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LegacyFinancePlan.md

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# LegacyFinancePlan

Properties

Name Type Description Notes
id int Plan id. [optional]
description string Description. [optional]
accountNumber string Account number. [optional]
accountType string Account type. [optional]
marketValue string Market value. [optional]
marketValueDate string Market value date. [optional]
maturityDate \DateTime Maturity date. [optional]
owner string Owner. [optional]
owner2 string Owner 2. [optional]
accountDesignation string Account designation. [optional]
intermediaryCode string Intermediary code. [optional]
intermediaryAccountNumber string Intermediary account number. [optional]
groupFlag string Group flag. [optional]
spousalAccount string Spousal account. [optional]
lockedIn string Locked in. [optional]
jointSignature string Joint signature. [optional]
jointSurvivor string Joint survivor. [optional]
inTrust string In trust. [optional]
inTrustFor \Equisoft\SDK\EquisoftConnect\Model\LegacyFinancePlanInTrust[] List of plans in trust. [optional]
beneficiaries \Equisoft\SDK\EquisoftConnect\Model\LegacyFinancePlanBeneficiary[] List of beneficiaries. [optional]
summary \Equisoft\SDK\EquisoftConnect\Model\LegacyFinancePlanSummary[] List of summaries. [optional]
mutualFunds \Equisoft\SDK\EquisoftConnect\Model\LegacyFinanceAsset[] Deprecated: Use assets instead. List of asset. [optional]
segregatedFunds \Equisoft\SDK\EquisoftConnect\Model\LegacyFinanceAsset[] Deprecated: Use assets instead. List of segregated funds. [optional]
gics \Equisoft\SDK\EquisoftConnect\Model\LegacyFinanceAsset[] Deprecated: Use assets instead. List of gics. [optional]
shares \Equisoft\SDK\EquisoftConnect\Model\LegacyFinanceAsset[] Deprecated: Use assets instead. List of shares. [optional]
bankAccounts \Equisoft\SDK\EquisoftConnect\Model\LegacyFinanceAsset[] Deprecated: Use assets instead. List of bank accounts. [optional]
assets \Equisoft\SDK\EquisoftConnect\Model\LegacyFinanceAsset[] List of assets. [optional]

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