DriveWealth uses enums in different places to represent specific meanings. Below is a list of
available enums.
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ENUM | Definition |
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PENDING | A user is pending approval. |
APPROVED | A user has been approved. |
REVOKED | A user has been rejected. |
CLOSED | A user has been closed. |
ENUM | Definition |
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SSN | Social Security Number |
US_TIN | Tax ID Number |
FTIN | Foreign Tax ID Number |
EIN | Employer Identification Number |
GIIN | Global Intermediary Identification Number |
FTNLO | Foreign TIN Not Legally Required |
ENUM | Definition |
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SELF | A user directs without any advice trades their own account. |
ADVISORY | A user's account is accessible to an Investment Advisor or Investment Advisor Representative, but trades are place only by the user's authorization. |
RIA_MANAGED | An Investment Advisor has discretion to exercise trades in the user's account. |
CUSTODIAL | An account for the benefit of a minor. |
CUSTODIAL_MANAGED | An account for the benefit of a minor that is managed by an Investment Advisor. |
RESERVED | A cash management account, only for deposit and not for purchasing securities. |
ENUM | NUM | Definition |
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PENDING | 1 | The account is in a pending state, most likely due to KYC. |
OPEN | 2 | The account is open and trades allowed to be placed into the account. |
OPEN_NO_NEW_TRADES | 3 | The account is open and no new trades can be placed. |
FROZEN | 4 | The account is frozen and no new trades can be placed. |
CLOSED | 9 | The account is closed. |
ENUM | Definition |
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SELF | A self directed account where the customer only has the ability to execute trades into this account. |
ADVISORY | An account where the customer is advised on their particular account, the customer only has the ability to execute trades into this account. |
MANAGED | An account that is managed by registered investment advisor (RIA). |
RIA_MANAGED | An account that is managed by registered investment advisor (RIA) via Autopilot. |
CUSTODIAL | An account that is managed by an parent/gurdian that the beneficiary is a child. Commonly known as UTMA/UGMA accounts. |
CUSTODIAL_MANAGED | An account that is managed by registered investment advisor (RIA). |
HSA_SELF | An account that is for HSA funds to be invested, where the customer only has the ability to execute trades into this account. |
HSA_ADVISORY | An account where HSA funds to be invested, where the customer is advised on their particular account, the customer only has the ability to execute trades into this account. |
HSA_RIA_MANAGED | An account where HSA funds to be invested, where the account is managed by registered investment advisor (RIA) via Autopilot. |
ENUM | Code | Definition |
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OTHER | 0 | Other |
ACAT | 1 | ACATS is processing |
ACCOUNT_TRANSFERRED | 2 | Account has been transferred |
COMPLIANCE_RESTRICTED | 3 | Partner has restricted the account |
DECEASED | 4 | The person is deceased |
DUPLICATE_ACCOUNT | 5 | Duplicate Account |
FINRA_RESTRICTIONS | 6 | FINRA restriction applied on the account |
LEGAL_AML | 7 | Legal Restriction (Fraud/AML) |
MARGIN_CALLS | 8 | Margin call occurred on the account |
PARTNER_RESTRICTED | 9 | Partner has restricted the account |
PAYMENT_FAILURE | 10 | Payment failed on the account |
PDT_RESTRICTIONS | 11 | PDT restriction applied on the account |
ENUM | NUM | Definition |
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STARTED | 0 | A new deposit request was received. |
PENDING | 1 | The deposit details was accepted. |
SUCCESSFUL | 2 | The deposit was successful. |
FAILED | 3 | The deposit was not successful, thus failed. |
OTHER | 4 | The deposit is in a suspended state. |
RETURNED | 5 | The deposit was returned to the originating bank. |
APPROVED | 14 | The deposit was approved. |
REJECTED | 15 | The deposit was rejected. |
ON_HOLD | 16 | The deposit details was accepted, but is not ready to be processed. |
- | -1 | An error occurred during the deposit. |
ENUM | VAR | Definition |
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STARTED | 0 | A new withdrawal was received. |
PENDING | 1 | The withdrawal details was accepted. |
SUCCESSFUL | 2 | The withdrawal was successful. |
FAILED | 3 | The withdrawal was not successful, thus failed. |
OTHER | 4 | The withdrawal is in a suspended state. |
RIA_PENDING | 11 | The withdrawal is being handled by the RIA (AutoPilot) and the withdrawal details was accepted. |
RIA_APPROVED | 12 | The withdrawal is approved when cash has settled against the managed account via AutoPilot. |
RIA_REJECTED | 13 | The withdrawal is rejected when there is not enough has in the account after the selling of securities to cover the withdrawal request. |
APPROVED | 14 | The withdrawal was approved. |
REJECTED | 15 | The withdrawal was rejected. |
ON_HOLD | 16 | The withdrawal details was accepted, but is not ready to be processed. |
- | -1 | An error occurred during the withdrawal. |
ENUM | NUM | Definition |
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NEW | 0 | A newly created order received by the system. |
