Available Values

This section provides the allowed values for API fields.

Account Status

Value	Description
Closed	Account is no longer active.
Open	Account is open.
Rejected	Account submission has been rejected.
Submitted	Account information has been submitted and is awaiting account opening.

Affiliated Entity

Value	Description
STNX	StoneX Financial Inc.
INFA	INTL Fillmore Advisors LLC
SSWM	SA Stone Wealth Management Inc.
SSIA	SA Stone Investment Advisors Inc.

Annual Income

Value	Description
A	$0 to $49,999
B	$50,000 to $99,999
C	$100,000 to $199,999
D	$200,000 to $499,999
E	$500,000 to $999,999
F	$1,000,000 to $2,499,999
G	More than $2,500,000

Associated Party Roles

Value	Description
Secondary	Secondary account owner
Associate	Associated account owner

Blacklisted Countries

Value	Description
AF	Afghanistan
BM	Burma
BO	Belarus
BY	Burundi
CB	Cambodia (Kampuchea)
CT	Central African Republic
CG	Congo (Kinshasa)
CF	Congo (Brazzaville)
CD	Congo, The Democratic Republic
CU	Cuba
LY	Libya
PU	Guinea - Bissau
IR	Iran
IZ	Iraq
KN	Korea, Democratic People's Republic of (North)
MM	Myanmar
SO	Somalia
OD	South Sudan
SU	Sudan
SY	Syria
WI	Western Sahara
YM	Yemen (Aden)
ZI	Zimbabwe

Business Classification

Value	Description
SCorp	S-Corporation
CCorp	C-Corporation
LimitedPartnership	Limited Partnership
GeneralPartnership	General Partnership

Canadian Provinces

Value	Description
AB	Alberta
BC	British Columbia
MB	Manitoba
NB	New Brunswick
NL	Newfoundland and Labrador
NS	Nova Scotia
NT	Northwest Territories
NU	Nunavut(formerly Labrador)
ON	Ontario
PE	Prince Edward Island
QC	Quebec
SK	Saskatchewan
YT	Yukon

C.A.I.S. Customer Type

Value	Description
Accredited	Customer is an accredited investor but the industry member.
Advisor	Customer is affiliated with a US-registered investment advisor.
BrokerDealer	US registered broker-dealer
CP	Customer is an officer, director, or owns 10 percent or more shares of a public company.
Employee	Customer is an employee of associated person of the industry member
Foreign	Customer is a natural person or legal entity that does not have a US tax identifier
OtherBroker	Customer is affiliated with a US-registered broker other than the industry member.
RegisteredInvestmentCompany	Customer is a Registered investment company
Trust	Customer is Trust
NotApplicable	Customer is not defined by any of the other available CAIS Customer types.

C.A.I.S. Account Type

Value	Description
Institution	Customer's account type is institution.
Margin	Customer's account type is margin.
Option	Customer's account type is option.
Other	Customer's account type is other.
Retirement	Customer's account type is retirement.
UGMA	Customer's account type is UGMA.
UTMA	Customer's account type is UTMA.
DVP/RVP	Customer's account type is DVP/RVP.

C.A.I.S. Role

Value	Description
AUTH	Customer' role is AUTH.
A3RD	Customer' role is A3RD.
NHLD	Customer' role is NHLD.
THLD	Customer' role is THLD.

CAT Account Identifier

Name	Description
Employee	An employee or associated person of an Industry Member
Foreign	A non-broker-dealer foreign affiliate or non-reporting foreign broker-dealer
Individual	An account that does not meet the definition of FINRA Rule 4512(c) and is also not a proprietary account.
Institutional	An institutional account as defined in FINRA Rule 4512(c)

Countries

Countries that are struck through appear on the OFAC Sanctions List and will not be accepted by the API

