# Accounts

529
\
string
\
Tax-advantaged college savings and prepaid tuition 529 plans (US)
\
401a
\
string
\
Employer-sponsored money-purchase 401(a) retirement plan (US)
\
401k
\
string
\
Standard 401(k) retirement account (US)
\
403B
\
string
\
403(b) retirement savings account for non-profits and schools (US)
\
457b
\
string
\
Tax-advantaged deferred-compensation 457(b) retirement plan for governments and non-profits (US)
\
brokerage
\
string
\
Standard brokerage account
\
cash isa
\
string
\
Individual Savings Account (ISA) that pays interest tax-free (UK)
\
crypto exchange
\
string
\
Standard cryptocurrency exchange account
\
education savings account
\
string
\
Tax-advantaged Coverdell Education Savings Account (ESA) (US)
\
fixed annuity
\
string
\
Fixed annuity
\
gic
\
string
\
Guaranteed Investment Certificate (Canada)
\
health reimbursement arrangement
\
string
\
Tax-advantaged Health Reimbursement Arrangement (HRA) benefit plan (US)
\
hsa
\
string
\
Non-cash tax-advantaged medical Health Savings Account (HSA) (US)
\
ira
\
string
\
Traditional Individual Retirement Account (IRA) (US)
\
isa
\
string
\
Non-cash Individual Savings Account (ISA) (UK)
\
keogh
\
string
\
Keogh self-employed retirement plan (US)
\
lif
\
string
\
Life Income Fund (LIF) retirement account (Canada)
\
life insurance
\
string
\
Life insurance account
\
lira
\
string
\
Locked-in Retirement Account (LIRA) (Canada)
\
lrif
\
string
\
Locked-in Retirement Income Fund (LRIF) (Canada)
\
lrsp
\
string
\
Locked-in Retirement Savings Plan (Canada)
\
mutual fund
\
string
\
Mutual fund account
\
non-custodial wallet
\
string
\
A cryptocurrency wallet where the user controls the private key
\
non-taxable brokerage account
\
string
\
A non-taxable brokerage account that is not covered by a more specific subtype
\
other
\
string
\
An account whose type could not be determined
\
other annuity
\
string
\
An annuity account not covered by other subtypes
\
other insurance
\
string
\
An insurance account not covered by other subtypes
\
pension
\
string
\
Standard pension account
\
prif
\
string
\
Prescribed Registered Retirement Income Fund (Canada)
\
profit sharing plan
\
string
\
Plan that gives employees share of company profits
\
qshr
\
string
\
Qualifying share account
\
rdsp
\
string
\
Registered Disability Savings Plan (RSDP) (Canada)
\
resp
\
string
\
Registered Education Savings Plan (Canada)
\
retirement
\
string
\
Retirement account not covered by other subtypes
\
rlif
\
string
\
Restricted Life Income Fund (RLIF) (Canada)
\
roth
\
string
\
Roth IRA (US)
\
roth 401k
\
string
\
Employer-sponsored Roth 401(k) plan (US)
\
rrif
\
string
\
Registered Retirement Income Fund (RRIF) (Canada)
\
rrsp
\
string
\
Registered Retirement Savings Plan (Canadian, similar to US 401(k))
\
sarsep
\
string
\
Salary Reduction Simplified Employee Pension Plan (SARSEP), discontinued retirement plan (US)
\
sep ira
\
string
\
Simplified Employee Pension IRA (SEP IRA), retirement plan for small businesses and self-employed (US)
\
simple ira
\
string
\
Savings Incentive Match Plan for Employees IRA, retirement plan for small businesses (US)
\
sipp
\
string
\
Self-Invested Personal Pension (SIPP) (UK)
\
stock plan
\
string
\
Standard stock plan account
\
tfsa
\
string
\
Tax-Free Savings Account (TFSA), a retirement plan similar to a Roth IRA (Canada)
\
thrift savings plan
\
string
\
Thrift Savings Plan, a retirement savings and investment plan for Federal employees and members of the uniformed services.
\
trust
\
string
\
Account representing funds or assets held by a trustee for the benefit of a beneficiary. Includes both revocable and irrevocable trusts.
\
ugma
\
string
\
'Uniform Gift to Minors Act' (brokerage account for minors, US)
\
utma
\
string
\
'Uniform Transfers to Minors Act' (brokerage account for minors, US)
\
variable annuity
\
string
\
Tax-deferred capital accumulation annuity contract


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