Latest RMD Records

get

https://api.bridgeft.com/v2/data/source/rmds/latest

Returns a list of the most recent RMD records as of the latest date reported by the custodian. Endpoint supports optional filtering.

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Query Params

Number of items to return per page

Current page number

Body Params

integer

The unique resource id for the RMD record

account_id

integer

The id of the Account associated with this RMD record

account_ids

array of integers

Provide a list of Account IDs to filter.

account_ids

source

string

enum

Custodian or source the RMD data comes from. APX=Apex Fintech Solutions, AXO=Axos Advisory Services, DST=DST Systems, FPR=Fidelity 401k/403b, IBK=Interactive Brokers, NFS=Fidelity Investments, PER=Pershing, PTA=Pontera, SWB=Charles Schwab, TDA=TD Ameritrade (Available prior to Sept. 2, 2023), EGB=Eaglebrook, MLT=Millenium Trust, TIA=TIAA Financial Services

account_number

string

The account number of the Account associated with this RMD record

feed_code

string

The feed code of the Account associated with this RMD record

advisor_code

string

The advisor code (feed code) of the Account associated with this RMD record

reported_date

date-time

required

The date the source reports the RMD record

establish_date

date-time

The date the retirement account was established

registration_type

string

The registration type of the retirement account

prior_year_end_balance

float

The account balance as of the end of the prior calendar year

date_of_birth

date-time

The date of birth of the account owner

year_to_date_distribution_amount

float

The total distributions taken so far in the current year

life_expectancy_factor

float

The IRS life expectancy factor used to compute the RMD

life_expectancy_code

string

The code identifying which IRS life expectancy table was applied

estimated_required_minimum_distribution_amount

float

The estimated required minimum distribution amount for the year

remaining_required_minimum_distribution_amount

float

The remaining required minimum distribution amount still to be taken for the year

custodian_reported

boolean

True if the RMD figures were reported directly by the custodian, false if derived

created_at_utc

date-time

Timestamp for when the record was created

Responses

Language

Credentials

Bearer

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Response

Choose an example:

application/json

200An enveloped list of RMD records

400Bad Request