Value	Country/Territory	Value	Country/Territory	Value	Country/Territory
AF	AFGHANISTAN	GG	GEORGIA	NI	NIGERIA
AL	ALBANIA	GM	GERMANY	NE	NIUE
AG	ALGERIA	GH	GHANA	NF	NORFOLK ISLAND
AQ	AMERICAN SAMOA	GI	GIBRALTAR	CQ	NORTHERN MARIANA ISLANDS
AN	ANDORRA	GO	GLORIOSO ISLANDS	NO	NORWAY
AO	ANGOLA	GR	GREECE	MU	OMAN
AV	ANGUILLA	GL	GREENLAND	PK	PAKISTAN
AY	ANTARCTICA	GJ	GRENADA (SOUTHERN GRENADINES)	LQ	PALMYRA ATOLL
AC	ANTIGUA AND BARBUDA	GP	GUADELOUPE	PM	PANAMA
AR	ARGENTINA	GQ	GUAM	PP	PAPUA NEW GUINEA
AM	ARMENIA	GT	GUATEMALA	PA	PARAGUAY
AA	ARUBA	GK	GUERNSEY	PE	PERU
AS	AUSTRALIA	GV	GUINEA	RP	PHILIPPINES
AU	AUSTRIA	PU	GUINEA - BISSAU	PC	PITCAIRN ISLANDS
AJ	AZERBAIJAN	GY	GUYANA	PL	POLAND
BF	BAHAMAS/ELEUTHERA ISLAND	HA	HAITI	PT	PORTUGAL
BA	BAHRAIN	HM	HEARD AND MCDONALD ISLANDS	PO	PORTUGAL - AZORES
FQ	BAKER ISLAND	VT	HOLY SEE	QA	QATAR
BG	BANGLADESH	HO	HONDURAS	PS	REPUBLIC OF PALAU
BB	BARBADOS	HK	HONG KONG	RE	REUNION
BS	Bassas Da India	HQ	HOWLAND ISLAND	RO	ROMANIA
BO	Belarus	HU	HUNGARY	RS	RUSSIA
BE	BELGIUM	IC	ICELAND	RW	RWANDA
BH	BELIZE	IN	INDIA	SM	SAN MARINO
BN	BENIN (DAHOMEY)	ID	INDONESIA	TP	SAO TOME AND PRINCIPE
BD	BERMUDA	IR	IRAN	SA	SAUDI ARABIA
BT	BHUTAN	IZ	IRAQ	SG	SENEGAL
BL	BOLIVIA	EI	REPUBLIC OF IRELAND (EIRE)	RI	SERBIA
BK	BOSNIA-HERZEGOVINA	IM	ISLE OF MAN	SE	SEYCHELLES
BC	BOTSWANA	IS	ISRAEL	SL	SIERRA LEONE
BV	BOUVET ISLAND	IT	ITALY	SN	SINGAPORE
BR	BRAZIL	JM	JAMAICA	NN	SINT MAARTEN
IO	BRITISH INDIAN OCEAN TERRITORY	JN	JAN MAYEN	LO	SLOVAKIA
BX	BRUNEI	JA	JAPAN/RYUKYU ISLANDS	SI	SLOVENIA
BU	BULGARIA	DQ	JARVIS ISLANDS	BP	SOLOMON ISLANDS
UV	BURKINA FASO (UPPER VOLTA)	JE	JERSEY	SO	SOMALIA
BM	BURMA	JQ	JOHNSTON ATOLL	SF	SOUTH AFRICA
BY	BURUNDI	JO	JORDAN	SX	SOUTH GEORGIA & SOUTH SANDWICH ISLANDS
CB	CAMBODIA (KAMPUCHEA)	JU	JUAN DE NOVA ISLAND	OD	SOUTH SUDAN
CM	CAMEROON	KZ	KAZAKHSTAN	SP	SPAIN/BALEARIC ISLANDS/CANARY ISLA
CA	CANADA	KE	KENYA	CE	SRI LANKA
CV	CAPE VERDE	KQ	KINGMAN REEF	SH	ST. HELENA
CJ	CAYMAN ISLANDS	KR	KIRIBATI	SC	ST. KITTS (ST. CHRISTOPHER & NEVIS)
CT	CENTRAL AFRICAN REPUBLIC	KN	NORTH KOREA	ST	ST. LUCIA
CD	CHAD	KS	SOUTH KOREA	RN	ST. MARTIN
