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Found 5 results
...checking, savings, credit card, mortgage, and brokerage.
Transactions
View history from customer accounts with details like transaction amounts and dates, as well as who customers interact with.
Account statements
Retrieve statements as an individual PDF or as a list of statements from a set...
Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth
...card
Line of credit
Loans
Brokerage/IRA
Details include items such as:
Account type
Account description
Balances
Interest rate
Loan details
Holdings
Workflow
Example use cases
Interact with authorized consumer data through our Accounts API to provide value-added services and...
Tags: account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, IRA, retirement, investments
...card
Line of credit
Loans
Brokerage/IRA
Retrieve tax documents and receive PDF versions of tax forms including:
1098
1099-INT
1099-DIV
Workflow
Example use cases
Interact with authorized consumer data through our Documents API to provide value-added services and products...
Tags: tax document, tax, loan, mortgage, PDF, credit, checking, savings, data toolbox
...
Check number
Description
Payee
For brokerage and investment accounts, transaction details include:
Type
Shares
Price
Face value
Symbol
Markup
Commission
Taxes
Workflow
Example use cases
Interact with authorized consumer data through our Transactions API to provide value-added...
Tags: transactions, accounts, checking, savings, aggregator, account aggregation, data toolbox
...a portfolio of international stocks through the brokerage account from an internal equity management application. With simplicity in design and ease of integration, the development team at her company decides to use the Wire Transfers API. This empowers the internal client application to reduce...
Tags: domestic, international, wire, transfers