Manual Accounts - Account Details
Requirements for the accounts details object when creating a manual account
When creating a manual account, you specify an account details object, the below table describes which fields are allowed to be specified for each account type, and which fields are required.
| Account Type | Allowed Fields | Required Fields |
|---|---|---|
| investment, pension:*, crypto | none | none |
| cash:current | AER, overdraftLimit | none |
| savings | AER | none |
| card | APR, creditLimit | none |
| loan | APR, monthlyRepayment, endDate, interestFreePeriod | none |
| mortgage:* | APR, monthlyRepayment, term, endDate, interestType, fixedDate, linkedProperty | term |
| asset | runningCost, runningCostPeriod, yearlyAppreciation | none |
| properties:* | postcode, yearlyAppreciation | none |
Updated 12 months ago