CI	CHILE	KV	KOSOVO	SB	ST. PIERRE AND MIQUELON
CH	CHINA, PEOPLES REPUBLIC (INNER MONGOLIA, TIBET, MA)	KU	KUWAIT	VC	ST. VINCENT / N GRENADINES / WINWARD ISLAND
KT	CHRISTMAS ISLAND (INDIAN)	KG	KYRGYZSTAN	SU	SUDAN
CK	COCOS (KEELING) ISLANDS	LA	LAOS	NS	SURINAME
CO	COLOMBIA	LG	LATVIA	SV	SVALBARD (SPITSBERGEN)
CN	COMOROS	LE	LEBANON	WZ	SWAZILAND
CG	CONGO (KINSHASA)	LT	LESOTHO	SW	SWEDEN
CF	CONGO (BRAZZAVILLE)	LI	LIBERIA	SZ	SWITZERLAND
CD	CONGO, The Democratic Republic	LY	LIBYA	SY	SYRIA
CW	COOK ISLANDS	LS	LIECHTENSTEIN	TW	TAIWAN
VP	CORSICA	LH	LITHUANIA	TI	TAJIKISTAN
CS	COSTA RICA	LU	LUXEMBOURG	TZ	UNITED REPUBLIC OF TANZANIA
IV	COTE D'IVOIRE		MC	MACAU	TH
HR	CROATIA	MK	MACEDONIA	TO	TOGO
CU	CUBA	MA	MADAGASCAR (MALAGASY REPUBLIC)	TL	TOKELAU
UC	CURACAO	MI	MALAWI	TN	TONGA
CY	CYPRUS	MY	MALAYSIA/SARAWAK	TD	TRINIDAD AND TOBAGO
EZ	CZECH REPUBLIC	MV	MALDIVES	TE	TROMELIN ISLAND
DA	DENMARK	ML	MALI	TS	TUNISIA
DJ	DJIBOUTI	MT	MALTA	TU	TURKIYE (TURKEY)
DO	DOMINICA	RM	MARSHALL ISLANDS	TX	TURKMENISTAN
DR	DOMINICAN REPUBLIC	MB	MARTINIQUE	TK	TURKS AND CAICOS ISLANDS
TT	EAST TIMOR	MH	MAURIANIA	TV	TUVALU
EC	ECUADOR	MR	MAURITANIA	AE	UAE/ABU DHABI/DUBAI
EG	EGYPT	MP	MAURITIUS	UG	UGANDA
ES	EL SALVADOR	MF	MAYOTTE	UP	UKRAINE
EK	EQUATORIAL GUINEA	MX	MEXICO	UK	UNITED KINGDOM
ER	ERITREA	MQ	MIDWAY ISLANDS	US	UNITED STATES
EN	ESTONIA	MD	MOLDOVA	UY	URUGUAY
ET	ETHIOPIA	MN	MONACO	UZ	UZBEKISTAN
EU	EUROPA ISLAND	MG	MONGOLIA	NH	VANUATU
EB	EUROPEAN CENTRAL BANK	MJ	MONTENEGRO	VE	VENEZUELA
FK	FALKLAND ISLANDS (ISLAS MALVINAS)	MH	MONTSERRAT	VM	VIETNAM
FO	FAROE ISLANDS	MO	MOROCCO	VQ	VIRGIN ISLANDS (U.S.)
FM	FEDERATED STATES OF MICRONESIA	MZ	MOZAMBIQUE	VI	VIRGIN ISLANDS BR / REDONDA / TORTOLA
FJ	FIJI	MM	MYANMAR	WQ	WAKE ISLAND
FI	FINLAND	WA	NAMIBIA	WF	WALLIS AND FUTUNA
FR	FRANCE	NR	NAURU	WE	WEST BANK AND GAZA
FG	FRENCH GUIANA	BQ	NAVASSA ISLAND	WI	WESTERN SAHARA
FP	FRENCH POLYNESIA (TAHITI)	NP	NEPAL	WS	WESTERN SAMOA
FS	FRENCH SOUTHERN AND ANTARCTIC	NL	NETHERLANDS	YM	YEMEN (ADEN)
GB	GABON	NC	NEW CALEDONIA	YO	YUGOSLAVIA
GA	THE GAMBIA	NZ	NEW ZEALAND	ZA	ZAMBIA
EI	IRELAND	NU	NICARAGUA	ZI	ZIMBABWE
JA	JAPAN	NG	NIGER

