Class: ThePlaidApi::InvestmentAccountSubtype

Inherits:
Object
  • Object
show all
Defined in:
lib/the_plaid_api/models/investment_account_subtype.rb

Overview

Valid account subtypes for investment accounts. For a list containing descriptions of each subtype, see [Account schemas](plaid.com/docs/api/accounts/#StandaloneAccountType-investme nt).

Constant Summary collapse

INVESTMENT_ACCOUNT_SUBTYPE = 
[
  # TODO: Write general description for ENUM_529
  ENUM_529 = '529'.freeze,

  # TODO: Write general description for ENUM_401A
  ENUM_401A = '401a'.freeze,

  # TODO: Write general description for ENUM_401K
  ENUM_401K = '401k'.freeze,

  # TODO: Write general description for ENUM_403B
  ENUM_403B = '403B'.freeze,

  # TODO: Write general description for ENUM_457B
  ENUM_457B = '457b'.freeze,

  # TODO: Write general description for BROKERAGE
  BROKERAGE = 'brokerage'.freeze,

  # TODO: Write general description for ENUM_CASH_ISA
  ENUM_CASH_ISA = 'cash isa'.freeze,

  # TODO: Write general description for ENUM_CRYPTO_EXCHANGE
  ENUM_CRYPTO_EXCHANGE = 'crypto exchange'.freeze,

  # TODO: Write general description for ENUM_EDUCATION_SAVINGS_ACCOUNT
  ENUM_EDUCATION_SAVINGS_ACCOUNT = 'education savings account'.freeze,

  # TODO: Write general description for FHSA
  FHSA = 'fhsa'.freeze,

  # TODO: Write general description for ENUM_FIXED_ANNUITY
  ENUM_FIXED_ANNUITY = 'fixed annuity'.freeze,

  # TODO: Write general description for GIC
  GIC = 'gic'.freeze,

  # TODO: Write general description for
  # ENUM_HEALTH_REIMBURSEMENT_ARRANGEMENT
  ENUM_HEALTH_REIMBURSEMENT_ARRANGEMENT = 'health reimbursement arrangement'.freeze,

  # TODO: Write general description for HSA
  HSA = 'hsa'.freeze,

  # TODO: Write general description for IRA
  IRA = 'ira'.freeze,

  # TODO: Write general description for ISA
  ISA = 'isa'.freeze,

  # TODO: Write general description for KEOGH
  KEOGH = 'keogh'.freeze,

  # TODO: Write general description for LIF
  LIF = 'lif'.freeze,

  # TODO: Write general description for ENUM_LIFE_INSURANCE
  ENUM_LIFE_INSURANCE = 'life insurance'.freeze,

  # TODO: Write general description for ENUM_LINE_OF_CREDIT
  ENUM_LINE_OF_CREDIT = 'line of credit'.freeze,

  # TODO: Write general description for LIRA
  LIRA = 'lira'.freeze,

  # TODO: Write general description for LRIF
  LRIF = 'lrif'.freeze,

  # TODO: Write general description for LRSP
  LRSP = 'lrsp'.freeze,

  # TODO: Write general description for ENUM_MUTUAL_FUND
  ENUM_MUTUAL_FUND = 'mutual fund'.freeze,

  # TODO: Write general description for ENUM_NONCUSTODIAL_WALLET
  ENUM_NONCUSTODIAL_WALLET = 'non-custodial wallet'.freeze,

  # TODO: Write general description for ENUM_NONTAXABLE_BROKERAGE_ACCOUNT
  ENUM_NONTAXABLE_BROKERAGE_ACCOUNT = 'non-taxable brokerage account'.freeze,

  # TODO: Write general description for OTHER
  OTHER = 'other'.freeze,

  # TODO: Write general description for ENUM_OTHER_ANNUITY
  ENUM_OTHER_ANNUITY = 'other annuity'.freeze,

  # TODO: Write general description for ENUM_OTHER_INSURANCE
  ENUM_OTHER_INSURANCE = 'other insurance'.freeze,

  # TODO: Write general description for PENSION
  PENSION = 'pension'.freeze,

  # TODO: Write general description for PRIF
  PRIF = 'prif'.freeze,

  # TODO: Write general description for ENUM_PROFIT_SHARING_PLAN
  ENUM_PROFIT_SHARING_PLAN = 'profit sharing plan'.freeze,

  # TODO: Write general description for QSHR
  QSHR = 'qshr'.freeze,

  # TODO: Write general description for RDSP
  RDSP = 'rdsp'.freeze,

  # TODO: Write general description for RESP
  RESP = 'resp'.freeze,

  # TODO: Write general description for RETIREMENT
  RETIREMENT = 'retirement'.freeze,

  # TODO: Write general description for RLIF
  RLIF = 'rlif'.freeze,

  # TODO: Write general description for ROTH
  ROTH = 'roth'.freeze,

  # TODO: Write general description for ENUM_ROTH_401K
  ENUM_ROTH_401K = 'roth 401k'.freeze,

  # TODO: Write general description for ENUM_ROTH_403B
  ENUM_ROTH_403B = 'roth 403B'.freeze,

  # TODO: Write general description for ENUM_ROTH_457B
  ENUM_ROTH_457B = 'roth 457b'.freeze,

  # TODO: Write general description for ENUM_ROTH_PENSION
  ENUM_ROTH_PENSION = 'roth pension'.freeze,

  # TODO: Write general description for ENUM_ROTH_PROFIT_SHARING_PLAN
  ENUM_ROTH_PROFIT_SHARING_PLAN = 'roth profit sharing plan'.freeze,

