Asset

This API is for the Asset resource of the Advisor API on the wealth.com platform. It allows connected systems to programmatically add, update and delete client assets. This can save clients time and not have them duplicate the effort of managing assets on multiple platforms.

You may also send your own identifier for each asset using the external_id field, so you can correlate assets in your system with the assets stored in wealth.com.

Note: If your API user is set up to have access to multiple advisors, you will need to provide advisor_id and team_id as query parameters on all asset requests.

GETadvisor-api.wealth.com/v1/clients/{wid}/assets

List Assets

Returns all assets for specified client. Client is identified by the wid path parameter.

Request

GET

advisor-api.wealth.com/v1/clients/{wid}/assets

  curl --location --request GET 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/assets' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

List Assets Response Object

Returns an array of asset objects for the client. Every asset object includes the common properties listed below; some asset types include additional properties (see Type-specific Properties ).

Name
id
Type
string (Max 255)
Description
Wealth.com unique identifier for the asset.
Name
external_id
Type
string (Max 255), optional
Description
Your integration's identifier for the asset, if it was provided when the asset was created or updated.
Name
name
Type
string (Max 255)
Description
The name of the asset.
Name
asset_type
Type
string enum
Description
Wealth.com asset type. One of Asset Types .
Name
estimated_value
Type
number
Description
Wealth.com asset estimated value, in USD.
Name
as_of_date
Type
date (ISO 8601)
Description
The date the asset was last updated.
Name
description
Type
string (Max 255), optional
Description
The description of the asset.
Name
description_for_estate
Type
string (Max 800), optional
Description
Free-form note attached to the asset for estate planning purposes.
Name
primary_asset_category
Type
string enum, optional
Description
High-level category for the asset. One of Primary Asset Categories .
Name
purchase_cost
Type
number, optional
Description
Original purchase cost of the asset.
Name
location
Type
string (Max 255), optional
Description
Free-form text describing where the asset is located.
Name
liquidity
Type
string enum, optional
Description
Whether the asset is liquid or illiquid. One of Liquidity .
Name
holdings
Type
object, optional
Description
Asset class breakdown for the asset. See Holdings .
Name
ownership
Type
object, optional
Description
Ownership composition for the asset. See Ownership .
Name
beneficiaries
Type
object, optional
Description
Beneficiary composition for the asset. See Beneficiaries .

Response

[{
   "id": "BywaJOaAIkOnJhp35u0qvA",
   "external_id": "asset-primary-home-01",
   "name": "Primary home",
   "asset_type": "RealEstate",
   "as_of_date": "2026-02-16T12:32:39+00:00",
   "primary_asset_category": "RealEstate",
   "liquidity": "Illiquid",
   "street_address": "444 Washington Street",
   "city": "San Francisco",
   "state": "California",
   "country_code": "US",
   "zip_code": "94111",
   "use_estimation_by_zillow": true
},
{
   "id": "cJCCwvkuGkSvcVQQgA0DJg",
   "name": "Family savings",
   "asset_type": "Saving",
   "estimated_value": 100000,
   "as_of_date": "2026-03-27T20:18:18+00:00",
   "primary_asset_category": "Cash",
   "liquidity": "Liquid"
},
{
   "id": "Gq4eMC2W70qsoPJa2aLPtw",
   "external_id": "asset-brokerage-01",
   "name": "Joint brokerage account",
   "asset_type": "Brokerage",
   "estimated_value": 123456,
   "as_of_date": "2026-04-22T19:07:47+00:00",
   "description": "Joint taxable brokerage",
   "primary_asset_category": "Investment",
   "purchase_cost": 100,
   "location": "Earth",
   "holdings": {
       "majorAssetClasses": [{
           "majorClass": "PublicEquity",
           "assetClasses": [
               {"minorAssetClass": "USEquity", "value": 80000},
               {"minorAssetClass": "NonUSEquity", "value": 43456}
           ]
       }]
   },
   "ownership": {
       "shareType": "Percentage",
       "version": "V2",
       "ownershipType": "Joint",
       "owners": [{
           "id": "contact-jane-doe-01|contact-john-doe-01",
           "type": "Joint",
           "percentage": 100,
           "subOwners": [
               {"id": "contact-jane-doe-01", "type": "Individual"},
               {"id": "contact-john-doe-01", "type": "Individual"}
           ]
       }]
   }
}]

GETadvisor-api.wealth.com/v1/clients/{wid}/assets/{asset_id}

Get Asset

The GET asset call expects an asset id to be passed on the URL. The asset id is unique to each asset.

