description: The amount of payment applied to interest insuranceAmount: $ref: "#/components/schemas/Number" description: >- The amount of payment applied to life/health/accident insurance on the loan escrowAmount: $ref: "#/components/schemas/Number" description: >- Required escrow advances already paid by the servicer and any required escrow advances from the servicer that are currently due and will be paid by the servicer during the Trial Period. Report 2 decimals. type: number format: double x-chase-dataelem: CONF/22109/N/N pmiAmount: $ref: "#/components/schemas/Number" description: The amount of payment applied to PMI feesAmount: $ref: "#/components/schemas/Number" description: The amount of payment applied to fees type: object Transaction: title: Transaction Entity properties: accountId: description: Account ID associated with the transaction. allOf: - $ref: "#/components/schemas/Identifier" transactionId: description: Long term persistent identity of the transaction (unique to account) allOf: - $ref: "#/components/schemas/Identifier" referenceTransactionId: description: >- For reverse postings, the identity of the transaction being reversed. For the correction transaction, the identity of the reversing post. For credit card posting transactions, the identity of the authorization transaction. allOf: - $ref: "#/components/schemas/Identifier" postedTimestamp: description: The date and time that the transaction was posted to the account. allOf: - $ref: "#/components/schemas/Timestamp" transactionTimestamp: description: >- The date and time that the transaction was added to the server backend systems allOf: - $ref: "#/components/schemas/Timestamp" description: type: string description: The description of the transaction memo: description: Secondary transaction description allOf: - $ref: "#/components/schemas/String255" debitCreditMemo: $ref: "#/components/schemas/DebitCreditMemo" category: type: string maxLength: 4 description: Transaction category, preferably MCC or SIC. status: $ref: "#/components/schemas/TransactionStatus" amount: description: The amount of money in the account currency. allOf: - $ref: "#/components/schemas/Number" fiAttributes: type: array description: >- Array of attributes that are specific to the financial institution that has created the application using this API. items: $ref: "#/components/schemas/FiAttribute" type: object Transactions: title: Transactions Entity description: Array of transactions allOf: - $ref: "#/components/schemas/PaginatedArray" - type: object properties: transactions: description: >- An array of transactions. The entity types within this array are dependent on the account type (deposit, investment, loan, or line of credit) type: array items: oneOf: - type: object properties: depositTransaction: $ref: "#/components/schemas/DepositTransaction" - type: object properties: locTransaction: $ref: "#/components/schemas/LocTransaction" - type: object properties: investmentTransaction: $ref: "#/components/schemas/InvestmentTransaction" - type: object properties: loanTransaction: $ref: "#/components/schemas/LoanTransaction" Address: description: Postal address properties: line1: $ref: "#/components/schemas/String64" description: Address line 1 line2: $ref: "#/components/schemas/String64" description: Address line 2 line3: $ref: "#/components/schemas/String64" description: Address line 3 city: $ref: "#/components/schemas/String64" description: City state: $ref: "#/components/schemas/String64" description: State or province postalCode: type: string maxLength: 10 description: >- A code that identifies the Postcode Area, a Geographic Area defined by postal authorities to facilitate mail delivery services; for example, the area defined by a Zip Code in the U. S. x-chase-dataelem: CONF/140031/Y/Y country: $ref: "#/components/schemas/Iso3166CountryCode" description: Country code x-chase-dataelem: CONF/149/Y/N title: Address type: object Customer: title: Customer entity description: Represents a customer properties: customerId: $ref: "#/components/schemas/Identifier" description: >- Long-term persistent identity of the customer. This identity must be unique to the owning institution name: $ref: "#/components/schemas/CustomerName" description: The customer's name dateOfBirth: $ref: "#/components/schemas/Timestamp" description: The customer's date of birth taxId: type: string description: The SSN or TIN associated with this customer governmentId: type: string description: >- A federal (such as passport) or state (such as driver's license) issued identifier email: type: array items: type: string description: An array of the customer's electronic mail addresses addresses: type: array items: $ref: "#/components/schemas/DeliveryAddress" description: An array of the customer's physical mail addresses telephones: type: array items: $ref: "#/components/schemas/TelephoneNumber" description: An array of the customer's telephone numbers accounts: type: array items: $ref: "#/components/schemas/CustomerToAccountRelationship" description: List of accounts related to this customer CustomerName: title: Customer Name entity description: The name of an individual in their role as a customer allOf: - $ref: "#/components/schemas/IndividualName" - type: object properties: prefix: description: Name prefix, e.g. Mr. type: string company: type: string description: Company name CustomerToAccountRelationship: type: object title: Customer to Account Relationship entity description: Describes an account related to a customer properties: accountId: $ref: "#/components/schemas/Identifier" description: Account ID of the related account links: type: object properties: account: $ref: "#/components/schemas/HateoasLink" description: Link to the account description: Link to the account relationship: $ref: "#/components/schemas/AccountHolderRelationship" description: Type of relationship to the account DeliveryAddress: title: Delivery Address description: A delivery address and its location type allOf: - $ref: "#/components/schemas/Address" - type: object properties: type: $ref: "#/components/schemas/DeliveryAddressType" description: Type of address location. One of BUSINESS, HOME, MAILING IndividualName: description: First name, middle initial, last name, suffix fields properties: first: description: >- That part of an individuals full name considered a personal name or given name and generally positioned before the last name or family name. type: string maxLength: 40 x-chase-dataelem: CONF/140027/Y/Y middle: description: Middle initial type: string maxLength: 40 x-chase-dataelem: CONF/140028/Y/Y last: description: >- That part of an individuals name generally placed at the end of the given name. The last name is also known as the surname or family name. type: string maxLength: 40 x-chase-dataelem: CONF/140025/Y/Y suffix: description: Generational or academic suffix type: string maxLength: 10 x-chase-dataelem: CONF/268/Y/Y title: Individual name type: object TelephoneNumber: title: Telephone Number description: Standard for international phone numbers properties: type: $ref: "#/components/schemas/TelephoneNumberType" description: "Type of phone number: HOME, BUSINESS, CELL, FAX" x-chase-dataelem: INTL/140372/N/N country: type: string maxLength: 3 description: >- Country calling codes defined by ITU-T recommendations E.123 and E.164 x-chase-dataelem: CONF/140022/Y/Y number: type: string maxLength: 15 pattern: \d+ description: Telephone subscriber number defined by ITU-T recommendation E.164 x-chase-dataelem: CONF/140004/Y/Y type: object AccountStatus: title: AccountStatus type: string enum: - OPEN - CLOSED - OTHER - PENDINGOPEN - PENDINGCLOSE - DELINQUENT AccountType: title: Account Type type: string enum: - 403B - ANNUITY - AUTOLOAN - AUTOLEASE - BROKERAGE - CD - CHECKING - COMMERCIALLINEOFCREDIT - CREDITCARD - HOMEEQUITYLOAN - HOMEEQUITYLINEOFCREDIT - IRA - LINEOFCREDIT - LOAN - MONEYMARKET - MORTGAGE - SAVINGS BalanceType: title: Balance Type type: string Boolean: type: boolean pattern: true|false CallType: title: Call Type description: Call type string enum type: string enum: - CALL - MATURITY - PREFUND - PUT ContentTypes: title: Content Types description: Types of document formats. (Suggested) type: string enum: - application/pdf - image/gif - image/jpeg - image/tiff - image/png - application/json example: application/json DebitCreditMemo: title: Debit or Credit Memo type: string enum: - CREDIT - DEBIT DebtType: title: Debt Type type: string enum: - COUPON - ZERO DepositTransactionType: title: Deposit Transaction Type type: string enum: - ADJUSTMENT - ATMDEPOSIT - ATMWITHDRAWAL - BILLPAYMENT - CHECK - DEPOSIT - DIRECTDEPOSIT - FEE - OTHER - POSCREDIT - POSDEBIT - TRANSFER HateoasLink: type: object required: - href properties: href: type: string example: /example/accounts/12345 action: type: string enum: - GET - POST - PATCH - DELETE - PUT description: HTTP Method to use for the request (Suggested) types: type: array items: $ref: "#/components/schemas/ContentTypes" description: Content-types that can be used in the Accept header. HeldInAccount: title: Held in account description: Sub-account type: string enum: - CASH - MARGIN - SHORT - OTHER HoldingType: title: Holding type type: string enum: - STOCK - BOND - MUTUALFUND - CD - ANNUITY - OPTIONS - OTHER Identifier: title: Identifier type: string maxLength: 256 InterestRateType: title: Interest Rate Type type: string Iso4217Code: title: ISO 4217 Code type: string 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 - BYR - 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 - HRK - 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 - MRO - 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 - SLL - SOS - SRD - SSP - STD - SVC - SYP - SZL - THB - TJS - TMT - TND - TOP - TRY - TTD - TWD - TZS - UAH - UGX - USD - USN - UYI - UYU - UZS - VEF - VND - VUV - WST - XAF - XAG - XAU - XBA - XBB - XBC - XBD - XCD - XDR - XOF - XPD - XPF - XPT - XSU - XTS - XUA - XXX - YER - ZAR - ZMW - ZWL IncomeType: title: Income type description: Type of investment income type: string enum: - CGLONG - CGSHORT - MISC InvestmentBalanceType: title: Investment balance type description: Balance type of the investment. Always uses true values. type: string enum: - AMOUNT InvestmentTransactionType: title: Investment Transaction Type type: string enum: - CLOSURE - CLOSUREOPT - CONTRIBUTION - DEP - DIRECTDEBIT - DIRECTDEP - DIV - DIVIDEND - DIVIDENDREINVEST - EXPENSE - FEE - INCOME - INTEREST - INVEXPENSE - JRNLFUND - JRNLSEC - MARGININTEREST - OPTIONEXERCISE - OPTIONEXPIRATION - OTHER - PAYMENT - POS - PURCHASED - PURCHASEDTOCOVER - PURCHASETOCLOSE - PURCHASETOOPEN - REINVESTOFINCOME - REPEATPMT - RETURNOFCAPITAL - SOLD - SOLDTOCLOSE - SOLDTOOPEN - SPLIT - SRVCHG - TRANSFER - XFER LocTransactionType: title: Line of Credit Transaction Type Entity type: string enum: - ADJUSTMENT - CHECK - FEE - INTEREST - PAYMENT - SALE - WITHDRAWAL LoanTransactionType: title: Loan Transaction Type type: string enum: - ADJUSTMENT - FEE - INTEREST - PAYMENT Number: title: Number type: number OptionType: title: Option security type: string enum: - CALL - PUT OrderType: title: Order type type: string enum: - BUY - BUYTOCOVER - BUYTOOPEN - SELL - SELLCLOSE - SELLSHORT - SELLTOCOVER - SELLTOOPEN PositionType: title: Position type type: string enum: - LONG - SHORT String255: title: String255 type: string maxLength: 255 String64: title: String64 description: string 64 type: string maxLength: 64 SecurityIdType: title: Security ID Type type: string enum: - CUSIP - ISIN - SEDOL - SICC - VALOR - WKN SecurityType: title: Security type type: string enum: - STOCK - MUTUALFUND - DEBT - OPTION - SWEEP - OTHER SubAccountType: title: Sub Account type type: string enum: - CASH - MARGIN - OTHERS - SHORT TransactionReason: title: Transaction Reason type: string enum: - CALL - SELL - MATURITY TransferAction: title: Transfer Action type: string enum: - IN - OUT Timestamp: title: Timestamp type: string format: date-time description: >- ISO 8601 date format in UTC time zone.