Employment Status

Value	Description
Employed	Employed
Retired	Retired
Unemployed	Unemployed
Student	Student

Estate Executor Type

Value	Description
Administrator	Administrator
Executor	Executor
Executrix	Executrix
Personal	Personal Representative

Government ID Type

Value	Description
NationalId	Non-US National Identification Number
Passport	Passport
DriversLicense	US Driver's License
Other	Identification type not included in any of the provided options

Income Range

Value	Description
A	Less than $50,000
B	$50,000 to $99,999
C	$100,000 to $199,999
D	$200,000 to $499,999
E	$500,000 to $999,999
F	$1 million to $2.5 million
G	More than $2.5 million

Initial Contribution Type

Value	Description
Regular	Regular Contributor
Simple	Simple
Rollover	Roll-Over Contribution
Transfer	Transfer
Recharacterization	Re-characterization
Conversion	Conversion
Sep	Sep

Investment Experience

Value	Description
None	0 Years
Limited	0-2 Years
Average	2-5 Years
Extensive	5+ Years

Investment Profile

Value	Description
Conservative	Conservative
ModeratelyConservative	Moderately Conservative
Moderate	Moderate
ModeratelyAggressive	Moderately Aggressive
AggressiveGrowth	Aggressive Growth

Job Industry

Value	Description
Accounting	Accounting
AdvertisingMarketing	Advertising Marketing
AerospaceDefense	Aerospace Defense industry
ArchitectureDesign	Architecture Design
Automotive	Automotive
Childcare	Childcare
CommunicationsTelecommunications	Communications Telecommunications industry
ConstructionCarpentryLandscaping	Construction Carpentry Landscaping
Education	Education
Energy	Energy
Engineering	Engineering
FinancialServices	Financial Services
GamingCasinoCardClub	Gaming Casino Card Club
GovernmentPublicAdministration	Government Public Administration
HealthcareMedicalServices	Healthcare Medical Services
HotelHospitality	Hotel Hospitality
InformationTechnology	Information Technology
Insurance	Insurance
LegalServicesPublicSafety	Legal Services Public Safety
Manufacturing	Manufacturing
MediaEntertainment	Media Entertainment
NonProfitCharity	Non Profit Charity
Other	Other
PrintingPublishing	Printing Publishing
RealEstate	Real Estate
RestaurantFoodService	Restaurant Food Service
Transportation	Transportation

Large Trader ID Status

Value	Description
Active	Active
Inactive	Inactive
Reactivated	Reactivated
Terminated	Terminated
Unidentified	Unidentified
Voluntary	Voluntary
Withdrawn	Withdrawn

Liquidity Need

Value	Description
None	None
Low	Low
Medium	Medium
High	High

Liquidity Net Worth

Value	Description
A	Less than $50,000
B	$50,000 to $99,999
C	$100,000 to $199,999
D	$200,000 to $499,999
E	$500,000 to $999,999
F	$1 million to $2.5 million
G	More than $2.5 million

Liquidity Time

Value	Description
Low	Less than 1 year
Medium	2 to 3 years
High	4 to 6 years

Marital Status

Value	Description
Single	Single
Married	Married
Divorced	Divorced
Widowed	Widowed

Net Worth

Value	Description
A	Less than $50,000
B	$50,000 to $99,999
C	$100,000 to $199,999
D	$200,000 to $499,999
E	$500,000 to $999,999
F	$1 million to $2.5 million
G	More than $2.5 million

Occupation

Value	Description
AccountingOrAuditing	Accounting Or Auditing
AdminSecty	Admin Section
AdvertisingOrMarketing	Advertising Or Marketing
CivilService	Civil Service
Communication	Communication
Computers	Computers
CraftsmanOrSkilled	Craftsman Or Skilled
CustomerService	Customer Service
MedicalOrDental	Medical or Dental
DomesticHelp	Domestic Help
EducationOrTraining	Education or Training
Engineering	Engineering
ExecutiveManagement	Executive Management
FarmRelated	Farm Related
FinanceOrInsurance	Finance or Insurance
Homemaker	Homemaker
HospitalityOrTourism	Hospitality or Tourism
HumanResources	Human Resources
Manufacturing	Manufacturing
ManagerOrPublicOfficial	Manager Or Public Official
MedicalOrDental	Medical Or Dental
Military	Military
NoOccupationIdentified	No Occupation Identified
OperativeOrSemiSkilled	Operative Or Semi Skilled
Other	Other
PartTimeOrWorkAtHome	Part Time Or Work At Home
ProfessionalTechnicalOrKindred	Professional Or Technical Or Kindred
RetiredOrUnemployed	Retired Or Unemployed
Nurse	Nurse
SalesOrRetail	Sales Or Retail
Science	Science
SocialServices	Social Services
Student	Student

Option Trading Level

Value	Description
1	Covered calls
2	Purchase calls and puts
3	Spread / long straddles
4	Equity put writing
5	Uncovered call writing and index put writing / short straddles
6	Uncovered index options

Per Stirpes Type

Value	Description
Rep	The owners designates a Special Representative to provide the proper identity of any unnamed beneficiaries and the extent of their interest in the account.
Estate	The owner designates the Personal Representative of their estate to provide the proper identity of any unnamed beneficiaries and the extent of their interest in the account.

