Deposits

Retrieve Deposit

Retrieves Deposit details by depositID.

get/funding/deposits/{depositID}

Request

  • Base URL
    https://bo-api.drivewealth.io/back-office
  • URL
    https://bo-api.drivewealth.io/back-office/funding/deposits/{depositID}
  • Auth
    HTTP bearer

Path parameters

depositIDstring required

A unique identifier for the Deposit.

Example:YYYY009000-1234567890136-1A2B3

A unique identifier for the user's account deposit.

Response

Retrieving a Deposit by depositID was Successful.

idstring

A unique identifier for the Deposit.

categorystring
amountnumber

The amount of cash that is being deposited into the user's account.

createdstring
batchboolean
notestring

sensitive A way to store a message/comment on the this object. Do not put personal or account data in this field.

wlpFinTranTypeIDstring

A unique identifier to id different type of transactions.

iraContribution'CURRENT_YEAR' | 'PRIOR_YEAR' | 'POSTPONED_CONTRIBUTION' | 'REPAYMENT' | 'SEC_128_EMPLOYER' | 'OTHER_SOURCE' | 'QUALIFIED_ROLLOVER' | 'PILOT_PROGRAM' | 'QUALIFIED_GENERAL' | 'PROMOTIONAL_EARNING' | 'CORRECTIVE_DEPOSIT'

The type of contribution deposit for retirement accounts.

Note: Trump accounts have their own enums. Click here for more details.

iraContributionSubType'SC' | 'PO' | 'FD' | 'EO' | 'PL' | 'QR' | 'DD' | 'BA' | 'EP' | 'DA' | 'TI' | 'SU' | 'FR' | 'RF' | 'RB' | 'RL' | 'AT' | 'AF' | 'AD'

The sub type to be used for POSTPONED_CONTRIBUTION, REPAYMENT, PROMOTIONAL_EARNING, or CORRECTIVE_DEPOSIT contributions for retirement accounts. Click here for more details.

metadataMetadataMoneyMovement

sensitive The metadata object allows for creating a maximum of 10 keys (max 36 characters) and each value cannot exceed 512 bytes. Do not put personal or account data in this field.

reportableTaxYearinteger nullable

The tax year the IRA contribution deposit is reportable for, derived from the transaction date and iraContribution type. null for deposits that are not retirement-account contributions.

Example response

{
  "id": "YYYY009000-1234567890136-1A2B3",
  "category": "DEPOSIT",
  "amount": 250.25,
  "currency": {
    "name": "USD",
    "description": "US Dollar",
    "symbol": "$"
  },
  "status": {
    "id": 1,
    "message": "PENDING",
    "updated": "2022-12-11T22:28:21.810Z"
  },
  "seasoningDetails": {
    "status": 2,
    "statusMessage": "SEASONING",
    "seasoningPeriodExpires": "2026-01-09T22:28:21.810Z",
    "depositBuyingPowerHoldExpires": "2026-01-09T22:28:21.810Z"
  },
  "created": "2022-12-11T22:28:21.810Z",
  "userDetails": {
    "userID": "123e4567-e89b-12d3-a456-000000000004",
    "username": "ttc.user.john",
    "firstName": "John",
    "lastName": "Smith",
    "email": "john.doe@example.com",
    "parentIBID": {
      "id": "123e4567-e89b-12d3-a456-000000000005",
      "name": "Tendies Trading Company"
    },
    "wlpID": "TTC",
    "settlementProfileID": "settlement-profile-bank-account-1"
  },
  "accountDetails": [
    {
      "id": "123e4567-e89b-12d3-a456-00000000005c.1234567890143",
      "accountNo": "FFFF000005",
      "nickname": "John's Self Directed Account",
      "status": {
        "name": "PENDING",
        "description": "Pending"
      },
      "accountType": "LIVE",
      "accountManagementType": "SELF",
      "tradingType": {
        "name": "CASH",
        "description": "Cash Account"
      },
      "leverage": 1,
      "commissionID": "123e4567-e89b-12d3-a456-00000000005d",
      "userID": "123e4567-e89b-12d3-a456-000000000004",
      "bod": {
        "moneyMarket": 3028.98,
        "equityValue": 12071.5,
        "cashAvailableForWithdrawal": 3028.98,
        "cashAvailableForTrading": 3028.98,
        "updatedWhen": "2022-12-12T21:13:12.391Z"
      },
      "cashBalance": 3028.98,
      "sweepInd": true,
      "createdWhen": "2022-12-11T22:28:21.810Z",
      "updatedWhen": "2022-12-11T22:28:21.810Z",
      "lastActivityDate": "2024-07-23",
      "interestedParties": [
        {
          "data": [
            {
              "id": "123e4567-e89b-12d3-a456-000000000004",
              "from": "2022-12-25T22:28:21.810Z",
              "to": "2022-12-26T22:28:21.810Z"
            }
          ]
        }
      ]
    }
  ],
  "batch": true,
  "transactionCode": {
    "type": "CSR",
    "description": "Cash Receipt - ACH"
  },
  "note": "Hey! Welcome to DriveWealth Developer Docs!",
  "details": {
    "country": "USA",
    "bankAccountNumber": "****3174",
    "bankRoutingNumber": "****0000",
    "accountHolderName": "John Doe"
  },
  "wlpFinTranTypeID": "123e4567-e89b-12d3-a456-00000000004c",
  "iraContribution": "POSTPONED_CONTRIBUTION",
  "iraContributionSubType": "SC",
  "statusHistory": [
    {
      "status": 1,
      "statusMessage": "PENDING",
      "updatedBy": "SYSTEM",
      "comment": "Valid request. Auto-move to Pending"
    }
  ],
  "metadata": {
    "myCustomKey": "myCustomValue"
  },
  "reportableTaxYear": 2026
}

Changes

No recorded changes to this operation across all 1 revision of this API.