Administrative APIs | REST

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Download Open API Specification

Get Flex Account Rollover Settings

https://api.wealthcare.com/system/Services/Plan/FlexAccountRolloverSetting/{tpaId}/{employerId}/List

  • tpaId string Required

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

  • employerId string Required

    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

  • planId string
  • planYrStartDte string <date-time>
  • planYrEndDte string <date-time>
  • acctTypeCde string
  • array <object>
    • TpaId string
    • EmployerId string
    • SourcePlanAccountTypeCode string
    • SourcePlanId string
    • SourcePlanYearStartDate string
    • SourcePlanYearEndDate string
    • TargetAccountTypeCode string
    • TargetPlanId string
    • TargetPlanYearStartDate string
    • TargetPlanYearEndDate string
    • RolloverDate string
    • RolloverAmount number <double>
    • RolloverRate number <double>
    • IndividualRolloverAmount number <double>
    • IndividualRolloverRate number <double>
    • FundRolloverType integer <int32>
    • EmployeeId string