The add account service is used to add manual accounts.
The response of add account service includes the account name , account number and Yodlee generated account id.
All manual accounts added will be included as part of networth calculation by default.
Add manual account support is available for bank, card, investment, insurance and loan container only.
Note:
643 matches
65 actions
Yodlee Core
65 actions
- Add Manual AccountPOSTv1.0.0
- Cobrand LoginPOSTv1.0.0
- Cobrand LogoutPOSTv1.0.0
- Create CategoryPOSTv1.0.0
- Create or Run Transaction Categorization RulePOSTv1.0.0
- Delete AccountDELETEv1.0.0
- Delete API KeyDELETEv1.0.0
- Delete CategoryDELETEv1.0.0
- Delete DocumentDELETEv1.0.0
- Delete Notification SubscriptionDELETEv1.0.0
- Delete Provider AccountDELETEv1.0.0
- Delete SubscriptionDELETEv1.0.0
- Delete Transaction Categorization RuleDELETEv1.0.0
- Delete UserDELETEv1.0.0
- Evaluate AddressPOSTv1.0.0
- Generate API KeyPOSTv1.0.0
- Get Account DetailsGETv1.0.0
- Get AccountsGETv1.0.0
- Get API KeysGETv1.0.0
- Get Asset Classification ListGETv1.0.0
- Get DocumentsGETv1.0.0
- Get EventsGETv1.0.0
- Get Historical BalancesGETv1.0.0
- Get Holding SummaryGETv1.0.0
- Get Holding Type ListGETv1.0.0
- Get HoldingsGETv1.0.0
- Get Networth SummaryGETv1.0.0
- Get Provider Account DetailsGETv1.0.0
- Get Provider AccountsGETv1.0.0
- Get Provider DetailsGETv1.0.0
- Get ProvidersGETv1.0.0
- Get Providers CountGETv1.0.0
- Get Public KeyGETv1.0.0
- Get Public KeyGETv1.0.0
- Get Security DetailsGETv1.0.0
- Get StatementsGETv1.0.0
- Get Subscribed EventsGETv1.0.0
- Get Subscribed Notification EventsGETv1.0.0
- Get Transaction Categorization RulesGETv1.0.0
- Get Transaction Category ListGETv1.0.0
- Get Transaction SummaryGETv1.0.0
- Get TransactionsGETv1.0.0
- Get Transactions CountGETv1.0.0
- Get User DetailsGETv1.0.0
- Get User Profile DetailsGETv1.0.0
- Get userDataGETv1.0.0
- Get Verification StatusGETv1.0.0
- Initiaite Matching Service and Challenge DepositPOSTv1.0.0
- Register UserPOSTv1.0.0
- Run Transaction Categorization RulePOSTv1.0.0
- Saml LoginPOSTv1.0.0
- Subscribe EventPOSTv1.0.0
- Subscribe For Notification EventPOSTv1.0.0
- Update AccountPUTv1.0.0
- Update AccountPUTv1.0.0
- Update CategoryPUTv1.0.0
- Update Notification SubscriptionPUTv1.0.0
- Update PreferencesPUTv1.0.0
- Update SubscriptionPUTv1.0.0
- Update TransactionPUTv1.0.0
- Update Transaction Categorization RulePUTv1.0.0
- Update User DetailsPUTv1.0.0
- User LogoutPOSTv1.0.0
- Verify Accounts Using TransactionsPOSTv1.0.0
- Verify Challenge DepositPUTv1.0.0
Finance/Yodlee Core
Add Manual Account
v1.0.0Input
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{
"type": "object",
"required": [
"account"
],
"properties": {
"account": {
"type": "object",
"required": [
"accountName",
"accountType"
],
"properties": {
"accountName": {
"type": "string"
},
"accountNumber": {
"type": "string"
},
"accountType": {
"type": "string"
},
"address": {
"type": "object",
"properties": {
"address1": {
"type": "string"
},
"address2": {
"type": "string"
},
"address3": {
"type": "string"
},
"city": {
"type": "string"
},
"country": {
"type": "string"
},
"sourceType": {
"type": "string"
},
"state": {
"type": "string"
},
"street": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"HOME",
"BUSINESS",
"POBOX",
"RETAIL",
"OFFICE",
"SMALL_BUSINESS",
"COMMUNICATION",
"PERMANENT",
"STATEMENT_ADDRESS",
"PAYMENT",
"PAYOFF",
"UNKNOWN"
]
},
"zip": {
"type": "string"
}
}
},
"amountDue": {
"type": "object",
"required": [
"amount",
"currency"
],
"properties": {
"amount": {
"type": "number",
"format": "double"
},
"currency": {
"type": "string",
"enum": [
"AUD",
"BRL",
"CAD",
"EUR",
"GBP",
"HKD",
"IDR",
"INR",
"JPY",
"NZD",
"SGD",
"USD",
"ZAR",
"CNY",
"VND",
"MYR",
"CHF"
]
}
}
},
"balance": {
"type": "object",
"required": [
"amount",
"currency"
],
"properties": {
"amount": {
"type": "number",
"format": "double"
},
"currency": {
"type": "string",
"enum": [
"AUD",
"BRL",
"CAD",
"EUR",
"GBP",
"HKD",
"IDR",
"INR",
"JPY",
"NZD",
"SGD",
"USD",
"ZAR",
"CNY",
"VND",
"MYR",
"CHF"
]
}
}
},
"dueDate": {
"type": "string"
},
"frequency": {
"type": "string",
"enum": [
"DAILY",
"ONE_TIME",
"WEEKLY",
"EVERY_2_WEEKS",
"SEMI_MONTHLY",
"MONTHLY",
"QUARTERLY",
"SEMI_ANNUALLY",
"ANNUALLY",
"EVERY_2_MONTHS",
"EBILL",
"FIRST_DAY_MONTHLY",
"LAST_DAY_MONTHLY",
"EVERY_4_WEEKS",
"UNKNOWN",
"OTHER"
]
},
"homeValue": {
"type": "object",
"required": [
"amount",
"currency"
],
"properties": {
"amount": {
"type": "number",
"format": "double"
},
"currency": {
"type": "string",
"enum": [
"AUD",
"BRL",
"CAD",
"EUR",
"GBP",
"HKD",
"IDR",
"INR",
"JPY",
"NZD",
"SGD",
"USD",
"ZAR",
"CNY",
"VND",
"MYR",
"CHF"
]
}
}
},
"includeInNetWorth": {
"type": "string"
},
"memo": {
"type": "string"
},
"nickname": {
"type": "string"
},
"valuationType": {
"type": "string",
"enum": [
"SYSTEM",
"MANUAL"
]
}
}
}
}
}Output
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{
"type": "object",
"additionalProperties": true
}