Phone Region Code

Value	Country/Territory	Value	Country/Territory	Value	Country/Territory
1	United States and Canada	30	Greece	47	Norway and Svalbard and Jan Mayen
93	Afghanistan	299	Greenland	968	Oman
358	Aland Islands and Finland	1473	Grenada	92	Pakistan
355	Albania	590	Guadeloupe, Saint Barthelemy and Saint Martin	680	Palau
213	Algeria	1671	Guam	970	Palestinian Territory, Occupied
1684	American Samoa	502	Guatemala	507	Panama
376	Andorra	224	Guinea	675	Papua New Guinea
244	Angola	245	Guinea-Bissau	51	Peru
1264	Anguilla	595	Guyana and Paraguay	63	Philippines
1268	Antigua and Barbuda	509	Haiti	872	Pitcairn
54	Argentina	379	Holy See (Vatican City State)	48	Poland
374	Armenia	504	Honduras	351	Portugal
297	Aruba	852	Hong Kong	1939	Puerto Rico
61	Australia, Christmas Island and Cocos (Keeling) Islands	36	Hungary	974	Qatar
43	Austria	354	Iceland	262	Reunion and Mayotte
994	Azerbaijan	91	India	40	Romania
1242	Bahamas	62	Indonesia	7	Russia
973	Bahrain	98	Iran, Islamic Republic of Persian Gulf	250	Rwanda
880	Bangladesh	964	Iraq	1869	Saint Kitts and Nevis
1246	Barbados	353	Ireland	1758	Saint Lucia
375	Belarus	972	Israel	508	Saint Pierre and Miquelon
32	Belgium	39	Italy	1784	Saint Vincent and the Grenadines
501	Belize	1876	Jamaica	685	Samoa
229	Benin	81	Japan	378	San Marino
1441	Bermuda	962	Jordan	239	Sao Tome and Principe
975	Bhutan	77	Kazakhstan	966	Saudi Arabia
591	Bolivia, Plurinational State of	254	Kenya	221	Senegal
387	Bosnia and Herzegovina	686	Kiribati	381	Serbia
267	Botswana	850	Korea, Democratic People's Republic of Korea	248	Seychelles
55	Brazil	82	Korea, Republic of South Korea	232	Sierra Leone
246	British Indian Ocean Territory	965	Kuwait	65	Singapore
673	Brunei Darussalam	996	Kyrgyzstan	421	Slovakia
359	Bulgaria	856	Laos	386	Slovenia
226	Burkina Faso	371	Latvia	677	Solomon Islands
257	Burundi	961	Lebanon	252	Somalia
855	Cambodia	266	Lesotho	27	South Africa
237	Cameroon	231	Liberia	211	South Sudan
238	Cape Verde	423	Liechtenstein	34	Spain
345	Cayman Islands	370	Lithuania	94	Sri Lanka
236	Central African Republic	352	Luxembourg	249	Sudan
235	Chad	853	Macao	597	Suriname
56	Chile	389	Macedonia	268	Swaziland
86	China	261	Madagascar	46	Sweden
57	Colombia	265	Malawi	41	Switzerland
269	Comoros	60	Malaysia	963	Syrian Arab Republic
242	Congo	960	Maldives	886	Taiwan
243	Congo, The Democratic Republic of the Congo	223	Mali	992	Tajikistan
682	Cook Islands	356	Malta	255	Tanzania, United Republic of Tanzania
506	Costa Rica	692	Marshall Islands	66	Thailand
225	Cote d'Ivoire	596	Martinique	670	Timor-Leste
385	Croatia	222	Mauritania	228	Togo
53	Cuba	230	Mauritius	690	Tokelau
357	Cyprus	52	Mexico	676	Tonga
420	Czech Republic	691	Micronesia, Federated States of Micronesia	1868	Trinidad and Tobago
45	Denmark	373	Moldova	216	Tunisia
253	Djibouti	377	Monaco	90	Turkey
593	Ecuador	976	Mongolia	993	Turkmenistan
20	Egypt	382	Montenegro	1649	Turks and Caicos Islands
503	El Salvador	1664	Montserrat	688	Tuvalu
240	Equatorial Guinea	212	Morocco	256	Uganda
291	Eritrea	258	Mozambique	380	Ukraine
372	Estonia	95	Myanmar	971	United Arab Emirates
251	Ethiopia	264	Namibia	44	United Kingdom, Guernsey, Isle of Man and Jersey
500	Falkland Islands (Malvinas) and South Georgia and the South Sandwich Islands	674	Nauru	598	Uruguay
298	Faroe Islands	977	Nepal	998	Uzbekistan
679	Fiji	31	Netherlands	678	Vanuatu
33	France	599	Netherlands Antilles	58	Venezuela, Bolivarian Republic of Venezuela
594	French Guiana	687	New Caledonia	84	Vietnam
689	French Polynesia	64	New Zealand	1284	Virgin Islands, British
241	Gabon	505	Nicaragua	1340	Virgin Islands, U.S.
220	Gambia	227	Niger	681	Wallis and Futuna
995	Georgia	234	Nigeria	967	Yemen
49	Germany	683	Niue	260	Zambia
233	Ghana	672	Norfolk Island and Antarctica	263	Zimbabwe
350	Gibraltar	1670	Northern Mariana Islands

