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Financial Data Exchange (FDX) Account Information API

Search and view customer accounts

Financial Data Exchange (FDX) Account Information API is one of 12 APIs that Financial Data Exchange (FDX) publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Account Information. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 2 operations across 2 paths, and defines 38 schemas. It is described by OpenAPI 3.0.3, at version 6.0.0.

Requests are made against a single base URL, https://api.your-organization.com/fdx/v6.

2 operations 2 paths 38 schemas 2 GET

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.3
API Version
6.0.0
Base URL
https://api.financialdataexchange.org
Authentication
OpenID Connect, OAuth 2.0
Resource Areas
1

Authentication & Security 2

Financial Data Exchange (FDX) Account Information API declares 2 security schemes for authenticating requests. It supports OpenID Connect (openIdConnect) discovered at https://www.your-organization.com/.well-known/openid-configuration. It supports OAuth 2.0 (oauth2) using the authorizationCode flow, exposing 3 scopes.

  • openIdConnect — This API uses an [OpenID Connect (OIDC) authentication flow](/core-exchange/authentication) and accepts the resulting [access token](/core-exchange/authenticat…
  • oauth2 — This API uses an [OAuth2.0 authorization code flow](https://auth0.com/docs/get-started/authentication-and-authorization-flow/authorization-code-flow) and accep…

Paths & Operations 2

Across 2 paths, the API surfaces 2 operations — 2 GET. Each is listed below with its method, path, parameters, and response codes.

Account Information 2

Search and view customer accounts

GET
/accounts
List all accounts
searchForAccounts 2 params → 200
GET
/accounts/{accountId}
Get detailed information for a specific account
getAccount 1 param → 200

Schemas 38

The contract defines 38 schemas that model the data the API accepts and returns. The most detailed are AccountDescriptor (7 properties), PageMetadata (2 properties), FiAttribute (2 properties), SecurityId (2 properties). Each schema is shown below with its type and property counts.

DateString
string
ISO 8601 full-date in format 'YYYY-MM-DD' according to [IETF RFC 3339](https://datatracker.ietf.org/doc/html/rfc3339.htmlsection-5.6)
AnnuityAccountDescriptor
An annuity account. For example, a fixed or variable annuity account. The accountType field for annuity accounts may be set to any of the following: - ANNUITY:…
LineOfCreditAccount
object
Full details of a line of credit account. The accountType field for line of credit accounts may be set to any of the [account types](line-of-credit-account-typ…
Iso4217Code
string
Currency, fund and precious metal codes as of Jan. 1, 2023 per [ISO 4217 Currency Code Maintenance](https://www.six-group.com/en/products-services/financial-in…
AccountDescriptor
object
This descriptor provides minimal information about the account for use in lightweight arrays
7 properties 5 required
CommercialAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
AccountCategory
The category of account. For example, annuity, commercial, deposit, insurance, investment, loan, or line of credit.
SecurityIdType
string
Plaid consumes solely CUSIP, ISIN, and SEDOL. This field, along with securityId are required unless symbol is provided. Note: If securityIdType is provided, se…
AccountStatus
string
Account status
InterestRateType
string
Specifies whether an interest rate is fixed or variable. This information is helpful for personal financial planning and advising. For example, it affects the…
LoanAccountDescriptor
A loan account. For example, mortgage, student loan or auto loan. Plaid consumes more detailed information for MORTGAGE and STUDENTLOAN accounts. The accountTy…
LineOfCreditAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
LoanAccount
object
Full details of a loan account. The accountType field for loan accounts may be set to any of the [account types](loan-account-types) listed below. Plaid only c…
InsuranceAccountDescriptor
An insurance account. For example, whole life insurance or short-term disability. The accountType field for insurance accounts may be set to any of the followi…
InvestmentAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
AnnuityAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
DepositAccount
object
Full details of a deposit account. Plaid consumes the same information for all types of deposit accounts. Plaid expects a decimal amount with two places (to re…
AccountWithDetails
object
An account with full details.
PaginatedArray
object
Base class for results that may be paginated
1 property
Currency
object
A currency object containing an [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code.
1 property 1 required
HoldingSubType
string
The subtype of an investment holding. Plaid expects you to return OTHER and set the holdingSubType to indicate cash-type holdings (CASH, MONEYMARKET).
LoanAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
HoldingType
string
Plaid maps the holding type to the Plaid [security type](https://plaid.com/docs/api/products/investments/investments-transactions-get-response-securities-type)…
Identifier
string
Value for a unique identifier
Holding
A holding in an investment account. Holdings in the investment account. Plaid maps the holding and the investmentAccount FDX models to its securities models, w…
PageMetadata
object
Contains the opaque identifier, nextOffset, to indicate a paginated result set.
2 properties
SecurityId
object
Unique identifier for a security
2 properties
InsuranceAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
InvestmentAccountDescriptor
An investment account. For example, a 401K or IRA. Plaid consumes the same details for all investment accounts. The accountType field for investment accounts m…
DepositAccountType
string
The account type. Plaid consumes basic balance account information from the accounts/{accountId} endpoint for a subset of the possible account types described…
FiAttribute
object
Financial institution-specific attribute.
2 properties
AccountWithDescriptor
object
This provides an instance of an account without full details. Plaid expects that the accountType field is set to one of the [account types](account-types) list…
InvestmentAccount
object
Full details of an investment account. Plaid consumes all InvestmentAccount FDX fields for all types of investment accounts. In the holdings array, Plaid consu…
Timestamp
string
ISO 8601 date-time in format YYYY-MM-DDThh:mm:ss.nnn[Z|[+|-]hh:mm] according to [IETF RFC 3339](https://datatracker.ietf.org/doc/html/rfc3339section-5.6)
CommercialAccountDescriptor
A commercial account. For example, a business deposit account. The accountType field for commercial accounts may be set to any of the [account types](commercia…
Accounts
object
An optionally paginated array of account descriptors. Each account descriptor is sent as a key-value pair, with the account descriptor object as the value and…
DepositAccountDescriptor
A deposit account. For example, a checking, savings or money market account. Plaid consumes more detailed information for CHECKING and SAVINGS accounts. The ac…
LineOfCreditAccountDescriptor
object
A line-of-credit account. For example, a credit card or home equity line of credit. Plaid consumes more detailed information for CREDITCARD accounts. The accou…

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

fdx-account-information-api-openapi.yml Raw ↑

Other APIs Financial Data Exchange (FDX) publishes across the network.

FDX Transactions API
FDX Investment API
FDX Insurance API
FDX Tax API
FDX Payroll API
FDX Consent API
Financial Data Exchange (FDX) Account Statements API
Financial Data Exchange (FDX) Account Transactions API
Financial Data Exchange (FDX) Asset Transfer Networks Information API
Financial Data Exchange (FDX) Payment Networks Information API
Financial Data Exchange (FDX) Personal Information API
Where this information came from

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