Anessa was previously called Insurely. You may still see the Insurely name in parts of our documentation while we complete the transition.

Objects

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FR · Wealth API · 2024-06-01

Transaction

List of transactions on the account within the last 12 months. Will only be included if configured accordingly

Extended by: BuyTransaction, DepositTransaction, DividendTransaction, FeeTransaction, InterestTransaction, OtherTransaction, SellTransaction, RedemptionTransaction, WithdrawalTransaction
typestring
Possible Enum values are BUY, SELL, DEPOSIT, WITHDRAWAL, FEE, INTEREST, DIVIDEND, REDEMPTION or OTHER.
One of these types:

Properties below are from the BuyTransaction subtype. View the full schema for full details.

amountMonetaryAmountrequired

The transaction amount.

descriptionstring

The description of the transaction.

settlementDatestring

The date when the transaction was settled.

typestringrequired
Possible Enum values are BUY, SELL, DEPOSIT, WITHDRAWAL, FEE, INTEREST, DIVIDEND, REDEMPTION or OTHER.
Example
{  "type": "BUY"}