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] |