Phone Number Type

Value	Description
Home	Home Phone
Business	Business Phone
Cell	Cell Phone

Primary Distribution Type

Value	Description
Primary	To the remaining primary beneficiary(ies) on a pro-rata basis (proportionate to the designated percentages)
Contingent	To the applicable contingent beneficiary(ies)
Estate	To the last surviving account owners estate
PerStipres	To the heirs of the pre-deceased I disclaimed primary beneficiary(ies) per stirpes

Primary Contingent

Value	Description
Primary	Primary status
Contingent	Contingent status

Proxy Disclosure

Value	Description
L	Standard transmission of proxy information. Proxy information will be transmitted to ADP.
(blank)	Blank

Registration Type

Name	Can Open New Account	Description
Bank	❌	Bank
BrokerDealer	❌	Broker Dealer
Corporate	✔️	Corporation
CorporateForeign	✔️	Non-US corporation
Dvp	❌	Delivery vs Payment
DvpMuni	❌	Delivery vs Payment Municipality
DvpMuniProceeds	❌	Delivery vs Payment Municipality
EducationSaving	❌	Educational Savings Account
Estate	✔️	Estate
EstateForeign	✔️	Non-US Estate
FiveTwoNine	❌	529 Savings Plan
FourZeroOneKSali	❌	401K - SALI
FourZeroThreeB	✔️	403B
Government	❌	Government
Guardian	❌	Guardianship or Conservatorship
Individual	✔️	Individual
IndividualJointForeign	✔️	Non-US Individual
InstitutionalCustody	❌	Institutional Custody Account
InstitutionForeign	✔️	Non-US Institution
Insurance	❌	Insurance
InvestmentClub	❌	Investment Club
IraBeneficiary	❌	Beneficiary IRA
IraExternal	❌	External Custodian IRA
IraRollover	✔️	Rollover IRA
IraRoth	✔️	Roth IRA
IraRothBeneficiary	❌	Roth Beneficiary IRA
IraRothConversion	✔️	Roth Conversion IRA
IraRothRollover	✔️	Roth Rollover IRA
IraSep	✔️	SEP IRA
IraSimple	✔️	Simple IRA
IraTraditional	✔️	Traditional IRA
JointCp	✔️	Joint Community Property. Only available to residents of Alaska, Arizona, California,Idaho, Louisiana, Nevada, New Mexico, Philippine Islands, Puerto Rico, Texas, Wisconsin, or Washington.
JointTenant	❌	Joint Tenant
JointTic	✔️	Joint Tenants in Common.
JointTie	❌	Joint Tenant in Entirety
JointWros	✔️	Joint with Rights of Survivorship
Keogh	❌	Keogh Plan
Llc	✔️	Primary owner is a US Limited Liability Corporate
Minor	❌	Uniform Transfer to Minors Act (UTMA) or Uniform Gists to Minors Act (UGMA)
MuniBd	❌
MuniBdProceeds	❌
NonProfit	✔️	Primary owner is a US Non-Profit organization
Partnership	✔️	Partnership
PartnershipForeign	✔️	Non-US Partnership
Pension	❌	Pension Plan
Prime	❌	Prime Brokerage
ProfitSharing	❌	Profit Sharing
SavingLoan	❌	Savings Loan
Sole	✔️	Primary owner is a US Sole Proprietorship with US Tax ID
Trust	✔️	Primary owner is a US Trust with a Tax ID
TrustForeign	✔️	Trust not established in the US
SubscriptionAnnuityFixed	❌	Subscription Account - Fixed Annuity
SubscriptionAnnuityVariable	❌	Subscription Account - Variable Annuity
SubscriptionLife	❌	Subscription Account - Life Insurance
SubscriptionLifeUni	❌	Subscription Account - Universal Life Insurance
SubscriptionMf	❌	Subscription Account - Mutual Funds
Unik	✔️	UNI-K