Request

GET

advisor-api.wealth.com/v1/clients/{wid}/assets/{asset_id}

  curl --location --request GET 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/assets/BywaJOaAIkOnJhp35u0qvA' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

Get Asset Response Object

Same as the single response object from the List Assets call.

POSTadvisor-api.wealth.com/v1/clients/{wid}/assets

Add Asset

The Asset Request Object contains all the information about your client's asset(s). The request body holds an assets array; each entry has the common properties listed below, plus any additional properties for its asset type (see Type-specific Properties ).

asset_type must be one of the values listed in Asset Types .

Add Asset Request Object

Name
assets
Type
array of objects
Description
Array of asset objects to create. Required.
Name
asset_type
Type
string enum
Description
Type of an asset. One of Asset Types . Required.
Name
name
Type
string (Max 255)
Description
The name of the asset. Required.
Name
external_id
Type
string (Max 255), optional
Description
Your integration's identifier for the asset. Stored on the asset and returned by GET calls; cannot be changed once set.
Name
description
Type
string (Max 255), optional
Description
The description of the asset.
Name
description_for_estate
Type
string (Max 800), optional
Description
Free-form note attached to the asset for estate planning purposes.
Name
estimated_value
Type
number, optional
Description
Asset estimated value in USD.
Name
as_of_date
Type
date (ISO 8601), optional
Description
The date for which asset information is relevant.
Name
purchase_cost
Type
number, optional
Description
Original purchase cost of the asset.
Name
location
Type
string (Max 255), optional
Description
Free-form text describing where the asset is located.
Name
primary_asset_category
Type
string enum, optional
Description
High-level category for the asset. One of Primary Asset Categories .
Name
liquidity
Type
string enum, optional
Description
Whether the asset is liquid or illiquid. One of Liquidity .
Name
holdings
Type
object, optional
Description
Asset class breakdown for the asset. See Holdings .
Name
ownership
Type
object, optional
Description
Ownership composition for the asset. See Ownership .
Name
beneficiaries
Type
object, optional
Description
Beneficiary composition for the asset. See Beneficiaries .

