IriQualificationType
stringTax qualification type.
Allowed values:Non-QualifiedSolo 401k401k403b457 Deferred CompensationInherited IRAIRA SpousalEducational IRAIRAIRA RolloverIRA TransferRoth IRARoth IRA - InheritedSEP IRASIMPLE IRAPension PlanCash Balance Plan-Defined ContributionsSolo Defined BenefitCash Balance Plan-Defined BenefitProfit Sharing PlanMoney Purchase PlanSAREP401gHR10Welfare Benefit PlanRoth 401KRoth 403bRoth 457
IriPolicyStatus
stringPolicy status.
Allowed values:PENDINGISSUEDACTIVELAPSEDSURRENDEREDTERMINATED
IriRestrictionCategory
stringRestriction category. Enum values use underscore-delimited tokens.
Allowed values:PRODUCT_RULECONTRACTAUTHORIZATION_IDENTITYTRANSACTIONARRANGEMENTPARTY_CONTRACT_DATA
IriRestrictionSubCategory
stringRestriction sub-category.
Allowed values:TRANSFER_NOT_ELIGIBLESTATUS_OR_GLOBAL_RESTRICTIONRESTRICTED_TRADES_FLAGAGENT_NOT_AUTHORIZEDSHORT_TERM_TRADING_LIMITANNUAL_TRANSFER_LIMIT_EXCEEDEDENROLLMENT_CONFLICTCONFLICTING_TRANSACTION_PENDINGCOLLATERAL_ASSIGNMENTRECENT_OWNER_CHANGERECENT_ADDRESS_CHANGELOAN_OUTSTANDINGCONFLICTING_RIDERCONFLICTING_ARRANGEMENTPRODUCT_RULESEXCESSIVE_TRADING_RESTRICTIONNO_SIGNATURE_ON_FILEINVALID_GOVT_IDWITHDRAWAL_FULL_LIQUIDATIONWITHDRAWAL_SPECIFIED_AMOUNTWITHDRAWAL_SPECIFIED_PERCENTAGEWITHDRAWAL_INTEREST_ONLYWITHDRAWAL_RMDWITHDRAWAL_RIDER_FREE_AMOUNTWITHDRAWAL_SURRENDER_FREE_AMOUNTWITHDRAWAL_FUND_SPECIFICWITHDRAWAL_PRORATAWITHDRAWAL_PRORATA_VARIABLE_FUNDSWITHDRAWAL_SYSTEMATICDCA_RESTRICTIONSWEEP_RESTRICTIONREBALANCE_RESTRICTIONINVEST_RESTRICTIONPRORATA_INVEST_RESTRICTIONPRORATA_VARIABLE_FUNDS_INVEST_RESTRICTIONFUND_SPECIFIC_INVEST_RESTRICTIONWITHDRAWAL_RMD_CARRIER_CALC
IriRestrictionReason
objectRestriction category. Enum values use underscore-delimited tokens.
Allowed values:PRODUCT_RULECONTRACTAUTHORIZATION_IDENTITYTRANSACTIONARRANGEMENTPARTY_CONTRACT_DATA
Restriction sub-category.
Allowed values:TRANSFER_NOT_ELIGIBLESTATUS_OR_GLOBAL_RESTRICTIONRESTRICTED_TRADES_FLAGAGENT_NOT_AUTHORIZEDSHORT_TERM_TRADING_LIMITANNUAL_TRANSFER_LIMIT_EXCEEDEDENROLLMENT_CONFLICTCONFLICTING_TRANSACTION_PENDINGCOLLATERAL_ASSIGNMENTRECENT_OWNER_CHANGERECENT_ADDRESS_CHANGELOAN_OUTSTANDINGCONFLICTING_RIDERCONFLICTING_ARRANGEMENTPRODUCT_RULESEXCESSIVE_TRADING_RESTRICTIONNO_SIGNATURE_ON_FILEINVALID_GOVT_IDWITHDRAWAL_FULL_LIQUIDATIONWITHDRAWAL_SPECIFIED_AMOUNTWITHDRAWAL_SPECIFIED_PERCENTAGEWITHDRAWAL_INTEREST_ONLYWITHDRAWAL_RMDWITHDRAWAL_RIDER_FREE_AMOUNTWITHDRAWAL_SURRENDER_FREE_AMOUNTWITHDRAWAL_FUND_SPECIFICWITHDRAWAL_PRORATAWITHDRAWAL_PRORATA_VARIABLE_FUNDSWITHDRAWAL_SYSTEMATICDCA_RESTRICTIONSWEEP_RESTRICTIONREBALANCE_RESTRICTIONINVEST_RESTRICTIONPRORATA_INVEST_RESTRICTIONPRORATA_VARIABLE_FUNDS_INVEST_RESTRICTIONFUND_SPECIFIC_INVEST_RESTRICTIONWITHDRAWAL_RMD_CARRIER_CALC
Human-readable reason for the restriction.
>= 1 characters<= 200 characters
Example:Collateral Assignment
Definition/detail of the restriction.
>= 1 characters<= 500 characters
Example:Collateral assignment on the contract