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

...funds items using the Transactions API. Financial health indicators See a 360-degree snapshot of a consumers authorized accounts and offer certain financial health indicators. How to obtain account and statement-level detail Use the Accounts API to get authorized access to consumer...

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

...of whether a payment will clear successfully. Financial health indicators See a 360-degree snapshot of authorized consumer accounts and financial health indicators. Our Accounts API gives authorized access to consumer accounts including checking, savings and credit lines. You can also help...

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

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

...funds items using the Transactions API. Financial health indicators See a 360-degree snapshot of authorized consumer account information and offer certain financial health indicators. How to obtain account and statement-level detail Use the Accounts API to get authorized access to...

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

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

...reliable and secure access to consumer's financial data for Data Intermediaries. Financial Data Exchange APIs expose a diverse range of features tied to our core businesses of Consumer & Business Banking, Corporate & Commercial Banking, and Wealth Management Services. In this...

Corporate Account Information
/api-library/corporate-account-information/ver-1.0

...an analytics dashboard, which provides vital financial information and insights for the company. She wants to understand how deposit account balances fluctuate over time in relation to their sales cycle and credit line leverage. Sandra uses the Corporate Account Information API to help her...

Tags: corporate accounts, treasury reporting, cash positioning

Account Validation
/api-library/account-validation/ver-1.0

...accounts with data from thousands of trusted financial institutions. Workflow Example use cases Scenario one: George is a customer service representative for the local cable company. He’s speaking with Joanne, a customer that wants to set up direct debit for her monthly cable bill. Due to...

Tags: account validation, fraud prevention, payments, risk mitigation

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

...services and products that may enrich their financial services experience. Get a list of authorized accounts Retrieve a list of authorized consumer accounts including: Checking Savings IRA Find mortgage and loan information Leverage the Tax API to save time completing loan applications and...

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

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

...use cases Simplify everyday financial transactions with customers: Refund a customer. Reimburse employees for expense reports. Settle a claim. Pay a contractor. Perfect for: Enterprise resource planning systems Accounts payable applications Insurance or healthcare...

Tags: payments, disbursements, transfers, Zelle