Asset Request

POST

advisor-api.wealth.com/v1/clients/{wid}/assets

  curl --location 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/assets' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx' \
    --data '{
  "assets": [
      {
        "asset_type": "Brokerage",
        "external_id": "asset-brokerage-01",
        "name": "Joint brokerage account",
        "description": "Joint taxable brokerage",
        "estimated_value": 123456,
        "as_of_date": "2026-04-22T11:31:42Z",
        "purchase_cost": 100,
        "location": "Earth",
        "ownership": {
          "shareType": "Percentage",
          "version": "V2",
          "ownershipType": "Joint",
          "owners": [{
            "id": "contact-jane-doe-01|contact-john-doe-01",
            "type": "Joint",
            "percentage": 100,
            "subOwners": [
              {"id": "contact-jane-doe-01", "type": "Individual"},
              {"id": "contact-john-doe-01", "type": "Individual"}
            ]
          }]
        }
      },
      {
        "asset_type": "Cash",
        "external_id": "asset-cash-01",
        "name": "Cash on hand",
        "estimated_value": 49345,
        "as_of_date": "2026-04-22T11:31:42Z",
        "quantity": 100500,
        "currency_code": "GBP"
      },
      {
        "asset_type": "Cryptocurrency",
        "external_id": "asset-crypto-wallet-01",
        "name": "BTC wallet",
        "estimated_value": 18000,
        "as_of_date": "2026-04-22T11:31:42Z",
        "purchase_cost": 12000,
        "slug": "bitcoin",
        "symbol": "BTC",
        "cryptocurrency_name": "Bitcoin",
        "wallet_address": "bc1qxy2kgdygjrsqtzq2n0yrf2493p83kkfjhx0wlh"
      },
      {
        "asset_type": "Vehicle",
        "external_id": "asset-vehicle-01",
        "name": "BMW 5 series",
        "estimated_value": 25000,
        "purchase_cost": 24000,
        "vehicle_category": "Car",
        "vin": "WBAJB1C50JB084123",
        "model_name": "5 series",
        "manufacturer": "BMW",
        "model_year": 2017,
        "color": "black",
        "registered_state": "AZ",
        "license_plate": "49438AZ44"
      },
      {
        "asset_type": "ExecutiveCompensation",
        "external_id": "asset-executive-comp-01",
        "name": "RSU grant 2024",
        "estimated_value": 88000,
        "as_of_date": "2026-04-22T00:00:00Z",
        "fmv_at_vest": 45.25,
        "vesting_date": "2027-06-01",
        "grant_date": "2024-06-01",
        "grant_type": "RSU",
        "custodian": "Fidelity",
        "quantity": "1200",
        "cost_basis_share_value": 18.5,
        "current_market_value": 54000,
        "strike_price": 14.75
      },
      {
        "asset_type": "RealEstate",
        "external_id": "asset-real-estate-01",
        "name": "Primary home",
        "purchase_cost": 120000,
        "purchase_date": "2020-12-18T11:31:42Z",
        "category": "House",
        "street_address": "3431 W Darien Way",
        "city": "Phoenix",
        "state": "AZ",
        "zip_code": "85086",
        "country_code": "US",
        "use_estimation_by_zillow": true
      }
  ]
}'

Add Asset Response Object

The response contains a results array with one entry per asset in the request, in the same order as the request. Each entry is either a successful create (with id, name, asset_type) or an error (with error).

Name
results
Type
array of objects
Description
Array of per-asset results for the create request.
Name
id
Type
string (Max 255)
Description
Wealth.com unique identifier for the created asset (success entries only).
Name
name
Type
string (Max 255)
Description
Asset name (success entries only).
Name
asset_type
Type
string enum
Description
Wealth.com asset type - one of Asset Types (success entries only).
Name
error
Type
string
Description
Error message for an asset that could not be created (failure entries only).

Asset Response

{
  "results": [
    {
      "id": "w9hlz2o29Emr3tOoUv7VXQ",
      "name": "Joint brokerage account",
      "asset_type": "Brokerage"
    },
    {
      "id": "80k8lIcN6EegPl35NVrPmg",
      "name": "Cash on hand",
      "asset_type": "Cash"
    },
    {
      "id": "24tzB0Z9e0uZR9LXNbOUzA",
      "name": "BTC wallet",
      "asset_type": "Cryptocurrency"
    },
    {
      "id": "Rd1aQ9hYpEiV4EwsT03Egw",
      "name": "BMW 5 series",
      "asset_type": "Vehicle"
    },
    {
      "id": "qtXxqhTbREaR9Uk0BwG3yQ",
      "name": "RSU grant 2024",
      "asset_type": "ExecutiveCompensation"
    },
    {
      "id": "nsW7p4f0WUuJ2C0L8t6qPg",
      "name": "Primary home",
      "asset_type": "RealEstate"
    }
  ]
}

PUTadvisor-api.wealth.com/v1/clients/{wid}/assets/{asset_id}

Update Asset

The Update Asset Request Object has the same shape as a single entry in the Add Asset request body (no assets array wrapper). Path parameter asset_id is required to identify the asset to be updated.

Update rules:

asset_type must match the existing asset type and cannot be changed. A mismatch returns 422 with Asset type cannot be changed - should be {existing_type}.
external_id cannot be changed once set. Attempting to change it returns 422 with Changing externalId is not allowed.
name and asset_type are required on the request body, just like on create.

A successful update returns the full updated asset object (same shape as a single item from the List Assets response).

