Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get Check or Bill Pay Deposit Instructions

This request returns the mailing information for clients to mail paper checks to deposit into their taxable brokerage account or IRA.

These instructions may also be used to instruct users when setting up funds transfers from their bank to their brokerage account using bill pay at the bank.

Please note our policies for acceptable checks.

Note: There are numerous restrictions related to deposits into different types of brokerage accounts based upon account and user characteristics (e.g., no contributions into a beneficiary IRA or any IRA when the account owner is over 70½ years old, etc.) which will be checked when sent through this API and or when the funds are received at Folio. Learn more in the Folio Institutional Help Center.

Request URL

Syntax GET /restapi/accounts/{accountnumber}/cashtransfers/checkinstructions
Example URL https://api.uat.foliofn.com/restapi/accounts/RA1234ABCD/cashtransfers/checkinstructions

Response Data Fields

Field Description
accountNumber The identifier of the account that is going to be funded by the check.
address The address to which the check should be sent.
payableTo The entity to which that the check should be payable.
contributionYear Optional. For IRA account types, note the tax year for the contribution.

Response Example

Non-Taxable Account


HTTP/1.1 200 OKX-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Content-Type: application/json
Transfer-Encoding: chunked
Date: Tue, 05 Aug 2014 14:14:01 GMT
{
  "accountNumber" : "RA1234ABCD",
  "address" : {
    "city" : "McLean",
    "country" : "US",
    "line1" : "Folio Investments, Inc.",
    "line2" : "PO Box 10265",
    "state" : "VA",
    "zipcode" : "22102-8265"
  },
  "contributionYear" : "2014",
  "payableTo" : "Folio Investments, Inc."
}

Taxable Account


HTTP/1.1 200 OK
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Content-Type: application/json
Transfer-Encoding: chunked
Date: Tue, 05 Aug 2014 14:14:01 GMT
{
  "accountNumber" : "RA1234ABCD",
  "address" : {
    "city" : "McLean",
    "country" : "US",
    "line1" : "Folio Investments, Inc.",
    "line2" : "PO Box 10246",
    "state" : "VA",
    "zipcode" : "22102-3888"
  },
  "payableTo" : "Folio Investments, Inc."
}


Change Log

04/29/2016

  1. Added Change Log

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