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Documentation

Wealth Management Test User

Last Updated: September 11th, 2024

For more information on how to use these test accounts see: Introduction to Sandbox

Notes:

  • For connector and providerId parameters, use the value mikomo.

  • Passwords for these test accounts are the same as the username.

GenericUser_WealthManagement

  • 3 accounts

  • payment-network: ❌

  • customer: ❌

Account Types

Transactions

Account category:accountType

accountType (Number of transactions): accountId Range: date range

investmentAccount: IRA, 401K, BROKERAGE

IRA(3) 2044231936 Range: 2024-01-31 to 2024-02-28 401K(0) 1859112729 Range: (none) BROKERAGE(4) 7638022448 Range: 2024-05-17 to 2024-05-20

Change log

Date

Update

2024-Sept-12

Original

CTRL + K