Update Asset Request

PUT

advisor-api.wealth.com/v1/clients/{wid}/assets/{asset_id}

  curl --location --request PUT 'https://advisor-api.wealth.com/v1/clients/bb5a8089-ce61-490c-bb42-fb64f56758fd/assets/t9qU544PHUK7BVDuB6gOcA' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx' \
    --data '
      {
        "name": "Aventis Metaverse position",
        "asset_type": "Cryptocurrency",
        "estimated_value": 200,
        "as_of_date": "2026-04-21T01:00:22+00:00",
        "primary_asset_category": "Investment",
        "purchase_cost": 986433,
        "cryptocurrency_name": "Aventis Metaverse",
        "quantity": 100499,
        "slug": "aventis-metaverse",
        "symbol": "AVTM"
      }
    '

Update Asset Response Object

The response is the full updated asset object (same shape as a single item from the List Assets response).

DELETEadvisor-api.wealth.com/v1/clients/{wid}/assets/{asset_id}

Delete Asset

The DELETE asset call expects an asset and client identifier to be passed as path parameters.

Request

DELETE

advisor-api.wealth.com/v1/clients/{wid}/assets/{asset_id}

  curl --location --request DELETE 'https://advisor-api.wealth.com/v1/clients/bb5a8089-ce61-490c-bb42-fb64f56758fd/assets/Ni6yS0sgJ0eCLlK5TZyAuQ' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

Delete Asset Response

Upon successful deletion the API returns HTTP status code 200 with {"message": "Asset deleted"}.

If the specified asset does not exist for the client, the API returns 404 with {"message": "Asset not found"}.

Type-specific Properties

In addition to the common properties described above, certain asset_type values accept extra fields. Send these fields as siblings of the common fields on the same asset object (do not nest them); the same fields are returned at the top level of the asset object on GET calls.

All asset types not covered by a subsection below accept only the common properties — no additional type-specific fields apply.

Cash

Name
quantity
Type
number, optional
Description
Amount held in the cash position, expressed in currency_code.
Name
currency_code
Type
string (2-10), optional
Description
ISO currency code for the cash position (e.g. USD, GBP).

Cryptocurrency

Name
slug
Type
string (Max 255), optional
Description
Wealth.com slug for the cryptocurrency (e.g. bitcoin).
Name
symbol
Type
string (Max 255), optional
Description
Cryptocurrency ticker symbol (e.g. BTC).
Name
cryptocurrency_name
Type
string (Max 255), optional
Description
Display name for the cryptocurrency.
Name
cryptocurrency_description
Type
string (Max 5000), optional
Description
Optional descriptive text for the position.
Name
quantity
Type
number, optional
Description
Quantity of the cryptocurrency held.
Name
wallet_address
Type
string (Max 255), optional
Description
Public wallet address for the position. When wallet_address is provided and quantity is omitted, balances are tracked from the wallet address.

Insurance, OtherInsurance, AnnuityInsurance

The same fields apply to all three types.

Name
insured_benefit
Type
number, optional
Description
Insured benefit amount in USD.
Name
expiration_date
Type
date (ISO 8601), optional
Description
The expiration date of the insurance policy.

CreditCard

Name
current_balance
Type
number, optional
Description
Current balance owed on the credit card.
Name
available_credit
Type
number, optional
Description
Available credit on the credit card.

Loan, SecuredLoans, UnsecuredLoans, IntraFamilyLoan, Mortgage

The same fields apply to all five types.

Name
principal_balance
Type
number, optional
Description
Outstanding principal balance on the loan.
Name
original_loan_amount
Type
number, optional
Description
Original amount of the loan when it was originated.

Vehicle

Name
vehicle_category
Type
string enum, optional
Description
Vehicle category. One of Vehicle Categories .
Name
vin
Type
string (Max 255), optional
Description
Vehicle identification number.
Name
model_name
Type
string (Max 255), optional
Description
Model name of the vehicle.
Name
manufacturer
Type
string (Max 255), optional
Description
Manufacturer of the vehicle.
Name
model_year
Type
number, optional
Description
Model year of the vehicle.
Name
classification_name
Type
string (Max 255), optional
Description
Classification name of the vehicle (e.g. saloon).
Name
color
Type
string (Max 255), optional
Description
Vehicle color.
Name
registered_state
Type
string (Max 255), optional
Description
State the vehicle is registered in.
Name
license_plate
Type
string (Max 255), optional
Description
License plate of the vehicle.

