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NameTypeDescriptionMandatoryAvailable from version
BrickIdsGuid[]Filter by array of BrickIds, BrickId is the internal id of a Legal Entity  

Keysstring[]Filter by array of Account Type Keys  

AccountNoSeriesKeystringFilter by a single Account Number Series Key. This is the rule for account number generation  

AccountTypeRuleTypeGuid?Filter by Account Type Rule Type. The Account Type Rules are defined in System Data within the GUI of BFS and determines what actions can be performed on a certain account type.  

AccountTypeStatusint?

Filter by Account Type Status. The Account Type Status determines what type of user the account is visible for.

1 = Open for all users

2 = Open (Admin), only admin users can create accounts

3 = Closed

5 = Open (Partner), only admin and advisor/partner users can create accounts

6 = Open (Filter), the account type is only visible in filter dropdowns

7 = Open (House), the account type can only be created on the house entity

  



AccountPositionLogicstringFilter by Account Position Logic. Currently the only account position logic supported is Auto Merge which means that one position per financial instrument is maintained  

InterestRateInstrumentKeystring   


MustCoverbool?Filter by Must Cover. If this value is true an account of the selected account type is not allowed to have a negative balance  

IsSubjectToIncomeTaxbool?If this value is True the account will be subject to tax withholding and tax reporting  

IsInsuranceAccountbool?If this value is True the account will be categorized as an insurance account  

ExternalHousestringExternalHouse  

CreatedDateFromDateTimeWhen used, both from date and to date should be provided in the request 
2.02.20160506
CreatedDateToDateTime  

2.02.20160506     





Response rows (Array) inherits from EntityBase

 
NameTypeDescriptionAvailable from version
BrickIdGuidThe BrickId (unique id) of the account type 
KeystringThe account type key of the account type
CreatedDateDateTimeThe date when the account was created2.02.20160506
LabelstringThe name of the account type as displayed to the account holder 
AccountNoSeriesKeystringThis is the rule for account number generation 
AccountTypeRuleTypeGuidThe Account Type Rules are defined in System Data within the GUI of BFS and determines what actions can be performed on a certain account type. 
AccountTypeStatusint

The Account Type Status determines what type of user the account is visible for.

0 = Closed

1 = Open for all users

2 = Open (Admin), only admin users can view the account

3 = Open (Partner), only admin and advisor users can view the account

4 = Open (House), only the House of the BFS instance and the admin can view the account

 


AccountPositionLogicstringCurrently the only account position logic supported is Auto Merge which means that one position per financial instrument is maintained 
InterestRateInstrumentKeystring  

MustCoverboolIf this value is true an account of the selected account type is not allowed to have a negative balance 
IsSubjectToIncomeTaxboolIf this value is True the account will be subject to tax withholding and tax reporting 
IsInsuranceAccountboolIf this value is True the account will be categorized as an insurance account 
ExternalHousestring  

Code examples

Code Block
languagec#
themeRDark
titleC# - Get all account types from a BFS instance
linenumberstrue
collapsetrue
//Use the GetAccountTypes method to get all AccountTypes in the BFS instance and write
//the information in the console
var client = new BFSServiceReference.bfsapiSoapClient();
var credentials = new BFSServiceReference.Credentials()
{
    UserName = bfsusername, //Username of administrative user in your instance of BFS
    Password = bfspassword, //Password of the administrative user in your instance of BFS
};
var accounttypes = client.GetAccountTypes(new BFSServiceReference.GetAccountTypeRequest()
{
    Credentials = credentials,
    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS       
    Fields = new BFSServiceReference.GetAccountTypeFields()
    {
        BrickId = true,
        Key = true,
    },
});
foreach (var c in accounttypes.Result)
{
    Console.WriteLine(c.BrickId + "," + c.Key);
}

 


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