In the below, we outline how accounts types are mapped from eWealthManager when they are imported into Voyant.
| Account Type in eWealthManager | Description in eWealthmanager | Class in Voyant | Type in Voyant |
| Unspecified | Unspecified | UsSavings | INVESTMENT |
| Individual | Individual | UsSavings | INVESTMENT |
| Joint Tenant WROS | Joint Tenant with Rights of Survivorship | UsSavings | INVESTMENT |
| Tenants in Common | Tenants in Common | UsSavings | INVESTMENT |
| Community Property | Community Property | UsSavings | INVESTMENT |
| Personal Trust | Personal Trust | UsSavings | INVESTMENT |
| Trust | Trust | UsSavings | INVESTMENT |
| Corporate | Corporation | UsSavings | INVESTMENT |
| Sole Proprietor | Sole Proprietor | UsSavings | INVESTMENT |
| Partnership | Partnership | UsSavings | INVESTMENT |
| Endowment (Non-Taxable) | Endowment (Non-Taxable) | UsSavings | INVESTMENT |
| LLC | Limited Liability Company | Property | BUSINESS |
| Investment Club | Investment Club | UsSavings | INVESTMENT |
| Guardianship | Guardianship | UsSavings | INVESTMENT |
| Estate | Estate | ||
| Foundation (Non-Taxable) | Foundation (Non-Taxable) | UsSavings | INVESTMENT |
| Traditional IRA | Traditional IRA | UsRetirementPlan | IRA |
| Roth IRA | Roth IRA | UsRetirementPlan | ROTHIRA |
| Inherited IRA | Beneficiary IRA Individual | UsRetirementPlan | INHERITED_IRA |
| SEP-IRA | SEP-IRA | UsRetirementPlan | SEP |
| Simple IRA | Simple IRA | UsRetirementPlan | SIMPLE_IRA |
| 403(B) - Plan | 403(b) Plan | UsRetirementPlan | TYPE403B |
| 401(k) | 401(k) | UsRetirementPlan | TYPE401K |
| Profit Sharing Plan | Profit Sharing Plan | ||
| Money Purchase Pension Plan | Money Purchase Pension Plan | ||
| Defined Benefit Pension Plan | Defined Benefit Pension Plan | UsPension | |
| UGMA | Uniform Gift to Minors | ||
| UTMA | Uniform Transfer to Minors | ||
| Rollover IRA | Rollover IRA | UsRetirementPlan | IRA |
| Endowment (Taxable) | Endowment (Taxable) | UsSavings | INVESTMENT |
| Foundation (Taxable) | Foundation (Taxable) | UsSavings | INVESTMENT |
| Tenants by Entirety | Tenants by Entirety | ||
| Non-GFTC IRA | Fiduciary IRA | UsRetirementPlan | IRA |
| Federally Recognized Indian Tribe | Federally Recognized Indian Tribe | ||
| Individual(k) | Individual 401(k) | UsRetirementPlan | TYPE401K |
| 501(c) | 501(c) | ||
| Other IRA | Other IRA | UsRetirementPlan | IRA |
| 403(b) - Individual | 403(b) - Individual | UsRetirementPlan | TYPE403B |
| Giving Fund | Giving Fund | ||
| Individual TOD | Individual TOD | ||
| Community Property WROS | Community Property with Rights of Survivorship | Property | OTHER |
| Community Property WROS TOD | Community Property with Rights of Survivorship TOD | Property | OTHER |
| Joint Tenant WROS TOD | Joint Tenant with Rights of Survivorship TOD | UsSavings | INVESTMENT |
| Tenants by Entirety TOD | Tenants by Entirety TOD | UsSavings | INVESTMENT |
| Beneficiary IRA Trust | Beneficiary IRA Trust as Owner | UsRetirementPlan | INHERITED_IRA |