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Developer Guide
/api-library/data-toolbox/ver-1.0/documents/developer-guide

..."error": null, "accountType": "CHECKING", "displayName": "Checking - 7375", "status": "OPEN", "description": "Checking", "fiAttributes": null, "parentAccountId": null, "nickname": null, "currency": { "currencyRate": null, "currencyCode": "USD", "originalCurrencyCode":...

Developer Guide
/api-library/data-toolbox-accounts/ver-1.0/documents/developer-guide

..."error": null, "accountType": "CHECKING", "displayName": "Checking - 7375", "status": "OPEN", "description": "Checking", "fiAttributes": null, "parentAccountId": null, "nickname": null, "currency": { "currencyRate": null, "currencyCode": "USD", "originalCurrencyCode":...

Developer Guide
/api-library/data-toolbox-documents/ver-1.0/documents/developer-guide

..."error": null, "accountType": "CHECKING", "displayName": "Checking - 7375", "status": "OPEN", "description": "Checking", "fiAttributes": null, "parentAccountId": null, "nickname": null, "currency": { "currencyRate": null, "currencyCode": "USD", "originalCurrencyCode":...

Developer Guide
/api-library/data-toolbox-transactions/ver-1.0/documents/developer-guide

..."error": null, "accountType": "CHECKING", "displayName": "Checking - 7375", "status": "OPEN", "description": "Checking", "fiAttributes": null, "parentAccountId": null, "nickname": null, "currency": { "currencyRate": null, "currencyCode": "USD", "originalCurrencyCode":...

Data Toolbox - Transactions
/api-library/data-toolbox-transactions/ver-1.0

...list of authorized consumer accounts, including checking, savings and IRA. Use our Accounts API to get a list of authorized consumer account information and to obtain the account identifier for each one. Use our Accounts API to get the current account balance and determine the likelihood of...

Tags: transactions, accounts, checking, savings, aggregator, account aggregation, data toolbox

Data Toolbox
/api-library/data-toolbox/ver-1.0

...insights for multiple account types that include 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...

Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth

Data Toolbox - Accounts
/api-library/data-toolbox-accounts/ver-1.0

...account types when you use our Accounts API: Checking Savings Credit 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...

Tags: account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, IRA, retirement, investments

Data Toolbox - Documents
/api-library/data-toolbox-documents/ver-1.0

...details for various account types such as: Checking Savings Credit 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...

Tags: tax document, tax, loan, mortgage, PDF, credit, checking, savings, data toolbox

Disbursements via Zelle®
/api-library/disbursements/ver-1.0

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Tags: payments, disbursements, transfers, Zelle

Developer Guide
/api-library/ach-originations/ver-1.0/documents/developer-guide

..."John Snow", "recipientAccountType": "Checking", "recipientAccountNumber": "77777777777777777", "recipientRoutingNumber": "888888888", "recipientIdentificationNumber": "1234" }, "transactionDetails": { "transactionType": "Payment", "standardEntryClassCode": "PPD", ...

FAQs
/help/faq

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