Independently approve or reject an inbound transfer instruction
/accounts/{id}/retirement-inbound-transfers/{transfer}/decisionsPath parameters
idstringRequiredtransferstringRequiredHeaders
Idempotency-KeystringRequiredSend on every write that creates or changes money or state; a replay with the same key returns the original result with 200.
Body parameters
decisionstringRequiredApprove/reject
evidence_refstringRequiredevidence_sha256stringRequiredreasonstringRequiredReturns
200 OK
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
confirmationobject or nullOptionalInboundTransferConfirmation retains the request sent to the delivering custodian and its answer. Simulated is carried from the answer: a simulator's confirmation never claims to be a real custodian's.
8 child attributes
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
confirmation_sha256stringRequiredcustodian_confirmationobjectRequiredConfirmation is the delivering custodian's validation or exception. Simulated is true for every confirmation the simulator produces and must be false from a certified integration.
11 child attributes
amount_minorintegerOptionaldelivering_referencestringOptionaldelivering_routing_numberstringOptionaldelivery_methodstringOptionaldistribution_datestring · dateRequiredA business date, YYYY-MM-DD
exception_codestringOptionalexception_reasonstringOptionalrequest_idstringRequiredExample req_2tVh8nqLxq4GbDe0K1F6S9zRcWm
settlement_datestring · dateRequiredA business date, YYYY-MM-DD
simulatedbooleanRequiredstatusstringRequiredAccepted or rejected
custodian_requestobjectRequiredRequest is what the receiving custodian sends.
13 child attributes
account_holder_namestringRequiredamount_minorintegerOptionalauthorization_sha256stringRequireddecedent_namestringOptionaldelivering_account_referencestringRequiredmatch_referencestringRequiredplan_typestringRequiredreceiving_account_numberstringRequiredreceiving_account_titlestringRequiredreceiving_institutionstringRequiredreceiving_routing_numberstringRequiredrequest_idstringRequiredExample req_2tVh8nqLxq4GbDe0K1F6S9zRcWm
transfer_scopestringRequiredFull or partial
idstringRequiredrecorded_atstring · date-timeRequiredrequested_bystringRequiredtransfer_idstringRequiredExample acht_2tVh8nqLxq4GbDe0K1F6S9zRcWm
customer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
decedent_customer_idstringOptionalExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
decided_atstring · date-time or nullOptionaldecided_bystringOptionalidstringRequiredira_typestringOptionalmatch_referencestringRequiredownership_revisionintegerRequiredproposed_atstring · date-timeRequiredproposed_bystringRequiredrequestobjectRequiredInboundTransferRequest is a reviewed instruction to receive a direct trustee-to-trustee transfer of cash from another custodian into this protected account. It is not a contribution or a rollover: nothing is reported on Form 5498 or 5498-SA for it.
21 child attributes
acceptance_refstringRequiredacceptance_sha256stringRequiredauthority_refstringRequiredcustomer_idstringRequiredThe owner, or the beneficiary of an inherited IRA
Example cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
decedent_customer_idstringOptionalExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
delivering_account_referencestringRequireddelivering_custodianstringRequireddelivering_plan_typestringRequireddelivering_routing_numberstringRequireddelivering_title_sha256stringRequiredevidence_refstringRequiredevidence_sha256stringRequiredexpected_minorintegerRequiredexpires_onstring · dateRequiredA business date, YYYY-MM-DD
inheritance_idstringOptionalinstruction_refstringRequiredinstruction_sha256stringRequiredmaximum_minorintegerRequiredpolicy_sha256stringRequiredreasonstringRequiredtransfer_scopestringRequiredFull or partial
statusstringRequiredversionintegerRequiredwrapperstringRequiredErrors
Every error is a problem document with a stable code. See Errors.
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