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

..."Returned Check", "memo": null, "debitCreditMemo": "CREDIT", "category": null, "subCategory": null, "reference": null, "status": "POSTED", "amount": 1000, "foreignAmount": null, "foreignCurrency": null, "imageIds": null, "lineItem": null, "fiAttributes": null, ...

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

...deny services like account creation or step-up credit risk. Store customer-owned accounts with the {customerId} and {accountId}. Payment risk modeling Help businesses understand and define a consumer risk score using consumer-authorized payment-level data. Use the score to reduce fees, prevent...

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

...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 our Accounts API to provide...

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

...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 API to provide...

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

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

...you use our Transactions API. Savings Line of credit Loans Investments For checking and savings accounts, transaction details include: Amount Type Time stamp Category Check number Description Payee For brokerage and investment accounts, transaction details include: Type Shares Price Face...

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

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

..."Returned Check", "memo": null, "debitCreditMemo": "CREDIT", "category": null, "subCategory": null, "reference": null, "status": "POSTED", "amount": 1000, "foreignAmount": null, "foreignCurrency": null, "imageIds": null, "lineItem": null, "fiAttributes": null, ...

ACH Originations
/api-library/ach-originations/ver-1.0

...to securely originate domestic ACH payment (credit) or collection (debit) requests. With an interface intentionally designed for simplicity, ACH origination doesn’t require extensive knowledge of National Automated Clearing House Association (NACHA) terminology or file format. This makes...

Tags: payments, collections, ach, disbursements, transfers