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Transaction Events

Transactions Created

A new transaction has been created in a customer account. This event provides the details and type of the transaction that took place.

{
  "id": "event_cac03825-f23c-497e-8258-0581bc745d24",
  "type": "transactions.created",
  "timestamp": "2025-04-01T09:18:23.864305299Z",
  "payload": {
    "accountID": "4f33ebbd-bb82-4c6e-824b-a7d64af53f83.1743303538635",
    "accountNo": "ABSP000457",
    "userID": "4f33ebbd-bb82-4c6e-824b-a7d64af53f83",
    "transaction": {
      "accountAmount": 118,
      "accountBalance": 1018,
      "comment": "Cash Receipt - ACH (MT)",
      "finTranID": "MD.9be538b3-a82c-4313-bcac-59880d240ca8",
      "wlpFinTranTypeID": "a8491f34-5799-4b75-9d99-c0c6f00022da",
      "finTranTypeID": "CSR",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0
    }
  }
}
{
  "id": "event_a00a003c-6ee6-42ba-8f93-6a6fc9394377",
  "type": "transactions.created",
  "timestamp": "2025-03-31T13:38:00.874212574Z",
  "payload": {
    "accountID": "904eae61-6512-46f8-887f-aebd22kl89cc.1642190484007",
    "accountNo": "GIEM000204",
    "userID": "904eae61-6512-46f8-887f-aebd22kl89cc",
    "transaction": {
      "accountAmount": -0.03,
      "accountBalance": 0,
      "comment": "Cash Receipt - Wallet (USD) [ABCP]",
      "finTranID": "MC.ba849e01-2ac6-4c9d-9f39-dc98jhyt60e4",
      "wlpFinTranTypeID": "55ec2aa1-c6ea-41dc-a14e-dc4598j760e4",
      "finTranTypeID": "CSD",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0
    }
  }
}
{
  "id": "event_53f3d68d-f3ee-4880-a96b-1795dcdc9930",
  "type": "transactions.created",
  "timestamp": "2025-04-01T15:29:03.178855395Z",
  "payload": {
    "accountID": "ea848u5e-57ce-4c37-8add-043336bfc368.1621296333574",
    "accountNo": "ABKD016190",
    "userID": "ea848u5e-57ce-4c37-8add-043336bfc368",
    "transaction": {
      "accountAmount": 0.28,
      "accountBalance": 0.58,
      "comment": "PPL dividend, $0.2725/share",
      "finTranID": "MD.r56ef0b6-5167-46ec-b38c-cc103a035491",
      "wlpFinTranTypeID": "e2f6e89d-0f5c-4b5c-8764-5403d7356409",
      "finTranTypeID": "DIV",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "instrument": {
        "id": "0d988131-b30c-4d15-a9ed-04a0039a328d",
        "symbol": "PPL",
        "name": "PPL Corporation"
      },
      "dividend": {
        "type": "CASH",
        "amountPerShare": 0.2725,
        "taxCode": "FULLY_TAXABLE"
      }
    }
  }
}
{
  "id": "event_64f73854-3f95-44c8-ae5e-d7cd79a1a89a",
  "type": "transactions.created",
  "timestamp": "2025-04-01T06:08:42.938157924Z",
  "payload": {
    "accountID": "0e1a8390-e089-44d1-9e69-f0c5e2a69753.1612759081312",
    "accountNo": "IEPM000159",
    "userID": "0e1a8390-e089-44d1-9e69-f0c5e2a69753",
    "transaction": {
      "accountAmount": -0.58,
      "accountBalance": 0.44,
      "comment": "VOO tax, 15% withheld",
      "finTranID": "MD.c963830a-72f0-414d-8f14-94a3efc5bcf9",
      "wlpFinTranTypeID": "d3926c0f-2295-446b-97d1-11d1b895c0d8",
      "finTranTypeID": "DIVTAX",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "instrument": {
        "id": "3a10d01c-d23b-40a7-82b2-9c0d62ef8ad6",
        "symbol": "VOO",
        "name": "S&P 500 Vanguard ETF"
      },
      "dividendTax": {
        "type": "NON_RESIDENT_ALIEN",
        "rate": 0.15
      }
    }
  }
}
{
  "id": "event_40540cb1-96ef-4c06-a485-4c1d23959a75",
  "type": "transactions.created",
  "timestamp": "2025-04-02T21:07:45.416444161Z",
  "payload": {
    "accountID": "77e7925b-a3d1-4747-b05d-5797r564f1da.1689404395046",
    "accountNo": "CEIN029386",
    "userID": "77e7925b-a3d1-4747-b05d-5797r564f1da",
    "transaction": {
      "accountAmount": -0.03,
      "accountBalance": 0,