Date fields are in ISO 8601 date format - YYYY-MM-DD

Timestamp fields are in ISO 8601 date time format - YYYY-MM-DDThh:mm:ss.sssZ

Only date responses are supported, so Timestamp responses are all set to 12:00:00.000 UTC
example: 2019-04-23T12:00:00.000Z or 2019-04-23 pattern: \d{4}\-\d\d\-\d\dT\d\d:\d\d:\d\d\.\d\d\dZ or \d{4}\-\d\d\-\d\d PaymentFrequency: title: Payment Frequency type: string enum: - ANNUALLY - BIWEEKLY - DAILY - MONTHLY - SEMIANNUALLY - SEMIMONTHLY - WEEKLY TransactionStatus: title: Transaction Status type: string enum: - HOLD - PENDING - POSTED Iso3166CountryCode: title: ISO3166 Country Code description: >- ISO 3166 Codes for the representation of names of countries and their subdivisions type: string enum: - AD - AE - AF - AG - AI - AL - AM - AN - AO - AQ - AR - AS - AT - AU - AW - AX - AZ - BA - BB - BD - BE - BF - BG - BH - BI - BJ - BM - BN - BO - BR - BS - BT - BV - BW - BY - BZ - CA - CC - CD - CF - CG - CH - CI - CK - CL - CM - CN - CO - CR - CS - CU - CV - CX - CY - CZ - DE - DJ - DK - DM - DO - DZ - EC - EE - EG - EH - ER - ES - ET - FI - FJ - FK - FM - FO - FR - GA - GB - GD - GE - GF - GG - GH - GI - GL - GM - GN - GP - GQ - GR - GS - GT - GU - GW - GY - HK - HM - HN - HR - HT - HU - ID - IE - IL - IM - IN - IO - IQ - IR - IS - IT - JE - JM - JO - JP - KE - KG - KH - KI - KM - KN - KP - KR - KW - KY - KZ - LA - LB - LC - LI - LK - LR - LS - LT - LU - LV - LY - MA - MC - MD - MG - MH - MK - ML - MM - MN - MO - MP - MQ - MR - MS - MT - MU - MV - MW - MX - MY - MZ - NA - NC - NE - NF - NG - NI - NL - "NO" - NP - NR - NU - NZ - OM - PA - PE - PF - PG - PH - PK - PL - PM - PN - PR - PS - PT - PW - PY - QA - RE - RO - RU - RW - SA - SB - SC - SD - SE - SG - SH - SI - SJ - SK - SL - SM - SN - SO - SR - ST - SV - SY - SZ - TC - TD - TF - TG - TH - TJ - TK - TL - TM - TN - TO - TR - TT - TV - TW - TZ - UA - UG - UM - US - UY - UZ - VA - VC - VE - VG - VI - VN - VU - WF - WS - YE - YT - ZA - ZM - ZW PageMetadata: description: Page metadata properties: total: type: number description: Total number of results in this collection across all pages page: type: number description: Current page number PageMetadataLinks: type: object properties: next: $ref: "#/components/schemas/HateoasLink" PaginatedArray: type: object description: To be used as a mixin using "allOf" properties: page: $ref: "#/components/schemas/PageMetadata" links: $ref: "#/components/schemas/PageMetadataLinks" AccountHolderRelationship: title: Account Holder Relationship description: Types of relationships between accounts and holders. Suggested values type: string enum: - BUSINESS - FOR_BENEFIT_OF - FOR_BENEFIT_OF_PRIMARY - FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED - FOR_BENEFIT_OF_SECONDARY - FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED - FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED - POWER_OF_ATTORNEY - PRIMARY_JOINT_TENANTS - PRIMARY - PRIMARY_BORROWER - PRIMARY_JOINT - SECONDARY - SECONDARY_JOINT_TENANTS - SECONDARY_BORROWER - SECONDARY_JOINT - SOLE_OWNER - TRUSTEE - UNIFORM_TRANSFER_TO_MINOR AccountHolder: title: Account Holder Entity allOf: - $ref: "#/components/schemas/Customer" - type: object properties: relationship: $ref: "#/components/schemas/AccountHolderRelationship" DeliveryAddressType: title: Delivery Address Type description: The location type of an address type: string enum: - BUSINESS - HOME - MAILING TelephoneNumberType: title: Telephone Number Type description: Purpose or type of telephone number type: string enum: - HOME - BUSINESS - CELL - FAX