Overview
Applications

Open and update various types of accounts.

ACH Profiles

Create, update, and verify account ACH profiles.

Transactions

Manage deposit and withdrawal transactions on an account.

Documents

Fetch statements, tax documents and trade confirmations for customers.

Webhooks

Manage and test evented webhooks.

Virtual Accounts

Create and update paper trading accounts.

Reference

Examples, response types, property details and explanations.

Create an IRA Contribution

  • Available in Sandbox
  • Available in Production
  • Available to Advisors
  • Supported

This is the same process to create any other ACH transaction, however more details are required for the tax purposes of the transcation. The contribution year and type of contribution are required.

Contribution Type Description
REGULAR Annual IRA Contribution (Traditional, Roth, Coverdell ESA)
EMPLOYEE Employee Salary Deferral made to an Employer Sponsored Plan (401k, SIMPLE)
EMPLOYER Employer Contributions to Employer sponsored Retirement Plans (SEP IRA, PSP, MPP)
ROLLOVER_60_DAY Assets from an IRA distributed to the IRA owner and deposited into another IRA within 60 days from the date the IRA owner took possession of the assets
POST

Headers

Header Required Values/Example Default
Authorization Required Basic XXX

Parameters

Parameter Type Param Type Required Values/Example Default
account Body String Required 6YA01234
Account for the transaction
action Body String Required DEPOSIT
Set to DEPOSIT.
type Body String Required ACH
Type of the transaction. At this time only ACH is permitted.
amount Body Double Required 5000.0
Amount of the deposit
achProfile Body Int Optional 1
For ACH transactions, the ACH profile Id.
ipAddress Body String Required 0.0.0.0
IP address of the CUSTOMER who requested the transaction
iraDetails.contributionYear Body Int Optional 2020 Present year
Desired contribution year for the transaction
iraDetails.contributionType Body String Optional REGULAR, EMPLOYEE, EMPLOYER, ROLLOVER_60_DAY REGULAR
Type of contribution for this transaction

Response

Response Definition

{
  "id": 7,
  "account": "6YA01234",
  "action": "DEPOSIT",
  "achProfileId": 1,
  "amount": 5000.0,
  "status": "PENDING",
  "createdAt": 1486137072996,
  "updatedAt": 1486137072996,
  "type": "ACH",
  "apexStatus": "OPEN"
}