      "comment": "Reinvest 0.00040285 shares of REG at 74.4685 FULL FILL",
      "finTranID": "MD.3259b7dd-826e-4900-8151-0df77edf3965",
      "wlpFinTranTypeID": "1477530f-ffb8-438c-9bdd-b403018964ed",
      "finTranTypeID": "RDIV",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "positionDelta": 0.00040285,
      "instrument": {
        "id": "0600a10c-bef9-43a7-9bf2-b45861267bc8",
        "symbol": "REG",
        "name": "Regency Centers Corporation"
      },
      "dividendReinvest": {
        "type": "EQUITY_DIVIDEND_REINVESTMENT",
        "pricePerShare": 74.4685,
        "shares": 0.00040285,
        "orderID": "MD.74a897c4-b19f-40d0-8108-b11eca395f8d"
      }
    }
  }
}
{
  "id": "event_b0d0ff92-c9ff-426e-9c1a-7fc29788ffa1",
  "type": "transactions.created",
  "timestamp": "2025-04-04T05:12:41.932943319Z",
  "payload": {
    "accountID": "33500968-25c1-4088-89a7-97e789704596.1581672488446",
    "accountNo": "VMBS000045",
    "userID": "33500968-25c1-4088-89a7-97e789704596",
    "transaction": {
      "accountAmount": 0.85,
      "accountBalance": 1.55,
      "comment": "VCIT Dividend Manufactured, $0.3189/share",
      "finTranID": "MD.e97362ec-c751-46cf-ae45-3420f022439e",
      "wlpFinTranTypeID": "2a644d08-9b1b-44a9-83ee-cf940917aacd",
      "finTranTypeID": "DIVM",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "instrument": {
        "id": "b67dc6a1-0e28-4aab-a577-1fa4bfa3ca0c",
        "symbol": "VCIT",
        "name": "Interm-Tm Corp Bd Idx ETF Vanguard"
      },
      "dividend": {
        "type": "DIVM",
        "amountPerShare": 0.3189,
        "taxCode": "FULLY_TAXABLE"
      }
    }
  }
}
{
  "id": "event_34f2386d-344e-410d-80c8-e535517d146b",
  "type": "transactions.created",
  "timestamp": "2025-03-07T06:10:20.329851838Z",
  "payload": {
    "accountID": "49fb2813-1830-4a86-8b62-68d355740d64.1669930526756",
    "accountNo": "ABDJ006698",
    "userID": "49fb2813-1830-4a86-8b62-68d355740d64",
    "transaction": {
      "accountAmount": 0.01,
      "accountBalance": 6.44,
      "comment": "DWBDS February 2025 Interest",
      "finTranID": "MC.4d05020b-4a8c-4bc6-82cc-2260a376e4c6",
      "wlpFinTranTypeID": "58799c65-1526-4e5a-a724-5365b0b02397",
      "finTranTypeID": "INT",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0
    }
  }
}
{
  "id": "event_54976148-cb25-4570-aae4-8d6d06567eff",
  "type": "transactions.created",
  "timestamp": "2025-03-18T05:16:37.104554939Z",
  "payload": {
    "accountID": "d1230b5d-7d10-456f-83e6-e4fc69832067.1700480828404",
    "accountNo": "WIMI000022",
    "userID": "d1230b5d-7d10-456f-83e6-e4fc69832067",
    "transaction": {
      "accountAmount": 0.01,
      "accountBalance": 14.01,
      "comment": "Fully Paid Securities Lending Payment 02/2025",
      "finTranID": "MC.e9b2db64-9e4a-46da-bd3c-0c85086730de",
      "finTranTypeID": "SLIP",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0
    }
  }
}
{
  "id": "event_d418d52a-657b-46b9-99c4-5e497d8c22d5",
  "type": "transactions.created",
  "timestamp": "2025-04-04T05:12:37.878684443Z",
  "payload": {
    "accountID": "74u8bf37-e2cc-4339-a025-f3fd55621654.1741762727699",
    "accountNo": "SENG001151",
    "userID": "74u8bf37-e2cc-4339-a025-f3fd55621654",
    "transaction": {
      "accountAmount": 0,
      "accountBalance": 100.41,
      "comment": "Added 5.15935138 shares of HOPE (part of merger/acquisition of TBNK by HOPE)",
      "finTranID": "MD.437k4bd2-a08c-4c40-b26f-2f7701a8e920",
      "wlpFinTranTypeID": "38859565-b033-4a9b-8644-e3e291977085",
      "finTranTypeID": "MERGER_ACQUISITION",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "positionDelta": 5.15935138,
      "instrument": {
        "id": "7a638ef6-9790-45e2-998f-02ea8aeb50a1",
        "symbol": "HOPE",
        "name": "Hope Bancorp Inc"
