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TransactionType
public enum TransactionType : StringType for the transaction, e.g. buying or selling
-
buying a Stock, ETF, …
Declaration
Swift
case buy -
depositing cash in a registered account
Declaration
Swift
case contribution -
receiving a cash dividend
Declaration
Swift
case dividend -
custodian fee
Declaration
Swift
case custodianFee -
depositing cash in an unregistered account
Declaration
Swift
case deposit -
wealthsimple management fee
Declaration
Swift
case fee -
forex
Declaration
Swift
case forex -
grant
Declaration
Swift
case grant -
home buyers plan
Declaration
Swift
case homeBuyersPlan -
hst
Declaration
Swift
case hst -
charged interest
Declaration
Swift
case chargedInterest -
journal
Declaration
Swift
case journal -
US non resident withholding tax on dividend payments
Declaration
Swift
case nonResidentWithholdingTax -
redemption
Declaration
Swift
case redemption -
risk exposure fee
Declaration
Swift
case riskExposureFee -
refund
Declaration
Swift
case refund -
reimbursements, e.g. ETF Fee Rebates
Declaration
Swift
case reimbursement -
selling a Stock, ETF, …
Declaration
Swift
case sell -
stock distribution
Declaration
Swift
case stockDistribution -
stock dividend
Declaration
Swift
case stockDividend -
transfer in
Declaration
Swift
case transferIn -
transfer out
Declaration
Swift
case transferOut -
withholding tax
Declaration
Swift
case withholdingTax -
withdrawal of cash
Declaration
Swift
case withdrawal -
Cash transfer into cash account
Declaration
Swift
case paymentTransferIn = "wealthsimplePaymentsTransferIn" -
Cash withdrawl from cash account
Declaration
Swift
case paymentTransferOut = "wealthsimplePaymentsTransferOut" -
Referral Bonus
Declaration
Swift
case referralBonus -
Interest paid in saving accounts
Declaration
Swift
case interest -
Wealthsimple Cash Card payments
Declaration
Swift
case paymentSpend = "wealthsimplePaymentsSpend" -
Wealthsimple Cash Cashback
Declaration
Swift
case giveawayBonus -
Wealthsimple Cash Cashback
Declaration
Swift
case cashbackBonus -
Online Bill Payment
Declaration
Swift
case onlineBillPayment -
Loaning out stock to a third party
Declaration
Swift
case stockLoanBorrow = "fPLLoanedSecurities" -
Returning stock which was borrowed from a third party
Declaration
Swift
case stockLoanReturn = "fPLRecalledSecurities" -
Manufactured dividend, which is paid out from the third party who borrowed the stock
Declaration
Swift
case manufacturedDividend -
Return of Capital (Adjusted Cost Base entry only)
Declaration
Swift
case returnOfCapital -
Non-cash Distribution (Adjusted Cost Base entry only)
Declaration
Swift
case nonCashDistribution