PersonalInventory

Name
category
Type
string enum, optional
Description
Personal inventory category. One of Personal Inventory Categories .

ExecutiveCompensation

Name
grant_type
Type
string enum, optional
Description
Type of grant. One of Executive Compensation Grant Types .
Name
grant_date
Type
date (ISO 8601), optional
Description
Date the grant was issued.
Name
vesting_date
Type
date (ISO 8601), optional
Description
Date the grant vests.
Name
custodian
Type
string (Max 255), optional
Description
Name of the custodian holding the grant.
Name
quantity
Type
string (Max 255), optional
Description
Number of shares/units in the grant.
Name
cost_basis_share_value
Type
number, optional
Description
Cost basis per share/unit.
Name
current_market_value
Type
number, optional
Description
Current market value of the grant.
Name
fmv_at_vest
Type
number, optional
Description
Fair market value per share/unit at vest.
Name
strike_price
Type
number, optional
Description
Strike price of the grant (for option-based grants).

StorageFacility

Name
facility_name
Type
string (Max 255), optional
Description
Name of the storage facility.
Name
unit_number
Type
string (Max 255), optional
Description
Storage unit number.
Name
payment_amount
Type
number, optional
Description
Amount of recurring payment.
Name
frequency
Type
string (Max 255), optional
Description
Payment frequency (e.g. Monthly).

StockCertificate

Name
company
Type
string (Max 255), optional
Description
Issuing company name.
Name
symbol
Type
string (Max 255), optional
Description
Ticker symbol.
Name
isin
Type
string (Max 255), optional
Description
International Securities Identification Number.
Name
cusip
Type
string (Max 255), optional
Description
CUSIP identifier.
Name
sedol
Type
string (Max 255), optional
Description
SEDOL identifier.
Name
quantity
Type
number, optional
Description
Number of shares represented by the certificate.
Name
date_issued
Type
date (ISO 8601), optional
Description
Date the certificate was issued.

PreciousMetal

Name
quantity
Type
number, optional
Description
Quantity of metal held, in weight_unit units.
Name
symbol
Type
string enum, optional
Description
Metal symbol. One of Precious Metal Symbols .
Name
weight_unit
Type
string enum, optional
Description
Unit used for quantity. One of Precious Metal Weight Units .

RealEstate

Name
street_address
Type
string (Max 255), optional
Description
The first line of an address.
Name
street_address2
Type
string (Max 255), optional
Description
The second line of an address.
Name
city
Type
string (Max 255), optional
Description
The city of the address.
Name
state
Type
string (Max 255), optional
Description
The state name (or abbreviation) of the address.
Name
zip_code
Type
string (Max 255), optional
Description
The zip code of the address.
Name
country_code
Type
string (Max 255), optional
Description
Country code of the address (e.g. US).
Name
neighborhood
Type
string (Max 255), optional
Description
The neighborhood of the property.
Name
purchase_date
Type
date (ISO 8601), optional
Description
The date the property was purchased.
Name
category
Type
string enum, optional
Description
Real estate category. One of Real Estate Categories .
Name
use_estimation_by_zillow
Type
boolean, optional
Description
Set to true to have the estimated value provided and updated by Zillow.

Holdings

holdings describes the asset class breakdown for the asset. majorClass and minorAssetClass accept the values from the default Wealth.com taxonomy listed under Major and Minor Asset Classes . Firms with a custom asset-class taxonomy may use their own string identifiers instead.

Name
majorAssetClasses
Type
array of objects
Description
Major asset class buckets. Each entry has a majorClass and an assetClasses array of minor asset classes. Required.

Each element of majorAssetClasses (MajorAssetClass):

Name
majorClass
Type
string
Description
Major asset class identifier. One of Major and Minor Asset Classes (or your firm's custom identifier). Required.
Name
assetClasses
Type
array of objects
Description
Minor asset class entries. Required.