      },
      "mergerAcquisition": {
        "type": "ADD_SHARES",
        "acquirer": {
          "id": "7a638ef6-9790-45e2-998f-02ea8aeb50a1",
          "symbol": "HOPE",
          "name": "Hope Bancorp Inc"
        },
        "acquiree": {
          "id": "0e6a1e93-7adc-4c75-bbd4-cd3abe46565d",
          "symbol": "TBNK",
          "name": "Territorial Bancorp Inc"
        }
      }
    }
  }
}
{
  "id": "event_13ac3f99-0bd4-4bf0-bdb5-dcecda39d2d6",
  "type": "transactions.created",
  "timestamp": "2025-04-02T10:35:56.779487598Z",
  "payload": {
    "accountID": "7d738fd1-28af-4648-a478-49de8c99ab2d.1742929679619",
    "accountNo": "ABCC000088",
    "userID": "7d738fd1-28af-4648-a478-49de8c99ab2d",
    "transaction": {
      "accountAmount": 0,
      "accountBalance": 33.55,
      "comment": "ACATS Stock Receive: 1.00000000 Shares of VOO @ 515.8",
      "finTranID": "MD.cc699dda-7fc0-4d08-826c-65484ba33ad7",
      "wlpFinTranTypeID": "2bed3933-7ee2-430f-aacf-308d39b5013a",
      "finTranTypeID": "STCK",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "positionDelta": 1,
      "instrument": {
        "id": "3a10d01c-d23b-40a7-82b2-9c0d62ef8ad6",
        "symbol": "VOO",
        "name": "S&P 500 Vanguard ETF"
      },
      "acats": {
        "type": "INCOMING",
        "brokerDTCNo": "0008",
        "ReferenceNo": "ACAT99850",
        "controlNo": "20250870039745"
      }
    }
  }
}
{
  "id": "event_f6a52395-2dbd-4a03-af48-2200a0614f0a",
  "type": "transactions.created",
  "timestamp": "2025-04-03T05:22:44.869628218Z",
  "payload": {
    "accountID": "35849165-460e-4397-882a-dc5ceb71da36.1667614087105",
    "accountNo": "SEIR000303",
    "userID": "35849165-460e-4397-882a-dc5ceb71da36",
    "transaction": {
      "accountAmount": -22.64,
      "accountBalance": 0,
      "comment": "ACATS Cash Deliver",
      "finTranID": "MD.e05a4f28-44ef-4265-a937-c4ba9639f30e",
      "wlpFinTranTypeID": "c2940ed6-3089-444a-aad4-dad5760e5106",
      "finTranTypeID": "ACATS_CASH",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "acats": {
        "type": "OUTGOING",
        "ReferenceNo": "ACAT98380",
        "controlNo": "20250910005859"
      }
    }
  }
}
{
  "id": "event_46938435-840a-4bf4-b050-0f1bc58be7e4",
  "type": "transactions.created",
  "timestamp": "2025-04-01T15:30:26.482901741Z",
  "payload": {
    "accountID": "0e139700-e089-44d1-9e69-f0c5e2a69753.1612759081312",
    "accountNo": "AIPM000159",
    "userID": "0e139700-e089-44d1-9e69-f0c5e2a69753",
    "transaction": {
      "accountAmount": 0,
      "accountBalance": 0,
      "comment": "XTRF : -1.00840973 CRM transferred to ABCD001102",
      "finTranID": "MD.f92c3ede-d4d8-4616-95e7-23f9c684dccd",
      "wlpFinTranTypeID": "b8392030-5d12-4edf-b99b-7d0dc26f2f60",
      "finTranTypeID": "XTRF",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0,
      "instrument": {
        "id": "4ee57a28-2fe7-4de5-8b59-a792b4abffad",
        "symbol": "CRM",
        "name": "Salesforce Inc"
      }
    }
  }
}
{
  "id": "event_ca633805-2d1a-45d7-ab76-b27e4f3df88d",
  "type": "transactions.created",
  "timestamp": "2025-04-01T15:30:26.321976947Z",
  "payload": {
    "accountID": "39f7399b-ac1a-4218-a530-a0b8da8d82b6.1742426680986",
    "accountNo": "TEDX001102",
    "userID": "39f7399b-ac1a-4218-a530-a0b8da8d82b6",
    "transaction": {
      "accountAmount": 4.31,
      "accountBalance": 4.31,
      "comment": "Assets Transfer [ACAT] - 4.31 is credited from ELPM000159.",
      "finTranID": "MD.d03dee94-d05e-4dd9-a257-3bfbebe74010",
      "wlpFinTranTypeID": "96d4fekd-09d5-4fa3-a380-05d3ec808dec",
      "finTranTypeID": "ACATS_CASH",
      "feeSec": 0,
      "feeTaf": 0,
      "feeBase": 0,
      "feeXtraShares": 0,
      "feeExchange": 0
    }
  }
}