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Mesh to Meld Mappings

Note: You can always compare the raw responses from Mesh in the serviceProviderDetails section of a financial account.

Financial Account Base Fields

Balances

Investment Holdings

Investment Transactions

Normalized Account Types and Subtypes

Financial Account Base Fields

This data comes from Mesh's onBrokerConnected event emitted from their widget. The event schema is detailed here

Meld

Description

Mesh Response Field

name

The account name

accountName

truncated
AccountNumber

The last 4 digits of the account number

accountId

status

The real-time status of the account

  • None_. Always mapped to ACTIVE

type

The type of the account. Mapped to a Meld standardized type

  • None_. Always mapped to INVESTMENT

subtype

The subtype of the account.

  • None_. Always mapped to BROKERAGE

Normalized Account Types and Subtypes