Each element of assetClasses (MinorAssetClass):

Name
minorAssetClass
Type
string
Description
Minor asset class identifier. One of the minor classes for the parent majorClass listed in Major and Minor Asset Classes (or your firm's custom identifier). Required.
Name
value
Type
number
Description
Value held within this minor asset class, in USD. Required.
Name
externalId
Type
string, optional
Description
Your integration's identifier for the minor asset class entry.

Ownership

ownership (OwnershipComposition) describes who owns the asset and in what shares. id values inside owners (and inside subOwners, separatePropertyOf and separatePropertyOwners) must reference the external_id of an existing contact for the same client.

Name
shareType
Type
string enum
Description
Whether shares are expressed as a Percentage or a Fraction. Required.
Name
version
Type
string enum
Description
Schema version. One of V1, V2. Required.
Name
ownershipType
Type
string enum, optional
Description
Joint or NotJoint.
Name
owners
Type
array of objects
Description
Ownership entries (Owner objects). Required.

Each Owner:

Name
id
Type
string
Description
external_id of the contact (for Joint owners, the API returns a composite identifier built from the joint contacts' external_ids separated by |). Required.
Name
type
Type
string enum
Description
One of Individual, Joint, Trust, Entity. Required.
Name
percentage
Type
number, optional
Description
Ownership percentage (used when shareType is Percentage).
Name
fraction
Type
object, optional
Description
Ownership fraction (used when shareType is Fraction). See Fraction .
Name
subOwners
Type
array of objects, optional
Description
Required when type is Joint. Each entry references an existing contact by external_id with a type of Individual, Trust, or Entity.
Name
note
Type
string (Max 5000), optional
Description
Free-form note attached to the owner.
Name
noteDate
Type
date (ISO 8601), optional
Description
Date attached to the note.
Name
isCommunityProperty
Type
boolean, optional
Description
Whether the owner's share is community property.
Name
separatePropertyOf
Type
string, optional
Description
external_id of the contact who owns this share as separate property.
Name
separatePropertyOwners
Type
array of strings, optional
Description
external_id values of contacts who together own this share as separate property.

Beneficiaries

beneficiaries (BeneficiaryComposition) describes the beneficiaries of the asset. As with ownership, id values reference existing contacts by external_id. Beneficiary contacts must have a contact type of Individual, Trust, Entity, or Charity.

Name
primaryBeneficiaries
Type
array of objects
Description
Primary beneficiaries (PrimaryBeneficiary objects). Required.
Name
secondaryBeneficiaries
Type
array of objects, optional
Description
Secondary beneficiaries (Beneficiary objects).
Name
version
Type
string enum
Description
Schema version. One of V1, V2. Required.
Name
shareType
Type
string enum
Description
Whether shares are expressed as a Percentage or a Fraction. Required.
Name
contingentCondition
Type
string enum, optional
Description
One of AllPrimaryBeneficiaries, SpecificPrimaryBeneficiary, PerStirpes.
Name
note
Type
string (Max 5000), optional
Description
Free-form note attached to the composition.
Name
noteDate
Type
date (ISO 8601), optional
Description
Date attached to the note.

Each Beneficiary:

Name
id
Type
string
Description
external_id of the contact. Required.
Name
percentage
Type
number, optional
Description
Share expressed as a percentage (used when shareType is Percentage).
Name
fraction
Type
object, optional
Description
Share expressed as a fraction (used when shareType is Fraction). See Fraction .
Name
note
Type
string (Max 5000), optional
Description
Free-form note attached to the beneficiary.
Name
noteDate
Type
date (ISO 8601), optional
Description
Date attached to the note.

PrimaryBeneficiary extends Beneficiary with:

Name
contingentBeneficiaries
Type
array of objects, optional
Description
Beneficiary objects that inherit if the primary beneficiary cannot.

Fraction

Name
numerator
Type
number
Description
Numerator. Required.
Name
denominator
Type
number
Description
Denominator. Required.

Asset Types

The Advisor API recognizes the asset types listed below. Every type can be created and updated via this API and can also be returned by GET calls.


