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

...you can: View historical tax information. Get loan origination date or mortgage loan details from 1098 forms. Confirm and pre-fill customer address information. Loan payoff calculator and payment alerts Enrich the customer experience with suggestions and alerts to help them make financial...

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

...information. Interrogate the 1098 PDF form for: Loan origination date Loan balance Address How to get a list of all authorized account or individual documents Call the Statement resource using accounts/{accountId}/statement to get a list of all statement documents, saving the {statementId} for...

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

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

...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...

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

...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