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InvestmentAccount

Display state and metadata for an Investment Account.

type InvestmentAccount {
  accountNumberMasked: String!
  availableBalance: DecimalString!
  availableBalanceForDisplay: String!
  balanceLastUpdated: DateString
  brokerageName: String!
  createdAt: DateString!
  currentBalance: DecimalString!
  currentBalanceForDisplay: String!
  gateway: InvestmentsGateway!
  id: ID!
  incomingTransferBalanceSentToday: DecimalString!
  incomingTransferBalanceSentTodayForDisplay: String!
  investmentAccountStatus: LinkedInvestmentAccountStatus! @deprecated
  lastReportedBalance: DecimalString!
  lastReportedBalanceForDisplay: String!
  outgoingTransferBalanceSentToday: DecimalString!
  outgoingTransferBalanceSentTodayForDisplay: String!
  pendingIncomingTransfersBalance: DecimalString!
  pendingIncomingTransfersBalanceForDisplay: String!
  pendingOutgoingTransfersBalance: DecimalString!
  pendingOutgoingTransfersBalanceForDisplay: String!
  ssoLinkedStatus: SsoLinkedStatus!
}

Fields​

InvestmentAccount.accountNumberMasked ● String! non-null scalar​

The account number to display in the UI.

InvestmentAccount.availableBalance ● DecimalString! non-null scalar​

The monetary balance available for transfer, returned as a decimal string so client can do math.

InvestmentAccount.availableBalanceForDisplay ● String! non-null scalar​

The monetary balance available for transfer, returned as a formatted currency string. Minimum value is $0.00.

InvestmentAccount.balanceLastUpdated ● DateString scalar​

The date the balance of the investment account was last updated. Will be null if balance not yet updated.

InvestmentAccount.brokerageName ● String! non-null scalar​

The name of the brokerage where this account is held.

InvestmentAccount.createdAt ● DateString! non-null scalar​

The date the investment account was created.

InvestmentAccount.currentBalance ● DecimalString! non-null scalar​

The total monetary balance in this investment account, returned as a decimal string so client can do math.

InvestmentAccount.currentBalanceForDisplay ● String! non-null scalar​

The total monetary balance in this investment account, returned as a formatted currency string.

InvestmentAccount.gateway ● InvestmentsGateway! non-null enum​

The investments gateway through which this account was opened.

InvestmentAccount.id ● ID! non-null scalar​

The ID of this account for mutable operations.

InvestmentAccount.incomingTransferBalanceSentToday ● DecimalString! non-null scalar​

The monetary balance of sent investment account withdrawals, but not yet updated in our investment balances table. This is used to update currentBalance in a more real-time way.

InvestmentAccount.incomingTransferBalanceSentTodayForDisplay ● String! non-null scalar​

The monetary balance of sent investment account withdrawals, but not yet updated in our investment balances table, returned as a formatted currency string.

InvestmentAccount.investmentAccountStatus ● LinkedInvestmentAccountStatus! deprecated non-null enum​

DEPRECATED: No longer supported

Whether this is the PRIMARY investment account - currently, that's all we support.

InvestmentAccount.lastReportedBalance ● DecimalString! non-null scalar​

The actual balance we have recorded in the investment balances table. Used to display a summary of transfers on the client.

InvestmentAccount.lastReportedBalanceForDisplay ● String! non-null scalar​

The actual balance we have recorded in the investment balances table, returned as a formatted currency string.

InvestmentAccount.outgoingTransferBalanceSentToday ● DecimalString! non-null scalar​

The monetary balance of investment account transfers successfully sent to the Investments Gateway, but not yet updated in our investment balances table. This is used to update currentBalance in a more real-time way.

InvestmentAccount.outgoingTransferBalanceSentTodayForDisplay ● String! non-null scalar​

The monetary balance of investment account transfers successfully sent to the Investments Gateway, but not yet updated in our investment balances table, returned as a formatted currency string.

InvestmentAccount.pendingIncomingTransfersBalance ● DecimalString! non-null scalar​

The monetary balance of pending investment account withdrawals, returned as a decimal string. This is used in conjunction with the investment account balance to prevent overdraft.

InvestmentAccount.pendingIncomingTransfersBalanceForDisplay ● String! non-null scalar​

The monetary balance of pending investment account withdrawals, returned as a formatted currency string.

InvestmentAccount.pendingOutgoingTransfersBalance ● DecimalString! non-null scalar​

The monetary balance of pending investment account transfers to the Investments Gateway, returned as a decimal string. This is used in conjunction with the HSA balance to prevent overdraft.

InvestmentAccount.pendingOutgoingTransfersBalanceForDisplay ● String! non-null scalar​

The monetary balance of pending investment account transfers to Investments Gateway, returned as a formatted currency string.

InvestmentAccount.ssoLinkedStatus ● SsoLinkedStatus! non-null enum​

The status of SSO linkage between First Dollar and the Investments Brokerage.

Returned by​

finalizeDriveWealthRegistration mutation ● investmentAccount query

Member of​

InitiateInvestmentsSsoLinkagePayload object