Get the list of investment accounts
Retrieve a list of investment accounts associated with a specific participant, identified by their TPA ID, Employer ID, and Participant ID. This operation is useful for obtaining detailed investment information for account management and reporting purposes.
Request
-
tpaId string Required
A unique identifier used to identify your admin instance. This value is system generated when 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.
-
participantId string Required
Unique identifier for the participant user whose feature information is being retrieved.
-
decrypt integer <int32>
Indicate if the URI parameters are encrypted or not. Use 1 for encrypted, 0 for decrypted (default is 0). This affects how the API interprets the incoming identifiers.
Response
-
array <object>
-
FlexAcctId string
A 10-character string representing an internal key assigned to a benefit account in the WCA system, used to uniquely identify the account. This value is left-padded with 0s, i.e., "0001699940".
-
InvestmentPartner enum<string>
Indicates which investment solution the account is using. Valid values are: None, WealthCareInvestment, and Devenir
Possible values:NoneWealthCareInvestmentDevenir -
IsInvAcctCreated boolean
Indicates whether the investment account is active.
-
-
array <object>
-
FlexAcctId string
A 10-character string representing an internal key assigned to a benefit account in the WCA system, used to uniquely identify the account. This value is left-padded with 0s, i.e., "0001699940".
-
InvestmentPartner enum<string>
Indicates which investment solution the account is using. Valid values are: None, WealthCareInvestment, and Devenir
Possible values:NoneWealthCareInvestmentDevenir -
IsInvAcctCreated boolean
Indicates whether the investment account is active.
-
No response yet.No response yet.