DriveWealth uses enums in different places to represent specific meanings. Below is a list of available enums.
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| ENUM | Definition |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 | NUM | Definition |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 | Definition |
|---|
| 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 |
|---|
| EARLY | Early Exercise. |
| EXCEPTION | Exercise by Exception. |
| DNE | Do Not Exercise. |
