Get the distribution ledger of an RMD annual record
GET/v1/households/:householdId/rmd/profiles/:profileId/annuals/:annualId/ledger
Returns the distribution ledger of the RMD annual record with the given ID: the transactions of the account in that year that can count toward the required minimum distribution, by transaction date, and their totals. When the ledger has no entries, reading it adds them from the account's transactions, each pending, with a suggested classification. An RMD profile entered by hand has no transactions, so its ledger is empty. Send status to return only the entries with that status; summary still counts every entry. If your firm has no RMD annual record with that ID, the response is 404.
Request
Responses
- 200
- 400
- 401
- 403
- 404
- 429
The distribution ledger.
annualId is not an integer.
The access token is missing, invalid, or expired.
The access token does not have the read:household scope or the read:crm scope.
Your firm has no RMD annual record with that ID.
Too many requests. Wait the number of seconds in the Retry-After-per-person header (script-audience tokens) or the Retry-After header (other requests) before you retry. See Rate limit.