Get Bank Account Details

https://api.wealthcare.com/system/Services/Employer/BankAccount/{tpaId}/Details

Use this operation to retrieve information about a specific bank account. The account's display name is used to retrieve the account information.

Path parameters

tpaId string Required

A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.

Request body

displayName string Required

Display name associated with the account.
verboseMode boolean Required

Optional, if set to true, the response may return more details as to why a request was not successful

Response

TpaId string Required

A unique identifer for your administrator instance, generated by WCA when the instance was first set up.
BankAccountName string Required

Name assigned by the administrator during creation. It cannot be updated on subsequent loads. It can be applied to more than one employer by changing the employer ID. Settlement is NOT immediate for each newly linked employer
BankAccountNumber string Required

Bank account number. Required if account usage includes ACH
BankRoutingNumber string Required

Bank account routing number. Required if account usage includes ACH.
BankSecondRoutingNumber string

Bank account secondary routing number
BankAccountTypeCode enum<string> Required

Type of account. 0 - None 1 - Checking 2 - Savings 3 - General Ledger

Possible values: None Checking Savings GeneralLedger
EmailAddress string

Email addresses separated by semicolon used to provide daily activity emails.
IsDailyEmailReceive boolean

Do you wish to receive daily POS account activity via email? 1= Yes 0 = No
Address1 string

First line of the bank’s mailing address
Address2 string

Second line of the bank’s mailing address
City string

City associated with the group’s address.
ZipCode string

Up to nine digits Zip Code associated with the bank’s address. Limited to either five(5) or nine(9) characters, numbers only
State string

Two letter state abbreviation associated with the bank’s address
CountryCode string

US is the only valid option. Contact us if you intend to send to any other international addresses
DisplayName string Required

Unique display name associated with the account.

AccountOwnerName string

Name of the account owner. Only required when the Account Owner Type is set to Third Party (Other). For Administrator/Employer Account Owner Types the Administrator’s or Employer’s name should autofill for this field.

Min Length:	0
Max Length:	50

AuthorizedPersonName string

Person authorizing the account to be debited.
AuthorizedPersonTitle string

Title of person listed in the “authorized by” field
PhysicalBankAccountUsageCode enum<string> Required

Purpose of account. 1 - ACH only 2 - Reimbursement only 3 - All (default) 4 - Employer funding 5 - Balance repayment agent 6 - Incentive deposits 7 - Investments tranfer out Note Each employer must be linked to one ACH account that has reimbursement capabilities or no manual claims can be run for the employer (even for validation purposes via EDI). Recommended to choose ACH and Reimbursement

Possible values: AchOnly ReimbursementOnly AchAndReimbursement
POSSettlementType enum<string> Required

Indicates if settlement will be one entry for each transaction (individual) or one entry per day for the net sum of all transactions (aggregate) IndividualSettlement = 0 AggregatedSettlement = 1

Possible values: IndividualSettlement AggregatedSettlement
ManualSettlementType enum<string> Required

Indicates if settlement will be one entry for each transaction (individual) or one entry per day for the net sum of all transactions (aggregate) IndividualSettlement = 0 AggregatedSettlement = 1

Possible values: IndividualSettlement AggregatedSettlement
EmailAddressForManual string

Email addresses separated by semicolon used to provide daily activity emails for manual transactions.
IsDailyEmailReceiveForManual boolean

Do you wish to receive daily account activity for manual transactions via email? 1= Yes 0 = No

AccountOwnerTaxId string

Tax ID of the account owner. A value is conditionally required if the account owner does not have a Tax ID or if the Account Owner Type is set to Third Party (Other).

Min Length:	0
Max Length:	9

AccountOwnerType enum<string>

Determines who is the owner of the bank account.

Possible values: None Administrator Employer Third Party (Other)