  # TODO: Write general description for ENUM_ROTH_THRIFT_SAVINGS_PLAN
  ENUM_ROTH_THRIFT_SAVINGS_PLAN = 'roth thrift savings plan'.freeze,

  # TODO: Write general description for RRIF
  RRIF = 'rrif'.freeze,

  # TODO: Write general description for RRSP
  RRSP = 'rrsp'.freeze,

  # TODO: Write general description for SARSEP
  SARSEP = 'sarsep'.freeze,

  # TODO: Write general description for ENUM_SEP_IRA
  ENUM_SEP_IRA = 'sep ira'.freeze,

  # TODO: Write general description for ENUM_SIMPLE_IRA
  ENUM_SIMPLE_IRA = 'simple ira'.freeze,

  # TODO: Write general description for SIPP
  SIPP = 'sipp'.freeze,

  # TODO: Write general description for ENUM_STOCK_PLAN
  ENUM_STOCK_PLAN = 'stock plan'.freeze,

  # TODO: Write general description for ENUM_THRIFT_SAVINGS_PLAN
  ENUM_THRIFT_SAVINGS_PLAN = 'thrift savings plan'.freeze,

  # TODO: Write general description for TFSA
  TFSA = 'tfsa'.freeze,

  # TODO: Write general description for TRUST
  TRUST = 'trust'.freeze,

  # TODO: Write general description for UGMA
  UGMA = 'ugma'.freeze,

  # TODO: Write general description for UTMA
  UTMA = 'utma'.freeze,

  # TODO: Write general description for ENUM_VARIABLE_ANNUITY
  ENUM_VARIABLE_ANNUITY = 'variable annuity'.freeze,

  # TODO: Write general description for ALL
  ALL = 'all'.freeze
].freeze

Class Method Summary collapse

Class Method Details

.from_value(value, default_value = ENUM_529) ⇒ Object 



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# File 'lib/the_plaid_api/models/investment_account_subtype.rb', line 195

def self.from_value(value, default_value = ENUM_529)
  return default_value if value.nil?

  str = value.to_s.strip

  case str.downcase
  when 'enum_529' then ENUM_529
  when 'enum_401a' then ENUM_401A
  when 'enum_401k' then ENUM_401K
  when 'enum_403b' then ENUM_403B
  when 'enum_457b' then ENUM_457B
  when 'brokerage' then BROKERAGE
  when 'enum_cash_isa' then ENUM_CASH_ISA
  when 'enum_crypto_exchange' then ENUM_CRYPTO_EXCHANGE
  when 'enum_education_savings_account' then ENUM_EDUCATION_SAVINGS_ACCOUNT
  when 'fhsa' then FHSA
  when 'enum_fixed_annuity' then ENUM_FIXED_ANNUITY
  when 'gic' then GIC
  when 'enum_health_reimbursement_arrangement' then ENUM_HEALTH_REIMBURSEMENT_ARRANGEMENT
  when 'hsa' then HSA
  when 'ira' then IRA
  when 'isa' then ISA
  when 'keogh' then KEOGH
  when 'lif' then LIF
  when 'enum_life_insurance' then ENUM_LIFE_INSURANCE
  when 'enum_line_of_credit' then ENUM_LINE_OF_CREDIT
  when 'lira' then LIRA
  when 'lrif' then LRIF
  when 'lrsp' then LRSP
  when 'enum_mutual_fund' then ENUM_MUTUAL_FUND
  when 'enum_noncustodial_wallet' then ENUM_NONCUSTODIAL_WALLET
  when 'enum_nontaxable_brokerage_account' then ENUM_NONTAXABLE_BROKERAGE_ACCOUNT
  when 'other' then OTHER
  when 'enum_other_annuity' then ENUM_OTHER_ANNUITY
  when 'enum_other_insurance' then ENUM_OTHER_INSURANCE
  when 'pension' then PENSION
  when 'prif' then PRIF
  when 'enum_profit_sharing_plan' then ENUM_PROFIT_SHARING_PLAN
  when 'qshr' then QSHR
  when 'rdsp' then RDSP
  when 'resp' then RESP
  when 'retirement' then RETIREMENT
  when 'rlif' then RLIF
  when 'roth' then ROTH
  when 'enum_roth_401k' then ENUM_ROTH_401K
  when 'enum_roth_403b' then ENUM_ROTH_403B
  when 'enum_roth_457b' then ENUM_ROTH_457B
  when 'enum_roth_pension' then ENUM_ROTH_PENSION
  when 'enum_roth_profit_sharing_plan' then ENUM_ROTH_PROFIT_SHARING_PLAN
  when 'enum_roth_thrift_savings_plan' then ENUM_ROTH_THRIFT_SAVINGS_PLAN
  when 'rrif' then RRIF
  when 'rrsp' then RRSP
  when 'sarsep' then SARSEP
  when 'enum_sep_ira' then ENUM_SEP_IRA
  when 'enum_simple_ira' then ENUM_SIMPLE_IRA
  when 'sipp' then SIPP
  when 'enum_stock_plan' then ENUM_STOCK_PLAN
  when 'enum_thrift_savings_plan' then ENUM_THRIFT_SAVINGS_PLAN
  when 'tfsa' then TFSA
  when 'trust' then TRUST
  when 'ugma' then UGMA
  when 'utma' then UTMA
  when 'enum_variable_annuity' then ENUM_VARIABLE_ANNUITY
  when 'all' then ALL
  else
    default_value
  end
end

.validate(value) ⇒ Object 



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# File 'lib/the_plaid_api/models/investment_account_subtype.rb', line 189

def self.validate(value)
  return false if value.nil?

  INVESTMENT_ACCOUNT_SUBTYPE.include?(value)
end