InvestiFiPartner APIBeta
Prod Environment

Enumerated types

The fixed value sets for products, transaction type and name, status, trading period status, and KYC status.

TypeValues
PartnerApiWebhookEventTypekyc
PartnerKycStatusnot_started, pending, document_requested, approved, rejected, account_takeover, closed
PartnerListSortOrderasc, desc
PartnerProductcrypto, securities, robo, roth_ira
PartnerSettlementDirectionpull, push
PartnerSettlementLegcrypto, securities_buy, securities_sell, ira_contributions, ira_distributions
PartnerTradingPeriodStatusopen, pending, fully_settled
PartnerTransactionNamebuy, sell, dividend, contribution, distribution
PartnerTransactionStatuspending, processing, pending_settlement, completed, fraud, fraud_return, cancelled, failed
PartnerTransactionTypeorder, dividend, ira
PartnerUserAccountIdTypeinvestifi, core, dbp

type is the category a transaction belongs to; transaction_name is what it did. The pairing matters most for IRA cash movements, where type alone cannot tell you which way the money moved:

typePossible transaction_name
orderbuy, sell
dividenddividend
iracontribution (money in), distribution (money out)

Product display names

EnumDisplay
cryptoCrypto
securitiesSecurities
roboGuided Investing
roth_iraRoth IRA