| AbstractInvestmentBuyTransaction | Abstract base class of investment buy transaction related classes. |
| AbstractInvestmentSellTransaction | Abstract base class of investment sell transaction related classes. |
| AbstractInvestmentTransaction | Abstract base class of investment transaction(not buy/sell) related classes. |
| AbstractInvestmentTransactionBase | Abstract base class of investment transaction related classes. |
| AbstractOpenOrder | Abstract base class for all open order related classes. |
| AbstractPositionBase | Abstract base class of investment position related classes. |
| BuyDebt | Investment buy debt transaction class. |
| BuyMutualFund | Investment buy mutual fund transaction class. |
| BuyOption | Investment buy option transaction class. |
| BuyOther | Investment buy other transaction class. |
| BuyStock | Investment buy stock transaction class. |
| ClosureOption | Investment close a position for an option transaction class. |
| ContributionAmt | Contribution amount allocation class. |
| ContributionPct | Contribution percent allocation class. |
| Contributions | 401(k) contribution class, this includes loan payments. |
| ContributionSecurity | Contribution security class. |
| Earnings | 401(k) earnings class. This is the market value change. It includes dividends/interest, and capital gains - realized and unrealized. |
| GeneralOpenOrder | The class contains fields common to all open orders. |
| InceptToDate | Total contributions to date (since inception) |
| Income | Investment income class. |
| IncPosition | Include investment positions in response. |
| Investment401k | Investment 401(k) account information class. |
| Investment401kBalance | The class contains an optional cash balance. It also contains the balances of the standard 401(k) sub-accounts. |
| Investment401kSummary | List of contributions to 401(k) account. |
| InvestmentBalance | Investment balances class. |
| InvestmentBankTransaction | This class is used to download bank transactions in an investment statement download. |
| InvestmentBuy | Investment buy transaction class. |
| InvestmentClosing | This class provides image information for client retrieval of investment statement images. |
| InvestmentExpense | Investment expense class. |
| InvestmentMailRequest | Investment email request class. |
| InvestmentMailResponse | Investment email response class. |
| InvestmentMailSyncRequest | Investment email Synchronization request class. |
| InvestmentMailSyncResponse | Investment email Synchronization response class. |
| InvestmentMailTransactionRequest | Investment email transaction request class. |
| InvestmentMailTransactionResponse | Investment email transaction response class. |
| InvestmentOpenOrderList | Investment open order list class. |
| InvestmentPosition | The class contains fields relevant to all investment position types. |
| InvestmentPositionList | Investment position list class. |
| InvestmentSell | Investment sell transaction class. |
| InvestmentStatementEndRequest | Closing statement request class. |
| InvestmentStatementEndResponse | Closing statement response class. |
| InvestmentStatementEndTransactionRequest | Investment closing statement transaction request class. |
| InvestmentStatementEndTransactionResponse | Investment closing statement transaction response class. |
| InvestmentStatementRequest | Investment statement request class. |
| InvestmentStatementResponse | Investment statement response class. |
| InvestmentStatementTransactionRequest | Investment statement transaction request class |
| InvestmentStatementTransactionResponse | Investment statement transaction response class. |
| InvestmentTransaction | This class contains fields common to many of the investment transactions. |
| InvestmentTransactionList | Investment transaction list class. |
| JournalFund | Journaling cash holdings between sub-accounts within the same investment account. |
| JournalSecurity | Journaling security holdings between subaccounts within the same investment account. |
| LoanInfo | Loans outstanding against the account |
| MarginInterest | Investment margin interest class. |
| MatchInfo | This class contains employer match information. |
| OpenOrderBuyDebt | Open order buy debt class. |
| OpenOrderBuyMutualFund | Open order buy mutual fund class. |
| OpenOrderBuyOption | Open order buy option class. |
| OpenOrderBuyOther | Open order buy other class. |
| OpenOrderBuyStock | Open order buy stock class. |
| OpenOrderSellDebt | Open order sell debt class. |
| OpenOrderSellMutualFund | Open order sell mutual fund class. |
| OpenOrderSellOption | Open order sell option class. |
| OpenOrderSellOther | Open order sell other class. |
| OpenOrderSellStock | Open order sell stock class. |
| OpenOrderSwitchMutualFund | Open order switch mutual fund class. |
| PeriodToDate | The contributions to date for period. |
| PositionDebt | Investment position debt class. |
| PositionMutualFund | Investment position debt class. |
| PositionOption | Investment position option class. |
| PositionOther | Investment position other class. |
| PositionStock | Investment position stock class. |
| Reinvest | Reinvestment of income class. |
| ReturnOfCapital | Return of capital class. |
| SellDebt | Investment sell debt class. |
| SellMutualFund | Investment sell mutual fund class. |
| SellOption | Investment sell option class. |
| SellOther | Investment sell other type of security class. |
| SellStock | Investment sell stock class. |
| Split | Investment stock or mutual fund split class. |
| Transfer | Investment transfer class. |
| VestInfo | Vest change dates. Provides the vesting percentage as of any particular past, current, or future date. |
| Withdrawals | 401(k) withdrawals class, this includes loan withdrawals. |
| YearToDate | Contributions to date for this calendar year. |