Advisory	HSAFSA	Retirement457Plan
AnnuityInsurance	Insurance	RetirementDBP
Brokerage	IntraFamilyLoan	RetirementRolloverIRA
Cash	IRA	RetirementRoth401K
CashAccount	Loan	RetirementSEPIRA
CertificateOfDeposit	MoneyMarket	RetirementSimpleIRA
Checking	Mortgage	Reward
CloselyHeldInvestment	OtherAlternativeInvestment	RoboAdvisor
CreditCard	OtherAsset	RothIRA
Crowdfunding	OtherInsurance	SafetyDepositBox
Cryptocurrency	OtherInvestment	Saving
DerivativesAndNotes	OtherLiability	SecuredLoans
Education529	OtherRetirement	StockCertificate
EducationCustodial	PersonalInventory	StockOption
ESA	PreciousMetal	StorageFacility
Escrow	PrivateEquity	Trust
Estate	PublicEquity	UGMA
ExecutiveCompensation	RealEstate	UnsecuredLoans
FixedIncome	RealEstateInvestment	UTMA
HedgeFund	Retirement401K	Vehicle
HightYieldSavings	Retirement403b	VentureCapital

Major and Minor Asset Classes

The default Wealth.com taxonomy used inside holdings. Each minor asset class belongs to the major asset class shown to its left. Firms with a custom asset-class taxonomy may send their own string identifiers for majorClass and minorAssetClass instead of these values.

Major Asset Class	Minor Asset Class
CashDepositsMoneyMarketFunds	Cash
	DepositsMoneyMarketFunds
FixedIncome	InvestmentGradeFixedIncome
	HybridFixedIncome
	OtherFixedIncome
PublicEquity	USEquity
	NonUSEquity
	GlobalEquity
	IncomeOrientedEquity
	OtherEquity
AlternativeInvestments	PrivateEquity
	HedgeFunds
	RealEstate
	Commodities
	VentureCapital
	PersonalRealEstate
	Other
OtherInvestments	AssetAllocation
	Miscellaneous
Liabilities	CreditCard
	Loan
	IntraFamilyLoan
	OtherLiability
	ResidentialMortgages
	SecurityBasedLoans
	StructuredLoans

Real Estate Categories


House
Commercial
Timeshare
Land
Other

Vehicle Categories


Car
Boat
Airplane
Motorcycle
RVTrailer
Other

Personal Inventory Categories


Artwork
Devices
Equipment
HouseholdGoods
Jewelry
NFT
Other

Executive Compensation Grant Types


RSU
ISO
NSO
ESPP
PerformanceShares

Precious Metal Symbols

Symbol	Metal
XAU	Gold
XAG	Silver
XPT	Platinum
XPD	Palladium
XCU	Copper
XRH	Rhodium
RUTH	Ruthenium
ALU	Aluminum
NI	Nickel
ZNC	Zinc
TIN	Tin

Precious Metal Weight Units


oz
g
kg

Primary Asset Categories


Cash
Investment
Retirement
Education
AlternativeInvestments
RealEstate
OtherProperty
Insurance
Liability

Liquidity


Liquid
Illiquid

Errors

In addition to the per-result error returned by Add Asset (one entry per asset, allowing partial success), the asset endpoints can return the following HTTP status codes with a {"message": "..."} body:

Code	When	Example message
`400`	`asset_type` is not a recognized value (see Asset Types ).	`Unsupported asset type: NotARealAssetType`
`400`	`ownership` references a contact `external_id` that does not exist.	`ownership.owners[0].id references non-existing contact card: contact-123`
`400`	`beneficiaries` references a contact whose type is not allowed for beneficiaries.	`beneficiaries.primaryBeneficiaries[0].id references unsupported beneficiary contact card type Joint: contact-456`
`400`	Required path parameters or fields are missing.	`Bad request - missing one of the required asset parameters`
`403`	The caller does not have access to the targeted client.	`Forbidden`
`404`	The asset cannot be found for the targeted client.	`Asset not found`
`422`	`asset_type` does not match the existing asset on `PUT`.	`Asset type cannot be changed - should be Cryptocurrency`
`422`	`external_id` is being changed on `PUT`.	`Changing externalId is not allowed`
`500`	Unexpected server-side error.	`Internal server error`