This is a preview version of the API intended for early testing and integration. Preview versions are not stable and may include breaking changes before general availability.
Financial Product
Details of financial products such as pensions and investments accounts.
Company where the financial product has been collected from. Examples:
se-folksam, se-lansforsakringar, se-avanza, se-movestic, se-spp, se-nordea,
se-amf, se-seb, se-alecta, se-nordnet, se-handelsbanken, se-futur,
se-swedbank, se-skandia, se-ica-bank, se-danske-bank.
Display name of the company for user-friendly presentation.
Type of the financial product.
DEPOT_ACCOUNT.Properties below are from the GermanDepotAccount subtype. View the full schema for full details.
Company where the financial product has been collected from. Examples:
de-trade-republic, de-scalable-capital, de-ing, de-comdirect,
de-commerzbank, de-dkb, de-consorsbank, de-n26.
Display name of the company for user-friendly presentation.
Financial details of the product, like value, performance etc.
List of holdings within the depot account.
Insurely-generated unique identifier for this collection of the financial product. Randomly generated and not stable across collections — a new id is issued each time the product is collected, even for the same underlying account. Use this only as a handle within a single collection (e.g., to correlate holdings and transactions). Do not use it to recognize the same product over time; use the stable institution-assigned identifier on this product (e.g., productNumber, accountNumber, or loanId) for that.
Details of the person collecting the data.
Name of the financial product.
The product number assigned by the source financial institution (e.g., ISK account number, policy number, mortgage number). This is the most stable identifier for the product over time and across collections, and is suitable for matching the same product between repeated collections. Note that stability is best-effort and depends on what the institution exposes; it may occasionally change if the institution restructures or reissues the product.
Type of the financial product.
DEPOT_ACCOUNT.{ "company": "se-company", "companyDisplayName": "Company", "type": "ISK"}