PARTIAL_FILL | 1 | An order was partially filled. |
FILL | 2 | An order was fully filled. |
CANCELED | 4 | An order was canceled. |
PENDING_CANCEL | 6 | An order was submitted to be canceled. |
REJECTED | 8 | An order was rejected. |
SUSPENDED | 9 | |
PENDING_NEW | A | |
CALCULATED | B | |
EXPIRED | C | |
ENUM | VAR | Definition |
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MARKET | 1 | A market order. |
LIMIT | 2 | A limit order. |
STOP | 3 | A stop order. |
STOP_LIMIT | 4 | A stop limit order. |
MARKET_IF_TOUCHED | 6 | A market if touched order. |
UNKNOWN | m | An unknown order. |
ENUM | VAR | Definition |
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DAY | 0 | Order expires at next close. |
GTC | 1 | Order expires at specified date. |
MOO | 2 | Market On Open. |
GTX | 5 | Order placed in extended hours. |
MOC | 7 | Market On Close. |
IOC | 3 | Immediate Or Cancel. |
FOK | 4 | Fill Or Kill. |
ENUM | Definition |
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SUBMITTED | Exercise Request submitted by Ops. |
REJECTED | Exercise Request Rejected for some reason by Ops. |
ACCEPTED | Exercise Request Accepted. Need to lock up position / cash. |
COMPLETED | Exercise Request Completed and entered into ABN - terminal. |
ERROR | Error while submit Exercise Request. |
ENUM | Definition |
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EARLY | Early Exercise. |
EXCEPTION | Exercise by Exception. |
DNE | Do Not Exercise. |
ENUM | Code | Definition |
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EQUITY_INDICES | 1 | Represents indices that track the performance of equity markets. |
METALS | 2 | Represents commodities like gold, silver, and other precious metals. |
ENERGY | 3 | Represents energy-related commodities like oil and natural gas. |
INTEREST_RATES | 4 | Represents instruments tied to interest rate movements. |
FX | 5 | Represents foreign exchange or currency trading. |
EQUITIES | 6 | Represents individual stocks or shares of companies. |
ETFS | 7 | Represents Exchange-Traded Funds, which are investment funds traded on stock exchanges. |
MUTUAL_FUNDS | 8 | Represents pooled investment funds managed by professionals. |
CYBER_SECURITY | 9 | Represents securities related to cybersecurity companies or technologies. |
ETN | 10 | Represents Exchange-Traded Notes, which are debt securities. |
ADR | 11 | Represents American Depositary Receipts, which are stocks of foreign companies traded in the U.S. |
ALTERNATIVE_ASSET | 12 | Represents non-traditional assets like private equity or hedge funds. |
IPO | 13 | Represents Initial Public Offerings, where companies go public. |
CRYPTO | 14 | Represents cryptocurrencies like Bitcoin, Ethereum, etc. |
OPTIONS | 15 | Represents financial derivatives that give the right to buy or sell an asset. |
DEBT | 16 | Represents fixed-income securities like bonds or loans. |
ENUM | Definition |
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INACTIVE | Inactive |
ACTIVE | Active |
CLOSE_ONLY | Closed |
EXPIRED | Expired |
ENUM | Definition |
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STARTED | Asset transfer request has been initiated. |
PENDING | Asset transfer request is pending. |
SUCCESSFUL | Asset transfer request has been successfully completed. |
ON_HOLD | Asset transfer request is on hold. |
FAILED | Asset transfer is failed. |
ENUM | Definition |
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INDIVIDUAL | Individual Account |
JOINT | Joint Account |
CORPORATE | Corporate or Trust Account |
CUSTODIAL | Custodial/Minor/Teen Account |
IRA | Individual Retirement Account |
RIA_MANAGED | Robo Advisor Managed Account |
ENUM | Definition |
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FULL | Full Acats Transfer |
PARTIAL | Partial Acats Transfer |
ENUM | Definition |
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ACAT_IN | Incoming ACAT Transfer |
ACAT_OUT | Outgoing ACAT Transfer |
ENUM | Code |
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ACAT_RECEIVED | 000 |
ACAT_READY | 1ED |
ACAT_READY_AFTER_CUTOFF | 1EL |
ACAT_SENT | TXX |
ACAT_SENT | TIF |
ACAT_SENT | TIL |
ACAT_ACK | 100 |
ACAT_ADJUST | 110 |
ACAT_ADJUST | 120 |
ACAT_IN_PROGRESS | 130 |
ACAT_UNDER_REVIEW | 200 |
ACAT_REVIEW_ACK | 2ED |
ACAT_REVIEW_ACK | 2EL |
ACAT_REVIEW_SENT | 2XX |
ACAT_REVIEW_ADJUST | 210 |
ACAT_REVIEW_ERROR | 220 |
ACAT_REVIEW_ACK | 22D |
ACAT_REVIEW_ACK | 22L |
ACAT_REVIEW_ACK | 22X |
ACAT_REVIEW_ACCEPTED | 230 |
ACAT_PTR_IN_PROGRESS | 500 |
ACAT_SETTLEMENT_IN_PROGRESS | 300 |
ACAT_SETTLED | 310 |
ACAT_REJECTED | 140 |
ACAT_PURGE | 400 |
ACAT_REJECTED | 600 |
ACAT_PTR_REJECTED | 510 |
ENUM | Code | Description |
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UNKNOWN | Unknown | Unknown |
SSN_NOT_MATCH | 01 | SSN/Tax ID Mismatch |
ACCOUNT_NOT_MATCH | 02 | Account Title Mismatch |
DOC_REQUIRED | 03 | Documentation Needed |
ACCOUNT_FLAT | 04 | Account Flat |
BROKER_NOT_MATCH | 05 | Invalid Broker Account Number |
DUPLICATE_REQUEST | 06 | Duplicate |
ACCOUNT_IN_TRANSIT | 07 | Account in Distribution or Transfer |
BROKER_REJECTED | 08 | Client Rescinded |
MISSING_AUTH_SIGN | 09 | Missing Authorized Signature |
MISSING_FUND | 21 | Insufficient portfolio value to support debit |
SYMBOL_NOT_SUPPORTED | 22 | Instrument not supported |
QUANTITY_MISMATCH | 23 | Instrument quantity mismatch |