Relationship Type

Value	Description
Child	Child
Other	Other
Self	Self
Spouse	Spouse

Sources of Funds

Value	Description
Employment	Employment Wages
Sale	Sale of Business or Property
Gift	Inheritance or Gift
Settlement	Insurance or Legal Settlement
Retirement	Pension or Retirement Savings
Brokerage	Funds from other brokerage account(s)
Other	Other sources of funds

StoneX Affiliated Entity

Value	Description
STNX	StoneX Financial Inc.
UNFA	INTL Fillmore Advisors LLC
SSWM	SA Stone Wealth Management Inc.
SSIA	SA Stone Investment Advisors Inc.

StoneX Affiliation Relationship

Value	Description
Child	Child
Other	Other
Self	Self
Spouse	Spouse

Trading Authority

Value	Description
Full	Full Trading Authority on the account
Limited	Limited Trading Authority on the account
None	No Trading Authority on the account

Tax Bracket

Value	Description
LessThan10	Less than 10 years
TenToFifteen	10 to 15 years
SixteenToTwenty	16 to 20 years
TwentyOneToTwentyFive	21 to 25 years
ThirtyOneToThirtyFive	31 to 35 years
MoreThanThirtyFive	more than 35 years

Time Horizon

Value	Description
LessThanOneYears	Less than 1 year
OneToThreeYears	1 - 3 years
FourToSixYears	4 - 6 years
SevenToNineYears	7 - 9 years
TenToTwelveYears	10 - 12 years
ThirteenToFifteenYears	13 - 15 years
MoreThanFifteenYears	More than 15 years

Transaction Type

Value	Description
A	Equity securities
B	Corporate debt
C	Fixed income securities
D	Derivatives
E	Investment company securities
F	Money market
G	Establishing a margin account and borrowing on fully paid securities
H	Purchasing securities on margin
I	Short sales

US States

Value	Description
AL	Alabama
AK	Alaska
AZ	Arizona
AR	Arkansas
AE	Armed Forces Africa
AA	Armed Forces Americas
AE	Armed Forces Canada
AE	Armed Forces Europe
AP	Armed Forces Pacific
CA	California
CO	Colorado
CT	Connecticut
DE	Delaware
DC	District of Columbia
FL	Florida
GA	Georgia
GU	Guam
HI	Hawaii
ID	Idaho
IL	Illinois
IN	Indiana
IA	Iowa
KS	Kansas
KY	Kentucky
LA	Louisiana
ME	Maine
MD	Maryland
MH	Marshall Islands
MA	Massachusetts
MI	Michigan
MN	Minnesota
MS	Mississippi
MO	Missouri
MT	Montana
NE	Nebraska
NV	Nevada
NH	New Hampshire
NJ	New Jersey
NM	New Mexico
NY	New York
NC	North Carolina
ND	North Dakota
MP	Northern Mariana Islands
OH	Ohio
OK	Oklahoma
OR	Oregon
PA	Pennsylvania
PR	Puerto Rico
RI	Rhode Island
SC	South Carolina
SD	South Dakota
TN	Tennessee
TX	Texas
UT	Utah
VT	Vermont
VA	Virginia
VI	Virgin Islands
WA	Washington
WV	West Virginia
WI	Wisconsin
WY	Wyoming

US Tax ID Type

Value	Description
SSN	Social Security Number or Individual Tax Identification Number
TaxId	Tax Identification Number
EIN	Employer Identification Number